9.7.1.3Vertical

Fiber Broadband Providers

ISPs deploying fiber-to-the-home and business broadband.

Market snapshot

These figures describe Broadband & Fixed-Line Services (9.7.1), the segment that Fiber Broadband Providers sits within. They are not figures for Fiber Broadband Providers on its own.

Market size
~$322.7B
Growth
~0.1%CAGR (2017–22, nominal)
FragmentationConsolidatedEstimate

Flat over five years, as broadband subscription growth exactly offset the collapse of fixed-line voice. Fiber overbuilds and federal subsidy are now the swing factor, and they are being deployed into the rural markets where a single incumbent has never faced competition.

NAICS 517111. U.S. Census Bureau, 2022 Economic Census. No firm count is shown: the code was created in the 2022 classification revision and has no counterpart in the business-count series, which is still on the previous vintage. Growth is measured against the 2017 predecessor code 517311.

Business model & economics

Revenue model

Recurring broadband and fixed-line subscriptions

Key economics

Recurring revenue
High

recurring subscriber revenue

EBITDA margin
Strong for broadband; declining legacy voice
Capex intensity
High

Characteristics

  • Broadband the core profit engine; legacy voice declining.
  • Cable vs. fiber vs. fixed-wireless competition intensifying.
  • Convergence with mobile (broadband + wireless bundles).

M&A deal context

Deal activityModerate

Who’s acquiring

  • Cable operators & telcos
  • Fiber overbuilders & infrastructure funds
  • Convergence-focused carriers

What’s driving deals

  • Fiber expansion and broadband competition.
  • Fixed-wireless-access alternative.
  • Broadband-mobile convergence.

Find Fiber Broadband Providers acquisition targets

Search Acquisera’s index for companies classified under Fiber Broadband Providers (9.7.1.3) and build a targeted deal pipeline.

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