Fiber execution could make or break Frontier's future, analysts say [telecom]

by Diana Goovaerts

Analysts from New Street Research and MoffettNathanson offered very different views of Frontier Communications' future prospects, initiating coverage as the company emerges from bankruptcy.

During an investor event on Monday, New Street Research analyst Jonathan Chaplin characterized Frontier's situation as "undoubtedly the most exciting equity story in the sector," noting it has "all the hallmarks of assets that we tend to love - infrastructure, growing market, attractive market structure, high barriers to entry, massive share gain opportunity, operating and financial leverage." He added the difference between Frontier and other similar players is that Frontier's fiber penetration is currently "in the teens" as opposed to in the mid-40% range.

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