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    Shipra Pandey • Bank of America

    Shipra Pandey's questions to Frontier Communications Parent Inc (FYBR) leadership

    Shipra Pandey's questions to Frontier Communications Parent Inc (FYBR) leadership • Q2 2024

    Question

    Shipra Pandey requested an update on the timing of the Analyst Day and the strategic review, asking about potential capital sources like joint ventures and the company's view on the best uses of capital.

    Answer

    President and CEO Nick Jeffery stated the investor update is tied to the ongoing strategic review and conclusions will be shared when ready. While not commenting on speculation, he noted that recent industry JVs validate fiber's value. CFO Scott Beasley reiterated capital structure goals: reducing capital costs, increasing flexibility, and managing leverage, pointing to the recent securitization as a successful execution of this strategy.

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    Shipra Pandey's questions to Frontier Communications Parent Inc (FYBR) leadership • Q1 2024

    Question

    Shipra Pandey asked a high-level question about the future structure of the broadband industry, focusing on the necessity of convergence with mobile, the role of third-party fiber overbuilders, and the potential for open access networks.

    Answer

    CEO Nick Jeffery opined that while the U.S. is a converging market, Frontier does not currently see a need to offer a mobile bundle, as its fiber customer acquisition and churn metrics remain strong. He stated that Frontier sees minimal overbuilder activity in its markets and is unlikely to open its own network for access, though it might consider using adjacent open access networks if the financial returns are compelling.

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