These polls have become something of an annual tradition, and so let's kick off the new year correctly. Which network owners/operators do you think are the most likely to be acquired in 2016?
Last year, perennial winner XO edged out Sprint, with Lightower, Fibertech, FiberLight, and Integra following up in the mid 6% range. You'll note that of those, only Fibertech actually got bought. And to find the second consolidatee on the list one needs to go down to #13 with Sunesys. Perhaps I didn't help by adding the cable operators to the poll but injecting my expectation that none were likely to get acquired (TW Cable a second time, SuddenLink, Cablevision -- oops).
Next week we'll follow up with who the likeliest buyers are. Note that to be on this list requires either a US fiber or a xLEC business with substantial wholesale or enterprise business focus that has known or estimated revenues of around $50M or more. I may have missed a few (yes it does happen!), just let me know and I’ll correct it.
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