Fiber for Breakfast with Gary Bolton

In this episode, we explore the latest Dell’Oro Group Broadband Access and Home Networking forecast and what it signals for cable, fiber, and fixed wireless providers worldwide. After three consecutive years of revenue declines, the market is projected to grow at just a 0.3% CAGR through 2030, with another dip expected in 2025 before a potential rebound in 2026 driven by DOCSIS 4.0 and XGS-PON rollouts. Jeff Heynen, Vice President of Broadband Access and Home Networking Research at Dell’Oro Group, joins Gary Bolton, President & CEO of the Fiber Broadband Association, to break down what this means for network operators — from timing infrastructure investments and managing capital amid macro uncertainty to balancing fiber expansion with cable upgrades and planning for moderating bandwidth growth. The message is clear: disciplined deployment decisions over the next three years will shape long-term competitiveness and ROI.

With Special Guest:

Jeff Heynen, VP of Broadband Access and Home Networking Research, Dell'Oro Group

The 2026 study of the general public across the U.S. and Canada takes the deepest market research dive yet into attitudes toward and participation in AI, as well as other emerging societal shifts. A key component of the study explores the evolving role of fiber as these trends continue to develop.

Join us for the next episode of Fiber for Breakfast as Michael Render, CEO of RVA LLC, joins Gary Bolton, President & CEO of the Fiber Broadband Association, to discuss new perspectives on fiber’s current and future role.

A deeper understanding of these paradigm shifts is critical for fiber manufacturers, installers, service providers, and end users alike. Register now!

With Special Guest:

Michael Render, CEO, RVA LLC

Autonomous vehicles are moving beyond early pilot programs and driving a multi-million-dollar industry. Goldman Sachs Research forecasts that the robotaxi rideshare market will grow at a compound annual growth rate of approximately 90% from 2025 to 2030. While AVs make split-second driving decisions onboard, low-latency fiber infrastructure is critical to supporting backend operations. Join Clayton Tino, President & COO of Beep, Inc., and Gary Bolton, President & CEO of the Fiber Broadband Association, as they discuss how fiber powers the AV ecosystem—delivering the reliability, scalability, and efficiency required to operate at scale.

With Special Guest:

Clayton Tino, President and COO, Beep Inc.

As AI evolves from centralized data centers to massive, distributed systems, the physical layer—glass and photons—is becoming the true architecture of intelligence.

Join us on the next episode of Fiber for Breakfast as Allan Isfan, AI, Telecom, and Streaming Executive at AI Squared, joins Gary Bolton, President & CEO of the Fiber Broadband Association, to explore fiber as the “Fourth Pillar” of AI.

Together, they’ll unpack how fiber serves as the nervous and circulatory system of modern intelligence, why legacy networks are reaching a structural ceiling, and what it takes for operators to evolve from bandwidth providers to AI architects.

Don’t miss this deep dive into the infrastructure powering the AI era. Register now!

With Special Guest:

Alan Isfan, AI Telecom, and Streaming Executive, AI Squared

The U.S. fiber market has entered a phase of consolidation, with larger operators acquiring smaller networks at an accelerating pace. Integration can unlock scale and efficiency, but execution risk varies widely by architecture, technology stack, and operational maturity. Which networks integrate cleanly—and where do problems emerge? Join us as Jack Burton and David Strauss of BSP Technical Advisors, talk with Gary Bolton, President & CEO of the Fiber Broadband Association, for a practical discussion on readiness, risk, and value creation. Register now!

With Special Guests:

Jack Burton, Principal and Co-Founder, BSP Technical Advisors
David Strauss, Principal and Co-Founder, BSP Technical Advisors