Fiber for Breakfast with Gary Bolton

FTTH technology is clearly the “end game” solution for wireline broadband access services, however, the speed and scope of operator migration to full-fiber networks varies widely, depending on factors such as operator roadmaps and competitive landscape conditions. On the next episode of Fiber for Breakfast, Erik Keith, Principal Analyst for Broadband Infrastructure at S&P Global Market Intelligence, joins Gary Bolton, President & CEO of the Fiber Broadband Association, to discuss key findings from S&P’s most recent global surveys of telecom and cable operators. The conversation will examine key factors in the ongoing evolution towards more pervasive FTTH network deployments, including data points from both the telco and cable operator perspectives. 

With Special Guest:

Erik M. Keith, Principal Analyst for Broadband Infrastructure at S&P Global Market Intelligence Kagan

AI is rapidly reshaping enterprise infrastructure and operations (I&O), placing new demands on compute, networking, virtualization, security, and talent management. On the next episode of Fiber for Breakfast, Ron Westfall, Vice President and Practice Leader for Infrastructure and Networking at HyperFRAME Research, joins Gary Bolton, President & CEO of the Fiber Broadband Association, to discuss new global research examining how enterprises are adapting I&O strategies for the AI era. The conversation explores how organizations are prioritizing investments, scaling data and network infrastructure, and addressing operational complexity to move AI from experimentation to secure, production-ready deployment.

With Special Guest:

Ron Westfall, VP and Practice Leader for Insfrastructure and Networking, HyperFRAME Research

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.