So I talked with someone who should know what they’re talking about with regard to Windstream. Not naming names because it isn’t important to do so anyway. Here are are some of the more interesting (though predictable) things that he mentioned:
1. Windstream’s biggest customers are AT&T and Verizon
Telcos buy backhaul from other telcos when it comes to providing cellular service. As long as Verizon and AT&T continue to rule the roost in the wireless biz, Windstream will continue to get a fair chunk of change per month for T1s and fiber Ethernet connections to cell sites in their footprint. In many cases other cellular providers also have to use Windstream for backhauling their cell sites, which generates even more revenue for Windstream, which isn’t particularly forgiving when it comes to T1 pricing either. Read the rest of this entry »