Windstream’s emphasis on data centers, unique routes could bolster wholesale business

October 13, 2016 - As Windstream builds out diverse routes for its wholesale and carrier segment by connecting to more carrier hotels and landing, the service provider puts itself in a more compelling position of growth.

Cowen and Company said in a research note that Windstream can gain an upper hand by building out long-haul and metro network routes for wholesale services in markets that are less saturated.

“Competition and pricing remain intense, and we believe success will be partly driven by unique/diverse routes as common routes become quickly commoditized,” Cowen said in a research note. “As such Windstream’s RLEC roots make it a compelling wholesale transport carrier as it focuses on attractive less popular routes while secular demand for bandwidth is making its way downstream.”

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