FFB Episode 273: Capacity, Competition & Cash Flow: The Upstream Equation

FFB Episode 273: Capacity, Competition & Cash Flow: The Upstream Equation

April 1, 2026 · 33 min

About this episode

The episode discusses the findings of the 4Q25 OpenVault Broadband Insights report, focusing on the comparison between Fiber and DOCSIS subscribers and the implications for network investment and capacity planning.

On this episode of Fiber for Breakfast, hosted by Fiber Broadband Association President & CEO Gary Bolton, we’re joined by Mark Trudeau, Founder & CEO of OpenVault and Jeff Heynen, VP of Broadband Access and Home Networking at Dell'Oro Group to unpack the 4Q25 OpenVault Broadband Insights report. For the first time, the report compares Fiber and DOCSIS subscribers, revealing that symmetrical fiber speeds unlock significant pent-up upstream demand — with fiber users consuming 66% more upstream bandwidth. The conversation explores what this means for network investment, capacity planning, revenue growth, and the growing impact of absolute traffic increases on operator networks. Get your questions ready and register to attend! With Special Guests: Jeff Heynen, VP of Broadband Access and Home Networking, Dell'Oro Group Mark Trudeau, Founder & CEO, OpenVault

More episodes of Fiber for Breakfast with Gary Bolton

Explore listener stats, chart rankings, contacts and more on the Fiber for Breakfast with Gary Bolton podcast page.