[fbdab103]

I know nothing of the space, could you go into the opex a bit? I naively assume that once the wire is in the ground, all of the maintenance is in powering routers + staff + recovery when a backhoe inadvertently cuts a line.

How do coax and fiber differentiate themselves on long-term costs?

[toast0]

Coax has powered equipment in the field. Power costs money (opex). The powered equipment sometimes needs replacing, probably much more often than GPON (opex to roll the truck, capex maybe to replace broken equipment)

[gowings97]

Precisely