Broadband Investor Beacon

The broadband CEOs I collaborate with daily are concerned with one critical question:
 

How can we differentiate and grow in a market where every customer has access to at least 2 fast broadband options and does not understand the difference between speeds?
 

This is the trend that the mobile market never overcame. The mobile go-to-market strategy remains the same decades later—speed. What did this lead to? Decades of price wars, margin declines, and poor return on capital invested. All the value went to the mobile device and their ecosystems—just look at the valuation of Apple.
 

This commodity speed trap is what Calix has solved with our unique broadband platform. Our platform enables the broadband service provider (BSP) to retain power and profit, giving them three new ways to generate revenue beyond “the fiber pipe”:

1. Wi-Fi appliance options to match the subscriber’s physical needs. With zero integration, a Calix BSP can offer small, medium, and large Wi-Fi options while adding outdoor Wi-Fi offerings that generate new revenue. These include systems that are low cost and weatherproof (-94F/+158F) and long reach systems that extend outdoor coverage for 1 mile / 1.6KM.) The same appliances can cover different home sizes, yards or acreages, farms, stores, cafes, patios, marinas and campgrounds. You can read about 6 BSPs who are differentiating here.
   
   
2. Solutions customized to the subscriber’s experience needs. SmartHome™, SmartMDU™, SmartBiz™ (small business), and ManagedBiz™ (medium business) are enabled based on the user’s needs. Incremental differentiation is enabled via subscriber roaming on SmartTown®. The same Wi-Fi appliances can be deployed to cover the kitchen, pool, and garage at home (running SmartHome)—or at the campsite or lake for pay-as-you-go Wi-Fi with SmartBiz.
   
   
3. No IT integration means product launches in days, not years. Once the Calix platform is integrated, turning up services takes days. ALLO enabled BARK in days with no IT integration—which is the norm for Calix customers, resulting in much reduced complexity, higher margins, and faster deployments. The standard time-to-market in broadband is years. With our platform, Calix makes it days.
    

At MetroConnect, I moderated a discussion with forward-thinking leaders who saw this trend early on. They have partnered with Calix to develop smart and simple business models that generate the best outcomes in terms of revenue, margin, and customer satisfaction (Net Promoter Scores℠ in the 70s, 80s, and 90s); Brad Moline, CEO of ALLO, Brian Stading, CEO of Lumos, and Tom Williams, founder of Razzle.

We are ready to partner with you to improve the return on your investments. If you have questions, please reach out to me or Kerry Haughan at Kerry.Haughan@calix.com.

Net Promoter®, NPS®, NPS Prism®, and the NPS-related emoticons are registered trademarks of Bain & Company, Inc., Satmetrix Systems, Inc., and Fred Reichheld. Net Promoter Score℠ and Net Promoter System℠ are service marks of Bain & Company, Inc., Satmetrix Systems, Inc., and Fred Reichheld.