Broadband M&A + AI Skills = The SuperApp Moat Nobody's Talking About

Two fiber deals in the past week—Vero acquiring MontanaSky, BT relaunching pay-TV—and every analysis I've read focuses on subscriber count and ARPU. They're missing the real play.

This isn't about selling faster pipes. It's about controlling the last-mile data layer in markets where small-business AI adoption is about to hit critical mass. Operators who own the fiber and embed MarTech or fintech rails into that relationship will own the next SuperApp wave. Pure connectivity providers become cost centers.

The deck breaks down the infrastructure math, the embedded-service arbitrage, and why this is the emerging-market playbook for 2026.

#Broadband #SuperApps #AIAdoption #TelecomStrategy #EmergingMarkets

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