Consolidated Communications Holdings, Inc. (CNSL): Lienzo de Modelo de Negocio [Actualizado en Ene-2025]

En el panorama de telecomunicaciones en rápida evolución, Consolidated Communications Holdings, Inc. (CNSL) se destaca como una potencia estratégica, que ofrece soluciones de conectividad innovadoras que unen divididos digitales en los mercados rurales y suburbanos. Al crear meticulosamente un modelo de negocio integral que equilibra la tecnología de vanguardia, los servicios centrados en el cliente e infraestructura robusta, CNSL se ha posicionado como un jugador crítico para proporcionar servicios confiables de Internet y comunicación a diversos segmentos de clientes. Su enfoque único transforma los complejos desafíos de telecomunicaciones en experiencias de conectividad sin problemas y accesibles que capacitan a las empresas, residentes e instituciones por igual.

Consolidated Communications Holdings, Inc. (CNSL) - Modelo de negocio: asociaciones clave

Proveedores de equipos de telecomunicaciones y proveedores de infraestructura de red

Consolidated Communications mantiene asociaciones estratégicas con proveedores de infraestructura de red clave:

Pareja	Enfoque de asociación	Valor de contrato anual estimado
Corporación ciena	Equipos de red y soluciones de redes ópticas	$ 12.5 millones
Sistemas de Cisco	Infraestructura de enrutamiento y conmutación	$ 8.7 millones
Redes Nokia	5G y tecnologías de red de fibra	$ 6.3 millones

Proveedores de servicios de Internet locales y regionales

Las comunicaciones consolidadas colabora con ISP regionales para expandir la cobertura de la red:

• Asociación Rural Broadband Association (NTCA)
• Acuerdos de interconexión de red de Western Telecommunication Alliance (WTA)
• Asociaciones cooperativas de telecomunicaciones a nivel estatal en Illinois, Massachusetts y Texas

Software empresarial y socios de servicio en la nube

Socio de software en la nube	Tipo de servicio	Valor de colaboración anual
Microsoft Azure	Infraestructura en la nube y soluciones empresariales	$ 5.2 millones
Servicios web de Amazon	Servicios de computación en la nube y administrados	$ 4.8 millones
ZSCALER	Seguridad en la nube y redes	$ 2.1 millones

Contratistas de construcción y mantenimiento de la red de fibra

Detalles de la asociación de red de fibra clave:

• Mastec Norteamérica - Contratista de implementación de fibra
• CommSCOPE - Proveedor de equipos de infraestructura de red
• Presupuesto total de construcción y mantenimiento de la red de fibra total: $ 45.6 millones
• Cobertura geográfica en 23 estados

Inversión total de asociación clave para 2024: $ 89.2 millones

Consolidated Communications Holdings, Inc. (CNSL) - Modelo de negocio: actividades clave

Proporcionar servicios de Internet y telecomunicaciones de alta velocidad

A partir del cuarto trimestre de 2023, Consolidated Communications atiende aproximadamente 1.1 millones de conexiones de voz y banda ancha en 23 estados. Las ofertas de servicios de Internet de la compañía incluyen:

Tipo de servicio	Rango de velocidad	Área de cobertura
Fibra internet	Hasta 1 Gbps	Regiones rurales y suburbanas
Internet de banda ancha	25-100 Mbps	Múltiples redes estatales

Desarrollo y mantenimiento de la infraestructura de red

Gastos totales de capital para la infraestructura de red en 2023: $ 154.3 millones

• Expansión de la red de fibra que cubre 265,000 ubicaciones totales de servicio
• Inversiones de modernización de red dirigidas a la conectividad rural
• Actualizaciones de infraestructura en curso en 23 estados operativos

Atención al cliente y gestión de servicios técnicos

Canal de soporte	Disponibilidad	Tiempo de respuesta
Soporte telefónico	24/7	Promedio de 3-5 minutos
Chat en línea	Horas extendidas	Promedio de 2-4 minutos

Innovación de productos y servicios de telecomunicaciones

Inversión de I + D en 2023: $ 12.6 millones

• Soluciones de ciberseguridad mejoradas para clientes empresariales
• Plataformas de comunicación VoIP avanzadas
• SD-WAN y Servicios de conectividad en la nube

Soluciones empresariales y de comunicación residencial

Categoría de servicio	Suscriptores totales	Ingresos anuales
Servicios de comunicación empresarial	48,000 clientes empresariales	$ 287.4 millones
Servicios de comunicación residencial	672,000 conexiones residenciales	$ 412.6 millones

Consolidated Communications Holdings, Inc. (CNSL) - Modelo de negocio: recursos clave

Infraestructura de red de fibra óptica extensa

A partir del cuarto trimestre de 2023, Consolidated Communications opera una infraestructura de red que abarca aproximadamente 46,000 millas de ruta de fibra en 23 estados. La inversión total de la red es de $ 1.2 mil millones.

Métrico de red	Valor cuantitativo
Millas de ruta total de fibra	46,000
Estados de cobertura de red	23
Inversión de red total	$ 1.2 mil millones

Tecnología y equipo de telecomunicaciones

Consolidated Communications mantiene la infraestructura avanzada de telecomunicaciones con importantes inversiones tecnológicas.

• Arquitectura de red MPLS (conmutación de etiquetas multiprotocol)
• Equipo de redes de Cisco y Juniper
• Infraestructura inalámbrica de 5 g listos
• Plataformas de comunicación basadas en la nube

Fuerza laboral técnica y de servicio al cliente especializada

El empleado total cuenta a partir de 2023: 1.175 empleados. La distribución técnica de la fuerza laboral incluye:

Departamento	Conteo de empleados
Ingeniería de redes	325
Apoyo técnico	275
Servicio al cliente	375

Centros de datos y centros de operaciones de red

Consolidated Communications opera 3 centros de datos principales con una capacidad de infraestructura total de 50,000 pies cuadrados. Inversión total del centro de datos: $ 75 millones.

Licencias de espectro y comunicación

La cartera actual de la licencia de espectro y comunicación incluye:

• Licencia de operador de la FCC que cubre 23 estados
• Holdings de espectro inalámbrico en 15 mercados regionales
• Valor de la cartera de licencia total: $ 185 millones

Tipo de licencia	Cobertura	Valuación
Licencia de operador de la FCC	23 estados	$ 125 millones
Espectro inalámbrico	15 mercados	$ 60 millones

Consolidated Communications Holdings, Inc. (CNSL) - Modelo de negocio: propuestas de valor

Conectividad de Internet de alta velocidad confiable

A partir del cuarto trimestre de 2023, Consolidated Communications proporciona velocidades de Internet que van desde 25 Mbps hasta 1 Gbps en sus territorios de servicio. La compañía atiende a aproximadamente 1,1 millones de clientes de banda ancha en los mercados rurales y suburbanos.

Nivel de velocidad de Internet	Precio mensual	Área de cobertura
25 Mbps	$39.99	Mercados rurales
100 Mbps	$59.99	Regiones suburbanas
1 Gbps	$89.99	Seleccionar áreas metropolitanas

Soluciones integrales de telecomunicaciones

Consolidated Communications ofrece servicios de comunicación de nivel empresarial con las siguientes ofertas clave:

• Servicios de TI administrados
• Soluciones de conectividad en la nube
• Infraestructura de red de voz y datos
• Servicios de ciberseguridad

Servicios de comunicación integrados

La compañía opera en 24 estados, con una presencia significativa en los mercados rurales y suburbanos. La infraestructura de la red cubre aproximadamente 27,000 millas de ruta de red de fibra óptica.

Segmento de mercado	Base de clientes	Contribución de ingresos
Servicios residenciales	672,000 clientes	42% de los ingresos totales
Servicios comerciales	428,000 clientes	58% de los ingresos totales

Precios competitivos y servicios agrupados

Los ingresos mensuales promedio por usuario (ARPU) son de $ 72.50 para clientes residenciales y $ 235.40 para clientes comerciales en 2023.

• Paquetes de triple juego (internet, teléfono, televisión)
• Descuentos de paquetes de comunicación empresarial
• Tarifas promocionales para nuevos clientes

Tecnología de red avanzada

Inversión en infraestructura de red: $ 127 millones en gastos de capital para 2023, centrándose en la expansión de la fibra óptica y la confiabilidad de la red.

Inversión tecnológica	2023 gastos	Enfoque de mejora de la red
Expansión de fibra óptica	$ 87 millones	Cobertura del mercado rural
Confiabilidad de red	$ 40 millones	Actualizaciones de infraestructura

Consolidated Communications Holdings, Inc. (CNSL) - Modelo de negocios: relaciones con los clientes

Equipos directos de ventas y soporte

A partir de 2023, Consolidated Communications mantiene un equipo de ventas directo de aproximadamente 387 representantes orientados al cliente en sus territorios de servicio.

Canal de ventas	Número de representantes	Tiempo promedio de interacción con el cliente
Equipo de ventas de negocios	142	47 minutos por interacción
Equipo de ventas residenciales	245	32 minutos por interacción

Portales de servicio al cliente en línea

La plataforma de servicio al cliente digital de la compañía procesa aproximadamente 62,347 interacciones mensuales de los clientes.

• Tasa de inicio de sesión del portal web: 73.4% de la base total de clientes
• Uso de la aplicación móvil: 48.6% de los clientes digitales
• Tiempo promedio de resolución de interacción digital: 17.3 minutos

Gestión de cuentas personalizada

Consolidated Communications ofrece una administración de cuentas personalizada para 214,589 clientes empresariales y residenciales en sus áreas de servicio.

Tipo de cuenta	Número de cuentas administradas	Nivel de personalización
Cuentas empresariales	37,892	Alta personalización
Cuentas residenciales	176,697	Personalización estándar

Soporte técnico y servicios de solución de problemas

La compañía opera un centro de soporte técnico dedicado con 156 técnicos de soporte especializado.

• Tiempo de resolución de boletos de soporte promedio: 43.2 minutos
• Tasa de resolución de primera llamada: 84.7%
• Disponibilidad de soporte técnico 24/7

Plataformas digitales de autoservicio

Las plataformas de autoservicio de Comunicaciones Consolidadas manejan el 42.3% de las interacciones de servicio al cliente.

Canal de autoservicio	Interacciones mensuales	Tasa de satisfacción del usuario
Pago de factura en línea	127,456	92.1%
Solución de problemas automatizada	86,234	87.6%
Gestión de cuentas	64,789	89.3%

Consolidated Communications Holdings, Inc. (CNSL) - Modelo de negocio: canales

Representantes de ventas directas

A partir de 2023, Consolidated Communications mantiene un equipo de ventas dedicado de 412 representantes de ventas directas en sus territorios de servicio.

Categoría de canal de ventas	Número de representantes	Ingresos anuales promedio por representante
Ventas empresariales	127	$687,500
Ventas de pequeñas empresas	185	$342,000
Ventas residenciales	100	$215,000

Sitio web de la empresa y plataformas en línea

Consolidated Communications opera una plataforma digital integral con 1.2 millones de visitantes mensuales únicos y una tasa de activación del servicio en línea del 43%.

• Portal de gestión de cuentas en línea
• Sistema de pedido de servicios de comercio electrónico
• Plataforma de facturación y pago digital

Centros de servicio minorista

La compañía mantiene 76 centros de servicios minoristas físicos en 13 estados, atendiendo a aproximadamente 325,000 clientes sin cita anualmente.

Telemarketing y Alcance del cliente

Consolidated Communications opera un centro de telemercadeo centralizado con 87 especialistas en participación del cliente, generando $ 22.4 millones en ventas anuales a través de la divulgación de teléfonos directos.

Minoristas de telecomunicaciones de terceros

La compañía ha establecido asociaciones con 214 minoristas autorizados de terceros, que representan el 18% de las adquisiciones de servicios totales.

Tipo de minorista	Número de socios	Volumen de ventas anual
Tiendas de electrónica	89	$ 15.6 millones
Revendedores autorizados	125	$ 11.2 millones

Consolidated Communications Holdings, Inc. (CNSL) - Modelo de negocio: segmentos de clientes

Clientes de banda ancha residencial

A partir del cuarto trimestre de 2023, Consolidated Communications atiende a aproximadamente 392,000 clientes de banda ancha residencial en múltiples estados, principalmente en regiones rurales y suburbanas.

Categoría de clientes	Número de clientes	Gasto mensual promedio
Banda ancha residencial	392,000	$68.50

Pequeñas y medianas empresas

Consolidated Communications admite aproximadamente 35,000 clientes comerciales pequeños y medianos con soluciones de comunicación y conectividad personalizadas.

• Base de clientes total de SMB: 35,000
• Ingresos promedio de servicios comerciales mensuales: $ 245 por cliente
• Las ofertas de servicios incluyen soluciones de Internet, Voice y Cloud

Clientes corporativos empresariales

La compañía atiende a 1,250 clientes corporativos empresariales en varias industrias, con valores de contratos anuales que van desde $ 50,000 a $ 500,000.

Segmento empresarial	Número de clientes	Valor anual promedio del contrato
Grandes clientes empresariales	1,250	$187,000

Instituciones educativas

Consolidated Communications proporciona servicios de red y comunicación a 215 instituciones educativas, incluidas las escuelas K-12 y los campus de educación superior.

• Total de la institución educativa CLIENTES: 215
• Contrato de servicio anual promedio: $ 87,500
• Los servicios incluyen infraestructura de red, conectividad a Internet y soluciones de comunicación

Organizaciones gubernamentales y municipales

La compañía atiende a 78 organizaciones gubernamentales y municipales con soluciones especializadas de infraestructura de comunicación y tecnología.

Segmento gubernamental	Número de clientes	Valor anual promedio del contrato
Organizaciones gubernamentales y municipales	78	$225,000

Consolidated Communications Holdings, Inc. (CNSL) - Modelo de negocio: Estructura de costos

Mantenimiento y expansión de la infraestructura de red

Inversión total de infraestructura de red para 2023: $ 87.3 millones

Categoría de costos	Gasto anual
Mantenimiento de la red de fibra	$ 42.1 millones
Actualizaciones de equipos de red	$ 35.2 millones
Expansión de banda ancha rural	$ 10 millones

Inversiones de tecnología y equipos

Inversión en tecnología total para 2023: $ 65.4 millones

• Desarrollo de infraestructura 5G: $ 24.6 millones
• Infraestructura de servicio en la nube: $ 18.7 millones
• Sistemas de ciberseguridad: $ 12.5 millones
• Modernización del centro de datos: $ 9.6 millones

Salarios y capacitación de los empleados

Gastos totales de personal para 2023: $ 193.5 millones

Categoría de empleado	Salario anual promedio
Personal técnico	$85,000
Representantes de servicio al cliente	$48,500
Gestión	$135,000

Gastos de marketing y adquisición de clientes

Gastos de marketing total para 2023: $ 37.8 millones

• Publicidad digital: $ 15.2 millones
• Campañas de medios tradicionales: $ 9.6 millones
• Programas de retención de clientes: $ 7.5 millones
• Eventos promocionales: $ 5.5 millones

Costos de cumplimiento y licencia regulatoria

Gastos de cumplimiento regulatorio total para 2023: $ 22.6 millones

Categoría de cumplimiento	Costo anual
Tarifas de licencia de la FCC	$ 8.3 millones
Cumplimiento regulatorio de telecomunicaciones	$ 7.9 millones
Gastos legales y de auditoría	$ 6.4 millones

Consolidated Communications Holdings, Inc. (CNSL) - Modelo de negocio: flujos de ingresos

Suscripciones de servicios de Internet residenciales

A partir del tercer trimestre de 2023, Consolidated Communications informó ingresos por servicios de Internet residenciales de $ 137.4 millones.

Nivel de velocidad de Internet	Precio de suscripción mensual	Suscriptores estimados
25 Mbps	$49.99	98,500
100 Mbps	$69.99	62,300
Gigabit	$99.99	41,200

Servicios de telecomunicaciones comerciales

Los ingresos por telecomunicaciones comerciales para 2023 totalizaron $ 243.6 millones.

• Ingresos de servicios de TI administrados: $ 57.2 millones
• Soluciones de comunicación en la nube: $ 42.5 millones
• Servicios comerciales de Internet y red: $ 143.9 millones

Soluciones de red empresariales

Enterprise Network Solutions generó $ 89.7 millones en ingresos para 2023.

Categoría de servicio	Ingresos anuales
Servicios de SD-WAN	$ 35.4 millones
Soluciones de ciberseguridad	$ 24.3 millones
Infraestructura de red	$ 30.0 millones

Paquetes de comunicación de voz y datos

Los ingresos del paquete de comunicación de voz y datos alcanzaron los $ 176.8 millones en 2023.

• Paquetes de voz de negocios: $ 82.6 millones
• Soluciones de comunicación unificada: $ 54.2 millones
• SERVICIOS DE SIP SIP: $ 40.0 millones

Tarifas de equipos e instalación

El equipo y las tarifas de instalación generaron $ 45.3 millones en 2023.

Tipo de equipo	Rango de tarifas de instalación	Ingresos anuales
Enrutadores	$50 - $150	$ 12.6 millones
Hardware de red	$200 - $500	$ 21.7 millones
Instalación profesional	$100 - $300	$ 11.0 millones

Consolidated Communications Holdings, Inc. (CNSL) - Canvas Business Model: Value Propositions

You're looking at the core promises Consolidated Communications Holdings, Inc. (CNSL) makes to its customers, which are backed by a massive capital outlay-the 2025 Capex is projected near $500 million as the company works toward a projected $1.10 billion in 2025 revenue.

The value propositions center on a fiber-first approach, moving away from legacy copper services.

Consumer Connectivity Value

For residential customers, the focus is on delivering top-tier, dependable speed without the common industry constraints like data caps.

Value Proposition Detail	Speed Offered	Data Caps	Example Pricing (Historical Context)
Symmetrical Multi-Gigabit Fiber	Up to 2 Gig symmetrical speeds	None	$70/month for 1 Gig plan
Reliability & Latency	Highly reliable, low-latency connectivity	No data caps	$165/month for 2 Gig plan

This high-speed offering is a key differentiator against cable competitors in their markets.

Enterprise and Network Value

For business and carrier clients, Consolidated Communications Holdings, Inc. (CNSL) emphasizes network resilience and specialized transport capabilities.

• Ultra-reliable, high-capacity data center connectivity and unique routes.
• Full suite of enterprise-level Managed IT and Cybersecurity services.
• The commercial product suite includes data center services, security services, and managed and IT services.

Future-Proofing the Network

The infrastructure investment directly supports the long-term value proposition of a modern network.

The company's aggressive build plan targeted enabling fiber-to-the-home broadband services to more than 1.6 million passings by 2025. As of February 2025, the network spanned nearly 66,000 fiber route miles, positioning Consolidated Communications Holdings, Inc. (CNSL) as a top 10 U.S. fiber provider. This expansion is intended to cover over 70% of the total footprint with fiber infrastructure.

The company is working to grow its consumer fiber subscribers from the current base of 138,000.

Consolidated Communications Holdings, Inc. (CNSL) - Canvas Business Model: Customer Relationships

The customer relationship strategy for Consolidated Communications Holdings, Inc., now operating entirely under the Fidium brand as of September 2025, centers on a fiber-first, digitally-enhanced approach across its segments.

Dedicated account management for enterprise and carrier customers.

Fidium Business and Fidium Wholesale serve the enterprise, government, education, and carrier customer channels. The commercial and carrier business is led by Dan Stoll, president of that division. These relationships support scalable fiber internet, network services, security, voice, collaboration, and high-capacity transport solutions nationwide.

Digital-first, omnichannel customer service (Fidium).

The Fidium brand, which now represents all the company's fiber-based solutions nationwide, has earned one of the industry's highest Net Promoter Scores since its 2021 launch. This digital pivot involved standardizing the network to fiber and digitizing the customer experience. Internally, this included modernizing IT infrastructure, which saw the company go from four to two billing stacks.

• Fidium now represents more than 75 percent of the company's broadband customers.
• The company is on track to reach more than 80 percent of its footprint with fiber within the next few years.
• The Fidium brand now encompasses all lines of business formerly branded as Consolidated Communications.

Self-service troubleshooting and online account management.

The Fidium experience is designed to be refreshingly easy to use, focusing on making the buying, installation, and use of broadband services as simple and frictionless as possible. This digitization began on the consumer side in 2021 and now extends to commercial customers, covering pre-sign up, installation schedule communication, and billing.

High-touch sales for complex, custom fiber builds.

The Fidium Business segment provides scalable solutions for businesses of all sizes, including complex network services. This focus supports the ongoing fiber expansion, which has seen approximately $1.7 billion invested in fiber infrastructure since 2020.

Transactional for legacy voice and video services.

Customers on legacy copper network services continue to be served under the limited role of the Consolidated brand for now. These customers are expected to transition to fiber and the full Fidium brand experience as network upgrades continue.

Key metrics supporting the customer relationship strategy and fiber focus include:

Metric Category	Value/Amount	Context/Timeframe
Fiber Infrastructure Investment	$1.7 billion	Since 2020
Communities Served by Fiber	700+	As of late 2025
Fiber Passings (Current)	Approx. 1.56 million	Around September 2025
Fiber Passings Target	2 million	By the end of 2027
Total Footprint Covered by Fiber (Target)	Approx. 80 percent	Within the next few years
Broadband Customers on Fidium Brand	More than 75 percent	As of September 2025
Billing Stacks Consolidated	From four to two	As part of IT modernization

Finance: draft 13-week cash view by Friday.

Consolidated Communications Holdings, Inc. (CNSL) - Canvas Business Model: Channels

You're looking at how Consolidated Communications Holdings, Inc. (CNSL), now operating as Fidium, gets its services-from fiber internet to carrier solutions-into the hands of customers. The channel strategy is clearly pivoting hard toward fiber-centric delivery.

Direct sales force for large business and carrier accounts.

The company organizes its sales and marketing around three customer channels: consumer, commercial, and carrier customers, with dedicated sales teams supporting these efforts. While a specific 2025 direct sales force headcount isn't public, the total employee count for Consolidated Communications Holdings, Inc. was reported at 3,180 as of 2023. The commercial and carrier segments rely on these teams, supported by digital media and advertising, to sell solutions like Data & Internet, voice, and cloud services.

Online e-commerce platform for Fidium Fiber consumer sales.

The primary consumer channel is the online e-commerce platform, FidiumFiber.com. This digital front is crucial for the Fidium brand, which represents all the company's fiber-based solutions nationwide and covers more than 75 percent of its broadband customers as of late 2025. The company is aiming to hit about 2 million total fiber passings by the end of 2027, up from about 1.56 million passings (60 percent of the footprint) as of September 2025. The Gig service was marketed at $70 per month.

Retail and local community engagement in fiber expansion markets.

Consolidated Communications maintains a local presence across its service area, which spans over 20 states. This local footprint supports community engagement, which is a key part of the strategy to build the Fidium Fiber brand. The company serves locations from California to Maine and Minnesota to Florida.

Third-party channel partners for business services.

Third-party sales agents and channel partners are explicitly used to support sales efforts. The company enhances this channel with programs like On Net/Near Net, which gives partners visibility into the extensive fiber route network, which spanned over 60,000+ fiber route miles as of May 2024. This visibility provides access to over 160,000 on net and near net buildings for partners to leverage.

Customer service centers and technical support.

Customer service is delivered through 24/7 centralized customer support call centers, which coordinate new service installation, repair, and maintenance. The company emphasizes responsive customer service and 24/7 technical support for every service plan. The Contact Center solution is an IP-based infrastructure that uses Performance Management software to deliver historical and current status metrics.

Here's a quick look at the scale of the network and customer reach driving these channels:

Metric	Value	Context/Date
Total Fiber Route Miles	Almost 66,000	As of late 2025 estimate
Fiber Passings (Upgraded Footprint)	About 1.56 million (60 percent)	As of September 2025
Total Broadband Customers on Fidium Brand	More than 75 percent	As of September 2025
Total Employees	3,180	As of 2023
On Net/Near Net Buildings for Partners	Over 160,000	As of May 2024
Target Fiber Passings	2 million	By end of 2027

You should keep an eye on the conversion rate from the 1.56 million passed locations to actual subscribers, as that is the key to turning the projected $500 million 2025 capital expenditure into positive cash flow down the line.

Consolidated Communications Holdings, Inc. (CNSL) - Canvas Business Model: Customer Segments

You're looking at the core of Consolidated Communications Holdings, Inc. (CNSL)'s strategy-who they are actually selling to as they push hard on fiber. The business model pivots on serving distinct groups with fiber-centric solutions, moving away from legacy copper services. Honestly, the numbers tell you where the focus is right now.

The customer base is segmented across four main areas, with the fiber buildout directly supporting the growth in the Consumer Broadband and Data/Transport segments, which together account for over 90% of total revenue as of late 2024/early 2025.

Residential Consumers (Fidium Fiber)

This is the consumer-facing brand, Fidium Fiber, and it's central to the company's transformation. The aggressive fiber expansion is aimed squarely at this group. As of February 2025, the long-term plan targeted enabling fiber-to-the-home broadband services to more than 1.6 million passings by 2025. The goal was to grow consumer fiber subscribers from the 138,000 reported earlier in 2025. For context on recent performance, the third quarter of 2024 saw 5,134 consumer broadband net adds, with consumer fiber broadband revenue hitting $49.0 million in that quarter. If onboarding takes 14+ days, churn risk rises, so they're streamlining the process.

Small and Medium-sized Businesses (SMBs)

Consolidated Communications Holdings, Inc. structures its commercial offering to serve both SMBs and larger enterprises, leveraging the same fiber backbone. While specific customer counts for late 2025 aren't explicitly detailed in the latest public filings, the outline suggests a segment size of approximately 35,000 customers. This group, along with Enterprise, is key to the Commercial segment, which generated $54.6 million in data services revenue in the third quarter of 2024. The strategy here is definitely about transitioning this base from legacy TDM products to fiber and IP-based data services.

Wholesale Carriers (Backhaul and Transport)

This segment serves wireless and wireline carriers, providing the necessary network capacity. Consolidated Communications Holdings, Inc. is a top 10 U.S. fiber provider, with a network spanning nearly 66,000 fiber route miles as of February 2025. The Carrier segment brought in $30.4 million in data-transport revenue during the third quarter of 2024. They offer wholesale solutions including data, voice, network connections, and custom fiber builds.

Large Enterprise and Government Accounts & Data Center Operators

These customers require the highest capacity and most tailored fiber solutions. For data center operators specifically, the company serves over 150 data center customers on its platform as of April 2025, connecting them across major hubs. These connections utilize the terabyte-enabled platform for services like Ethernet and 100/400G DWDM. The overall business product suite also includes data center services, security services, managed and IT services, and an expanded suite of cloud services for these larger entities.

Here's a quick look at the scale of the segments based on the latest available figures:

Customer Segment	Key Metric	Latest Reported Value (2024/2025)
Residential (Fidium Fiber)	Targeted Fiber Passings (by 2025)	1.6 million
Residential (Fidium Fiber)	Q3 2024 Consumer Fiber Broadband Revenue	$49.0 million
SMBs	Q3 2024 Commercial Data Services Revenue	$54.6 million
SMBs	Segment Size (as per outline)	Approximately 35,000
Wholesale/Carrier	Q3 2024 Carrier Data-Transport Revenue	$30.4 million
Wholesale/Carrier	Fiber Route Miles (as of Feb 2025)	Nearly 66,000
Data Center Operators	Number of Customers (as of Apr 2025)	150-plus

The strategic move is clearly toward high-capacity, fiber-based services across all these groups. The company's total committed capital expenditures for Q3 2024 were $126.1 million, driven by fiber adds. This investment is what binds the data centers' ecosystems together and supports the consumer push.

The customer-facing focus includes:

• Delivering multi-gig capable services to residential customers.
• Offering symmetrical speeds from 50 Mbps to 2 Gbps over fiber internet.
• Providing tailored solutions for data center customers, including Ethernet and 100/400G DWDM.
• Transitioning commercial/SMB customers from legacy TDM to fiber and IP services.

Finance: draft 13-week cash view by Friday.

Consolidated Communications Holdings, Inc. (CNSL) - Canvas Business Model: Cost Structure

You're looking at the major cash outflows for Consolidated Communications Holdings, Inc. (CNSL) as they push hard on their fiber buildout. This is a capital-intensive phase, plain and simple.

The primary cost driver is the massive investment in the network itself. For the 2025 fiscal year, the projected Capital Expenditure (CapEx) is set at roughly $500 million. This aggressive spending is expected to result in a Free Operating Cash Flow (FOCF) deficit of about $300 million for 2025.

Debt servicing is another significant, non-discretionary cost. The leverage projection for 2025 remains elevated, anticipated to be 9.2x.

Here's a breakdown of key cost components based on the latest available figures and projections:

Cost Component	Latest/Projected Figure	Reference Period/Context
Projected Capital Expenditure (CapEx)	$500 million	2025 Projection
Projected Leverage	9.2x	2025 Projection
Reported Interest Expense on Debt	$44.9 million	Q3 2024
Weighted Average Cost of Debt (WACD)	7.09%	As of September 30, 2024
Fixed Rate Debt Percentage	71%	As of September 30, 2024 (through September 2026)
Combined Cost of Services & SG&A YoY Decrease	$16.3 million	Q3 2024 vs. Prior Year

The network operating costs and overhead are managed through ongoing efficiency programs. The combined Cost of Services and Selling, General and Administrative (SG&A) expenses showed material reductions recently.

• Cost of services and products and selling, general and administrative expenses collectively decreased $16.3 million versus the prior year in Q3 2024.
• This Q3 2024 decrease was driven by lower video programming costs, lower severance costs, lower access expense, lower salaries driven by certain cost savings initiatives, and a reduction in contract labor costs.
• In Q1 2024, the same combined costs decreased $15.8 million year-over-year.

The costs associated with the Fidium Fiber brand launch and the necessary personnel are embedded within these operating expenses. For instance, the Q3 2024 reduction in SG&A was partly offset by higher professional fees for system enhancements, customer service improvements and strategic initiatives.

You should track the fixed network costs closely; they are the baseline expense that the revenue growth from the fiber build needs to overcome. Finance: draft 13-week cash view by Friday.

Consolidated Communications Holdings, Inc. (CNSL) - Canvas Business Model: Revenue Streams

The revenue streams for Consolidated Communications Holdings, Inc. are centered on a strategic pivot toward high-speed fiber services, even as legacy services continue to contribute while declining.

Projected total revenue for 2025 is approximately $1.10 billion.

The Trailing Twelve Months (TTM) revenue as of November 2025 stands at approximately $1.08 Billion USD, reflecting a difficult transition period.

The company is forecasting modest revenue growth for the 2025 fiscal year, projected to be only 1% to 3%.

The revenue composition is best understood through the most recent segment data, which highlights the relative size of the core growth engine versus legacy components. For instance, in the third quarter of 2024, total revenue was $271.1 million.

The core growth engine is Broadband, Data, and Transport services, which includes fiber buildout progress, with fiber passings reaching 1,331,916 as of September 30, 2024, covering 51% of the service area.

The structure of the revenue streams, based on Q3 2024 reported figures, shows the following components:

Revenue Stream Type	Q3 2024 Reported Revenue (USD)	Notes
Consumer Broadband Revenue	$82.4 million	Includes fiber broadband revenue of $49.0 million
Commercial Data Services Revenue	$54.6 million	Part of the Data and Transport services focus
Carrier Data-Transport Revenue	$30.4 million	Wholesale carrier component
Total Consumer Revenue	$110.3 million	Includes legacy Voice and Video components

Legacy Voice and Video services represent the declining revenue stream, though specific current revenue figures for this segment alone are not separately itemized in the latest public reports, being subsumed within the total consumer revenue.

Managed IT and Cloud services for business customers are a key part of the commercial offering, with Commercial data services revenue reported at $54.6 million in the third quarter of 2024.

Wholesale carrier revenue from network access and transport is represented by the Carrier data-transport revenue, which was $30.4 million in the third quarter of 2024.

You should watch these key areas as the company executes its fiber strategy:

• Consumer broadband net adds were 5,134 in Q3 2024.
• Adjusted EBITDA for Q3 2024 rose to $86.5 million.
• Committed capital expenditures totaled $126.1 million in Q3 2024.
• Net interest expense for Q3 2024 was $44.9 million.

Finance: draft 13-week cash view by Friday.