Resources

The Window Is Closing

In the next 24 to 36 months, the pace of consolidation will reshape the industry. Mid-sized operators will be rolled up, while the leaders, those showing strong recurring revenue growth and efficient subscriber acquisition, will be the ones driving the roll-ups.

Investors are laser-focused on metrics that tie directly to valuation: annual recurring revenue, conversion efficiency, and revenue per subscriber. Every incremental increase in conversion, even a few percentage points, compounds dramatically in valuation outcomes.

For operators planning their 2026 build and acquisition strategies, the time to act is now. Every subscriber added today increases recurring revenue, strengthens valuation multiples, and provides the financial firepower for M&A.

Conversion Performance = Valuation Leverage

Let’s make this tangible.

For example, an operator with an average revenue per unit (ARPU) of $80 and 1,000 qualified shoppers per month can see dramatic gains from even small conversion improvements. Every percentage point increase in conversion translates to roughly 10 additional sales each month, driving approximately $800 in incremental monthly recurring revenue — or more than $50,000 in additional annual recurring revenue (ARR) once compounded over a 12-month period.

In other words, a single percentage point lift in conversion doesn’t just grow the top line — it compounds across the subscriber base, materially increasing enterprise value and long-term growth capacity.

This isn’t hypothetical. We see it every day across our customer base.

Atlas clients have unlocked millions of dollars of incremental value, driving substantial gains in revenue and subscriber growth, often making Atlas CORE the single most impactful decision they make as part of their growth strategy.

Why Atlas CORE Is the Catalyst

Atlas CORE is the proven “plug-and-play” growth engine for fiber operators. Integrated with over 40+ platforms and 9+ billing systems, it delivers measurable results in conversion, subscriber and revenue growth — fast.

Operators use CORE to:

• Integrate complex tech stacks seamlessly
• Eliminate conversion friction and drop-offs
• Measure performance in real-time
• Optimize every step from lead to subscriber

The result is performance that scales — not just more subscribers, but more valuable subscribers.

From Funding to Expansion to Acquisition

Many Atlas CORE clients have already turned this performance into growth capital and expansion. They’re securing new funding, building fiber to more homes, and acquiring other operators to expand coverage.

Their success stories are visible across LinkedIn and the broader industry. These operators are not just keeping pace — they’re defining the pace. They’ve transformed sales performance into valuation leverage, operational flexibility, and market leadership.

The Bottom Line

Every operator faces the same strategic choice: Wait for consolidation to dictate their outcome — or drive it themselves.

Leveraging Atlas CORE is the single most impactful decision a fiber provider can make today to:

• Quickly increase revenue and conversion performance
• Strengthen valuation for future acquisition or funding
• Create the financial strength to pursue their own M&A strategy

The market rewards performance. Atlas CORE delivers it.

‍

Ready to see the impact of better conversion and valuation performance? Book your demo with Atlas Digital Group to learn how Atlas CORE can drive your next phase of growth.