§ 04 · Telecom & fiber

Price the homes-passed, not the brochure.

Fiber economics live in the homes-passed math: build cost per home, take rate by tract, ARPU by speed tier. Allometry rolls all of it into one quote — for ISPs, MSOs, and infrastructure funds.

Operator D · Tract 41-A2,140 HP · 38% take · 14% IRR
Live · Telecom topology decisions routing across address-level signal · sample · 24s loop
ADDRESS · UNIT SITE BUILD ACTIVATE MAINTAIN DECISIONS IN → APPROVE → MARGIN → SCHEDULE → UPTIME OUTCOMES OUT
Where the margin lives

A homes-passed quote, scored line by line.

Tract 41-A is a typical suburban build. Allometry breaks it down — and shows you the four levers your finance team needs to sign off in five minutes.

Most operators quote new builds against last year's comparables and a rule-of-thumb take rate. That works until rates move, build cost shifts, or a new entrant enters tract.

Allometry pulls live build cost (your contractors, your last 90 days), demographic take models, and competitive entry data into every quote. The bar chart on the right shows how each driver lifts or kills IRR.

Build cost / home passedAerial · live contractor avg
$1,140−2.1pt
Year-2 take rateBy census tract, modeled
38%+4.2pt
ARPU mix1G/2.5G/symmetric upgrade
$84+1.8pt
Churn (24mo)Modeled vs cohort
9.4%−0.6pt
Wholesale offsetCarrier MSA, 7yr
$22 / HP+1.2pt
Project IRR (composite)Lender DSCR 1.4×
14.0%+4.5pt
Where it fits

Two telecom sub-verticals. One pricing surface.

Whether you're scaling fiber from $200M to $2B in homes-passed, or running a regional MSO defending against new entrants — the math is the same. The data isn't.

§ 01 · ISP / fiber

For overbuilders & rural fiber

Quote build economics by census tract. Score builds for IRR before survey crews mobilize. Defend new builds to lenders without re-pulling the model every quarter.

  • Tract-level take-rate models with 10yr cohort data
  • Live contractor cost feeds — aerial, underground, MDU
  • BEAD / RDOF subsidy stacking against project IRR
  • Lender-grade scenario reports in CSV + PDF
§ 02 · MSO / cable

For incumbents under threat

When a fiber overbuilder enters your territory, you have 18 months to defend. Allometry shows you which subs are at risk, what retention price holds them, and which to let walk.

  • Sub-level retention scoring against competitive entry
  • Tier downgrade vs. churn modeling per household
  • Bundled-service margin attribution (broadband + voice + video)
  • Win-back campaigns priced against incremental margin
Operator D · case study

"Allometry told us tract 28 wouldn't pencil. We pulled the build. Saved $4.2M."

Hypothetical · regional fiber ISP · 148K HP · 6 states
$4.2MBad build avoided
+220bpPortfolio IRR
148KHomes passed
Operator D · 6 states148K HP · Q3 2025
Audit your next build, free

Bring us one tract.
We'll score it.

Send us your next planned build with the numbers your team is using. We'll re-score it through the engine and tell you what we'd recommend.