03/26/2026
Dramatically increasing prices and long delivery times for BABA compliant fiber are a serious issue for all broadband providers, and BEAD winners in particular.
From the attached article:
The CFO of one company participating in BEAD said their contractor often handles procurement, and had placed an order for BABA fiber in November in anticipation of their project.
“We thought we were going to be fine,” the CFO said. “Until maybe two, three weeks ago he received notice that his order was flat out canceled, with not really much of an explanation.”
They said their company was looking at an alternative cable, as the usual loose tube would be a year-long wait, but it wasn’t clear how much the new product would cost.
An engineering director from another BEAD participant whose previous orders were also canceled said their quotes for BABA-compliant fiber were now about 40 percent higher than when the company had applied for grant funding, potentially putting pressure on the build plan.
“Grant applications were due a year ago,” they said. “We anticipated some inflation, but not 40 percent.”
ISPs have reported canceled or delayed orders.