Summary
- Track minimum purchases, term lengths, indexation and exit costs alongside lower capital intensity.
- Test whether Envision and managed services can shift demand without stranding contracted access.
Selling fibre and data centres to the business now called EXA Infrastructure changed GTT’s balance of ownership and access. It did not make network reach variable on demand. The next useful evidence is a maturity map for partner contracts tied to traffic, margin and customer churn. Restructuring succeeds when contractual dependence remains flexible through a downturn rather than recreating yesterday’s fixed-cost burden.
