InCoax: A fiber access-play with potentially game-changing partnerships - Redeye

Redeye initiates coverage of InCoax, a niche market leader in network equipment specialized in utilizing existing coax-networks in buildings, offering a unique and attractive business case for internet service providers. InCoax has grown rapidly in recent years, primarily through its partnership with Google Fiber in the US. In addition, after a long integration process, InCoax is since 2025 included in Nokia’s product portfolio, which, together with other key accounts (including a US Tier-1 operator), offers game-changing potential in a multi-billion USD market. We initiate coverage with a fair value range of SEK0.2-SEK3.4 and a base case of SEK1.5.

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