Cable CEOs: Broadband Market Still Tough, But Optimistic About Convergence

Dec. 8, 2025 – Top executives at the two largest cable ISPs in the country said Monday they continued to see competition from fiber and fixed wireless broadband providers. They also said they feel optimistic about the industry’s trend toward convergence given their expansive wireline footprints.

Analysts don’t expect the cable industry to return to subscriber growth in the next few years, and potentially not even this decade. The Affordable Connectivity Program's shut down last year, plus slow household formation and move rates, have made the sector even vulnarable to new compeition from other ISPs.

“It continues to be intensely competitive,” Comcast President Mike Cavanagh said. “Our expectation is that it’s going to remain that way for a while.”