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The Breakfast Club provides actionable information for broadband professionals.


Quarterly Wireline Broadband Subscribers
Data Center Summit
The 'Data Centers, Nuclear Power and Broadband Summit' took place on March 27, 2025.

Crown Castle Selling Fiber, Small Cell Businesses for $8.5 Billion
The company will hang on to its 40,000 towers.

WOW! Reports 10,200 Lost Subs
The company received a buyout offer from private equity firms last year and is still evaluating the deal.

Cable One Loses 4,200 Subs, Liberty’s GCI Down 700
Alaska-based GCI is set to be spun off this summer as Charter proceeds with its Liberty acquisition.

Frontier Adds 97,000 Fiber Subs
The company is being acquired by Verizon.

TDS Targeting 1.8 Million FIber Passings
The company is selling off its mobile business and spectrum holdings.

Shentel Reports 5,900 Broadband Adds, Revenue Misses
The company is aiming to hit 600,000 fiber passings by 2027.

Altice USA Loses 39,000 Broadband Subscribers
The cable operator has 3 million fiber passings, and is planning to deploy fiber to another 175,000 locations in 2025.

Lumen Adds 42,000 Fiber Subs in Q4
The company didn't provide an update on efforts to sell its consumer fiber business.

Charter Reports 177,000 Broadband Sub Loss in Q4
The number missed expectations but was better than what Comcast reported Thursday.

Comcast to Lean Into Wireless Amid Broadband Losses
The company shed 139,000 broadband subscribers in the fourth quarter of 2024.

T-Mobile Plans 6 Million New Customers in 2025
T-Mobile accelerates growth with major mergers, fiber expansion, and satellite connectivity push.

AT&T to Start Copper Retirement Process at 25 Percent of Wire Centers
CEO John Stankey said the company will submit necessary FCC filings in the coming weeks.

Verizon's Fixed Wireless Plateau a 'Riddle': Analyst
The company said it's still on track to hit 8 million fixed wireless subscribers by 2028.

Comcast Forecasting 100K Broadband Subscriber Losses in Q4
The prediction was worse than Wall Street had been expecting.

Frontier Adds 108,000 Fiber Subs in Q3
Frontier shareholders are set to vote on Verizon's bid to buy the company next week.

Consolidated Reports 18,000 New Fiber Subs in Q3
The company's deal to be acquired by Searchlight Capital is still pending.

Altice USA Loses 50,000 Broadband Subscribers in Q3
Larger cable companies had reported fewer than expected losses.

Ting Internet Makes Deep Staff Cuts
Firm trying to generate net income, positive EBITDA.

Charter Broadband Losses Better Than Expected
The company said it would have reported positive gains if not for ACP impact.

Comcast’s Broadband Subscribers Dip, While Revenue Climbs in Q3
Comcast execs prepare for fiber competition with network upgrades and expansion.

After Merger, T-Mobile Gets to Keep 800 MegaHertz Spectrum
The company's auction ended without a qualifying bid, executives said.

AT&T Open to Tenants in its Fiber Footprint, Fixed Wireless Adds Level Off
CEO John Stankey said taking the company's own infrastructure open access in the future was 'entirely possible.'

Verizon Doubles Fixed Wireless Targets, Plans More Than 35M Fiber Passings
The company should have 30 million passings by 2028, by virtue of buying Frontier and continuing Verizon expansion.

Verizon to Buy $1 Billion of UScellular Spectrum
The price is higher than analysts expected, New Street said.

Q2 Broadband Numbers: Wirelines ISPs Slipped, Fixed Wireless Access Gained
Wireline broadband experienced notable churn in Q2 as subscribers shifted to fiber and fixed wireless technologies.

Data Centers and the Environment
These vast, climate-controlled facilities, housing thousands of servers, support cloud computing, artificial intelligence, and data-driven decision-making.

TDS Telecom’s Fiber Strategy Yields 2,100 New Broadband Subs in Q2
Fiber additions were offset by the loss of customers served by cable and copper Internet technologies.
Altice USA Lost 51,000 Broadband Subs in Q2
Seasonal university disconnects and the sunset of ACP are principal causes, Altice said
T-Mobile's Fixed Wireless Internet Continues to Add Customers
‘Our customers love this product,’ says T-Mobile CEO

Charter Lost 149,000 Broadband Subs in the Second Quarter
'The cell phone companies will face challenges as a customer bandwidth demands continue to grow," Charter's CEO said.
AT&T’s Fixed Wireless Access Shows Solid Growth In Second Quarter
The company saw modest impacts from the end of the ACP.

Comcast Lost 120,000 Broadband Subs in Second Quarter
The company expects to feel most of the impact of the ACP's sunset next quarter.

Verizon Reports Drop in Prepaid Subscribers After ACP Sunset
The company also saw fewer new fiber customers, but expects the 400,000 prepaid disconnects were the worst of the impact.

WOW! Changes Stem Broadband Subscriber Defections
In Q1, 'we exceeding our expectations' and are making substantial improvements in stabilizing subscribers, said WOW! CEO Teresa Elder.

Altice USA Loses 30,000 Broadband Subs in Q1
Altice Chairman and CEO: 'The competition is fiercer than ever, but our ability to compete continues to improve every day.'
Lumen Hits Fiber High, Despite Q1 Loss of Legacy Customers
The legacy copper provider has secured 25% market share in fiber-based broadband services.

T-Mobile Announces Key Fiber and Wireless Acquisitions
T-Mobile continues to outpace Verizon and AT&T in the home broadband sector with the planned acquisition of established fiber operator, Lumos.

Comcast Forecasts Continued Customer Declines Amid Affordable Connectivity Program End
Comcast reps said Thursday they do not foresee immediate improvement in the declining trend of cable internet subscribers.

AT&T FWA Subscribers Surpass Expectations
The company also reported low mobile churn despite network outages and a data breach.

Verizon’s Fixed Wireless Growth Slows in the First Quarter
The company added 354,000 fixed wireless subscribers in the most recent quarter, leaving the company with 3.4 million such customers overall
Chart of States Accepting BEAD Grant Applications
Braodband Breakfast is tracking each state's BEAD grant application window.

Chart of Fixed Wireless Access Subscribers
Braodband Breakfast is tracking fixed wireless access subscriptions.

Chart of Wireline Broadband Subscribers By Technology
Braodband Breakfast is tracking wireline broadband subscribers by technology.

American Energy
American energy production has increased substantially over the past few years.

Energy
The rapid rise of cloud computing and artificial intelligence has placed an unprecedented strain on America’s energy grid.

Crypto
Cryptographic technologies and blockchain ledgers are driving a new era of decentralized finance.

Nuclear
As data centers proliferate, Nuclear Energy is potentially ready for a revival.
Fiber
Fiber-optic technology is the gold standard for home or commercial broadband, and powers wireless connectivity, too.

Mobile
Mobile communication has become a central part internet connectivity.
Democracy
The internet has the potential to impact, and also to enhance, society's democratization.

Section 230
Section 230 is sometimes called the 26 words that created the internet.
Net Neutrality
Whether broadband providers may prioritize delivery of bits by the entities they own is a divisive topic.
Spectrum
Whether licensed, unlicensed or shared, radio frequency spectrum is the critical resource for wireless communication.
Open Access
Open Access networks separate network operations from internet services. Ownership may also be separate from operations.
Broadband Mapping and Data
Accurate broadband mapping and data has been central to America's broadband buildout.

Chips
Semiconductors are the world’s new oil.
Free Speech
Debates about the role of free speech have been transformed by broadband internet services.

Social Media
Social media plays a powerful force in the lives of most adults and teenagers.

Artificial Intelligence
Artificial intelligence is poised to transform humans' relationship with technology, and each other.
Antitrust
Antitrust has been re-invigorated by concern over the power of big technology, media and telecom companies.
Drones
Drones and airborne transportation are one of many advances to come for smart cities and communities.
Autonomous Vehicles
Self-driving cars are one of many advances to come for smart cities and communities.
Advanced Energy
The infrastructure necessary for advanced energy also powers the infrastructure necessary for high-speed internet.
Education
Technology, particularly broadband access and adoption, plays a vital role in K-12 and secondary education.

Rural
Because Rural America is often the least-connected region in the country, ensuring coverage is central to BEAD.
Wireless
Wireless technologies are critical for mobile communications, and for being able to reach remote locations.
Satellite
Satellite broadband remains an option those areas beyond the reach of fiber, terrestrial or mobile wireless.
Universal Service
The Universal Service Fund, codified in 1996 with the Telecommunications Act, remains the foundation of universal access.
Data Center
Data Centers and Cloud Computing rely upon robust and high-speed upload and download internet speeds.

Tribal
Tribal leaders say the federal government has failed to uphold its trust responsibility for the health, safety and welfare of Native American tribes.
5G
The 5G wireless standard promises breakthrough in capacity, speed and dynamic spectrum-sharing capabilities.

WISP
Wireless Internet Service Providers play an important role in delivery of fixed wireless broadband.
Digital Inclusion
We need humans to make digital inclusion work.

Smart Cities
Cities of the future rely on high-speed internet access and advanced fiber and wireless connectivity.
Health
The innovations of telehealth and mobile health care has transformed medicine and health care.

Public Safety
Ensuring that emergency communications are enabled with broadband is the next frontier in public safety.
Telework
Broadband internet service allows many people to work from almost anywhere.
Cybersecurity
Digital locks and keys are necessary, but not sufficient, to ensure cybersecurity.

Robocall
The scourge of robocalls is making America's once-vaunted telephone network less trustworthy.

BEAD
The BEAD program is implemented by the National Telecommunications and Information Administration of the U.S. Commerce Department.

Community Broadband
The last three years have seen a dramatic increase in the number of communities building publicly-owned, locally controlled infrastructure.
Privacy
The entire concept of privacy has been transformed by broadband and the internet.
Funding
The pandemic has prompted a new era of funding for broadband infrastructure.