Broadband Mapping and Data
After Competitive Summer, Broadband Prices Ticking Up: MoffettNathanson
Analysts from MoffettNathanson and TD Cowen were skeptical Meta’s Muse posed a threat to ISPs
mergers
CPUC Approves $34.5 Billion Charter-Cox Merger
The agency adopted settlement agreements between the companies and consumer advocates with few additional conditions
Earnings
Cable One Down 17,000 Broadband Subs, Optimistic About Mobile
Also recently reported results: Liberty, Uniti, and Tucows
Wireless
Analysts Skeptical of SpaceX Mobile Plans
The satellite company said it intended to deploy terrestrial ‘femtocells’ to support its direct-to-device service
Earnings
Optimum Beats on Broadband Losses, but Debt Looms
The company expanded its MVNO deal with T-Mobile
BEAD
BEAD Participants Could Face Tough Finances: Moffett
NTIA has been adamant that it’s preventing defaults
Satellite
SpaceX Logs Thirteenth Starship Launch, First Starlink V3 Test
MoffettNathanson analysts don’t expect the rocket to reach reusability this year
Earnings
Verizon Inks $1 Billion Fiber Deal with Google
CEO Dan Schulman said there was ‘no backdoor’ to the company’s MVNO
Earnings
Charter Down 172,000 Broadband Subs
The company added 406,000 mobile lines, ahead of expectations
Earnings
Comcast Broadband Sub Losses Improving
The company said it’s not yet seeing an impact from Starlink in rural areas
Earnings
T-Mobile Broadband Adds ‘in the Upper 400,000 Range’
The company was pleased by the FCC's plan to auction 2.7 GHz spectrum in 2028
Satellite
Towers, Moffett Bearish on Direct-to-Device Mobile Competition
The FCC might take comment on opening three unlicensed bands to the service: 902-928 MHz, 2400-2483.5 MHz, and 5725-5850 MHz
Satellite
Starlink Best for Rural Areas, Analysts Say
The company is planning another test launch of its Starship rocket this week
Earnings
Cable One Expecting to Lose Up to 18,000 Residential Broadband Customers in Q2
The company’s stock fell on financial and operational estimates disclosed in an SEC filing
Satellite
SpaceX Buoyed by Launch Dominance, but Starlink Mobile’s Future Unclear, Analysts Say
A MoffettNathanson report said real competition with terrestrial mobile carriers was unlikely
mergers
Comcast Spinning off NBCUniversal, Sky
Analysts were split on whether that sets the stage for a merger with Charter
