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
Infrastructure
Charter, Comcast Also Confident Amid Starlink Competition
Charter reached settlements with two intervenors in California’s review of its Cox acquisition.
Wireless
T-Mobile Content with FWA, Not Eyeing Cable, Exec. says
CFO Peter Osvaldik also reiterated he saw satellite operators as complementary rather than competitive.
Wireless
Verizon CEO Still Sees Satellite as Compliment to Terrestrial
Dan Schulman said Verizon still had capacity to grow its fixed wireless service.
Earnings
Optimum Down 64,000 Broadband Subs
The company posted 52,000 new mobile lines in the first quarter, its best in the last six years
Earnings
Lumen Acquiring Networking Company Alkira for $475 Million
The company beat revenue expectations in the first quarter.
Earnings
Shentel Up 6,000 Fiber Subs, Seeing Some Starlink Competition
Cable One stock tumbled after an ARPU dip.
Earnings
T-Mobile Adds More Than 500,000 Broadband Subs
The company is no longer reporting individual subscriber metrics.
Earnings
Verizon Beats With 55,000 Postpaid Phone Additions
The company is in 'deep discussions' to provide infrastructure to hyperscalers, CEO Dan Schulman said.
Earnings
Charter Down 120,000 Broadband Subs
CEO Chris Winfrey is open to more cable consolidation.
Earnings
Comcast Beats on Broadband Losses and Wireless Adds
The cable giant improved its year-over-year subscriber losses for the first time since the fourth quarter of 2020.
Earnings
AT&T Adds Equal Number of Fiber and Fixed Wireless Subs: 292,000
CEO John Stankey said the company might have wholesale relationships with more than one satellite provider in the future.
