Earnings
Spectrum Down 233K Broadband Subscribers, Announces ‘New Operating Model’ to Address Losses
Optimum also reported results amidst high-stakes negotiations to avoid bankruptcy
Funding
Spectrum Pulling Cox from Rural Digital Opportunity Fund
Cox’s subscribers trends were worse than expected, New Street analysts said
Satellite
Starlink Still Rural For Now: New Street Research
The firm estimated Starlink could have the capacity to serve about 18 percent of U.S. households by 2035
Earnings
Broadband Competition Not Letting Up for Cable: Analysts
Comcast said 70 percent of its free mobile lines converted to paying customers
Earnings
Optimum Beats on Broadband Losses, but Debt Looms
The company expanded its MVNO deal with T-Mobile
Earnings
Verizon Inks $1 Billion Fiber Deal with Google
Earnings
Charter Down 172,000 Broadband Subs
The company added 406,000 mobile lines, ahead of expectations
Satellite
Starlink Best for Rural Areas, Analysts Say
The company is planning another test launch of its Starship rocket this week
mergers
Comcast Spinning off NBCUniversal, Sky
Analysts were split on whether that sets the stage for a merger with Charter
Funding
Optimum Raises $500 Million as Debt Wall Looms
Looking to push lenders to the negotiating table, the company also moved its eastern footprint to a new subsidiary.
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
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.
mergers
GFiber and Astound to Combine
Investment firm Stonepeak will be the majority owner, with Alphabet retaining a ‘significant minority’ stake.
Wireless
Verizon Closes Starry Acquisition
New Street foresees a deceleration in fixed wireless growth.
Earnings
Cable Unlikely to Grow Subscribers This Decade: New Street
On the FWA front, MoffettNathanson estimates the service accounts for more than half the traffic on Verizon, T-Mobile networks.
