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.
Earnings
Altice Down 58,000 Broadband Subs, Rebrands as Optimum
CEO said on quarterly earnings call that competition from fixed wireless and fiber providers was fierce.
Earnings
Comcast Adds Record 414,000 Wireless Lines
New pricing helped improve broadband losses, but pushed average revenue per user down.
BEAD
New Street: NTIA Caps Might Not Affect Many Locations Nationally
Alaska is planning to get fiber to 53 percent of its BEAD locations.
BEAD
States Revise Tentative BEAD Awards
Minnesota revealed that costs per passing above $10,000 required written justification.
BEAD
States Releasing BEAD Plans Hits 39
NTIA also approved a further extension for California to submit its plan to the agency.
BEAD
As BEAD Deadline Arrives, at Least 34 States Have Posted Bidding Results
At least six states have confirmed they received an extension from NTIA.
BEAD
Fiber Still in Line for Two-thirds of BEAD Locations
Experts noted NTIA could still change states’ draft spending plans.
BEAD
As More States Post Draft BEAD Plans, Fiber Still at Two-Thirds of Locations
Two more states posted plans for public comment Thursday afternoon – Tennessee and North Carolina – bringing the total to at least 30.
Earnings
Altice Down 35,000 Broadband Subscribers
The company was optimistic losses would stabilize.
Infrastructure
Fiber, Fixed Wireless Adds Improved Over Last Q2, Cable Worsened
Analysts don’t expect cable subscriber growth soon.
