Cable & ISP Tracker

Churn pressures mount on broadband giants:

• Comcast and Charter internet customers heading elsewhere
• Direct-to-device connectivity via S-band...

Spectrum continues rural expansion across Clay County, Missouri, aligning with Charter's evolution since 1993 from cable TV to converged broadband, WiFi, and mobile services.

• FCC greenlights $1B spectrum purchase from UScellular, enhancing Verizon's wireless network
• Follows T-Mobile's $4.4B UScellular deal, where it...

Lumen is accelerating network expansion to meet AI needs, deploying over 2.2 million new intercity fiber miles (2,500+ route miles) and projecting a total of 16.6 million.

Key impacts from Comcast reliability failure:

• Disrupting phone lines and tech-based services at City of Sunrise
• Facilities open for in-person help amid outage
• Emergencies: Use 911 until restoration

Public services exposed to ISP vulnerabilities.

Key FCC approval for Verizon's $1B purchase of Array's AWS-3, AWS-1, PCS spectrum covering 8% of U.S. population.

• Enhances Verizon's speed,...

• Key event: Christopher Winfrey presents at 10:30 ET today; live webcast on investor site.
• Strategic priorities: Navigating broadband competition,...

Key milestone in Lumen's cloud-first strategy: Migrating enterprise billing platform to Microsoft Azure for enhanced resilience and scalability.

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• Top US carriers unite: AT&T, T-Mobile, and Verizon form JV to pool spectrum and standardize direct-to-device (D2D) satellite services, addressing...

Key promotions at Cox Enterprises, parent of Cox Communications:

• Dallas Clement adds COO duties, drops CFO role
• Perley McBride moves from Cox Comm...

• Campbell County, VA: Completed project connects >1,000 residents in Altavista/northern areas; ongoing builds for 750-10,000 more homes/businesses.
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Comcast shares dropped 13% following a Deutsche Bank analyst downgrade, despite beating earnings expectations. The sharp reaction highlights fragile investor sentiment on the company's outlook.

Network upgrade signal: AOI's Q1 cable revenues hit $66.8M, up 4% YoY and 24% QoQ, driven by 1.8GHz amps to largest customer (Charter).

• Expects...

Average home on Comcast's WiFi has more than 20 connected devices, with 94% connected to WiFi – key network metric in balance sheet review.

Technology integration failures in telecom mergers cost more than the deal itself, but an integrated technology strategy transforms chaos into competitive advantage.

• New price: Unlimited Ultimate up $5 to $85/mo for new customers (effective May 7), despite 3-year lock on signup rate.
• Added perks: Includes...

Verizon faces recurring service disruptions:

• January: Massive nationwide outage.
• May 13: Regional issues hit hundreds across U.S., explicitly...

• Eligibility: US/territories residents individually notified of the 2023 breach (~31.7M class)
• Alternative payment: ~$50 cash, but varies by claims...

• New revenue via FSaaS: Operators can monetize existing fiber with Fiber Sensing as a Service models.
• Proactive protection: DAS detects threats...

• Spectrum Mobile lines surged +368k in Q1 to 12.1M total (+1.8M YoY)
• Internet customers dropped 120k to 29.6M; residential down 117k
• Revenue...