Cable & ISP Tracker

Amazon Leo has filed with the FCC to launch up to 5,105 satellites for direct-to-device connectivity, following its $11.6 billion Globalstar...

The Utility Reform Network supports Administrative Law Judge Jamie Ormond's proposed decision in the CPUC review of Charter's acquisition of Cox but urges modifications to clarify and strengthen conditions and mitigation measures.

Charter's cautious May 26 confirmation of the Spectrum breach, limited to 4.9M verified emails while ShinyHunters claims over 42M, sets up disputed...

AT&T closed its $23B deal for 50MHz of EchoStar spectrum, adding 30MHz of 3.45GHz midband and 20MHz of 600MHz lowband to expand nationwide 5G capacity...

Charter lost just 21,000 video subscribers in Q2, down from 80,000 a year earlier, with totals steady near 12.5 million. Bundling 150-230 linear...

The Center for Accessible Technology is urging denial of the Charter-Cox acquisition unless parties adopt a joint settlement proposed by a California PUC judge. The proposal combines prior agreements with 20 changes and extra measures.

AT&T reported better-than-expected earnings and announced a $10 billion share buyback. The stock trades at 8x earnings with a 4.6% yield despite the positive results.

Spectrum Business earned Radware's U.S. Managed Security Services Partner of the Year for its DDoS protection offering.

• Delivers managed DDoS...

Federal judge rules the canceled Digital Equity Act program can proceed without its racial classification element, clearing the way for Pennsylvania...

Space tech investment exploded to $338 billion across 193 deals in H1 2026, up from under $22 billion a year earlier, with SpaceX's $86 billion IPO...

• Ruane Cunniff & Goldfarb slashed its Charter stake 57.9% in Q1, selling 209,437 shares and keeping $32.9 million worth
• Analysts point to broadband...

Charter Communications announced a private bond exchange program for up to $1.75 billion in new Senior Secured Notes due 2038, aimed at optimizing its capital structure. This move highlights the company's focus on proactive debt management.

Charter (Spectrum) has brought high-speed fiber internet to Florida, Savoy, Hawley, and Monroe after 20+ years of poor service, funded by a $5.7...

• Charter and Cox argue against CPUC ALJ's rewritten settlement
• CEO expects mid-to-late August close on the acquisition
• Spectrum brand pricing and packaging rollout to follow immediately in former Cox markets

Charter Communications launched a $20 billion debt exchange plus up to $3.5 billion in new bonds to extend maturities, improve rates, and cut refinancing risks while funding network infrastructure.

The Senate hearing on July 30 will examine how AI strains power grids and spectrum while spurring network innovation, with direct implications for ISP...

Charter lost 172,000 broadband customers in Q2 2026, worsening from 116,000 a year earlier.

• AT&T added 646,000 internet customers — 367,000 fiber...

No significant updates today.

No significant updates today.

Q2 Earnings Results

• 🔥 Mixed Financials: Charter reported Q2 revenue of $13.526 billion (down 1.7% YoY, slightly below consensus) and non-GAAP...