Cable & ISP Tracker

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...

• AT&T gains 50MHz in 3.45GHz mid-band and 600MHz low-band, deploying via EchoStar license with accelerated 600MHz buildout.
• SpaceX secures 65MHz...

• Regulatory scrutiny narrows to potential commitments resolving third-party issues; California eyes affordability wins
• Post-deal mechanics focus on...

Cable operators filing FCC Form 1240 may adjust based on quarterly inflation figures, with the Q4 2025 factor now specified.

Key pillars of Verizon's strategy to regain market share:

• Network superiority remains foundational – best in 7/8 measures – but not enough alone.
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Major disruptions for residents and businesses in Greater Akron from Spectrum's internet and home-phone outage starting 5 a.m. Tuesday.

• Small...

Municipal fiber flop: Cleveland terminates 30-year SiFi Networks deal for zero progress – no sites identified, permits, or construction started.
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Comcast's Settlement-Free Interconnection (SFI) policy requires at least 10 Gbps bandwidth at each interconnection point. Eligible networks must have their own Autonomous System Number (ASN), even as customers of others.

Verizon (VZ) at US$47.09 post-pullback—still a value play or fully priced? DCF reassessment urges lining up key metrics to assess.

Cable giants undeterred by Starlink in rural expansion:

• Charter's rural builds now hit Starlink subscribers, but still meet penetration targets—just...