Jeff Baumgartner

Comcast has pushed ahead with a new mobile offering aimed at customers who take one of the operator's higher-end home broadband speed tiers. Comcast combined that announcement with a wave of free speed upgrades—including faster upstream speeds—across its prepaid and postpaid home broadband services. On the mobile end, Comcast is now offering new and existing home broadband customers an unlimited line of Xfinity mobile for a year when they subscribe to broadband speeds of 400 Mbit/s or faster.

US cable operators have been struggling to regain their footing in broadband as they try to grow subscribers again in the midst of an array of pressures including fiber and fixed wireless access competition, a slow housing move market and the impact of the end of the Affordable Connectivity Program. Several US cable operators are responding by leaning into convergence.

Two Democratic members of the Federal Communications Commission believe Congress should step up and codify network neutrality rules as federal law after the Sixth Circuit shot down the FCC's latest version of the rules. Such a move would finally stop the pendulum swings of the on-again/off-again FCC rules on network neutrality.

The US cable industry has gone through fits and starts trying to add mobile to the service bundle over the years. But cable has finally hit the mark by focusing on bundling home broadband and mobile and creating an early form of convergence that cable's key competitors, including AT&T, Verizon and T-Mobile, are now trying to emulate with fiber network buildouts alongside a wave of fiber-focused mergers.

With a new Trump administration entering power in late January, the regulatory wheels are already in motion and work is underway to prepare for big changes likely to arrive in 2025. ACA Connects CEO Grant Spellmeyer generally believes that the new administration will be good for ACA Connects' membership.

AT&T's framework to retire the bulk of its copper network faces static from some groups and the state of California. But the operator's development of an alternative POTS (plain old telephone service), and an increasingly favorable regulatory environment bode well for its plan, says a top policy analyst. "Considering changing circumstances, we believe [AT&T's] copper retirement goals are realistic," New Street Research analyst Blair Levin explained in a recent research note.

Charter Communications is "not standing still" as it explores new ways to compete with fixed wireless access (FWA), says CEO Chris Winfrey. But Charter's top executive also stressed that the cable industry still needs to do more to demonstrate how it matches up on price, reliability and performance. He said the relatively low price of FWA services is often combined with a bundle that includes a high-priced mobile service.

AT&T has been laying the groundwork for the decommissioning of its extensive copper network.

AT&T is looking to expand its fiber reach in both its legacy wireline footprint as well as in new markets being targeted by Gigapower, its fiber-focused joint venture with BlackRock. AT&T said it plans to reach 50 million-plus total locations with fiber by the end of 2029.

Following in the footsteps of some smaller US cable operators, GCI, Alaska's biggest cable operator, is preparing to end its pay-TV service. GCI confirmed that it has informed its video customers that it will shut down its TV offerings by mid-2025 and allocate more of its resources toward broadband and mobile.