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Cable Controlled 75% of U.S. Mobile Growth in Q1, Is Exploiting Convergence Advantage Over Wireless, Analyst Says

Cable operators controlled more than 75 percent of U.S. net additions for wireless customers in the first quarter, according to a new tally published by equity analyst Craig Moffett. Simply put, cable operators are able to bundle discounted bundles of fast, reliable wireline home broadband and mobile that are undercutting the offerings of wireless giants. “Cable’s success owes to a very clear advantage,” Moffett wrote in a Thursday morning report.

Leichtman Research Group Ends Distribution of Public Reports

Leichtman Research Group, which has published well-regarded quarterly tallies of U.S.

Cogeco Combines Canadian and U.S. Cable Operations

Montreal-based Cogeco Communications has restructured its operations, combining the “commercial, operational and technical” functions of its Canadian and Breezeline-branded U.S. telecommunications businesses into one North American unit. With the change, Breezeline president Frank van der Post will depart.

Comcast and Charter Are in a Better Position Than Smaller Cable Companies To Resist Fixed Wireless Competition, S&P Global Ratings Says

A report by S&P Global Ratings suggests that the revenue lost for cable operators from customers opting for fixed wireless access (FWA) services is greater than the gains generated from new "junior cable" mobile services. Amid this dynamic “wi

Affordable Connectivity Plan Set To Expire Despite Last-Ditch Funding Efforts

The outlook for the Affordable Connectivity Program (ACP) remains terminal, with none of the multiple late-hour efforts in Congress intended to replenish funding for the depleted program appearing close to achieving that goal. The cancellation of the ACP, which comes at a time when the US broadband industry is already bleeding customers, with Comcast Cable president and CEO Dave Watson telling investors to expect increased customer attrition in the second and third quarters. On a consumer level, the ACP’s sunset could leave more than 23 million U.S.