Next TV
Fixed Wireless Is Having Its Day, But Fiber Is the Real Competition
Comcast Executive Vice President and Deputy Chief Financial Officer Jason Armstrong said the biggest threat to the cable business is coming from fiber, not just from fixed wireless access (FWA). While there have been several factors attributed to the accelerated slowdown in cable broadband growth -- sluggish new home formation, minimal housing moves, and the transition to a new federally subsidized program for low-income families -- competition from both fixed wireless and, especially, fiber-based broadband providers have emerged as significant players.
Charter Says Fixed Wireless Was a Factor in Q2 Broadband Subscriber Declines
Charter Communications Chief Financial Officer Jessica Fischer tacitly acknowledged the impact of fixed wireless access (FWA) competition on broadband subscriber growth. FWA technology was one of four factors that led to the cable operator’s first-ever broadband customer loss in Q2. Charter lost about 21,000 broadband customers in the second quarter, one of several cable operators that experienced declines in that segment after months of slow growth. Fischer said Q2 performance was impacted by four factors: sluggish new home growth, seasonality, fixed wireless competition, and fiber overbui
Charter: Third Parties Don't Get Subscribers' Geolocation Information, Period
Charter's Spectrum Mobile service only uses geolocation information to optimize its service and does not sell to or share it with third parties, including advertisers, the company told the Federal Communications Commission. Charter assured Federal Communications Commission Chairwoman Jessica Rosenworcel that the company has been, and will continue to be, completely transparent about its privacy practices, and explicitly requests permission to collect customer geolocation data—which Charter limits to data that will "optimize service."
Cable One Misses Second Quarter 2022 Broadband Targets as More Fixed Wireless Competition Looms
Cable One added 1,300 residential broadband customers in second quarter 2022, soundly missing analysts’ consensus estimates of 5,200 additions.
Texas Cities Sue Streaming Services for Franchise Fees
Two dozen Texas cities have sued streaming giants Netflix, Hulu and Disney Direct-to-Consumer for not paying what the municipalities said are the millions in franchise fees that the streaming services owe them. A favorable decision could lead to millions more from other cities seeking more funds for municipal services. The cities are alleging that the streamers should be paying annual franchise fees back to 2007, as they said is required by the Public Utility Regulatory Act (PURA). Those are the fees that cable/broadband operators provide that go toward city services.