Analyst: Cable Broadband Suffers, but Its Wireless Dominates
Comcast and Charter Communications' most recent quarters show that while cable broadband "is in free fall, [the providers'] wireless offers are quietly crushing the competition," Recon Analytics’ Roger Entner wrote Tuesday in a thread on X. Charter lost 117,000 broadband subscribers, but it gained 500,000 wireless subscribers while covering only 40% of the U.S., he said. "If they operated nationwide, they'd be adding over a million and making T-Mobile's numbers look small."
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Entner called video "dead weight," pointing to Comcast losing 10% of its subscribers in a quarter. "Draw a straight line and in 10 years, pay TV is gone," he said. "Only sports are keeping this zombie alive." Cable's decreases in business broadband customers shows the effect of business fixed-wireless access, he added. "Whoever bundles wireless + FWA wins the business market."