AT&T’s expansion of its Internet Air fixed wireless access service to 16 additional markets this month signals the company wants to join rivals T-Mobile and Verizon in 5G fixed wireless access service. Impact: After sticking to its all-fiber strategy for the past several years and downplaying its interest in FWA, AT&T rolled out its Internet …
AT&T Moves Deeper into FWA with Wider Internet Air Launch Read More »
The Hollywood strikes got real this week, although it’s unclear how the latest machinations between the Writers Guild of America and the AMPTP will ultimately affect what still seems like an intractable gulf. On the positive front, Tuesday brought a much needed sit-down between WGA negotiators and AMPTP President Carol Lombardini, who showed up with …
“I believe we are well positioned for future long-term growth, and I am confident in the path forward.”– Disney CEO Bob Chapek Disney execs emanated positive vibes this week as they look to 2024 to bring profitability to their direct-to-consumer efforts, but Wall Street seems impatient with the idea that DTC subscribers can rise …
Comcast’s Q2 earnings report lays bare why well-diversified media companies tend to weather economic storms and business challenges better than others over the long term. Yes, Comcast’s stock ended Thursday down more than 9% and continued to decline into Friday morning. Yes, the company lost 497,000 video subs in the quarter, far worse than the …
Ziply Fiber has been busily expanding its fiber infrastructure since it was formed out of WaveDivision Capital’s acquisition of its four-state Pacific Northwest footprint from Frontier Communications in May 2020. Impact: For the most part, Ziply’s fiber deployments have been all organic, with the company announcing a year ago that it would spend $500 million …
Ziply Fiber Acquisition Will Help Expansion Effort Read More »
Although the bulk of the federal broadband funding provided for in last year’s infrastructure legislation won’t be available until the FCC completes its overhaul of the country’s broadband maps later this year, the Biden Administration opened up the application process in May as part of its “Internet for All” initiative. Impact: The administration wants states, …
Federal Broadband Funding Train Starts Rolling Down the Track Read More »
On Comcast’s Q1 earnings call, company executives revealed more detail about a plan to grow the cable provider’s footprint by at least 800K new broadband passings in 2022. Impact: The strategy focuses on edge-out opportunities — areas adjacent to Comcast’s existing footprint — as a way to combat an ongoing slowdown in broadband subscriber growth. …
Comcast Details Edge-Out Strategy for Broadband Growth Read More »
Despite an accelerated buildout schedule and subscriber gains on the fiber side, Altice USA’s overall broadband subscriber numbers trended negative again in the first quarter. Impact: Altice added 145,700 new fiber passings in Q1, which pushed its total fiber locations past the 1.3 million mark. Edge-out locations also grew, by 42,000, and Altice reported adding …
Altice Doubles Down on Fiber as Broadband Losses Mount Read More »
The full rebranding by year-end of Altice USA’s Suddenlink systems to the core Optimum brand it inherited from Cablevision in 2016 offers a window into how much the broadband world has changed in the last few years. It’s not that Altice wouldn’t have eventually consolidated branding across the company. The move makes sense no matter …
Verizon’s announcement this week that it will launch a new video aggregation service called +play amounts to its current strategy on steroids. The carrier already partners with third-party streamers from Disney, AMC Networks, Sling TV, Discovery, and others to bolster its core wireless business, with the Disney bundle including Disney+, Hulu, and ESPN+ even coming …
