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Broadband

All articles tagged with #broadband

FWA and Starlink reshape broadband as the big carriers loosen their grip
technology2 days ago

FWA and Starlink reshape broadband as the big carriers loosen their grip

Fixed Wireless Access is expanding rapidly, with AT&T, T-Mobile, and Verizon driving a shift away from the traditional cable/fiber duopoly. T-Mobile leads with more than 9 million FWA subscribers, while Verizon and AT&T also add millions more, often targeting postpaid and prepaid customers. Starlink and rural WISPs further diversify options, promising broader availability and potentially lower prices, though the overall impact on pricing and market power remains evolving.

Comcast beats estimates as mobile growth offsets broadband losses in Q1 2026
business1 month ago

Comcast beats estimates as mobile growth offsets broadband losses in Q1 2026

Comcast topped revenue and earnings estimates for Q1 2026 with adjusted EPS of $0.79 on $31.46 billion in revenue and net income of $2.17 billion. The wireless segment added 435,000 lines for a total of 9.7 million mobile customers, while broadband losses narrowed to 65,000 (vs. 183,000 a year ago) and cable-TV losses totaled 322,000. NBCUniversal benefited from a strong sports slate, with media revenue up about 61% to $7.28 billion and Peacock subscribers reaching 46 million, though media adjusted EBITDA swung to a loss due to Olympics/Super Bowl and NBA rights costs. Overall, adjusted EBITDA was about $7.93 billion.}

Comcast's pricing overhaul fails to stop broadband customer losses
business3 months ago

Comcast's pricing overhaul fails to stop broadband customer losses

Comcast posted a Q4 2025 net broadband loss of 181,000 (178,000 residential, 3,000 business) despite a five-year price guarantee, a year of free Xfinity Mobile for home Internet, and unlimited-data plans. Average revenue per user rose 1.1%, but ongoing competition from fiber and fixed wireless kept churn high as the company accelerates its shift to simplified pricing in 2026 and aims to migrate most customers to the new pricing by year-end, with total broadband customers at 31.26 million (28.72M residential, 2.54M business).

Comcast Q4 2025: Mixed results as earnings beat but revenue nudges lower amid broadband pressure
business3 months ago

Comcast Q4 2025: Mixed results as earnings beat but revenue nudges lower amid broadband pressure

Comcast beat on adjusted Q4 2025 earnings (84 cents per share vs 75 cents) but revenue narrowly missed estimates at $32.31 billion. Net income fell 54.6% to $2.17 billion, though adjusted net income was $3.06 billion. The company faced ongoing broadband competition with 181,000 domestic broadband losses, offset by gains in mobile (364,000 adds, total >9.3 million) and international subs. Pay TV losses continued (245,000) with 11.27 million total. Media (NBCUniversal) revenue rose 5.5% to $7.62 billion, aided by NBA on NBC; Peacock added 3 million paying subscribers (44 million total) but recorded a quarterly loss of $552 million. Universal Studios revenue declined 7.4% while theme parks revenue surged 22% on Epic Universe. Overall connectivity and platforms revenue declined slightly, but total revenue rose about 1% to $32.31 billion.

SpaceX's $17 Billion Spectrum Acquisition Boosts Starlink's 5G and Direct-to-Cell Vision
space8 months ago

SpaceX's $17 Billion Spectrum Acquisition Boosts Starlink's 5G and Direct-to-Cell Vision

SpaceX has purchased $17 billion worth of satellite spectrum from EchoStar to enhance its Starlink direct-to-cell service, enabling better mobile connectivity worldwide and increasing satellite throughput up to 20 times. The deal also resolves regulatory issues and ends EchoStar's plans for its own LEO satellite constellation, while providing EchoStar with financial relief and integration opportunities.

Charter Faces Lawsuit Over Misrepresented Impact After GOP Kills Low-Income Broadband Program
business8 months ago

Charter Faces Lawsuit Over Misrepresented Impact After GOP Kills Low-Income Broadband Program

Last year, Republicans ended the FCC's Affordable Connectivity Program, which provided discounts to low-income Americans, leading to increased broadband costs and subscriber losses for Charter. Now, Charter faces a class action lawsuit claiming it misrepresented the impact of losing the program, amid ongoing subscriber declines and industry challenges.

SpaceX Launches Multiple Satellite Batches for Amazon's Project Kuiper
technology10 months ago

SpaceX Launches Multiple Satellite Batches for Amazon's Project Kuiper

Amazon has launched 78 of its planned 3,232 Kuiper broadband satellites, with the latest launch using SpaceX's Falcon 9 rocket, marking a step forward in Amazon's effort to compete with SpaceX's Starlink. The project is costly, with over $10 billion spent on launches alone, and faces delays due to rocket availability, leading Amazon to rely on SpaceX for some launches. The full constellation aims to provide global broadband coverage, but Amazon may need to request an extension for FCC launch deadlines due to these delays.

Amazon and SpaceX Collaborate on Kuiper Satellite Launches for Broadband Service
technology10 months ago

Amazon and SpaceX Collaborate on Kuiper Satellite Launches for Broadband Service

Amazon plans to launch its satellite internet project, Project Kuiper, by the end of 2025 to provide connectivity in underserved areas, competing with Elon Musk's Starlink. The project has already launched two satellite sets and could generate significant revenue, but weather conditions pose a risk to satellite launches. Wall Street analysts are optimistic about Amazon's stock, with a strong buy rating and potential upside.

Comcast Shares Slide Amid Forecasted Broadband Subscriber Decline
business1 year ago

Comcast Shares Slide Amid Forecasted Broadband Subscriber Decline

Comcast shares fell over 8% after CEO Dave Watson announced the company expects to lose more than 100,000 broadband subscribers in the fourth quarter due to intense competition, particularly from wireless providers like Verizon and T-Mobile. The cable broadband market has been struggling, with fewer new home sign-ups and increased competition affecting growth. Despite these challenges, Comcast's higher-end internet packages remain stable. The company had nearly 32 million domestic broadband customers as of September 30.