Former Insight pres/COO Kim Kelly joined Arroyo as pres/CEO. Founding CEO Paul Sherer will become evp, CTO. Funny, we knew about this Fri, but were told there was an embargo and that it "would NOT be appropriate to put this into CableFAX Daily on Monday-Tuesday yes, please!" Apparently the release date of the news was changed, but nobody told us. Embargoes are a 2-way street. If you expect us to honor them, please do the same.

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Thursday–January 29

Comcast’s Broadband Subs Continue to Slide

It was Comcast’s turn at the plate to report 4Q25 earnings. The operator continued to feel the heat from fixed wireless and fiber competition, while it’s still full steam ahead on convergence and its NBC/Peacock media playbook.

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