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Photo Courtesy of Verizon

“I think about competition a little bit how I think about gravity. When I get out of bed in the morning, I don’t think, ‘Oh my gosh, gravity is pulling me down. If it wasn’t around, I could jump 20 feet high in the air.’ It’s the same way about competition. If it wasn’t around, I’d have 100% share, but it is, and both AT&T and T-Mobile are excellent companies with strong leaders in John [Stankey] and Srini [Gopalan]. I have a ton of respect for both of them and their companies, but I feel like there’s still plenty of room for growth in this industry.”

– New Verizon CEO Dan Schulman on the competitive landscape in the wireless industry

UP AHEAD

NOV. 5: Future of Television, L.A.

NOV. 5: Go Addressable 2025 Summit

NOV. 6: Warner Bros. Discovery 3Q25 Earnings Call

NOV. 10: Paramount 3Q25 Earnings Call

NOV. 12: “The People’s Oversight Hearing” by Public Knowledge, Washington, D.C.

NOV. 18-20: Parks Associates’ Future of Video: Business of Streaming, L.A.

NOV. 20: FCC November Open Commission Meeting, Washington, D.C.

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Tuesday–May 26

Charter-Cox’s September to Remember

If Charter and Cox manage to close their $34.5 billion merger by Sept. 15, the combo will happen around the time of SCTE TechExpo. It wouldn’t be the first time Charter closes a big deal around a major industry event, but there’s still work to do in California.

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