The latest by:
Noah Ziegler
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Premium Content
11/06/2026
Charter Targets $2B in New Savings
Charter spent the past year betting that the right offer structure would turn its broadband business around. On Friday, President/CEO Chris Winfrey acknowledged it hasn’t been enough.
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Premium Content
11/03/2026
Versant’s DTC Slate Takes Shape
Versant is done with its major carriage renewals for the year, and it’s using that footing to ask distributors to help scale the level of access pay TV customers have to its DTC portfolio.
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Premium Content
11/02/2026
Fox One Offsets Cord-Cutting—For Now
Fox Corp.’s 1Q27 earnings call was a mix of good news, bad news. Fox One is delivering subscriber growth without cannibalizing Fox’s pay TV base and Tubi continues to rake in the bucks, but Fox News showed signs of “viewer fatigue.”
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Premium Content
10/26/2026
Verizon Bets Gig on FWA
Verizon’s broadband business might have had a quieter 3Q26 than its wireless side, but Dan Schulman used Monday’s earnings call to explain why and what comes next as the company recalibrates its convergence playbook.
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Premium Content
10/13/2026
TRO Stalls Cable One-MBI Deal
Cable One planned to close its purchase of the rest of Mega Broadband Investments on Friday. Instead, it got a court order.
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Premium Content
10/09/2026
SpaceX Stacks Another Spectrum Deal
SpaceX’s plan to take Starlink Mobile beyond carrier partnerships picked up another piece this week, thanks to a deal to acquire Grain Management’s nationwide 800 MHz spectrum.