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New Street Research
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Premium Content
05/16/2025
Deal Regulatory Outlook
With the combined Charter – Cox to be only marginally larger than Comcast and no market overlap, it’s not expected to hit major regulatory snags. There are some question marks though. “Given the ability of
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Premium Content
05/08/2025
Optimum Bows New Low-Cost Broadband Plan
Citing increased pressured on income-constrained households, Altice USA rolled out a new low-priced broadband offering last week in the hopes of stopping those consumers from opting for fixed wireless
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Premium Content
05/01/2025
DoD’s Opening Salvo in the Spectrum Wars
NCTA isn’t feeling a Department of Defense plan for mid-band spectrum that would relocate CBRS spectrum.
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Premium Content
04/24/2025
Comcast: We Can Do Better
With Comcast losing 199,000 domestic broadband customers in 1Q25 and churn rising slightly, the operator is launching a new go-to-market approach as it works to provide more value to its customers with less friction.
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Premium Content
04/23/2025
Taking a BEAD Beat
There’s still no word on what changes are coming to the $42.5 billion BEAD program, so NTIA is giving states more time to submit their final proposals for the broadband deployment funding initiative.
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Premium Content
04/22/2025
Verizon Confident in Outlook Despite Tariffs
Though the repercussions from the tariffs President Trump enacted are still being gauged, Verizon Chairman/CEO Hans Vestberg was assured in his outlook about whether his company can weather the storm.