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New Street Research
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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.
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Premium Content
04/04/2025
Telecom May be Well positioned to Weather Tariffs
It might be too soon to expect a market rebound amid the reactions to President Trump’s widespread tariffs that were announced this week.
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Premium Content
03/26/2025
Optimum CEO Says Lack of Fiber No Excuse for Sub Loss
It’s no secret that Optimum’s been working on a turnaround since Dennis Mathew joined as Altice USA CEO in October 2022.
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Premium Content
03/25/2025
AT&T Ponders Lumen Fiber Buy
AT&T is reportedly in talks to acquire Lumen Technologies’ consumer fiber operations in a deal that could value the business at more than $5.5 billion.