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New Street Research
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Premium Content
12/01/2025
Trump Puts a Dent in the Push for Ownership Reform
POTUS appears to have picked a side in the debate on whether to change the 39% national ownership cap, and it’s not the one that FCC Chairman Brendan Carr has leaned toward.
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Premium Content
11/06/2025
Altice USA Plots Optimum Rebrand, Rebuild Takes Shape
Third quarter is proving to have been a challenging one for connectivity companies.
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Premium Content
10/30/2025
Comcast Remains Confident, Despite Long Road Ahead
Comcast leadership isn’t afraid to acknowledge the long and arduous path toward reaping the results of its adjusted go-to-market strategy, but in the initial stages, the company remains upbeat about the trends it’s identified so far.
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Premium Content
10/30/2025
Does Comcast Want WBD?
No surprise when one of the analysts listening to Comcast’s 3Q25 earnings call asked about the speculation regarding interest in purchasing Warner Bros. Discovery.
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Premium Content
10/29/2025
How Verizon’s New CEO Aims to Steady the Ship
Dan Schulman said his appointment as Verizon’s new CEO felt like coming home in many ways.
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Premium Content
10/27/2025
Verizon’s Creative Fiber Deal
Verizon’s latest fiber play has it striking a commercial fiber agreement with Eaton Fiber.