In terms of creating a full mobility solution, cable ops will require MVNO agreements with a partner mobile operator, Fausch said. He pointed out the key challenge of having an MVNO agreement with wireless carriers is understanding the level of control/steering and hand-off desired between the in-house (WiFi) and partner (cellular) networks. Meanwhile, “there is a significant opportunity for cable operators to support their subscribers’ broadband access needs outside the home and WiFi has a critical role to play in addressing this opportunity, both in the form of public WiFi hotspots and community WiFi…” Fausch said. There are also business-to-business and wholesale opportunities with WiFi. An example of this is local government community WiFi service provided by Virgin Media in parts of UK, he noted.

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New Street Drops Altice USA to ‘Neutral’

New Street Research is downgrading Altice USA to “Neutral” after a warning from CEO Dexter Goei that the provider would lose subs in 3Q21. “The stock is too cheap, even with 12-18 months pause in share

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