Some very interesting stats are coming out of the recent cycle of 2Q22 earnings calls. It may be too early to call it a trend, but there is a bit of a shift going on as to which carriers will provide broadband services to whom.
Take the big cable companies. Comcast (NASDAQ: CMCSA) and Charter Communications (NASDAQ: CHTR) dominate the cable business. Comcast reported 32.2 million broadband residential and small business connections at the end of the quarter while Charter came in with 30.3 million. But for the first time in many quarters, both companies reported losses in 2Q22 broadband net additions. Continue Reading |
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