US Pay-TV Subscriptions Decline Slows Slightly in Q1
US pay-TV providers lost about 2.03 million subs in Q1 2026, a slight improvement from a year-ago loss of 2.17 million, says MoffettNathanson. Virtual MVPDs, a category that includes YouTube TV, lost 948,00 in the typically weak period. @Light_Reading https://t.co/RTy4s1rBif
New 6G Spectrum, AI, Edge Drive Profitability
Speaking at this week's @WIAorg Connect(X) event, top tower execs believe that fresh spectrum for 6G, the rise of AI and a renaissance at the edge will lay the foundation for a profitable future. @Light_Reading https://t.co/8N9r4ktIWV
Cable Stocks Plunge, Fueling Merger Speculation
Charter's and Comcast's shares took a beating on what one analyst called 'Bloody Friday.' While the size of the sell-off might not have been warranted, it is fueling speculation about M&A and further cable sector consolidation. @Light_Reading https://t.co/SvsJpjx7PR
Verizon Prioritizes Fiber Expansion Over FWA, Seeks Partnerships
As Verizon expands on its convergence strategy, there will be a mix-shift to fiber over FWA, says CEO Dan Schulman. @Verizon , he added, will look to accelerate the expansion of its fiber footprint via partnerships & potential M&A. ...
Charter CEO Eyes Cable Acquisitions as Shares Tumble
'We'd like to acquire more cable assets if can be done at an appropriate price [and] conditions,' said Charter CEO Chris Winfrey. Meanwhile, Charter shares are slumping amid disappointing Q1 results. @Light_Reading https://t.co/Yr519C4o2H
Midco Rolls Out Unlimited and Per‑Gig Plans Nationwide
In the wake of market trials, Midco has introduced unlimited and by-the-Gig mobile plans in all markets. Midco Mobile, which rides the @ATT network, was developed with MVNE partner @telgoo5. https://t.co/hJilgxv4f2
Charter-Cox Merger Near Summer Close, California Pending Approval
Charter's Chris Winfrey: Charter-Cox deal has received fed and state approvals save for California. Working with CPUC toward a summer close.
Comcast Gains 435K Mobile Lines, Loses 65K Broadband
. @comcast shed a better-than-expected 65K resi broadband subs alongside a record gain of 435K mobile lines in Q1 amid pivot to new pricing and packaging and free line offers. Challenge ahead is converting free mobile lines to paid |...
Comcast's New Unlimited Plans Boost Simplicity and ARPU
. @comcast has launched two new unlimited plans – Mobile Plus and Mobile Select – that aim to put more focus on premium features and simplicity. Their flat rate per line structure could improve ARPU compared to Comcast's legacy mobile...
AI and 6G Converge to Shape Wireless Future
Patrick Halley, the president and CEO of the Wireless Infrastructure Association, discusses the top trends in the industry and how AI and 6G are poised to come together. @WIAorg #6G #AI @Light_Reading https://t.co/3Lg9h47LT0
EdgeBeam Partners with Soracom for Hybrid ATSC 3.0
EdgeBeam said it will tap into Soracom's 4G/5G platform to provide the terrestrial cellular end of a national hybrid network that will lean heavily on ATSC 3.0-based datacasting. @Light_Reading https://t.co/DNbYUGOawv
Comcast Ends By‑The‑Gig Plans, Applies Premium Data Policy
. @comcast is bringing a premium-level data policy to all its unlimited plans and confirms it is no longer selling by-the-Gig plans to new Xfinity Mobile customers. @Light_Reading https://t.co/qdcFDBjihC
TaaraConnect Expands Free-Space Optics to Video Distribution and Data Centers
. @TaaraConnect , a Google X Moonshot Factory grad focusing on free space optics, has opened up a new video distribution use case and is exploring its role in both terrestrial and orbital data centers. @Light_Reading https://t.co/SzaYL7n8uq
Orbital Targets 2027 Launch of Space AI Data Centers
Orbital, a startup led by Euwyn Poon, aims to develop a system comprising thousands of space-based data centers focused on AI inferencing. Its first space-based test is slated for 2027. @Light_Reading https://t.co/rNIQfxf17B
AT&T Reports $82M Loss From 10,400 Copper Thefts
. @ATT said it logged more than 10,400 copper theft incidents in 2025 that resulted in losses of about $82 million. The majority of that theft occurred in California. @Light_Reading https://t.co/hzXfWtpeIK