27 | Here’s how cable MVNOs did in Q3 | ----------- | |
FierceWireless: Wireless | 2020-10-31 04:00 | ????0? | |
Charter came out on top among cable MVNOs in terms of adding new subscribers, with more than 360,000 net adds. Like Comcast, Charter mobile customers ride on Verizon’s network and also use the cable operators’ expansive network of Wi-Fi hotspots. Altice Mobile, meanwhile, added fewer than 20,000 lines.“Over a multi-year period, we’ll execute on our inside-out strategy with small cells attached to our existing network, using unlicensed, and now our licensed spectrum, based on the disciplined return-on-investment approach, consistent with our goal of reducing mobile operating costs, “ Rutledge said, according to a SeekingAlpha transcript.In a Thursday note to investors the firm acknowledged Comcast’s promotions for iPhones are tempered compared to those of AT&T, Verizon and T-Mobile, but expect Comcast will be more aggressive during the holiday season and Black Friday. However, the analysts “still believe Cable can win share on its price-value proposition alone.”Executives reported that Charter’s mobile EBITDA is still negative because of customer growth costs, but have decreased even with higher subscriber growth. Since passing the 2 million subscriber lines, Charter CFO Chris Winfrey said that aside from costs that come from acquiring subscribers, mobile is now an incrementally positive business for Charter, with mobile service revenues exceeding all other regular operating costs. -- ???????? | |||
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