What's Happening?
US cable operators, led by Comcast, Charter, and Optimum, captured about 39% of US smartphone net additions in the third quarter of 2025. This performance is expected to accelerate in 2026, according to a report by MoffettNathanson. The report highlights that cable's share of industry postpaid smartphone gross additions remained steady at 17% in Q3. The anticipated growth is attributed to strategic moves by cable operators, such as Comcast's aggressive mobile strategies and Charter's potential merger with Cox Communications. These developments are expected to enhance cable's competitive position in the mobile market.
Why It's Important?
The potential growth of cable operators in the mobile market is significant as it indicates a shift in the competitive landscape
of the US telecommunications industry. Cable companies are increasingly leveraging their existing infrastructure to offer bundled services, combining home broadband with mobile offerings. This convergence strategy allows them to compete more effectively with traditional mobile carriers like T-Mobile, Verizon, and AT&T. As cable operators expand their mobile services, consumers may benefit from more competitive pricing and innovative service packages.
What's Next?
As cable operators continue to expand their mobile offerings, the industry is likely to see increased competition, potentially leading to further consolidation and strategic partnerships. The success of cable's mobile strategies could prompt traditional carriers to enhance their own convergence efforts, possibly through expanded fiber deployments or new service bundles. Additionally, regulatory developments, such as the approval of mergers and acquisitions, will play a crucial role in shaping the future of the US telecommunications market.
