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In this episode, MediaTalk host Mike Reynolds sits down again with S&P Global Market Intelligence Kagan analyst John Fletcher, who specializes in multichannel and broadband. With funding for a key federal subsidy having ended, cable operators and telcos both reported heavy fixed broadband subscriber losses in the second quarter, with further declines expected in the third quarter. At the same time, fixed wireless is continuing to drive subscriber growth for the broadband industry as a whole, especially when combined with subscriber additions from newer satellite services like Starlink. Will fixed wireless continue to gain share? What markets are seeing the most fixed wireless growth? And what do fixed wireless customers have to say about their experience with the service? Mike and John dial into these questions and more.
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In this episode, MediaTalk host Mike Reynolds sits down again with S&P Global Market Intelligence Kagan analyst John Fletcher, who specializes in multichannel and broadband. With funding for a key federal subsidy having ended, cable operators and telcos both reported heavy fixed broadband subscriber losses in the second quarter, with further declines expected in the third quarter. At the same time, fixed wireless is continuing to drive subscriber growth for the broadband industry as a whole, especially when combined with subscriber additions from newer satellite services like Starlink. Will fixed wireless continue to gain share? What markets are seeing the most fixed wireless growth? And what do fixed wireless customers have to say about their experience with the service? Mike and John dial into these questions and more.
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