MoffettNathanson: Cable Will Have Less Painful Broadband Year in 2025
Mounting net subscriber losses made 2024 the worst year ever for cable's broadband business, but there are reasons for optimism in 2025, MoffettNathanson's Craig Moffett told investors last week. The rate of growth and share gain of fixed wireless access…
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and fiber overbuilding are "unmistakably decelerating," he said. Moreover, subscriber losses should be much smaller this year, especially with the end of the Affordable Connectivity Program no longer hurting results. He said AT&T entering the fixed wireless market hasn't fully offset the deceleration of Verizon and T-Mobile in that space. It's doubtful whether the pace of fiber overbuilding continues, he said, adding SpaceX's Starlink satellite broadband will likely remain a player in rural markets only.