Cable Companies Are Taking Over Mobile! Are Verizon and AT&T Going Down for the Count?

Yo Adrian We Did It! Cable's Got a Mobile Punch!

Listen Adrian! Remember when we were just scrappin' by slingin' TV and landlines? Now look at us! These cable companies Comcast and Charter they're movin' into the mobile game like a southpaw comin' outta nowhere. It ain't just about keepin' the broadband business breathin'. It's about punchin' above your weight and makin' some real dough! Charter's CFO Jessica Fischer she's sayin' it's growin' 'really dramatically.' That's music to my ears Adrian music!

From Bundles to Knockout Deals: Mobile's the Secret Weapon!

These guys they ain't just offerin' you the same old jab. They're comin' at ya with a hook! Pay TV bundles? Landlines? That's the stuff of yesteryear. Now it's all about home internet and…bam!…mobile phone services. Comcast calls it Xfinity Charter's got Spectrum. They're addin' customers faster than I can eat a plate of pasta! Half the new wireless lines last year? Cable guys! But here's the thing Adrian investors are still lookin' at the broadband business. It's like they're missin' the main event!

Broadband's Down But Mobile's the Eye of the Tiger!

Broadband's takin' a beatin' see? Customer numbers are like my face after a fight with Apollo – stagnant maybe even losin' ground. But these cable fellas are answerin' the bell with mobile deals bundle deals that can save you a buck! But here's the rub Adrian: the stock ain't reflectin' it yet! It's like they're focused on the old news not the fresh blood. Media analyst Craig Moffett he's sayin' it's like back in '09 when everyone was cryin' over pay TV and missin' the broadband boom. But hey he's right; mobile market is double the size of broadband market so these cable guys can capitalize on both!

Wireless Challenger: Can Cable Companies Go the Distance?

Comcast's CFO Jason Armstrong he's got it right. They're the big dog in broadband but they're chasin' the title in the wireless ring. It's a 200 billion dollar market Adrian! That's a lotta clams! Wireless is the integral part of the broadband strategy. The growth is real. Charter's Spectrum Mobile lines have grown from 1.08 million in the fourth quarter of 2019 to 9.88 million in the fourth quarter of 2024. Over that same period Comcast's Xfinity Mobile lines increased from 2.05 million to 7.83 million. It's like goin' fifteen rounds but these guys are still standin'!

Cheap Deals and Brand Recognition: The Mobile Game Plan!

The key Adrian? Affordable pricing! These cable guys can offer lower rates 'cause they're usin' Verizon and T Mobile's networks. They ain't gotta build their own! Plus most of the time customers are usin' Wi Fi anyway. It's a win win! But let's be honest not everyone knows about Spectrum Mobile yet. They gotta get the word out! More marketin' more knockouts!

Verizon and AT&T Ain't Sweatin' Yet: Will the Bell Ring for Cable?

Now Verizon and AT&T they're playin' it cool. Verizon's CFO Tony Skiadas he's sayin' they still get paid even if cable's givin' away free lines. AT&T's CEO John Stankey he's braggin' about their broadband. But don't count the cable guys out yet Adrian! They're hungry they're scrappy and they're lookin' to go the distance. It ain't over 'til the final bell and these companies are lookin' to make this their decade. It's gonna be a fight Adrian a real fight!