Shentel has agreed to a $227,200 fine stemming from a VoIP-related 911 outage between April 6-22, 2022, in four West Virginia counties, per an Enforcement Bureau order Monday. The cable operators also will put in place a compliance plan that includes it developing or improving its identification of risks that could result in 911 disruptions and its response to those outages, the order said. Shentel didn't comment.
Comcast revenue will likely decline 0.8% this year before rebounding 3.2% in 2024, due to a weak global economy, increased competition from fixed wireless access and fiber, and sped-up pressure on its media business, S&P Global said Monday. It said it's predicting U.S. broadband subscribers declining by 60,000 this year and 30,000 in 2024, with domestic video subscriber numbers dropping 12% this year and 11% in 2024. Comcast didn't comment.
Charter Communications' "most consistent download speeds" TV advertising claim for its internet service is supported by the FCC's Measuring Broadband America report, the Better Business Bureau's National Advertising Division said Wednesday. The Charter ad claim was challenged by AT&T.
Cable operators filing FCC Form 1240 can adjust the non-external portion of their rates by 3.88% in Q4 2022 to account for inflation, said a notice in Wednesday's Daily Digest.
The Service Employees International Union's Pension Plans Master Trust put a shareholder proposal on lobbying disclosures on the agenda for Charter Communications' annual shareholders meeting April 25. Per the company's 2023 proxy statement, put out Thursday, Charter shareholders will vote on requiring the company to prepare an annual report about its lobbying policies and procedures and money spent on direct and indirect lobbying and on grassroots lobbying communications. Charter's board, advocating a "no" vote on the proposal, said its current disclosures "are appropriate and consistent with the objectives of transparency and accountability reflected in the proposal."
Some National Content & Technology Cooperative cable operator members could start launching mobile service as soon as late Q2 or Q3 under an mobile virtual network operator agreement NCTC announced Tuesday with Reach Mobile, NCTC CEO Lou Borrelli said. In an interview, he and Reach CEO Harjot Saluja said the Reach offering was designed with different levels of customization available to NCTC's cable operator membership, with a handful of choices at the simplest end to more customization available at the other. All three service tiers give a white-labeled service with Reach providing back-office services and support, Saluja said. Borrelli said handsets will be available via Reach, but most subscribers coming through NCTC member companies will likely provide their own. Smaller cable operators generally don't have storefronts and likely won't "want to get into the whole retail/inventory experience," he said. They said NCTC member companies will have their own app in the Google Play and Apple's App Store where their customers can activate and manage their plans. Under the agreement, NCTC still has to select the underlying wireless network that will be offered to members. Borrelli said the co-op is still in discussions with carriers. Even minus NCTC members with their own arrangements with mobile network operators, more than 20 million customers of NCTC members would be eligible under the offering Borrelli said.
Comcast wasn't a big participant in the FCC's rural digital opportunity fund program, but it will likely try to be a bigger player in NTIA's broadband equity, access and deployment program, Chief Financial Officer Jason Armstrong said Monday during a Deutsche Bank Investor Conference. RDOF was more an "untested" program that didn't have "the best risk/reward," he said. BEAD funding to states is "a more seasoned process," he said. He said fiber overbuilding is picking up in Comcast's footprint but discounted the competitive threat. He said 45% of homes in Comcast's footprint also are passed by a fiber competitor, with that going to 60% within a few years. But fiber "is a costly upgrade" and cable is able to upgrade to multigig symmetrical speeds far more cheaply, he said. He said fixed wireless providers are "clearly having their moment" but won't be a long-term competitor.
Altice is modifying its fiber-to-the-home strategy, still pushing aggressively in the New York City metro area but being more opportunistic about where to build fiber in its Western markets, CEO Dennis Mathew told analysts Wednesday as the company discussed Q4 2022 financial results. By year's end, Altice expects to have added 900,000 fiber passings for a total of more than 3 million, which will be more than half of its New York City network and nearly a third of its entire U.S. network, he said. All but 50,000 of those 900,000 fiber passings will be in the East, he said. Altice's Optimum East market competes with Verizon, which is 70% overbuilt in its footprint, and with Frontier, who is also building fiber, Mathew said. Optimum West, meanwhile, is 25% overbuilt, much of that by AT&T and the rest by fiber overbuilders in different pockets, he said. He said Altice has other options in its Optimum West footprint without needing to upgrade to FTTH, including its expanded sales effort, finishing a DOCSIS 3.1 upgrade and continuing its network edge-out. Altice added nearly a million new FTTH passings in 2022, including 251,000 in Q4, Mathew said. Most of those were in the New York City metro area, he said. In 2022, Altice added 200,000 new build passings as it edged out its footprint, with the 2023 goal of at least another 150,000, he said. Mathew also said Altice will focus more on packaging its broadband with its mobile offering being done via its T-Mobile mobile virtual network operator. he said. Altice ended the quarter with 4.3 million residential broadband customers, down 100,000 year over year; 2.4 million residential video customers, down 300,000; and 1.8 million telephony customers, down 241,000. Its Optimum Mobile service had 240,000 lines at year's end, up 54,000 year over year, it said. Revenue for the quarter was $2.37 billion, down 6% year over year.
WideOpenWest extended its footprint to cover Headland, Alabama, north of the Florida panhandle, via a fiber edge-out, it said Wednesday.
Breezeline finished construction on a 150-mile fiber network passing more than 1,400 homes and businesses in eastern Virginia, it said Wednesday. The $7.2 million price tag included a $4.2 million Virginia Telecommunication Initiative grant, $1.5 million from Breezeline and $1.5 million from Mathews, Caroline, Lancaster and Middlesex counties, it said.