The Notebook Dump: Broadband and magic mushrooms on the ballot11/4/2022
Earnings season is in full force and Light Reading Editors Jeff Baumgartner, Mike Dano, Nicole Ferraro and Kelsey Ziser discuss which companies had a banner Q3 and others that hit some speed bumps in this Notebook Dump for the week ending November 4.
The stories covered include:
- Wide launch of Dish's Boost Infinite service slips to Q1 2023
- New Altice CEO, a former cable guy, backs Altice USA's big fiber bet
- Charter raises broadband prices. Will others follow?
- Comcast, Charter brand national streaming joint venture as 'Xumo'
- T-Mobile, Verizon and AT&T find a surprise growth area in Q3
- T-Mobile shows big customer gains, promises more
- These states have broadband on the ballot this November
- Wireless win in Arkansas offers WISPs hope on federal front
- Juniper's bottom line boosted by break in supply chain backlog
- 'Thanks guys, great quarter'
If you want to skip around and listen, here are a few more things covered in this interview:
- Cable companies release Q3 earnings updates and broadband pricing increases. (01:23)
- Comcast and Charter launch "Xumo" streaming service. (03:07)
- Rise of fixed wireless which accounted for 92% of US broadband market for Q3. (07:07)
- High growth in mobile customers. (09:04)
- Election Day is coming soon! Nicole really wants you to vote. A few states have key broadband issues on the ballot. (15:15)
- Which Colorado county was first to opt out of a 2005 state law restricting municipal use of funding for broadband? Spoiler – Mike and Jeff have no idea. (18:45)
- Colorado to vote on magic mushrooms. Kelsey narcs on the team to Phil. (20:08)
- Juniper has a decent Q3 due to more movement in the supply chain. "Get them orders out the door!" (21:43)
- Equinix earns $1.8 billion in revenue for Q3 and moves forward with buildouts of xScale data centers. (21:28)
- Nicole plans to list out genders of executives on earnings calls. (23:08)
- Ramble on! More voting rants, dumb things on Twitter and plant talk. (24:04)
Have a great weekend!
— Kelsey Kusterer Ziser, Senior Editor, Light Reading