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5G Transport - A 2023 Heavy Reading Survey 2023 Open RAN Operator Survey Coherent Optics at 100G, 400G, and Beyond Open RAN Platforms and Architectures Operator Survey Cloud Native 5G Core Operator Survey Bridging the Digital Divide 5G Network Slicing Operator Survey Open, Automated & Programmable Transport The Journey to Cloud Native
If I were Charter, I wouldn't want to go up against that combination. Proposing a Comcast/Charter/Cox takeover of T-Mobile might make sense all on its own, but it would also give Comcast incentive to keep Verizon at arm's length.
The interesting thing is how these wireless/cable mergers might affect competition. The big cable operators will not compete with each -- at least not so far. Verizon and AT&T do compete with FiOS and U-verse, but the rollouts of both were circumscribed, and were always going to be. For years and years and years, both VZ and T have been promising they'd become fully competitive (geographically speaking) with wireless broadband, but it will be years and years more before theymake good on that promise in any meaningful way.
I can see where further consolidation could have a big downside for competition, but I'd be interested to see an evaluation of wireless/cable mergers to see if there's a chance that competition might actually increase. I wouldn't bet on it, but I'd like to see the argument.
-- Brian Santo