Comcast thiab Charter tej zaum yuav xav tau kev ua kom pom tseeb tshiab raws li kev loj hlob broadband

Comcast thiab Charter, ob lub tuam txhab loj tshaj plaws hauv Teb Chaws Asmeskas, muaj teeb meem kev loj hlob broadband.

Raws li kaum tawm lab tus neeg Asmeskas tau tso tseg lawv cov kev tso npe TV hauv xov tooj cua hauv kaum xyoo dhau los, kev lag luam cable tau tsom mus rau kev lag luam muaj txiaj ntsig ntau ntawm kev muag broadband internet.

Tam sim no, tus naj npawb ntawm cov tsev neeg hauv Teb Chaws Asmeskas them Comcast thiab Charter rau kev kub ceev Internet tau poob rau thawj zaug, nrog rau ob lub tuam txhab tshaj tawm cov neeg nyob hauv broadband poob rau lub quarter thib ob. Comcast poob 10,000 cov neeg siv khoom nyob thiab tau sau tseg tias nws tau qis dua 30,000 ntxiv rau lub Xya Hli. Charter poob 42,000.

Comcast CEO Brian Roberts thiab Charter tus khub Tom Rutledge tau liam tias kev lag luam macroeconomic tiam sis thiab muaj zog dua li cov txiaj ntsig zoo li qub thaum muaj kev sib kis yog thawj qhov laj thawj rau kev poob. Comcast tau taw qhia tshwj xeeb rau cov neeg tsawg dua uas yog vim li cas rau kev sib txuas qis.

Roberts tau hais tias "Muaj ib qho kev poob qis hauv kev txav mus los ntawm peb cov hneev taw," Roberts hais thaum lub rooj sib tham txog nyiaj tau los hauv Comcast lub hli tas los. Hauv thawj xyoo ntawm kev sib kis, nws tau sau tseg tias lub tuam txhab ntxiv ze li 50% cov neeg siv khoom ntau dua li nws qhov kev loj hlob nruab nrab txhua xyoo ua ntej.

Qhov xaus sai sai rau txoj kev loj hlob ntawm broadband yog ib qho kev txhawj xeeb loj rau cov tub ua lag luam hauv Comcast thiab Charter, uas tau ua lag luam ze li ob xyoos qis. Comcast shares tawm txog 25% xyoo rau hnub tim, thaum Charter poob txog 33%.

Thiab thaum muaj kev sib kis thoob ntiaj teb thiab kev lag luam macroeconomic tuaj yeem yooj yim nrog lub sijhawm, Roberts kuj tau lees paub hauv cov nyiaj tau los hu rau lwm qhov laj thawj rau kev lag luam dav dav: kev sib tw tshiab.

Tau ntau xyoo lawm, cov tuam txhab cable nyiam muaj kev sib tw me me hauv ntau thaj tsam ntawm lub tebchaws rau kev siv internet ceev.

Tom qab ntawd txog peb xyoos dhau los, T-Mobile launched nws cov khoom ruaj ruaj wireless, 5G high-speed broadband khoom uas ua haujlwm raws li lwm txoj hauv kev rau cable broadband. Raws li lub Plaub Hlis, T-Mobile kev kub ceev internet muaj nyob rau ntau tshaj 40 lab tsev neeg thoob plaws hauv lub tebchaws. Verizon hais tias ua ntej lub xyoo no nws npaj yuav muaj nyob nruab nrab ntawm 4 lab thiab 5 lab ruaj wireless cov neeg siv khoom thaum kawg ntawm 2025.

Thaum Lub Peb Hlis, Roberts tso tseg ruaj wireless raws li "ib yam khoom tsis zoo." T-Mobile tau cog lus ib nrab ntawm lub teb chaws yuav tau txais kev ceev ntawm tsawg kawg yog 100 megabits ib ob los ntawm qhov kawg ntawm 2024.. Standard cable (thiab fiber) broadband feem ntau tuaj yeem xa cov nrawm li ob zaug kom nrawm. Ntxiv mus, ruaj wireless yog txwv los ntawm congestion ntawm 5G airwaves. Cable, uas khiav cov xov hlau ncaj qha mus rau hauv tsev, tsis muaj kev txwv li ntawd.

"Peb tau pom tus nqi qis dua, txo qis kev muab ceev ua ntej. Thiab nyob rau hauv ntev, kuv tsis paub yuav ua li cas siv tau technology tuav, "Roberts hais ntawm lub Morgan Stanley Technology, Media & Telecom Conference.

T-Mobile tsub tus nqi $50 txhua hli rau nws qhov kev pabcuam wireless ruaj khov. Txoj Kev Tshawb Fawb Tshiab kwv yees Qhov nruab nrab txhua hli cable broadband cov nyiaj tau los ntawm ib qho kev siv yog ze li ntawm $ 70, thiab tej zaum yuav nce mus rau ntau dua $ 75 los ntawm 2025.

Ib yam li T-Mobile tau loj hlob hauv kev lag luam wireless los ntawm kev muab cov nqi qis dua, nws zoo li ua tib yam rau cable. Nyob rau hauv lub quarter thib ob, T-Mobile tau ntxiv ib qho 560,000 tshiab cov neeg siv khoom wireless ruaj ruaj li Comcast thiab Charter poob cov neeg siv khoom siv dav dav. T-Mobile tau hais ntau tshaj ib nrab nws cov neeg siv khoom tshiab hloov los ntawm cable.

T-Mobile CEO Mike Sievert tau hais tias "Kev thov txuas ntxiv los ntawm cov neeg siv khoom tsis txaus siab hauv suburban cable rau cov neeg siv khoom tsis txaus ntseeg hauv cov khw me thiab cov chaw nyob deb nroog," T-Mobile CEO Mike Sievert tau hais thaum lub tuam txhab lub rooj sib tham txog nyiaj tau los. T-Mobile kuj tau sau tseg tias Cov txiaj ntsig ntawm Ookla qhov kev xeem nrawm thoob tebchaws Thaum Lub Xya Hli uas pom nws 5G network (187.33 Mpbs) topped Comcast thiab Charter broadband (184.08 thiab 183.74, raws li) hais txog qhov nruab nrab ceev.

Roberts tsis txaus siab tias cov neeg siv khoom tau ditching Comcast rau ib qho kev pabcuam ruaj khov, thov T-Mobile txoj kev loj hlob yog raws li cov neeg siv khoom tshiab.

Roberts tau hais thaum lub rooj sib tham txog nyiaj tau los hauv Comcast hu rau Lub Xya Hli 28 "Peb tsis pom qhov txuas wireless muaj qhov cuam tshuam tsis zoo rau peb cov churn."

Tseem, yog tias ruaj ruaj wireless txuas ntxiv noj rau hauv kev loj hlob ntawm cable, Comcast thiab Charter yuav xav tau kom cov tub ua lag luam muaj lwm qhov laj thawj los tso lawv cov nyiaj hauv cable, hais tias Chris Marangi, tus thawj coj saib xyuas ntawm Gabelli Funds.

Marangi hais tias "Tsis muaj qhov pom tseeb catalyst. "Tej zaum koj yuav tsis tau txais kev txhawb nqa kev loj hlob broadband nyob rau hauv rau lub hlis tom ntej."

Gabelli Funds muaj Charter, Comcast, Verizon thiab T-Mobile.

Kev ntshai ntawm cov tswv lag luam cable tsis yog tias Comcast thiab Charter yuav yog qhov kawg ntawm lub sijhawm uas nws los txog rau kev loj hlob ntawm broadband. Nws tseem yog qhov kev sib tw tshiab yuav ua rau tus nqi qis dua. Kev sib xyaw ua ke ntawm kev tshaj tawm tus nqi thiab kev loj hlob tsis tu ncua tuaj yeem ua rau tig broadband rau hauv ib yam dab tsi uas zoo nkaus li zoo ib yam li kev lag luam wireless, uas tau ua rau muaj kev kub ntxhov los ntawm kev ua tsov rog thiab cov nyiaj tau los tsawg rau xyoo.

Nws yog ntxov dhau los qhia yog tias ruaj ruaj wireless yuav tshem tawm kev lag luam tawm ntawm cov tuam txhab cable hauv xyoo tom ntej lossis yog tias muaj teeb meem congestion yuam cov neeg muab kev pabcuam wireless kom txwv tus naj npawb ntawm cov neeg siv, hais Craig Moffett, tus kws tshuaj xyuas xov tooj ntawm MoffettNathanson. Moffett tau sau tseg tias ruaj ruaj wireless siv cov ntaub ntawv ntau dua li cov xov tooj ntawm tes wireless tab sis tsuas yog tsim tau li ntawm 20% nyiaj tau los ntxiv raws li tus nqi tam sim no.

Moffett tau hais tias "Lub sijhawm yuav qhia yog tias qhov kev tsiv teb tsaws chaw mus rau lub wireless wireless tsuas yog lub sijhawm ib ntus xwb," Moffett tau hais.

Nws yog qhov ua tau tias kev ruaj ntseg wireless tsuas yog muaj "ib ntus" thiab cov neeg siv khoom yuav tsis lees txais cov kev pabcuam thaum lub sijhawm ua haujlwm tsis txaus ntseeg lossis tsis muaj kev nrawm, hais tias Walt Piecyk, tus kws tshuaj ntsuam ntawm LightShed Partners.

“Tam sim no, nws zoo li nws ua haujlwm. Lawv tab tom noj cov neeg siv khoom siv cable, ”Piecyk hais. "Peb yuav pom yog tias qhov no muaj kev ruaj ntseg ob lossis peb lub hlis twg los ntawm tam sim no."

Cable qhov zoo tshaj plaws thev naus laus zis tuaj yeem cuam tshuam cov neeg ua lag luam kev xav rov qab mus rau Comcast thiab Charter yog tias ruaj khov kev loj hlob wireless.

"Txawm hais tias cov lus piav qhia ntawm kev sib txuas qeeb ua ntej ntawm kev sib tw nce ntxiv tsis zoo rau kev xav, peb ntseeg tias cable lub network kom zoo dua nyob rau feem ntau ntawm nws cov hneev taw yuav ua rau muaj kev loj hlob zuj zus," JP Morgan tus kws tshuaj ntsuam Philip Cusick tau sau ntawv rau cov neeg siv khoom.

Raws li TV poob thiab broadband kev loj hlob qeeb, tshooj tom ntej rau cable yuav wireless, kwv yees Moffett.

Wireless tau dhau los ua cable txoj kev loj hlob zaj dab neeg tshiab, xws li Comcast thiab Charter tau siv daim ntawv cog lus sib koom nrog Verizon los txhawb lawv tus kheej cov kev pabcuam mobile. Comcast cov nyiaj tau los wireless tau nce 30% xyoo dhau los hauv lub quarter thib ob thiab ntau dua 80% los ntawm ob xyoos dhau los. Charter's wireless muag khoom muag tau nce 40% los ntawm lub xyoo dhau los; ob xyoos dhau los, lub tuam txhab tseem tsis tau tawg tawm cov nyiaj tau los ntawm wireless vim tias kev lag luam tshiab heev.

Comcast thiab Charter yuav tsum sib koom wireless nrog Verizon raws li kev tsim kho ntawm lawv cov kev pom zoo network, thawb cov npoo qis dua. Moffett tau hais tias tus neeg ua haujlwm zoo hauv xov tooj ntawm tes tseem tsuas muaj cov npoo ntawm 10%, Moffett tau hais. Tab sis qhov ntawd tuaj yeem loj hlob dhau sijhawm, nws hais.

Moffett tau hais tias "Wireless yuav tsis yog kev lag luam zoo dua li broadband, tab sis nws yog kev lag luam loj dua," Moffett tau hais.

Charter Chief Financial Officer Chris Winfrey tau hais thaum lub tuam txhab lub rooj sib tham txog nyiaj tau los thib ob tias lub peev xwm ntawm cable wireless yog underestimated.

Muab lub laub ntawm cov tuam txhab wireless mus rau hauv broadband, nrog rau kev txav los ntawm cov tuam txhab cable rau hauv kev pabcuam mobile, qee tus xav tias nws yog qhov tsis muaj kev lag luam ob qho kev lag luam yuav sib koom ua ke.

"Nws tsuas yog tsis muaj txiaj ntsig tsis yog, tsuas yog los ntawm kev ua haujlwm sib koom ua ke, los ntawm kev sib koom ua lag luam, los ntawm kev lag luam-kev sib koom ua ke," Altice CEO Dexter Goei hais rau CNBC xyoo tas los. Altice yog tus thib plaub loj tshaj plaws hauv Teb Chaws Asmeskas cov chaw muab kev pab cuam tom qab Comcast, Charter thiab Cox.

Cov kev pabcuam ntau tus neeg siv khoom muaj los ntawm tib tus neeg muab kev pabcuam, lawv yuav tsis tshua tawm mus, Goei tau hais.

Kev sib koom ua ke ntawm Comcast lossis Charter nrog T-Mobile, Verizon thiab AT & T Moffett tau hais tias yog qhov tsis muaj tseeb uas tau hais los ntawm Asmeskas kev tswj hwm kev tswj hwm ntawm lub zog ua lag luam, Moffett tau hais. Txawm li cas los xij, kev tswj hwm tus thawj tswj hwm sib txawv tuaj yeem muaj ntau qhov kev xav txog qhov ua tau. Piv txwv li, Sprint thiab T-Mobile tuaj yeem sib koom ua ke hauv Trump cov thawj coj tom qab ntau xyoo tau hais los ntawm tsoomfwv cov thawj coj tsis txhob thab txawm sim.

"Tsis txhob hais tsis tau, txoj cai?" Goei hais tias. "Kev lag luam tawm tswv yim uas koj muaj cov kev pabcuam sib txawv, kuv tsis nkag siab tias vim li cas qhov ntawd yuav tsum tsis yog ib yam uas yuav tsum tau tso cai los ntawm kev tiv thaiv kev tiv thaiv."

Yog tias kev sib koom ua ke ntawm wireless-cable tsis nyob hauv daim npav, muaj lwm txoj hauv kev muaj peev xwm tuaj yeem rov ua dua cov neeg ua lag luam txaus siab.

regional Tus neeg teb xov tooj WideOpenWest thiab Nrawm link, ib qho cuab tam uas muaj los ntawm Altice USA, yog ob qho tib si hauv kev sib tham nrog cov neeg yuav khoom, raws li cov neeg paub txog qhov teeb meem. Ib qho kev lag luam tuaj yeem txhawb nqa kev lag luam cable cov khoom lag luam los ntawm kev rov ua kom muaj nuj nqis ntau ntawm cov tuam txhab siab dua, hais tias Gabelli's Marangi.

Charter lossis Comcast tseem tuaj yeem yuav cov khoom vaj khoom tsev uas tsis yog-cable los coj cov neeg ua lag luam rov zoo siab rau lawv cov tuam txhab.

“Nws yog Kev Tswj 101; Thaum cov tuam txhab mus dhau kev loj hlob, lawv saib rau M&A, "said Piecyk ntawm LightShed Partners.

Nws kuj tseem muaj peev xwm ua lag luam yuav saib qhov kev yuav khoom sab nraud yog qhov cuam tshuam ntau dua li lub sijhawm tshiab, txawm li cas los xij. Cov tswv lag luam yuav muaj peev xwm tiv thaiv kev sib cog lus rau cov khoom muaj nqis tshaj tawm, xws li Comcast qhov kev yuav khoom yav dhau los ntawm Ntuj thiab NBCUniversal, Moffett tau hais.

Disclosure: Comcast yog lub tuam txhab niam txiv ntawm NBCUniversal, uas yog tswv CNBC.

Saib: Comcast tshaj tawm cov neeg siv khoom siv dav dav dav