Just as the cable MSOs like to downplay the competitive impact of fixed wireless access (FWA) on their broadband businesses, wireless operators like to minimize the effect of the cable industry’s wireless gains on their core business.
Charter and Comcast reported higher-than-expected wireless subscriber numbers in Q4 with Charter adding 615,000 mobile lines in the quarter and 1.7 million mobile lines for the full year. Comcast added 365,000 wireless lines in Q4 and 1.3 million lines for the full year. But T-Mobile says these subscriber numbers aren't necessarily a good thing.
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