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- 'Eye-popping' pay TV numbers for Charter, 'Mount Rushmore status for Trey Parker and Matt Stone, and surprisingly slow growth predicted for CTV advertising
'Eye-popping' pay TV numbers for Charter, 'Mount Rushmore status for Trey Parker and Matt Stone, and surprisingly slow growth predicted for CTV advertising
Also in our weekly newsletter covering all things technology, media and telecom, we get jacked up for Vince Gilligan's 'miserable'-sounding 'Pluribus'
Daniel Frankel & David Bloom
July 28, 2025
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Charter stumbles in Q2 despite massive video gains, as T-Mobile 5G fixed wireless continues to surge
But new T-Mobile MVNO partnerships opens business mobile for Big Cable
Charter Communications reported vastly improved pay-TV customer metrics Friday, with second-quarter subscriber losses down five-fold to just 80,000, as its strategy of bundling popular SVOD services with its flagship linear video offering gains more traction.
“The results are eye-popping,” analyst Craig Moffett noted after the call. “Maybe video isn’t dead after all.”
Charter shares, however, quickly tumbled more than 18%, with the nation’s top cable operator losing another 117,000 high-speed internet customers. That was a YoY improvement versus 149,000 shed in Q2 2024, but way off the 74,000 lost souls analysts had expected. In the meantime, cable’s dreaded adversary, so-called “cell-phone internet” (aka fixed wireless access), continued to surge.
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