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Disney told to ditch the 'regulatory risk' of broadcast TV, Comcast and Charter zoom towards a cable comeback, and MAGA looks for a TikTok takeover
Also in our weekly newsletter covering all things technology, media and telecom, Paul Thomas Anderson's 'One Battle After Another' saves the box office (for real this time, it's truly great)
Daniel Frankel & David Bloom
September 29, 2025
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Big Cable ups its upstream game with some timely network ‘splits’
Comcast alone has lost more than 1 million high-speed internet customers over the last three years, with users choosing the “good-enough” option of lower-priced fixed wireless access home broadband, or enticed by the robust symmetrical speeds of fiber-to-the-home.
And no, it’s not necessarily news. Big Cable — and its investors — are well aware of this, and they’ve been working (spending, really) feverishly for several years to modernize their networks to better compete. But as the latest data from research company Ookla shows, the Capex is starting to bear fruit.
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