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In this morning’s installment, Daniel and David examine the NFL’s crazy ability to simply read a list of names and still draw 14 million viewers. (And why oh why didn’t the Rams read Makai Lemon’s name with that 13th pick?)

Vexed by fiber, fixed wireless and low earth orbit satellite, is the cable business as we know it facing the end times?

Comcast and Charter aren’t going anywhere, but the age-old patchwork of regional fiefdoms in which they still operate just might be

“Maybe cable’s day has come,” pondered Murdoch-owned Barron’s last week.

It’s not unreasonable to suggest that something has to change for the sector that, not long ago, controlled more than 70% of U.S. home broadband.

Charter Communications, which hasn’t reported broadband growth since the third quarter of 2023, last week tallied a Q1 loss of 120,000 residential and business high-speed internet users, doubling its bleed-out from a year prior. Charter then watched its stock price crater more than 25%, to just over $180 a share, a lower rung not experienced by investors in a decade.

Comcast shares also plunged more than 13%, reaching a four-year low. Now the nation’s second-leading broadband supplier, with Charter almost ready to close its $34.5 billion purchase of Cox, Comcast lost 65,000 customers for its core business in Q1, actually an improvement over the 100,000 high-speed internet users shed from January-March 2025. But Comcast hasn’t grown its broadband subscriber base since the fourth quarter of 2020.