Poll: If you are a cable operator or telco pursuing a converged wireless/wireline strategy, what value are you seeing? 

Cable operators, including Comcast and Charter, have been aggressively entering the mobile market with growing success in terms of revenues and subscribers. These players have made mobile part of a bundled offering that includes not only their traditional video services but also broadband and other streaming services. Comcast added 414,000 wireless customers, while Charter added 493,000 customers. 

Tier 1 telcos like AT&T and Verizon aren’t taking the cable industry’s convergence actions lying down. AT&T and Verizon, both with sizable wireless businesses, are striking back by increasing their fiber expansion investments to support their own convergence strategies. By purchasing Lumen’s fiber assets, AT&T can extend a converged service set in more markets, while Verizon will have an even broader fiber broadband base to upsell wireless services via its acquisition of Fronter.

Another key player in the convergence market will be T-Mobile. While traditionally a wireless-only provider, T-Mobile established a fiber and wireline broadband network when it struck a deal with private equity firm EQT to purchase Lumos Networks, which is aggressively expanding into new markets with fiber service.

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