Driving SMB ARPU

As seen in earlier quarters, Comcast Business continues to face strong competition from fiber and fixed wireless access (FWA) competitors like Verizon and AT&T in the small- to medium-business (SMB) segment.

However, the service provider remains focused on enhancing SMB ARPU.

“At SMB, competition remains elevated, but we continue to drive ARPU growth by deepening relationships through a strong mix of advanced solutions,” Armstrong said.

One of its latest solutions was the debut of its Total Solutions Advantage – a suite of technology plans that combine high-speed connectivity and built-in cybersecurity into what it says is a predictable monthly price.

What will likely resonate with SMBs is the pricing. Total Solution Advantage plans start at $60 per month and include a 30-day money-back guarantee, as well as the flexibility to lock in rates for one or five years. Customers selecting 1.2 Gbps and 2 Gbps broadband tiers also receive modem equipment at no additional cost, reducing upfront expenses.

Within SMB and larger businesses, wireless is also a key factor for Comcast Business. With the launch of its T-Mobile MVNO agreement, Comcast Business can target midsize to large businesses requiring up to 1,000 lines.

Michael Cavanagh, co-CEO of Comcast, said it likes the results it's seeing so far with its T-Mobile partnership.

“This quarter, we went live with our T-Mobile MVNO partnership for business customers, and the early signs are encouraging,” he said. “We expect activity to ramp as we move into the latter part of the year.”

He added that its wireless momentum continues to mount. “Wireless is scaling quickly,” Cavanagh said. “Enterprise continues to gain momentum, and the work underway across pricing and the overall experience is strengthening the foundation for a converged, valuable customer base over time.”

Room for growth

Despite the competitive challenges it faces in the SMB market, Comcast Business saw growth in the second quarter.

Revenue grew 3.7%, and EBITDA increased 5%, which reflected a nonrecurring item related to a long-term fiber lease renewal.

Armstrong said that revenue growth and EBITDA were just under 3% when this item is excluded.

“These results are consistent with the trend we have seen over the past year after adjusting for the Nitel acquisition, which we have now lapped,” he said.

The service provider certainly has the assets and expertise in key enterprise service areas, including Ethernet and SD-WAN.

Comcast Business ranks #1 on Vertical Systems Group’s (VSG) U.S. SD-WAN LEADERBOARD for the second consecutive year based on 2025 site share, and it attained a number five spot on the U.S. Ethernet LEADERBOARD.

VSG noted that on its Ethernet LEADERBOARD, AT&T and Comcast Business are the only LEADERBOARD companies with Ethernet port share gains in 2025.

Armstrong sees the potential for further business services growth going forward.

“Business services is growing at roughly a 3% rate with an enormous amount of room to run, particularly in enterprise, and is the fastest-growing provider right now,” he said. “All gives us optimism on the longer-term question about how you rebounded growth.” 

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