Wolfe Research

comcast Jason Armstrong

Broadband

Comcast: ARPU is the next big growth obstacle

Comcast said its price revamp is off to a good start but expects associated costs to “further pressure” ARPU growth.

Masha Abarinova Jan 29, 2026 1:17pm

money flying into the sky

Analysts: AT&T got great value out of the Lumen deal

May 22, 2025 12:37pm

crystal ball

Analysts predict U.S. fiber subs to double in the next 10 years

Apr 17, 2024 11:34am