In Q1 2026, Verizon gained 341,000 broadband customers, while Comcast lost 65,000 and Spectrum lost 120,000, marking the highest net growth for Verizon in recent memory.
Verizon’s gains were driven by expanding fiber and 5G fixed wireless access, appealing to consumers dissatisfied with cable’s rising prices and service disruptions. The company raised its full-year earnings guidance amid strong revenue growth.
This shift highlights a second wave of disruption in the U.S. broadband market, as cable’s dominance erodes and consumers increasingly prioritize flexible, high-speed internet options over traditional bundled services.
Comcast lost fewer subscribers than expected. Is its new pricing strategy starting to turn the tide against Verizon?
Cable is losing internet subscribers. Is this a death spiral or a strategic retreat before a fiber comeback?
Verizon's 5G internet is booming, but can it truly replace the reliability of wired connections for most homes?
As internet bills continue to rise, are consumers being forced to choose between speed and affordability?
Government programs now favor diverse broadband tech. Does this help or hinder the goal of universal high-speed access?
With AI demanding massive data, will the current fiber shortage cripple the next wave of tech innovation?