Technology Business Research, Inc.

U.S. Mobile and Broadband Market Outlook: Convergence, M&A and AI Drive Operator Growth

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U.S. operators are expanding their mobile and broadband strategies as convergence becomes increasingly important to customer growth and retention. Recent acquisitions are accelerating fiber expansion and reshaping competitive positions, while fixed wireless access continues to gain broadband share and cable operators use competitively priced mobile services to strengthen customer relationships.
 
Pricing and retention pressures are prompting operators to simplify plans, target underpenetrated customer segments and increase emphasis on customer lifetime value. Additionally, operators are adopting AI to improve operations efficiently, while pursuing longer-term revenue opportunities tied to AI infrastructure connectivity. These developments are influencing revenue growth, profitability and capital investment across AT&T, T-Mobile, Verizon, Comcast, Charter and the broader U.S. telecom operator market.

In the below TBR Insights Live session, TBR Senior Analyst Steve Vachon shares exclusive analysis of U.S. mobile and broadband market developments shaping operator strategies, including key insights from TBR’s latest U.S. Mobile and Broadband Operator Benchmark. Additional topics discussed include:

  • The role of convergence, fiber expansion and M&A in reshaping competition across the U.S. mobile and broadband markets
  • The impact of evolving pricing and retention strategies on subscriber growth, average revenue per account and customer lifetime value
  • How operators are using AI to improve operational efficiency while pursuing new revenue opportunities from AI infrastructure connectivity
  • The impact of market trends on operator revenue growth, profitability and capex through the remainder of 2026 and beyond

 
This TBR Insights Live session is available on demand on our YouTube channel. Visit this link to download the presentation’s slide deck.
 
If you’d like to further explore the data mentioned in this TBR Insights Live session, sign up for a free trial of TBR Insight Center™ today.
 
TBR Insights Live sessions are held typically on Thursdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous sessions can be viewed anytime on TBR’s Webinar Portal.