Will Cable Beat Wireless at Its Own Game?

The cable mobile virtual network operators (MVNOs) continue to be a disruptive force in the U.S. wireless market. With their aggressive converged broadband/wireless price plans (some include a free mobile line), these MVNOs added millions of new postpaid customers in 2023. The underlying network operators profit from the MVNO customer traffic, but now some of these cable MVNOs are building their own infrastructure using CBRS spectrum and offloading a lot of customer traffic to Wi-Fi and CBRS, thus reducing their dependency on their MVNO partners.  Is the cable MVNO business model sustainable?  Will MVNOs be able to raise prices and make profits? How much are they investing in wireless infrastructure?  What does this mean for the wireless market?

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