With EchoStar bowing out of the facilities-based carrier game, the US service provider landscape is once again down to three true network operators: AT&T, T-Mobile, and Verizon. That doesn't necessarily mean the "Big 3" don't have a challenger.
The CEO of Comcast’s Connectivity and Platforms unit, Dave Watson, has said out loud what has been implied many times: cable companies collectively make up the fourth carrier.
Comcast, Charter, and other cable operators have been branching out into wireless, bundling mobile plans with broadband to attract customers. As they battle declining demand for their core broadband offerings, they are leaning on mobile to fuel growth.
There have already been reports that new customers are increasingly opting for cable companies. It's not just household customers that these companies are courting, with business subscribers touted as another area of growth.
Federal Communications Commission (FCC) Chairman Brendan Carr gave the trend a nod recently, stating that more new customers are choosing cable companies over wireless carriers. This statement helps justify the FCC's decision to nudge EchoStar to sell its unused spectrum toother companies.
You've got cable companies that are taking a higher percentage share of new mobile wireless subscribers than mobile wireless companies.
Brendan Carr, FCC Chairman, September 2025
While EchoStar's Boost Mobile won't cease to exist, it will now rely on a hybrid MNO deal to operate. With a degraded status, its chances of putting up a real fight against the Big 3 are even slimmer.
Do you think cable can keep the Big 3 in check?
No, they are playing on the Big 3's field.
47.06%
Yes, if the FCC plays its part.
17.65%
If new customers are opting for them, they are on it already
35.29%
Cable companies, which lease network access from MNOs to provide mobile services as Mobile Virtual Network Operators (MVNOs), are primed to act as a disruptive force. With MNO customers growing disillusioned with their carriers, cable companies are proving to be a worthy alternative.
However, with EchoStar now out of the picture and the Big 3 owning most of the spectrum, the leverage is now in their hands. The FCC and the Department of Justice (DOJ) have long held the view that a four-carrier market is vital for robust competition, as Recon Analytics' Roger Entner points out.
While cable companies may be a hot favorite among new customers, the Big 3 still account for more than 90 percent of subscriptions.
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Mobile customers are more of an afterthought for cable companies.
Most importantly, wireless service is a complementary offering for cable companies, according to Peter Adderton, Founder & CEO, MobileX. Their primary business is broadband, and a converged customer is what they are after. For them, mobile customers aren't that profitable, as MNOs also get a cut. Their wins only strengthen MNOs.
Ultimately, while cable companies offer a compelling alternative for customers fed up with AT&T, T-Mobile, and Verizon, they don't constitute a true fourth carrier. Because they depend on the Big 3's infrastructure, their success only reinforces the very market structure a real fourth carrier would seek to change.
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Anam Hamid is a computer scientist turned tech journalist who has a keen interest in the tech world, with a particular focus on smartphones and tablets. She has previously written for Android Headlines and has also been a ghostwriter for several tech and car publications. Anam is not a tech hoarder and believes in using her gadgets for as long as possible. She is concerned about smartphone addiction and its impact on future generations, but she also appreciates the convenience that phones have brought into our lives. Anam is excited about technological advancements like folding screens and under-display sensors, and she often wonders about the future of technology. She values the overall experience of a device more than its individual specs and admires companies that deliver durable, high-quality products. In her free time, Anam enjoys reading, scrolling through Reddit and Instagram, and occasionally refreshing her programming skills through tutorials.
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