Cable's move into mobile services is making a significant dent

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U.S. cable companies move into the mobile market has had a significant impact in 4Q2024 as total lines surpassed 18 million:

With 18M mobile lines, cable still ‘biggest headwind’ for AT&T, T-Mobile and Verizon
Cable’s mobile momentum continued in Q4, with Charter, Comcast and Altice USA adding 876,000 lines for a total of 18.16 million. They accounted for about 15% of mobile industry gross adds – an all-time high for Q4, says MoffettNathanson.
Light Reading - March 14, 2025
https://www.lightreading.com/wireless/with-18m-mobile-lines-cable-still-biggest-headwind-for-at-t-t-mobile-and-verizon

US cable’s move into mobile put a bigger dent in the market in the fourth quarter as total lines surpassed 18 million among the top, publicly-traded operators. Those operators – Charter Communications, Comcast and Altice USA – represented about 15% of mobile industry gross adds during the period, according to MoffettNathanson’s latest analysis (registration required) of the US mobile sector. …

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On the Light Reading site today:

US cable ops drive record gross mobile net adds in Q1
Charter, Comcast and Altice USA added 886,000 mobile lines in Q1, but also drove a record 18% of total US mobile industry gross adds. That suggests cable is now pulling from a wider segment of the market, says MoffettNathanson.
By Jeff Baumgartner, Senior Editor, Light Reading - May 23, 2025
https://www.lightreading.com/cable-technology/us-cable-ops-drive-record-gross-mobile-net-adds-in-q1

Led by Charter Communications, Comcast and Altice USA, the US cable industry put another dent in the mobile market in Q1 2025 by capturing 886,000 mobile lines, improved from a year-ago gain of 804,000. All three companies saw an acceleration in line adds as mobile becomes increasingly central to US cable operators’ strategies. They are leaning in with updated pricing and promotions, a bigger focus on premium-level plans, device upgrade programs and bundles that typically are combined with home broadband.
:
US cable – again led by Charter, Comcast and Altice USA – drove a record 18% of total US mobile industry gross additions. While it was a record, those gross adds did not beat out the US Big Three of T-Mobile (30.1%), Verizon (26.9%) and AT&T (24.3%). ….