--- 格式版本: 2 标题: "Cable One’s CEO says a bundled mobile/wireline strategy will close the FWA market gap loss" 原文链接: "https://www.lightwaveonline.com/home/news/55401933/cable-ones-ceo-says-a-bundled-mobile-wireline-strategy-will-close-the-fwa-market-gap-loss" 发布日期: "2026-08-31" 发布时间校准状态: "found" 发布时间需复核: "否" 发布时间来源: "llm:local:strict_original_body" 发布时间证据: "Published Time: 2026-08-31" 发布时间校准原因: "正文明确标注发布时间为2026-08-31，属于发布时间候选，优先采用。" 发布时间校准置信度: "1" 发布时间候选数量: 12 发布时间严格候选数量: 3 发布时间原页读取状态: "source template page reused from URL open" 发布时间未找到原因: "" 发布时间校准时间: "2026-09-01T20:36:17+08:00" 发布时间仲裁状态: "confirmed" 发布时间仲裁尝试次数: 1 发布时间仲裁耗时毫秒: 3437 发现时间: "2026-09-01T20:34:54+08:00" 入库时间: "2026-09-01T12:36:52.751Z" 来源平台: "固定入口" 搜索渠道: "fixed_url" 搜索词: "https://www.lightwaveonline.com/" 匹配关键词: - "performance" - "AI" 相关厂家: - "Google" 相关专家: [] 内容类型: "网页" 抓取工具: "Jina Reader" 清洗工具: "Jina Reader Markdown + Defuddle/Readability 正文提取" 原始附件: [] AI优质: "否" AI打分: 24 AI分档: "非优质" AI质检状态: "不通过" AI打分理由: "正文主线是Cable One以移动与固网捆绑应对FWA竞争，并披露宽带用户、收入和资本开支情况，与超节点、AI Rack或机架级AI基础设施无关。来源为宽带与光通信专业媒体，正文完整且引用公司高管，但缺少AI机架架构、互连、供电、散热及相关量产部署信息。固定知识库未显示同事件历史记录；本文新增的移动业务上线和经营数据也不属于业务情报库准入事实。命中弱相关强否决项，当前页面不值得入库。" AI质检模型: "gpt-5.6-sol" AI质检时间: "2026-09-01T20:37:04+08:00" AI主题相关性: 0 AI来源权威性: 10 AI新颖性: 4 AI技术细节: 1 AI商业部署信号: 0 AI完整性: 9 AI评分提示词版本: "v17-精简生产版" AI评分提示词SHA256: "48fb9777f386026761b4873eaff30807694fb11e9b352d7c69bf2dfde750cc7d" AI评分知识库版本: "knowledge_base_v1-20260819+runtime.77" AI评分知识库SHA256: "ddc0f8bc8aef03935d343fb7e06c0ce5ed511e9a871698e74d13fd4ab5660754" AI评分知识库检索词: "[\"光通信\",\"https://www.lightwaveonline.com/\",\"RAS\",\"Google\",\"CEO\",\"FWA\",\"URL\",\"AT\",\"CLOSE\",\"TO\",\"www.lightwaveonline.com/Q2-Earnings\",\"digitalinfrastructure.endeavorb2b.com/lightwave\"]" AI评分知识库命中: "[{\"id\":\"july-correct-0033\",\"title\":\"Microsoft, Alphabet, Meta Pivot from Buy to Build in AI\",\"sourceType\":\"labeled_article\",\"time\":\"2026-07\",\"matchedTerms\":[\"RAS\",\"Google\",\"CEO\",\"URL\",\"AT\",\"TO\"],\"rank\":-11.377872085887635},{\"id\":\"july-correct-0015\",\"title\":\"AMD to join the optical interconnect party with 2027 Instinct GPUs\",\"sourceType\":\"labeled_article\",\"time\":\"2026-07\",\"matchedTerms\":[\"CEO\",\"URL\",\"AT\",\"CLOSE\",\"TO\"],\"rank\":-9.426333598972775},{\"id\":\"runtime-bfe02a4bdf19930993595f4a\",\"title\":\"SK Hynix, Sandisk unveil first standard for high-bandwidth flash\",\"sourceType\":\"ai_excellent_article\",\"time\":\"2026-08-04\",\"matchedTerms\":[\"RAS\",\"Google\",\"URL\",\"AT\",\"CLOSE\",\"TO\"],\"rank\":-8.962791843976017},{\"id\":\"july-correct-0077\",\"title\":\"AMD and OpenAI: Collaborating Across Every Layer of the Stack\",\"sourceType\":\"labeled_article\",\"time\":\"2026-07\",\"matchedTerms\":[\"RAS\",\"CEO\",\"URL\",\"AT\",\"CLOSE\",\"TO\"],\"rank\":-8.257636994879718},{\"id\":\"runtime-e2c7461df9a3b0d18402efe7\",\"title\":\"AliViews: Eddie Wu on Alibaba's Q1 Earnings\",\"sourceType\":\"ai_excellent_article\",\"time\":\"2026-08-21\",\"matchedTerms\":[\"RAS\",\"CEO\",\"AT\",\"CLOSE\",\"TO\"],\"rank\":-8.071173448325396}]" AI摘要: "Cable One CEO Jim Holanda表示，公司自3月推出移动业务后，将以移动与固网捆绑策略弥补此前在FWA竞争中的份额流失。该公司二季度流失1.7万宽带用户，但计划通过定向定价、保留措施和捆绑服务提升客户留存。" AI摘要模型: "ali-deepseek-v4-flash" AI摘要时间: "2026-09-01T23:06:57.774Z" 采集批次: "2026年9月1日20点31分47秒" 采集批次ID: "20260901-203147-909" 去重键: "https://www.lightwaveonline.com/home/news/55401933/cable-ones-ceo-says-a-bundled-mobile-wireline-strategy-will-close-the-fwa-market-gap-loss" --- Title: Cable One’s CEO says a bundled mobile/wireline strategy will close the FWA market gap loss URL Source: https://www.lightwaveonline.com/home/news/55401933/cable-ones-ceo-says-a-bundled-mobile-wireline-strategy-will-close-the-fwa-market-gap-loss Published Time: 2026-08-31 Markdown Content: [Skip to main content](https://www.lightwaveonline.com/home/news/55401933/cable-ones-ceo-says-a-bundled-mobile-wireline-strategy-will-close-the-fwa-market-gap-loss#content) [](https://www.lightwaveonline.com/search) [My Profile](https://www.lightwaveonline.com/account#update-profile)[Favorites](https://www.lightwaveonline.com/account#manage-favorites)[Newsletters](https://www.lightwaveonline.com/account#manage-newsletters) * * * Sign out [Join Now](https://www.lightwaveonline.com/home/news/55401933/cable-ones-ceo-says-a-bundled-mobile-wireline-strategy-will-close-the-fwa-market-gap-loss) Login Delivering content focused on broadband, fiber optics and optoelectronics * [Diamond Technology 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[Sean Buckley](https://www.lightwaveonline.com/14295769) Aug. 31, 2026 7 min read [Add Us On Google](https://www.google.com/preferences/source?q=lightwaveonline.com) * [](javascript:void(0)) * [](javascript:void(0)) * [](javascript:void(0)) * [](javascript:void(0)) * [](mailto:?subject=Cable%20One%E2%80%99s%20CEO%20says%20a%20bundled%20mobile/wireline%20strategy%20will%20close%20the%20FWA%20market%20gap%20loss&body=https://lightwaveonline.com/home/news/55401933/cable-ones-ceo-says-a-bundled-mobile-wireline-strategy-will-close-the-fwa-market-gap-loss%0D%0AThe%20cable%20operator,%20which%20rolled%20out%20wireless%20in%20March,%20can%20offer%20consumers%20a%20competitively%20priced%20dual%20service%20set%20to%20compete%20with%20integrated%20wireless/wireline%20providers%20and%20...) [](https://www.lightwaveonline.com/print/content/55401933) www.cableone.biz **Keep up to date with Lightwave’s Q2 2026 earnings coverage.** You can check our publication’s key segments: [Optical](https://www.lightwaveonline.com/home/article/55390722/from-att-to-ciena-tracking-optical-earnings-in-q2-2026) And [Broadband](https://www.lightwaveonline.com/home/article/55390728/from-att-to-shentel-tracking-broadband-earnings-in-q2-2026) **Here are other stories on Cable One:** · [Cable One’s CEO says major ILECs acquisition integrations give it a competitive window](https://www.lightwaveonline.com/home/article/55381096/cable-ones-ceo-says-ilecs-acquisition-integration-gives-it-a-competitive-window) · [Cable One’s CFO says overlap of Verizon/Frontier and AT&T/Lumen deals is minimal](https://www.lightwaveonline.com/home/news/55360802/cable-ones-cfo-says-overlap-of-verizon-frontier-and-att-lumen-deals-is-minimal) · [Cable One’s MBI deal to bolster its business services capabilities](https://www.lightwaveonline.com/home/news/55361004/cable-ones-mbi-deal-to-bolster-its-business-services-capabilities) Cable One may be a newcomer to the wireless industry. Still, the cable MSO is confident that having the service in its arsenal will enable it to battle fixed wireless access (FWA) and wireline providers that offer wireless bundles. Its move reflects the growing presence of cable providers in the wireless industry—a trend evident in the second quarter, with Comcast and Charter both seeing sizeable gains in their wireless base. Driven by free line promotions and rising premium unlimited plan adoption, Comcast added 448,000 net wireless line additions during the second quarter, exceeding 30% of new postpaid phone connects. Likewise, Charter added 406,000 mobile lines during the second quarter of 2026, bringing its total to 12.5 million mobile lines as of June 30, 2026. For its part, Cable One launched its mobile offering across its service footprint in March. www.cableone.biz ![Image 5: Jim Holanda, CEO of Cable One.](./assets/img-f4db4626.jpg) Jim Holanda, CEO of Cable One. Jim Holanda, CEO of Cable One, told investors during its second-quarter earnings call that mobile was one of the missing pieces in its customer retention strategy. “On the retention side, we were ceding market share to FWA by not having a mobile and a bundled offering strategy,” he said. I think that set us behind. We have worked quickly to close that gap.” While he did not reveal any specific customer numbers because it is still a small part of its core broadband operations, Holanda said customer adoption trends and the pace of growth across the platform are encouraging. “As we've said previously, building awareness and changing customer perception takes time,” he said. “Customers have known us as a broadband provider for many years, and we expect it will take time for customers to view us as a mobile provider. Across the broadband industry, mobile is an increasingly important part of the customer relationship.” He added that while it is still early in the wireless game, “we believe it is an effective way to improve customer acquisition, deepen customer relationships and strengthen retention over time.” **Broadband retention focus** Despite its outlook on providing a wireline broadband and wireless bundle, Cable One faced broadband challenges during the second quarter. As elevated churn continued to pressure subscriber results, Cable One reported it lost 17,000 broadband customers. To stem customer churn, Cable One will focus on a targeted, segmented approach to pricing and retention initiatives tailored to the competitive dynamics of each market it serves. Holanda, however, sees an opportunity to improve broadband customer retention by offering additional features for broadband subscribers. “These results reinforce our belief that improving customer retention is our most important operational priority,” he said. “Achieving that requires continued focus on both enhancing the customer experience and strengthening our overall value proposition. To support these efforts, we continue to augment initiatives across the business, including additional speed upgrades, more gradual promotional roll-offs, and a broader portfolio of products and services designed to deepen customer relationships and improve customer lifetime value, supported by enhanced retention tools.” Likewise, on the customer acquisition side, Cable One improved connectivity activity from the first quarter with what Holanda said is “a more balanced acquisition approach as investments in our people, platforms and go-to-market capabilities continue to gain traction.” “Over the past year, the contribution from door-to-door sales has more than doubled as a share of our quarterly connects, and we also continue to see encouraging momentum across our digital acquisition channels,” he said. “These results reflect our efforts to diversify how we acquire new customers and build a more balanced mix of acquisition channels.” One of the bright spots in Cable One’s broadband results was that residential ARPU was up. “Residential broadband ARPU increased sequentially during the quarter, benefiting from promotional roll-offs, the implementation of our AutoPayPlus program changes and continued adoption of higher-value products and services across the customer relationship, partially offset by customer retention initiatives and increased adoption of value-oriented offerings,” Holanda said. **Tailored market efforts** A major focus will be responding to competitors that offer gigabit speeds. Because the number of wireline providers offering gigabit services varies across its footprint, Cable One tailors its products, marketing strategies, and competitive responses to each market's local dynamics. Holanda said this “approach is designed to balance revenue objectives with long-term customer relationships and lifetime value as competitive intensity remains across portions of our footprint, particularly in markets experiencing a fiber overbuild activity.” While Cable One sees a competitive broadband landscape that will include a mix of wired, fixed wireless, mobile-only, and satellite solutions, the company expects wired broadband to continue serving most households because of the capacity, reliability, and economics it offers subscribers. www.cableone.biz ![Image 6: Todd Koetje, CFO of Cable One.](./assets/img-ff87f5ac.jpg) Todd Koetje, CFO of Cable One. FWA competitors continue to remain aggressive. Second-quarter results showed ongoing FWA momentum from the largest wireless operators. Verizon added 193,000 net fixed wireless subscribers. Meanwhile, AT&T added 279,000 fixed wireless subscribers in the second quarter of 2026, reaching a milestone of 2 million total fixed wireless access (FWA) subscribers. Finally, T-Mobile reported total broadband net additions (including fixed wireless and fiber) in the range of nearly 400,000. Todd Koetje, CFO of Cable One, said that FWA providers overlap by “a little over 80% right now based on our third-party research and the data that we have access to, so it's a little harder to identify that on a quarter-to-quarter basis, which has moved up a little bit” since last year. And while Cable One does see satellite service competition, the impact today remains minimal. According to data collected from OpenSignal, it is seeing 1% of satellite presence in the markets it serves. “Satellite broadband hasn't had any materiality regarding competition,” Holanda said. “That said, we are closely tracking this across our geographies regularly as a prudent step to see whether it changes, and we'll be happy to provide updates on future quarters as well.” **Second quarter revenue challenges** Cable One reported second-quarter revenues of $348.9 million, down year over year, with a $9.7 million decrease due to a decline in residential video revenues. The cable operator also saw challenges in residential data, with revenues of $212.6 million, down $16.7 million, or 7.3%, year over year. Residential data revenues declined $1.0 million, or 0.5%, on a sequential quarterly basis. Todd Koetje, CFO, said the decline in residential data was “driven by a 6.6% decrease in subscribers, while ARPU remained relatively flat.” Likewise, Cable One saw declines in its business services unit. Business data revenues for the second quarter of 2026 were $53.6 million, down $3.8 million, or 6.6%, year-over-year. Koetje noted that “$2.2 million of this decline was attributable to the revenues associated with the tower contracts divested during the first quarter of 2026.” From a capex perspective, Cable One reported it was up $5.6 million year over year to $74 million, or 42.7% of adjusted EBITDA. Koetje said the capex increase resulted from new home networking platforms being rolled out as part of its customer retention effort. “The higher capex number was primarily attributable to our investments in the latest in-home advanced Wi-Fi technologies and security solutions to drive increased customer satisfaction and related loyalty,” he said. “We reaffirm our previous guidance that full-year CapEx is expected to remain consistent with the prior year, and we will continue to remain disciplined and balanced on capital allocation priorities that are centered around the highest network reliability standards and debt reduction." For related articles, visit the[Broadband Topic Center](https://www.lightwaveonline.com/broadband). For more information on high-speed transmission systems and suppliers,[visit the Lightwave Buyer’s Guide](https://www.lightwaveonline.com/directory/high-speed-transmission-systems). To stay abreast of fiber network deployments,[subscribe to Lightwave’s Service Providers and Datacom/Data Center newsletters.](https://endeavor.dragonforms.com/loading.do?omedasite=LWNewPref) ## About the Author ![Image 7: Sean Buckley](./assets/img-dc966348.png) [Email](mailto:sbuckley@endeavorb2b.com) ### [Sean Buckley](https://www.lightwaveonline.com/network-automation/contact/14295769/sean-buckley) Sean is responsible for establishing and executing the editorial strategy of Lightwave across its website, email newsletters, events, and other information products. 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