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Everything Stocknote has published on Fiber Broadband: 4 research articles covering 4 companies across 2 categories. The latest piece was published on November 1, 2026.
Comcast's Q3 Peacock EBITDA improved $478M and drove media profit, but broadband lost 144K customers, free cash flow fell 14.8% and buybacks are suspended before a proposed separation.
Corning beat core EPS, but Optical drove 90% of sales growth, core growth is not like for like, and $639M of customer deposits flatter cash flow while capex rises 63%.
Verizon posted its first positive Q1 postpaid adds since 2013. Frontier fiber convergence yields 30% lower churn on bundled customers, backed by a 6.1% yield and 21 consecutive annual dividend raises.
AT&T's 45% fiber-to-wireless attach rate and a quantified $6.5-8.0B OBBBA tax tailwind are accelerating deleveraging — while the market still prices T as a debt-overhang story.
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