Telecom: Wolfe Connectivity Survey, 2026 Edition

研报英文原文证据摘录

Telecom: Wolfe Connectivity Survey, 2026 Edition

Media, Entertainment & Telecom

Telecom - Market Weight

TELECOM May 19, 2026

Telecom: Wolfe Connectivity Survey, 2026 Edition TICKER RTG PT % UP

CHTR PP NA NA

The Wolfe Byte CMCSA PP NA NA

T PP NA NA

Wolfe's 5th Annual Connectivity Survey presents, in 38 exhibits, trends TMUS OP $255 33.8%

of consumer behavior, perception, and preference, w/ thematic attention to VZ PP NA NA

convergence, insurgent products, and legacy products. OP=Outperform, PP=Peer Perform,

UP=Underperform, NR=Not Rated

Links to past Wolfe Connectivity Surveys: '22 / '23 / '24 / '25

Key takeaways from the exhibits, which begin on pg. 3:

Broadband:

Peter Supino

●Broadband speed continues to rise (ex. 7, 9), while fiber ARPU fell (ex. 8) psupino@wolferesearch.com

●81% of consumers see 2+ acceptable internet options at their home (ex. 10), (646) 582-9330

compared to 67% in 2024 (ex. 11) View Peter’s Research

View Comp Table

●39% of Charter internet subscribers think Charter is their only option

●Perception that fiber + FWA are superior is fairly stable near 70%, while Torrey Jacobson-Evans

tjacobsonevans@wolferesearch.com

suddenly 9% of consumers see Starlink as superior (ex. 15), and 26% call it 646-582-9333

desirable (ex. 18)

Ronald Song

●Speed drives just 12% of internet switching decisions (ex. 16) rsong@wolferesearch.com

(646) 582-9327

Mobile:

Logan Angress, CFA

●Average lines per account rose to 3.2 vs. 3.0 last year (ex. 21) langress@wolferesearch.com

●60% of carrier switches result from price increases or feeling "fed up". Steven Sheeckutz

Promotions and bundles drive the rest. ssheeckutz@wolferesearch.com

●Negative sentiment towards carriers rose again (ex. 24)

●T-Mo & cable have a greater % of younger subs; cable also has greatest %

over-60