Cable and Telecom Services Broadband Pricing Tracker – May’26: AT&T Cuts 1, 2, and 5 Gbps Pricing by $12; T-Fiber Lowers Prices by $10-15; FWA Availability Dips Slightly

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Cable and Telecom Services Broadband Pricing Tracker – May’26: AT&T Cuts 1, 2, and 5 Gbps Pricing by $12; T-Fiber Lowers Prices by $10-15; FWA Availability Dips Slightly

J P M O R G A N North America Equity Research

27 May 2026

Cable and Telecom Services

Broadband Pricing Tracker – May’26: AT&T Cuts 1, 2,

and 5 Gbps Pricing by $12; T-Fiber Lowers Prices by

$10-15; FWA Availability Dips Slightly

Telecom Services, Cable & Satellite

Sebastiano C Petti AC

(1-212) 622-8529

sebastiano.c.petti@jpmorgan.com

Shayna Nguyen

We update our periodic broadband pricing tracker, in which we track the prices and (1-212) 622-0038

shayna.nguyen@jpmchase.com

speeds of standalone internet offers in 53 homes across the country to better

John Stidunderstand the competitive dynamics between cable, telecom, overbuilders, and

(1-212) 272-0992

fixed wireless access. Prices are recorded on a comparable basis (excluding john.stid@jpmorgan.com

autopay, taxes, fees, etc.) and scale from introductory pricing through rack-rate. J.P. Morgan Securities LLC

Our sample set includes homes where each major cable company competes with

different combinations of DSL, fiber (incumbent and insurgent), and FWA. Please

see key takeaways from our May 2026 iteration and summary exhibits below.

Investors are also welcome to request our home-by-home tracker.

• FWA availability ticks lower; T-Mobile holds steady, Verizon pulls

back. Across the 53 homes tracked, FWA services were available in 48 homes

in May, down from 51 of 53 homes in February. T-Mobile's 5G Home Internet

availability was unchanged at 36 homes in May (vs. 36 in February). At

Verizon, FWA availability decreased to 24 homes (down from 27 in February),

while AT&T's Internet Air was available in 28 homes tracked in May (vs. 27

in February).