Despite continuous losses in its traditional internet and television businesses, Charter Communications continues to see robust development in its mobile business, gaining 514,000 mobile lines in Q1 2025 to reach a total of 10.4 million users.
Milestone Of 10.4 Million Mobile Lines
Building on their February 2025 announcement of achieving 10 million connections, Charter Communications’ accomplishment of 10.4 million mobile lines marks an important milestone for the corporation. Since the service’s introduction six years ago, Charter has added over 1.67 million new lines a year, demonstrating its effective execution in the mobile virtual network operator (MVNO) market. With residential mobile service revenue rising by an astounding 33.5% year-over-year in Q1 2025, the company’s mobile segment remains a bright area in their business portfolio.
With 43 million WiFi access points spread across 57 million homes, Charter has a competitive edge that enables them to offer affordable pricing while keeping margins thanks to their mobile expansion strategy. Just under 20% of Charter’s internet users are now also mobile users, according to CFO Jessica Fisher, demonstrating the company’s effectiveness in cross-selling services. Mobile is becoming a more significant part of Charter’s overall business plan as a result of this convergence strategy, which also increases customer satisfaction and lowers churn for current internet agreements.
Success Of Spectrum One Bundling
A key component of Charter Communications’ effort to counteract subscriber losses in traditional services is Spectrum One, which was introduced in 2022. For as little as $49.99/month for the first 12 months, this combined package offers Spectrum Internet, Advanced WiFi, and Unlimited Spectrum Mobile, saving around $35 per month when compared to buying services separately. With the option to upgrade to 500Mbps for $69.99 or 1Gbps for $89.99, the bundle comes with 300Mbps internet speeds by default.
Charter’s shares increased 3.4% when the company reported better-than-expected profitability in early 2025, primarily due to the expansion of mobile subscribers, demonstrating the strategy’s encouraging outcomes. Video client losses have also been slowed by the company’s September 2024 implementation of “new and simplified pricing and packaging” through its bundling strategy; these losses dropped to 123,000 in Q4 2024 from 257,000 in Q4 2023. As wireless carriers grow into home internet offerings and cable companies integrate mobile services, this bundling strategy is a major step in the telecom industry’s wireless/wireline convergence trend.
Strategy For CBRS Network Deployment
With thousands of radios already in place throughout North Carolina, Alabama, and Georgia as of early 2025, Charter has entered the “full deployment phase” for its Citizens Broadband Radio Service (CBRS) network. The goal of this strategic rollout is to unload traffic from its Verizon MVNO agreement. Charter estimates that by combining CBRS and Wi-Fi technologies, it could eventually redirect about one-third of its MVNO traffic.
By concentrating on high-traffic regions where dumping MVNO costs yields the best return on investment, the company is adopting a phased deployment strategy. Using Nokia’s 5G RAN solutions, which include specialist CBRS strand-mounted radios, Charter’s deployment approach makes use of its current cable infrastructure for fiber backhaul and power for strand-mounted small cells. Due to what CEO Chris Winfrey refers to as a “symbiotic relationship” with Verizon, Charter insists that it is not in a rush, even though it faces a “use it or lose it” deadline in 2025 for its CBRS licenses obtained in 2021. About 87-88% of the company’s wireless traffic is now offloaded over Wi-Fi, and CBRS deployments are expected to improve this capability in key places.