Fiber is growing. Mobile is growing. The broadband base is shrinking. Inside Optimum’s effort to turn a better network into a business customers keep.
For 60 years Cox stayed private, poured billions into cable, and let louder rivals grab the headlines. Then it agreed to a $34.5 billion merger that puts its name on the country's largest broadband network.
The cable bundle did not disappear. Spectrum is rebuilding it around broadband, WiFi, mobile and streaming - and betting that one connected household is worth more than four separate subscriptions.
Comcast built a $123.7 billion business by owning more of the trip from socket to screen than almost anyone else. Now it is pulling that empire apart to see whether focus can do what scale no longer does.