Spectrum
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 2, 2026 by Jonathan Lewinsohn · across every show →
Everything said about Spectrum, oldest first
Feb 2, 2026 bearish
Lewinsohn: Legacy cable faces market share erosion from fiber and fixed wireless
“What we think is going to happen in telecom is more and more legacy, perhaps coaxial companies are going to be impacted by not only fixed wireless share, but fiber as it get laid all over the country. And that fixed wireless is like a transitionary technology …”