Lewinsohn: Legacy cable faces market share erosion from fiber and fixed wireless
Jonathan Lewinsohn · Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484) · Feb 2, 2026 · at 42:03
Diameter Capital Partners co-founder Jonathan Lewinsohn explains his outlook on telecom credit microcycles and the shifting competitive landscape between cable, fixed wireless, and fiber.
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“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 that eventually the large carriers will want to move those new subscribers to fiber that they've put all over the country and free up spectrum for AI and other things.”
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