TELCO INTELLIGENCE REPORT

U.S. Broadband: A Mid-Q3 Read on Market Dynamics

A focused look at the shifts reshaping U.S. broadband competition

Mobilewalla’s latest Telco Intelligence Report analyzes U.S. broadband switching behavior, category share and the market forces shaping competition across 206 DMAs from June 1 to August 31, 2026.

The report highlights where momentum is building, where it is slowing and what those shifts indicate before they appear in quarterly earnings.

What’s inside the report

• How BEAD is moving from planning to construction
• Why fiber now passes more than 60% of U.S. homes
• How cable is responding with next-generation network upgrades
• Where FWA momentum is moderating
• Which providers are gaining and losing momentum
• What switching behavior reveals before market share catches up
  

Why this report matters
National market share can make the broadband landscape look relatively stable, even as competition changes beneath the surface. Switching behavior offers another view, showing where customers are moving and where competitive momentum is building or slowing.

This report examines those shifts alongside the broader industry developments shaping the U.S. broadband market.

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