Charter與Comcast轉投T-Mobile 挑戰Verizon企業市場

訊石光通訊網

2025/07/24

ICC訊據外媒Fierce報道，美國兩大有線電視運營商Charter通信與Comcast於本周二宣佈與T-Mobile達成一項具有戰略意義的移動虛擬網絡運營商(MVNO)合作協議。根據協議內容，自2026年起，兩家有線電視巨頭將通過T-Mobile的無線網絡向企業客戶提供"批發移動連接服務"。這一重大合作決定直接動搖了他們與Verizon的現有MVNO合約關係，可能對美國無線通信市場競爭格局產生...

網頁鏈接

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2553027823"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2553027823\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2553027823?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-07-24 10:59","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2553027823","market":"us","top_or_hot":-1,"title":"Charter與Comcast轉投T-Mobile 挑戰Verizon企業市場","media":"訊石光通訊網","content":"<div>\n<p>ICC訊據外媒Fierce報道，美國兩大有線電視運營商Charter通信與Comcast於本周二宣佈與T-Mobile達成一項具有戰略意義的移動虛擬網絡運營商(MVNO)合作協議。根據協議內容，自2026年起，兩家有線電視巨頭將通過T-Mobile的無線網絡向企業客戶提供\"批發移動連接服務\"。這一重大合作決定直接動搖了他們與Verizon的現有MVNO合約關係，可能對美國無線通信市場競爭格局產生...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072411063694b75479&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Charter與Comcast轉投T-Mobile 挑戰Verizon企業市場</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCharter與Comcast轉投T-Mobile 挑戰Verizon企業市場\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">訊石光通訊網</strong><span class=\"h-time small\">2025-07-24 10:59</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>ICC訊據外媒Fierce報道，美國兩大有線電視運營商Charter通信與Comcast於本周二宣佈與T-Mobile達成一項具有戰略意義的移動虛擬網絡運營商(MVNO)合作協議。根據協議內容，自2026年起，兩家有線電視巨頭將通過T-Mobile的無線網絡向企業客戶提供\"批發移動連接服務\"。這一重大合作決定直接動搖了他們與Verizon的現有MVNO合約關係，可能對美國無線通信市場競爭格局產生...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072411063694b75479&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072411063694b75479&s=b\">訊石光通訊網</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0070302665.USD","symbol_name":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072411063694b75479&s=b","article_id":"2553027823","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072411063694b75479&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2553027823","pubTimestamp":1753325976,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"ICC訊據外媒Fierce報道，美國兩大有線電視運營商Charter通信與Comcast於本周二宣佈與T-Mobile達成一項具有戰略意義的移動虛擬網絡運營商 合作協議。\"目前，Charter和Comcast仍然在使用Verizon的5G網絡為其住宅用户提供無線服務。Comcast則沒有公開其MVNO業務中消費者和企業用户的具體比例。\"T-Mobile的戰略佈局對T-Mobile而言，同時獲得Charter和Comcast兩家重量級合作伙伴只是其MVNO業務發展戰略的一部分。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4588":"碎股","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","VZ":"Verizon Comms","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4507":"流媒体概念","BK4550":"红杉资本持仓","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1150488135.SGD":"First Eagle Amundi Income Builder AHS-MD SGD-H","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","BK4598":"佩洛西持仓","BK4100":"有线和卫星","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4534":"瑞士信贷持仓","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","CMCSA":"康卡斯特","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4581":"高盛持仓","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","BK4585":"ETF&股票定投概念","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","BK4566":"资本集团","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU1150488218.USD":"First Eagle Amundi Income Builder AU2-MD USD","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD"},"translate_title":"Charter and Comcast switch to T-Mobile to challenge Verizon's enterprise market","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VZ":0.9,"CMCSA":1},"content_text":"ICC訊據外媒Fierce報道，美國兩大有線電視運營商Charter通信與Comcast於本周二宣佈與T-Mobile達成一項具有戰略意義的移動虛擬網絡運營商(MVNO)合作協議。根據協議內容，自2026年起，兩家有線電視巨頭將通過T-Mobile的無線網絡向企業客户提供\"批發移動連接服務\"。這一重大合作決定直接動搖了他們與Verizon的現有MVNO合約關係，可能對美國無線通信市場競爭格局產生深遠影響。  合作細節與市場反應  雖然目前尚未公布具體的服務計劃和資費方案，但這一消息已在電信行業引發強烈反響。New Street Research知名分析師Jonathan Chaplin在給投資者的研究報告中明確指出：\"這份MVNO合作協議本該是Verizon的囊中之物，現在Verizon不僅失去了新業務，其現有的MVNO合作也面臨重大挑戰。\"  目前，Charter和Comcast仍然在使用Verizon的5G網絡為其住宅用户提供無線服務。兩家公司均表示，現有的住宅無線服務將繼續維持。然而，BNP Paribas的分析師團隊認為：\"這項新協議向Verizon發出了明確信號——有線運營商確實擁有其他網絡選擇。\"Chaplin進一步指出，考慮到Verizon與有線運營商的合約續約談判可能即將開始，這一新合作關係的建立時機顯得尤為微妙。  有線運營商的戰略考量  根據New Street Research的估算數據，目前Comcast和Charter通過Verizon網絡只能為每個企業客户提供約10-12條移動線路的服務，這實際上將他們限制在了中小企業(SMB)市場領域。Chaplin分析認為：\"我們懷疑Verizon是為了保護其在企業移動市場的主導地位，才對這些有線運營商的業務拓展設定了限制。\"  最新統計數據顯示，Charter目前擁有約1040萬無線用户，而Comcast的用户數為810萬。值得注意的是，BNP Paribas的報告指出，在Charter的全部移動用户中，只有33.4萬是中小企業客户。Comcast則沒有公開其MVNO業務中消費者和企業用户的具體比例。  在當前有線電視行業面臨寬帶用户持續流失的背景下，特別是對Comcast而言，這一戰略轉型顯得尤為重要。有線運營商們一直在嘗試通過業務融合策略——即將寬帶服務與移動服務捆綁銷售——來彌補用户流失帶來的收入損失。Chaplin認為：\"現在，這些有線運營商打開了進軍更廣闊企業市場的大門，這不僅可能威脅Verizon在移動市場的份額，還將使有線運營商在固網服務領域成為更強大的競爭對手。\"  T-Mobile的戰略佈局  對T-Mobile而言，同時獲得Charter和Comcast兩家重量級合作伙伴只是其MVNO業務發展戰略的一部分。目前，Altice USA等知名運營商已經在使用T-Mobile的網絡提供無線服務。此外，T-Mobile還擁有由好萊塢明星Ryan Reynolds參與投資的Mint Mobile和Ultra Mobile兩家MVNO品牌。  雖然T-Mobile確切的MVNO合作數量尚未公開，但根據該公司去年發布的新聞稿，其網絡\"支持超過200個MVNO品牌\"，並且\"為MVNO提供無線服務已有二十多年曆史\"。Chaplin指出，T-Mobile曾公開表示希望將其無線業務在企業市場的滲透率從當前的10%提升至20%，而與Charter和Comcast的合作將大大助力這一目標的實現。  \"通過允許Charter和康卡斯特向企業客户轉售其無線服務，T-Mobile實際上獲得了進入那些此前難以觸達的企業市場領域的渠道。\"Chaplin補充道。  行業觀察人士普遍認為，隨着Verizon與有線運營商現有合約續約談判的臨近，美國無線通信市場的競爭格局可能面臨新一輪調整。這一戰略合作關係的穩定性及其對市場的影響，將成為未來一段時間業內關注的焦點。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}