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...

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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"}}}