Closing the Door on 2025: What 2025 Revealed, and What 2026 Will Demand
2025 was supposed to be a year of stability for telecom. Instead,
it exposed where the industry’s assumptions no longer held.
Jan 15, 2026
Closing the Door on 2025: What 2025 Revealed, and What 2026 Will Demand
In this opening episode of The Great Indoors, now in its 11th season, Matthew Roberts is joined by Craig Moffett who is a co-founder and senior analyst at MoffettNathanson. Craig brings decades of experience tracking broadband, cable, and satellite and has a reputation for clear-eyed analysis that cuts through consensus thinking. They discussed what last year revealed, and what 2026 will demand. Together, they explore why cable may be far better positioned than market sentiment suggests, how competitive pressure continues to weigh on traditional wireless players, and why pricing power proved harder to sustain than many expected. The conversation spans the year’s biggest surprises, from EchoStar’s spectrum-driven turnaround to the growing, but still limited, role of satellite connectivity. If 2025 tested the narrative, 2026 will test execution.
Quote from Placeholder Name
“We started the year thinking that the big theme was going to be convergence. And it's certainly been a part of the narrative, but maybe not the whole narrative. I think there's a broad consensus view that cable operators are in real trouble and that they are by losing broadband subscribers that they're somehow doomed to the trash heap of history, I'm not in that camp at all. I think the cable operators are actually pretty well positioned in general and specifically with respect to convergence.”
Speaker
Craig Moffett, Co-Founder and Senior Analyst at MoffettNathanson
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