Both are using wireless as a broadband retention tool: a customer with both internet and mobile from the same provider is much harder to lose to a fiber overbuilder. Charter added 428,000 Spectrum Mobile net lines in Q4, pushing mobile service revenue up 13.1% to $973 million. Comcast had its best wireless year ever, adding 1.5 million net lines for the full year and ending 2025 with over 9 million total lines.
So what gives? Based on early registration numbers, it seems Telly has generated enough interest to ship more than 35,000 TVs. One issue seems to be poor shipping. Per the investor note that Lowpass reviewed, Telly claimed that FedEx delivered 10 percent of its shipments of Telly TVs broken. Since moving to a different company-seemingly Samsung partner RXO, based on Reddit posts -fewer Tellys are arriving broken, the company reportedly said.
That's a line that will drive the linear hardcore into testing the more addressable medium. Easing these concerns, the study compared the reliability of each platform in delivering what was paid for. BVOD was found to be the least risky of all video channels, delivering 20% variance compared with the median return. This was closely followed by linear TV with a variability of 24%.
Hours before the episode went live, however, CBS News editor-in-chief Bari Weiss made the decision to pull the report. The move sparked outrage within CBS News and across the media industry, with some accusing Weiss of yanking the segment because it would make President Donald Trump look bad. In a company memo, Weiss explained that her decision was motivated by the fact that the segment did not include voices from the Trump administration.
Regardless of whether a media channel is addressable or not, it's still reaching strategic and high-value audiences. So, understanding how these different media buys interact with each other [helps buyers] make better investment decisions.
Viewers are no longer distinguishing between linear and digital - they are choosing to tune in to what they want, where, when and how they want to watch. We must now embrace a multi-currency future, and jointly drive innovation that ensures more accurate and complete measurement approaches. Measurement needs to accurately reflect the reality of audience trends for marketers to effectively allocate their advertising investments and serve the entire ecosystem. And that will require more than one solution.