A New Supercycle of Cable / Telco Leadership

Andrew Pruitt

17 Mar 2026 — 1 min read

Friends... we are going to call it.

Cable One's 2025Q4 earnings call officially marks the beginning of a new supercycle of Cable / Telco Leadership that will write the industry's next chapter.

We spoke about this in our December post, "10 Key Growth Trends that We are Closely Watching in 2026" https://the-net-gain.ghost.io/ghost/#/editor/post/69b97cc2b399ff000112cfb2

~70%+ change in less than a year; lower if you include Elon Musk STARLINK and Andy Jassy, Amazon Leo (very valid competitors).

Here we go...

AT&T: John Stankey (Unchanged)

Verizon: Dan Schulman (October, 2025)

T-Mobile: Srini Gopalan (November, 2025)

Comcast: @Steve Croney (CEO, Connectivity & Platforms as of January, 2026)

Charter Communications: Chris Winfrey (CEO) (Unchanged) & Nick Jeffery (Incoming COO just announced yesterday, Congrats, Nick!)

Cable One/Sparklight Careers: Jim Holanda (February, 2026, just held first earnings call this afternoon- Congrats, Jim!)

Optimum: Dennis Mathew (Unchanged)

WOW! Internet, TV, & Phone!: Frank van der Post (January 2026)

Astound Broadband: John Feehan (Interim CEO; search for permanent successor ongoing; TBA by end of March)

Brightspeed: @Michel Combes (June, 2025).

The decisions that these leaders and their boards make today, and those of many others in the industry ecosystem, will profoundly influence their market position, share, and EBITDA in 2030 and beyond.

As always, please feel free to DM me for additional thoughts and insights.

Best wishes to all Leaders and Providers listed above, the countless others... and to all of YOU.

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