The Spectrum Mobile + Broadband Convergence Bet

Spectrum is now one of the fastest-growing mobile providers in the U.S. — adding nearly 2 million mobile lines in 2025 (+19% YoY) to reach 11.8 million total. The convergence strategy — bundling mobile with broadband through Spectrum One, riding Verizon's 4G/5G network as an MVNO while building out CBRS small cells, and using mobile to slow broadband subscriber losses — is the single most important strategic narrative Charter is telling investors in 2026. This module gives candidates the precise framing they need for "Why mobile?", "Why convergence?", and "Why Spectrum vs. T-Mobile/Verizon?" answers.