3Q26 U.S. Wireless and Broadband Preview: Postpaid Phone Adds Slow to 2.24m; Cable BB Losses Hit 3Q Record of 495k

Ahead of the 3Q26 earnings season, J.P. Morgan previews subscriber and financial expectations for the U.S. wireless, broadband and video industries. In wireless, the firm estimates postpaid phone net adds of +2.24m in 3Q26, comprising +1.38m Big-3 adds and +870k MVNO gains; on a total phone basis including prepaid, industry net adds are estimated at +2.17m. In broadband, residential net adds are forecast at +752k, driven by stronger telco fiber adds supported by footprint expansion and converged bundles, plus accelerating satellite growth, despite a somewhat lower FWA contribution;