Charter reported Spectrum lost 233,000 internet customers and 77,000 TV customers in Q3 2026 on a pro forma basis including the Cox acquisition. The report ties the trend to “cord cutting 2.0,” where households now leave cable broadband (not just cable TV) for fiber and fixed-wireless home internet. Spectrum ended September with 34.3M internet customers and 13.8M video subs, while mobile lines grew to 13.5M. Dealers should treat this as a massive home internet switching momen