As we finish out the last month of 2025, its worth remembering that the Cox/Charter merger and the AT&T/Lumen merger are shaking up the telecom map again, and your communities are going to feel it.
Think of it like musical chairs… but with fiber.
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1️⃣ Fewer chairs at the table. With fewer major players, expect tougher negotiations and more "take-it-or-leave-it" contract templates.
2️⃣ Bulk rates might shift. Consolidation usually means "new year, new pricing model." Review those budget assumptions for 2026.
3️⃣ Upgrade timelines could change. Some markets will get the VIP treatment. Others… not so much. Don't rely on old promises.
4️⃣ Old easements might get a makeover. Providers use mergers as a chance to clean house. Associations may see amendment requests pop up.
5️⃣ Transition turbulence is real. Back-end integrations take time. Developers in active build-outs should double-confirm provisioning dates.
The mergers aren't all bad. They just mean you need to play offense instead of defense.
👨🏫 Telecom Tip: Pull out your telecom contracts this week and check the assignment clause. A single sentence can decide whether a merger works for you or blindsides you.