Comcast and Charter have learned a hard lesson as they build out their mobile offerings: this is Apple’s world, and they’re just living in it.
As part of their deal to carry the iPhone with their fledgling mobile plans, Apple has compelled the two largest U.S. cable companies to sell large numbers of other Apple devices as well, according to people familiar with the matter. (Comcast owns NBCUniversal, the parent company of CNBC.)
Both Charter and Comcast offer wireless service as part of a joint mobile virtual network operator (MVNO) agreement with Verizon, originally agreed to in 2012. Comcast, which started its sevice in 2017, has about 1.5 million Xfinity mobile subscribers, and Charter, which started last September, had more than 300,000 as of March 31.