{
  "title": "US Telecommunications: Broadband Competition and Household Access — calculations",
  "evidence_cutoff": "2026-09-18",
  "calculation_note": "Descriptive transformations of the identified source observations; not causal estimates. Monetary offer subtotals retain unresolved charge exclusions.",
  "calculations": [
    {
      "calculation_id": "US-C01",
      "input_observation_ids": [
        "ATT_CF_2025Q4",
        "ATT_CF_2024Q4"
      ],
      "formula": "(ATT_CF_2025Q4 / ATT_CF_2024Q4 - 1) * 100",
      "value": 11.520737327188947,
      "unit": "percent",
      "interpretation": "Consumer fibre stock growth during2025",
      "limitations": "Consumer only; source-reported stock changes, not national fibre growth."
    },
    {
      "calculation_id": "US-C02",
      "input_observation_ids": [
        "ATT_CF_NET_2025Q1",
        "ATT_CF_NET_2025Q2",
        "ATT_CF_NET_2025Q3",
        "ATT_CF_NET_2025Q4"
      ],
      "formula": "sum(inputs)",
      "value": 1075,
      "unit": "thousand connections",
      "interpretation": "2025 consumer fibre organic net additions",
      "limitations": "Matches end2025 minus end2024 stock."
    },
    {
      "calculation_id": "US-C03",
      "input_observation_ids": [
        "ATT_CF_2026Q2",
        "ATT_CF_2025Q4"
      ],
      "formula": "ATT_CF_2026Q2 - ATT_CF_2025Q4",
      "value": 1738,
      "unit": "thousand connections",
      "interpretation": "H12026 consumer fibre reported stock increase",
      "limitations": "Not organic additions: Q1 acquisition/base adjustment."
    },
    {
      "calculation_id": "US-C04",
      "input_observation_ids": [
        "ATT_CF_NET_2026Q1",
        "ATT_CF_NET_2026Q2"
      ],
      "formula": "sum(inputs)",
      "value": 617,
      "unit": "thousand connections",
      "interpretation": "H12026 consumer fibre net additions",
      "limitations": "Do not equate stock difference with this flow."
    },
    {
      "calculation_id": "US-C05",
      "input_observation_ids": [
        "ATT_CF_2026Q2",
        "ATT_CF_2025Q4",
        "ATT_CF_NET_2026Q1",
        "ATT_CF_NET_2026Q2"
      ],
      "formula": "ATT_CF_2026Q2 - ATT_CF_2025Q4 - ATT_CF_NET_2026Q1 - ATT_CF_NET_2026Q2",
      "value": 1121,
      "unit": "thousand connections",
      "interpretation": "Stock-flow residual",
      "limitations": "Includes base adjustments; source discloses rounded1.1m acquired Lumen fibre. Do not claim residual is exact acquired count."
    },
    {
      "calculation_id": "US-C06",
      "input_observation_ids": [
        "CH_INTREV_2026Q2",
        "CH_INTREV_2025Q2",
        "CH_MOBREV_2026Q2",
        "CH_MOBREV_2025Q2"
      ],
      "formula": "(CH_MOBREV_2026Q2 - CH_MOBREV_2025Q2) / (CH_INTREV_2025Q2 - CH_INTREV_2026Q2) * 100",
      "value": 90.15544041450777,
      "unit": "percent",
      "interpretation": "Charter: mobile service revenue gain as share of broadband revenue decline",
      "limitations": "An arithmetic decomposition, not causal attribution or profit contribution; Q2 year-on-year rounded millionUSD."
    },
    {
      "calculation_id": "US-C07",
      "input_observation_ids": [
        "CM_BBREV_2026Q2",
        "CM_BBREV_2025Q2",
        "CM_MOBREV_2026Q2",
        "CM_MOBREV_2025Q2"
      ],
      "formula": "(CM_MOBREV_2026Q2 - CM_MOBREV_2025Q2) / (CM_BBREV_2025Q2 - CM_BBREV_2026Q2) * 100",
      "value": 33.87533875338754,
      "unit": "percent",
      "interpretation": "Comcast: mobile service revenue gain as share of broadband revenue decline",
      "limitations": "An arithmetic decomposition, not causal attribution or profit contribution; Q2 year-on-year rounded millionUSD. Comcast components imply244m decline vs reported convergence243m due rounding."
    },
    {
      "calculation_id": "US-C08",
      "input_observation_ids": [
        "ATT300_BASE",
        "ATT300_PROMO",
        "ATT_AUTOPAY"
      ],
      "formula": "12 * (ATT300_BASE - ATT300_PROMO - ATT_AUTOPAY)",
      "value": 420,
      "unit": "USD",
      "interpretation": "AT&T Fiber300 first-year recurring subtotal",
      "limitations": "Unknown tax/connection/equipment charges not imputed zero; assumes full discount12months."
    },
    {
      "calculation_id": "US-C09",
      "input_observation_ids": [
        "ATT1000_BASE",
        "ATT1000_PROMO",
        "ATT_AUTOPAY"
      ],
      "formula": "12 * (ATT1000_BASE - ATT1000_PROMO - ATT_AUTOPAY)",
      "value": 600,
      "unit": "USD",
      "interpretation": "AT&T Fiber1Gig first-year recurring subtotal",
      "limitations": "Not a final address-verified bill."
    },
    {
      "calculation_id": "US-C10",
      "input_observation_ids": [
        "SP500_PRICE",
        "SP_WIFI"
      ],
      "formula": "12 * (SP500_PRICE + SP_WIFI)",
      "value": 600,
      "unit": "USD",
      "interpretation": "Spectrum500 first-year subtotal with optional AdvancedWiFi",
      "limitations": "Modem included; managedWiFi selected. Unknown tax/installation not imputed zero."
    },
    {
      "calculation_id": "US-C11",
      "input_observation_ids": [
        "TM_RELY_PRICE",
        "TM_CONNECTION"
      ],
      "formula": "12 * TM_RELY_PRICE + TM_CONNECTION",
      "value": 635,
      "unit": "USD",
      "interpretation": "T-Mobile Rely regular AutoPay first-year recurring plus identified connection subtotal",
      "limitations": "Excludes unresolved account-dependent provider fees and applicable taxes; assumes discount all12bills, although first bill may differ. No conditional card benefit subtracted."
    },
    {
      "calculation_id": "US-C12",
      "input_observation_ids": [
        "TM_RELY_BUNDLE",
        "TM_CONNECTION"
      ],
      "formula": "12 * TM_RELY_BUNDLE + TM_CONNECTION",
      "value": 455,
      "unit": "USD",
      "interpretation": "T-Mobile Rely voice-bundle first-year incremental internet subtotal",
      "limitations": "Qualifying voice bill excluded; cannot compare as total household communications bill."
    },
    {
      "calculation_id": "US-C13",
      "input_observation_ids": [
        "PEW_PHONE_LOW_2025",
        "PEW_PHONE_HIGH_2025"
      ],
      "formula": "PEW_PHONE_LOW_2025 - PEW_PHONE_HIGH_2025",
      "value": 30,
      "unit": "percentage points",
      "interpretation": "2025 smartphone-dependence point-estimate gap by household income",
      "limitations": "Not ACS households; no significance test; not a causal income effect."
    },
    {
      "calculation_id": "US-C14",
      "input_observation_ids": [
        "CH_UPGRADE_2026Q2",
        "CH_UPGRADE_2025Q2"
      ],
      "formula": "(CH_UPGRADE_2026Q2 / CH_UPGRADE_2025Q2 - 1) * 100",
      "value": 43.763676148796506,
      "unit": "percent",
      "interpretation": "Charter upgrade/rebuild capex growth",
      "limitations": "Category mix can change while company total capex stays flat."
    }
  ]
}