In mid-July 2023, Comcast announced that it would start implementing Full-Duplex Docsis 4.0 to its first customers in the last quarter of the year. Comcast should be followed in the coming years by the other main cable operators. Can this network upgrade, and therefore the promise of multi-gig symmetrical speeds, really help cable operators regain traction in a saturated broadband market? With the decline of their linear video business over the last years, connectivity, and especially broadband, has become cable operators' core focus towards the future. Yet, the short-term perspectives are not looking very bright now, as they have experienced modest not to say negative growth. We can observe that this situation applies to the whole cable industry overall, and only fixed wireless access, notably by T-Mobile and Verizon, is gaining momentum right now. But long-term perspectives look more promising, as a result of this upcoming deployment of Docsis 4.0 and new subsidized broadband projects, through the BEAD (Broadband, Equity, Access & Deployment) Program, allowing cable operators to gain ground, especially in rural areas. The rise of FWA, set to continue? The narrative around FWA has been changing over the last months. First, T-Mobile and Verizon keep recording robust growth for their fixed wireless 5G offers, quarter after quarter. The latter has increased its number of clients - now at 2.26M – by 55% in six months. The former exceeded 3.6 million subscribers and intends to reach 8 million customers by 2025. The doubts around both capacity and the sustainable potential of this growth have been largely dismissed. Besides, Verizon got access to new C-band spectrum licenses in August. Moreover, FWA’s key strength to consumers still essentially lies in its non-prohibitive price (starting from $30 per month) for satisfying speed performance, something that fiber and cable operators can hardly compete with in the long term. So FWA’s momentum can probably endure over time, probably at a lower growth rate though. As proof, AT&T, which was initially reluctant to really get involved in the FWA segment to better focus on FTTH deployments, recently expanded its fixed wireless Internet Air product to 16 new locations, including Los Angeles or Chicago for instance. The goal is mainly to help copper subscribers transition until FTTH is available. Indeed, legacy copper networks are doomed to decline, and AT&T already plans to cut its copper footprint by half by 2025, giving priority to fiber rollout. Fiber buildouts are slowing down, while broadband connections are speeding up FTTH expansion is not solely the result of telcos like AT&T investing in the FTTH deployment and upgrading their copper networks, but also of legacy cable operators extending and upgrading their fixed networks to full fiber premises. It also benefits...