AT&T. While it's able to offer nationwide pay-TV service through DIRECTV, its fiber footprint – for providing high-speed internet service – only overlaps with just 14% of Comcast's cable footprint.
A bigger concern for AT&T may be that it doesn't have deals Amazon and Roku combined to account for 70% of installed streaming devices in the United States last year. And their share of the market is getting bigger, as they're growing faster than the rest of the industry.
An inability to stream HBO Max on a subscriber's preferred connected-TV platform is an instant deal-breaker.