The cable industry, especially in North America, has increasingly been threatening to mount a challenge to MNOs that could be emulated round the world. First cable operators invested heavily in public and homespot WiFi to add wireless connectivity to their broadband/video bundles without the cost of licensed spectrum. Now they are looking to add cellular connectivity, either buying some of those licences and/or using shared spectrum schemes for 4G/5G, like the USA’s CBRS and future 5G-Unlicensed. Initiatives like that of the two largest US cablecos, Comcast and Charter, which have joined forces to develop mobile services, are worrying for MNOs, but the real threat from cable is not in connectivity. Even Comcast and Charter are unlikely to build a national…