Unlike Canada, Holland and England, telcos falling behind. Overall growth continues at about 2%/year. Some of those without broadband are signing on. There's a surprisingly modest loss to "wireless only" broadband despite speeds of 5-15 megabits and going up. AT&T lost 136,000 broadband customers while Time Warner Cable added 189,000. Both AT&T and Verizon showed large gains where they've upgraded (U-Verse, FiOS) and large losses where they haven't. 

Saul Hansell in NY Times got this one right: AT&T & Verizon and Verizon put much of their network into "harvest mode," back in 2004-5 with the intent of milking those lines and/or selling them.

About a third of their network has 10-15 year old ADSL at speeds of 3-15 megabits. Meanwhile, they've doubled the prices of the cheapest offerings ($15-20 has become $35-50) and increased the higher speed prices. Standard cable in the U.S. is now 50 meg down. 

From Leichtman Research, which has proven reliable over the years. 

 

Broadband Internet Subscribers at End 
of 2Q 2015
Net Adds in 
2Q 2015
Cable Companies
Comcast 22,548,000 179,000
Time Warner Cable 12,770,000 189,000
Charter 5,294,000 86,000
Cablevision 2,781,000 14,000
Suddenlink 1,180,800 (2,800)
Mediacom 1,051,000 10,000
WOW (WideOpenWest) 713,100 (8,900)
Cable ONE 497,036 457
Other Major Private Cable Companies* 6,640,000 45,000
Total Top Cable 53,474,936 511,757
Telephone Companies
AT&T 15,961,000 (136,000)
Verizon 9,221,000 (25,000)
CenturyLink 6,108,000 (9,000)
Frontier^ 2,388,500 29,000
Windstream 1,120,800 (11,600)
FairPoint 317,100 (1,278)
Cincinnati Bell 275,100 2,400
Total Top Telephone Companies 35,391,500 (151,478)
Total Broadband 88,866,436 360,279

 

 

Latest issue

Nov 6

G.fast News: Deutsche Wants a Gigabit, Finally Realizes 50 Meg Isn't Enough,1.6 Gig in Sckipio-Calix Test, Reverse Power 4 Port DSLAM for Australia, Australia Makes it Official: G.fast to Million Plus, 2 Bonded 212 Lines = 3 Gigabits

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Angelina Jolie, Ashley Judd and dozens of others have exposed Harvey Weinstein. Every industry, including ours, has monsters like that, rarely stopped.
    I choose instead to highlight some women who are driving us forward. Nicola Palmer and Sanyogita Sangupta lead Verizon’s 5G effort, the most successful in the world. They will spend $billions and have already put hundreds of cells in the field  
     Verizon jumped ahead when almost all others held back. Charla Rath persuaded the FCC to offer gigahertz of mmWave spectrum three years before the official WRC plan. They supported the NYU work to make a more accurate channel model.
     With allies, VZ created their own 5G standard in 2015 because they didn’t want to wait for 3GPP.  The system commercial in 2018 and will do mobile in 2019 if the handsets are ready.  
     “The race is on” between Verizon and AT&T to be first in each market.10%-20% of people almost everywhere hate their broadband provider and likely to switch to mmWave. The U.S. build is going fast because the two giants expect to find a large market replacing landlines outside of their existing region.
     If they are first in a land grab.

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