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

 

 

Newsletter

Often interesting

Events

Mobile World Congress, Barcelona, Feb 27-March 2 100,000 mob Barcelona. Fares from New York are triple the usual price and hotels even higher - if you can find one less than a hour from the city. Everybody who is anybody goes so everybody who is anybody goes. Beyond the pomp and hot air are a slew of top technical people. Seek them out and make sure yo make appointments in advance with the people you want to see. Hint: You can still get rooms at the hostels in town. Next year, book way in advance to get one of the hotel rooms GSMA have negotiated with the city.

Digital Hollywood Media Summit, New York March 7-8. Victor Harwood always had an enormous number of top people in an almost overcrowded schedule. Senior folks from advertising, all media, marketing and more. VR and AR are heavily represented, from the talent to the salesmen. The price is about half what most shows charge and there are discounts for those with limited resources, including students.  A great way to learn what the most advanced in these fields are doing.

Brooklyn 5G Summit April 19-21st The most sophisticated people in wireless will be there, from the CTOs of NTT and Nokia to the most respected academics on the planet. Incredible S/N. If you can't come to Brooklyn, you must watch the stream. It takes two or three years for most people to catch up to what's learned here.

G.fast Summit, Paris May 9-11 Trevor Linney of BT is deploying 10M lines. John Cioffi promises something astonishing. Everyone in the industry will be there except Broadcom, being their usual antisocial self. On the 9th, Hubert Mariotte of the standards committee has a deep technical tutorial and I have a session for everyone else.

TNO Ultrabroadband Den Haag June 12-15 Always a strong group.

I'm moving from fastnetnews.com to fastnet.news everything since July 2014 is here.

 

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