Cable added 1,000,000 DSL/telco fiber 10,000. The data below are from Bruce Leichtman, who has been consistently accurate. The trend to cable is clear in the 50M homes that are still running DSL versions that are ten years out of date. AT&T & Verizon are doing fine in U-Verse and FiOS territory but are getting clobbered elsewhere.

DSL beats cable in Canada, France, and England. The U.S. policy types who say a cable monopoly is almost inevitable are uninformed. AT&T & Verizon have decided to go wireless-only across about 25% of their homes. They virtually stopped investment in those areas and have been very open with Wall Street about their plans. The wireline business is profitable in those areas but wireless-only makes more money. Or so they expect. 

China Mobile added 2.65M new wired subscribers in March.

Q1 data from Leichtman. 

 

Broadband Internet Subscribers at End 
of 1Q 2016
Net Adds in 
1Q 2016
Cable Companies
Comcast 23,767,000 438,000
Time Warner Cable 13,640,000 327,000
Charter 5,727,000 155,000
Cablevision 2,828,000 19,000
Suddenlink 1,253,000 30,000
Mediacom 1,114,000 29,000
WOW (WideOpenWest) 722,300 9,800
Cable ONE 508,424 7,183
Other Major Private Cable Companies* 6,775,000 50,000
Total Top Cable 56,334,724 1,064,983
Phone Companies
AT&T 15,764,000 (14,000)
Verizon 9,218,000 (10,000)
CenturyLink 6,056,000 8,000
Frontier^ 2,468,600 24,600
Windstream 1,092,000 (3,100)
FairPoint 311,323 193
Cincinnati Bell 292,400 5,000
Total Top Phone Companies 35,202,323 10,693
Total Broadband 91,537,047 1,075,676

 

Leichtman covers ~94% of the market. I believe most of the remainder are telco, which might improve the numbers slightly.

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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