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 The trend to cable is clear in the 50M homes that are still running DSL versions that are ten years out of date.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.

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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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