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 Send to email | Telcos Routed: DSL Customers Fleeing To Cable Broadband in VZCHTRTWCTCMCSAQCVC |  By Silicon
el 04-Aug-2008 |
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 Verizon and AT&T can't build out their next-generation, fiber-optic networks fast enough: While they spend a fortune upgrading their pipes to offer faster Internet access and digital TV service, little by little, the cable industry is sucking their DSL subscribers away.
As cable and telcos report Q2 results, one trend is clear: Cable companies are taking the majority of new broadband subscribers. So far, 69% of 476,000 total Q2 net broadband subscriber additions have gone to two cable companies -- Comcast (CMCSA) and Cablevision (CVC). And just 31% have gone to five phone companies, including the two biggest -- AT&T (T) and Verizon (VZ), whose results were both boosted by sign-ups to their new, faster, fiber-based services.
Why the shift? We think consumers are increasingly willing to pay a little more -- cable Internet is about $6 more a month than DSL, according to Pew -- for significantly faster download speeds, as bandwidth-intensive stuff like video streaming catches on. During its Q2 call, Comcast said that two-thirds of its new broadband subscribers were coming from DSL.
We've created a spreadsheet -- embedded below -- so you can watch the share shift happen live. We'll update it daily as companies report Q2 results; check back for the latest.
Several companies still haven't reported, such as Time Warner Cable (TWC), Charter (CHTR), and Qwest (Q). But Wall Street expects cable to continue its rout: Bernstein's Craig Moffett thinks that once it's all done, cable will have gotten 85%-90% of broadband net additions for the quarter.
See Also:
The End Of DSL? AT&T, Verizon Show Weak Broadband Growth. Good News For Comcast, Cable?
Cable On A Roll: Cablevision Posts Blowout Q2, Beats Expectations
Comcast Q2 Sales Beat Estimates, But Profits Miss In "Challenging Economic Environment"
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| AT&T hits Reno, NV with tiered broadband trials | | AT&T is taking cues from Time Warner Cable and Frontier Communications by implementing a tiered broadband service for customers in Reno, NV - whether they like it or not. Lucky them, eh? Broadband customers will be limited with certain caps depending on their tiered pricing plans and will be charged per gigabyte exceeding their plan. [...] [..] Read complete article | | Published 05-Nov-2008 by Marc Flores in
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 | Nerdblog |  Blogger | Provides news about hardware, software, notebooks, laptops, PCs, Mac, PDAs
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| Nerdblog | Blogger | Provides news about hardware, software, notebooks, laptops, PCs, Mac, PDAs
Nerdblog.Net |
| Nerdblog | Blogger | Provides news about hardware, software, notebooks, laptops, PCs, Mac, PDAs
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| Cable broadband shines in Virgin Media Q2 | | 50Mbit/s by the end of the year
Virgin Media’s recent move to push broadband to the centre of its offering is paying off. The firm announced strong underlying profits today and said it expects its forthcoming 50Mbit/s network upgrade to further distinguish it as a premium/expensive ISP.
TheRegister [..] Read complete article | | Published 07-Aug-2008 by Nerdblog in General
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More big cable and phone companies have reported their Q2 results, and the trend we spotted last week -- cable companies fiercely beating out telcos for new broadband subsc [..] 
The telcos had a good run, and for more than three years used aggressive pricing to add more broadband subscribers than cable. But now that the discounts are largely gone, DSL is on the wane. Leichtma [..] 
Is DSL dead? The two biggest U.S. phone companies, AT&T and Verizon, reported tiny broadband net subscriber additions for Q2. Two possibilities: The U.S. broadband market is getting saturate [..] 
Another baffling move by the FCC: According to a Reuters report, it will likely decide today that it's not okay for phone companies like Verizon (VZ) to try to keep customers who are di [..] 
