Light Reading
It started slow, but AT&T's U-verse is up to 100,000 subscribers and could meet its goal of 10,000 adds per week

U-verse Picks Up the Pace

Raymond McConville
TelcoTV News Analysis
Raymond McConville
9/5/2007
50%
50%

AT&T Inc. (NYSE: T) says it's just signed its 100,000th customer to the U-verse fiber-to-the-node TV service. (See U-Verse Hits 100K.)

That's a nice pickup for a service that struggled out of the gate with rollout delays, cost miscalculations, and a mere 3,000 subscribers to speak of at the end of 2006. (See AT&T Lowers U-verse Goals Again and AT&T Hits Lowered U-verse Goal.)

U-verse ended the first quarter of 2007 with 13,000 subscribers. Customers nearly quadrupled to 51,000 by the end of the second quarter and have nearly doubled again since.

UBS AG analyst John Hodulik thinks the fourth quarter will be even bigger. "We had projected that 4Q will be a big quarter for U-verse, with over 100K new installs. With over 80K in 3Q, this could prove conservative," he writes in a research note today.

This recent success should "eliminate overhang from speculation regarding [any] DISH acquisition and FTTH strategy change," Hodulik writes.

AT&T expects to be installing U-verse in 10,000 homes per week by the end of this year, which would represent roughly 120,000 new subscribers per quarter. Based on today's milestone and some quick long division, the company is doing roughly 6,250 installations per week since the end of the second quarter, which would give it about 125,000 subscribers by the end of the third quarter.

AT&T spokesman Wes Warnock says the company is still "absolutely on track" to reach its goal of 10,000 adds per week this year.

By comparison, FiOS TV from Verizon Communications Inc. (NYSE: VZ) had 515,000 subscribers at the end of the second quarter.

In addition to the milestone announcement, AT&T unveiled some interactive features that will become available later this month, including customized weather, stock, traffic, and sports information; a yellowpages.com plug-in; and Yahoo Games on the TV screen.

AT&T has talked about other interactive features such as the whole-home DVR, sharing content across three screens, and viewing your Yahoo photos on your TV.

U-verse runs on AT&T's IPTV infrastructure. Verizon is running FiOS TV as a digital cable-like RF service but has announced plans to move everything over to IPTV. (See Verizon: HD VOD Is Coming.)

— Raymond McConville, Reporter, Light Reading

(17)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View
Page 1 / 2   >   >>
rbrand@nortelnetworks
50%
50%
rbrand@nortelnetworks,
User Rank: Light Beer
12/5/2012 | 3:03:11 PM
re: U-verse Picks Up the Pace
Glad to see that LightSpeed is accelerating its deployment. But Ray, you need to compare apples and apples. While you report SBC/ATT's numbers for uVerse connections as 100K to FiOS TV at 515K, those are not necessarily the same services. According to wikipedia (http://en.wikipedia.org/wiki/U... u-verse is a group of offered services which may include video while FiOS TV is definitely a video service along with Internet etc. The Verizon FiOS only connects exceed 1000K. And what is the ATT retention rate for TV? If you subscribe to the uVerse users group, there is still a lot of dissatisfaction over HDTV quality on VDSL2. This same generic issue came up in the last DSL Forum BoF session.
Raymond McConville
50%
50%
Raymond McConville,
User Rank: Light Beer
12/5/2012 | 3:03:10 PM
re: U-verse Picks Up the Pace
I am comparing apples to apples. The AT&T announcement indicates that the company has signed up 100K U-Verse TV customers.

Dissatisfaction over HDTV quality on VDSL2 is a completely different story but you're absolutely right about the concern. AT&T will have to rely on advances in compression technology to continue to deliver more HD content. So far, it sounds like they're doing okay, but we'll see how long that continues.

I dont know what the retention rate is for U-Verse TV, but I imagine with most customers likely locked into to at least a year long contract, it'd be very low regardless of their satisfaction with the service.
Ben Crosby
50%
50%
Ben Crosby,
User Rank: Light Beer
12/5/2012 | 3:03:06 PM
re: U-verse Picks Up the Pace
One minor catch Ray, I'm guessing that when you say "it'd be very low regardless"... in your third para, you mean that the churn rate would be low, and the retention rate would be high ?

Also in terms of apples-to-apples, you have provided subscriber counts for FIOS and IPTV.

I noted from uverse.att.com that the U200, U300 and U400 services all come with 3 "receivers" or IP STBs per subscriber. Since FIOS is more traditional overlay TV, I assume the receiver count is a little more difficult to obtain.

Inferring from public information the fact that there may be as many as 300k STBs deployed on U-verse is worthy of note.

Cheers !
Raymond McConville
50%
50%
Raymond McConville,
User Rank: Light Beer
12/5/2012 | 3:03:02 PM
re: U-verse Picks Up the Pace
Yes, I did in fact mean that churn rate would be low. This is what happens when things that I write go up on the site without being copy edited.
rjmcmahon
50%
50%
rjmcmahon,
User Rank: Light Beer
12/5/2012 | 3:03:01 PM
re: U-verse Picks Up the Pace
My neighbors are getting u-verse TV service. It looks like it's good enough for them.
Raymond McConville
50%
50%
Raymond McConville,
User Rank: Light Beer
12/5/2012 | 3:03:00 PM
re: U-verse Picks Up the Pace
Well then I guess that settles the argument
rjmcmahon
50%
50%
rjmcmahon,
User Rank: Light Beer
12/5/2012 | 3:02:59 PM
re: U-verse Picks Up the Pace
Well then I guess that settles the argument

I assume that's some sarcasm. ;-)

It makes the point that building out yet another broadcast network will only satisfy the neighbors. It won't be any good for the rest of us but T and the neighbors will argue it's more than good enough. (Maybe the neighbors should be able to choose my furniture as well as the digital consumer electronic devices I'm allowed to use?)

Or better yet let's figure out how to build new networks that support unicast at modern bandwidth capabilities. Neither FiOS nor U-verse need apply as these technologies and business models are a waste of everyone's time.
mgardner750
50%
50%
mgardner750,
User Rank: Light Beer
12/5/2012 | 3:02:58 PM
re: U-verse Picks Up the Pace
I've had U-verse through a FTTH connection for 2 months and am about ready to switch back to satellite for TV.

The TV service is like subscribing to a beta service that has glitches. The DVR resets itself at least once a day taking 5 minutes to get back where you can watch TV. The DVR software by Microsoft can best be described as bug free as Vista and as user friendly as DOS 1.0 is to MAC OS X. Why they donGÇÖt do the little things like putting shows into folder instead of having a list of 100 shows to slowly page through is beyond me. Simple things that TVIO does so well are missing.

The picture quality is very good on SD but they compress the HD too much for football. You get blocking on the images.

The service has a lot of potential, but if they donGÇÖt get the DVR to stop resetting, I will switch.
Raymond McConville
50%
50%
Raymond McConville,
User Rank: Light Beer
12/5/2012 | 3:02:58 PM
re: U-verse Picks Up the Pace
Yes, sarcasm is in fact my second language.

Are you saying that there's no way T's IP network or VZ's (when they eventually move everything over to IP) can support unicast?
Raymond McConville
50%
50%
Raymond McConville,
User Rank: Light Beer
12/5/2012 | 3:02:58 PM
re: U-verse Picks Up the Pace
I assume you live in a greenfield community then if you're on FTTH. You'd have to assume that they're going to work through some of the software glitches as it is a first generation service and bugs are inevitable. That is interesting though that you say the picture quality on HD is bad for football, (half the reason to have HD in the first place) especially given that you're on a FTTH connection.

I'd never pay for satellite TV though. We have it here in the office and every time it rains, we have problems with the picture.
Page 1 / 2   >   >>
Flash Poll
From The Founder
It's clear to me that the communications industry is divided into two types of people, and only one is living in the real world.
LRTV Custom TV
Using Service Quality to Drive WiFi Monetization

10|22|14   |   6:51   |   (0) comments


Live from the SCTE conference: Heavy Reading's Alan Breznick explores the forces shaping the WiFi opportunity in an interview with CableLabs' Justin Colwell and Amdocs' Ken Roulier.
LRTV Custom TV
Distributed Access Architectures – 2

10|21|14   |   8:51:00 AM   |   (0) comments


ARRIS CTO Network Solutions Tom Cloonan discusses why many if not most MSOs will continue with integrated CCAP, while addressing why some are also looking at two futuristic, distributed access architectures: Remote PHY and Remote CCAP.
LRTV Custom TV
Distributed Access Architectures – 1

10|21|14   |   9:01   |   (0) comments


SCTE Sr. Director of Engineering Dean Stoneback discusses the pros and cons of distributed access architecture (DAA) and its various forms, which range from basic Remote PHY to full CMTS functionality in the node.
LRTV Custom TV
The WiFi Road to Riches – 2

10|21|14   |   3:58   |   (0) comments


ARRIS Senior Solution Architect Eli Baruch talks about how MSOs can enable public and community WiFi through 1) outdoor access points, 2) businesses seeking to offer WiFi to customers, and 3) residential WiFi gateway extensions.
LRTV Custom TV
The WiFi Road to Riches – 1

10|21|14   |   10:15   |   (0) comments


SCTE Director of Advanced Technologies Steve Harris discusses WiFi deployments, drivers, challenges and advances, including 802.11ac, carrier-grade WiFi, community WiFi, Hotspot 2.0, Passpoint, WiFi-First and voice-over-WiFi.
LRTV Custom TV
Advantech Accelerates 100G Traffic Handling

10|17|14   |   7:56   |   (0) comments


Paul Stevens from Advantech explains why handling 100GbE needs a whole new platform design approach and how Advantech is addressing the needs of equipment providers and carriers to give them the flexibility and performance they will need for SDN and NFV deployment.
LRTV Huawei Video Resource Center
Holland's Imtech Traffic & Infra Discusses Huawei's ICT Solution and Services

10|16|14   |   4:49   |   (0) comments


Dimitry Theebe is from the business unit at Imtech Traffic & Infra which delivers communications solutions for transportations. His partnershp with Huawei began about a years ago. In this video, Theebe speaks more about this partnership and what he hopes to accomplish with Huawei.
LRTV Huawei Video Resource Center
Huawei's Comprehensive Storage Solutions Vital for SVR

10|16|14   |   6:16   |   (0) comments


SVR Information Technology provides cloud services for academic and special sectors. With Huawei's support, SVR and Yildiz Technical University has established Turkey's largest and most advanced High Performance Computing system. CSO Ismail Cem Aslan talks about what he hopes Huawei's OceanStor storage system will bring for him.
LRTV Huawei Video Resource Center
Mexico's Servitron's Impression of Huawei at CCW 2014

10|16|14   |   6:35   |   (0) comments


Servitron is a network operator in Mexico that has been in the trunking industry for the past 20 years. Its COO, Ing. Ragnar Trillo O., explains at Critical Communications World 2014 that his company has been interested in the long-term evolution of LTE technology and its adoption for TETRA.
LRTV Huawei Video Resource Center
Building a Better Dubai

10|16|14   |   2:06   |   (0) comments


Abdulla Ahmed Al Falasi is the director of commercial affairs, a telecommunications coordinator for the government of Dubai. Their areas of service span across multiple industries, including police, safety, shopping malls and more. In this video, Abdulla talks about his department's work with Huawei.
LRTV Huawei Video Resource Center
Huawei Lights Up Malaysia Partner Maju Nusa

10|16|14   |   1:59   |   (0) comments


Malaysia's Maju Nusa is an enterprise partner to Huawei in networking, route switches and telco equipment. At this year's Critical Communications World in Singapore, CTO Pushpender Singh talks about what Huawei's eLTE solutions mean to his company and for Malaysia.
LRTV Custom TV
Evolving From HFC to FTTH Networks

10|15|14   |   2:19   |   (0) comments


Cisco's Todd McCrum delves into the future of cable's HFC plant, examining how DOCSIS 3.1 and advanced video compression will extend its life and how the IP video transition will usher in GPON and EPON over FTTH.
Upcoming Live Events
October 29, 2014, New York City
November 6, 2014, Santa Clara
November 11, 2014, Atlanta, GA
December 2, 2014, New York City
December 3, 2014, New York City
December 9-10, 2014, Reykjavik, Iceland
February 10, 2015, Atlanta, GA
June 9-10, 2015, Chicago, IL
Infographics
WhoIsHostingThis.com presents six of the world's most extreme WiFi hotspots, enabling the most epic selfies you can imagine.
Hot Topics
Is Health the Killer App for the IoT?
Jason Meyers, Senior Editor, Gigabit Cities/IoT, 10/22/2014
Drones Hover Over the IoT Sector
Jason Meyers, Senior Editor, Gigabit Cities/IoT, 10/23/2014
Analysts Warn of Major NFV Gaps
Carol Wilson, Editor-at-large, 10/22/2014
Roku Raises $25M, But for What?
Mari Silbey, Independent Technology Editor, 10/23/2014
AT&T: Merger Review Halt Won't Hurt Us
Alan Breznick, Cable/Video Practice Leader, 10/23/2014
Like Us on Facebook
Twitter Feed