Light Reading
AT&T's fiber-rich platform starts off year strong with healthy broadband and video subscriber gains in Q1, opening up lead on Verizon FiOS.

AT&T U-verse Gains Broadband, Video Subs

Alan Breznick
4/24/2014
50%
50%

Shrugging off the early doubts about its viability, AT&T U-verse is plowing ahead with healthy broadband and video gains as it continues to close the gap on the largest US cable operators.

AT&T Inc. (NYSE: T) reported Tuesday that it signed up another 201,000 subscribers for U-verse TV in the first quarter, slightly up from a gain of 194,000 subs in the previous quarter. With the latest gain, AT&T now has 5.7 million U-verse TV customers, widening its lead over Verizon Communications Inc. (NYSE: VZ)'s similar FiOS Video service. The large telco also has more video subs than every US cable operator except the two industry leaders, Comcast Corp. (Nasdaq: CMCSA, CMCSK) and Time Warner Cable Inc. (NYSE: TWC).

Similarly, AT&T enjoyed another standout quarter on the broadband side, signing up a whopping 634,000 high-speed data subscribers for its U-verse Internet service. With the increase, the telco now has 11 million U-verse Internet customers, more than Verizon FiOS and every cable operator besides Comcast.

Despite the big gains for U-verse Internet, though, AT&T did not expand its broadband customer base all that much because of continued heavy DSL losses. Overall, the company netted a much more modest total of 78,000 wireline broadband customers as it shed more than 550,000 DSL users.

With most of its U-verse TV customers also subscribing to U-verse Internet, AT&T ended the winter quarter with a total of 11.3 million U-verse subscribers. Consumer U-verse revenues scaled $2 billion, jumping 28.3% on a year-over-year basis. As a result, U-verse now accounts for 59% of AT&T's overall wireline consumer revenues, up from 48% a year earlier.

On the earnings call, AT&T CFO John Stephens said the company is already seeing strong early returns in Austin, Texas, where it has started rolling out a slower, 300Mbit/s version of its planned new "U-verse with GigaPower" service. "We're seeing take rates in Austin that have surprised us, exceeded expectations," he said, without disclosing any actual numbers. (See AT&T's Austin GigaPower Debuts at 300 Mbit/s .)

Plans call for AT&T to upgrade the Austin service to 1Gbit/s speeds later this year as it rolls out GigaPower in other markets. In all, the telco aims to offer GigaPower in at least 21 metro regions, including Atlanta, Chicago, Dallas, Los Angeles, and San Diego, as it seeks to match or trump moves by Google Fiber Inc. and such major MSOs as Comcast and Time Warner Cable. (See AT&T Turns Up Gig Heat in 21 New Metros.)

Stephens said AT&T has also earned high "quality scores" for its new service in Austin so far. He attributed the company's initial success to its ability to gain local right-aways, permitting, and pole rights in a quick, efficient manner build in the areas where it knew customer demand would be strong. "When you build where the demand is, you can get higher penetration and the returns to support that build," he said.

— Alan Breznick, Cable/Video Practice Leader, >Light Reading

(1)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View
mendyk
50%
50%
mendyk,
User Rank: Light Sabre
4/24/2014 | 9:27:34 AM
Cut the cord?
So the two biggest video service providers have announced modest net gains for video subs in the first quarter. Maybe it's time to turn down the hype about cord-cutting?
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
Analysts Warn of Major NFV Gaps
Carol Wilson, Editor-at-large, 10/22/2014
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
The Human Gain of the Smart Home
Robin Mersh, 10/20/2014
Zayo Zooms Out of the IPO Gate
Dan O'Shea, Managing Editor, 10/17/2014
Like Us on Facebook
Twitter Feed