Light Reading

Cable Pads US Broadband Lead

Alan Breznick
3/24/2014
50%
50%

While their dominance of the US pay TV market is steadily slipping, cable operators are still boosting their command of the potentially more important US broadband market. (See Look Out Below: Pay-TV Posts First Yearly Sub Drop.)

The top 10 US MSOs signed up nearly 2.2 million broadband subscribers last year, according to the latest tally by Leichtman Research Group Inc. (LRG) . While that represents about an 11% drop from the more than 2.4 million high-speed data subscribers that they added in 2012, the total is still more than enough to widen cable's market share lead over the telcos, which have been lagging well behind cable's broadband growth pace for years.

Led by Verizon Communications Inc. (NYSE: VZ) and CenturyLink Inc. (NYSE: CTL), the seven leading US phone companies did perform better on the broadband front than they did in 2012, when heavy DSL subscriber losses by Verizon and AT&T weighed on their results. LRG reports that the seven top telcos netted 477,000 high-speed data customers last year, up substantially from 323,000 in 2012.

The top cable operators finished 2013 with 49.3 million high-speed subscribers, earning them a collective 58.5% share of the cable-telco broadband market. The telcos closed up the year with slightly more than 35 million customers, giving them a collective 42.4% share. The margin between the two industries' market shares has been steadily widening for years as cable operators have rolled out faster and faster download speeds over their DOCSIS 3.0 networks while the telcos have sought to keep up with new fiber builds and extensions.

Befitting its status as the largest broadband provider in the nation, Comcast Corp. (Nasdaq: CMCSA, CMCSK) easily led the way again in 2013, picking up nearly 1.3 million high-speed data subscribers, up more than 70,000 from its 2012 haul. In fact, Comcast, which now has almost 20.7 million broadband customers, accounted for nearly half of the total market gains last year.

In a change from previous years, Charter Communications Inc. signed up the second biggest chunk of broadband subscribers in 2013, beating out No. 2 MSO Time Warner Cable Inc. (NYSE: TWC) and the two biggest telcos. Charter, the fourth biggest US MSO, added 371,000 high-speed data customers in 2013, up about 48,000 from its 2012 gains, as it continued to sign up high-speed data customers in bunches. It closed the year with more than 4.6 million broadband subs, still well behind the four biggest broadband players -- Comcast, AT&T Inc. (NYSE: T), TWC, and Verizon.

Verizon enlisted the third most high-speed data subscribers for the year, as aggressive expansion of its FiOS Internet service outstripped ongoing DSL losses. The second biggest US telco netted 220,000 broadband subscribers for the year, up nearly 100,000 from its customer gains in 2012, to boost its total over the 9 million mark.

TW Cable slumped badly in 2013, adding 217,000 high-speed data subscribers, less than half of its 2012 total. CenturyLink rounded out the year's top five performers, picking up 140,000 broadband customers, down about 50,000 from the year before.

While it's still easily the second largest broadband provider in the US, AT&T suffered through another subpar year. The nation's largest telco added a mere 35,000 broadband subs as its strong U-verse Internet service gains barely more than offset its heavy DSL losses. But AT&T did at least reverse its loss of 37,000 high-speed data customers in 2012.

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

(2)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View
Phil_Britt
50%
50%
Phil_Britt,
User Rank: Light Sabre
3/24/2014 | 10:05:49 AM
The Cable Advantage
I'm certainly not in love with cable as bills keep increasing, but still find it the best broadband option. As long as cable keeps its broadband out in front of competitors, it will be preferred by many despite the recent trend of lost subscribers.
KBode
50%
50%
KBode,
User Rank: Light Sabre
3/24/2014 | 9:25:39 AM
Just wait...
Just wait until Verizon and AT&T are given the regulatory green light to begin severing all of those DSL lines they don't want to operate or upgrade. Cable's going to have an excellent decade with less competition than ever before across vast swaths of the United States. And they were already eating DSL's lunch in many of these markets.
Flash Poll
From The Founder
Networks of the future will rely on "white box" switches and servers rather than proprietary hardware and that's going to alter the shape of the communications industry. Who says so? John Chambers.
LRTV Huawei Video Resource Center
eLTE Rapid Meets the Need for Speed

3|26|15   |   4:45   |   (0) comments


Designed especially for emergency and dedicated ad hoc local mobile communications coverage, Huawei's eLTE Rapid solution can deliver trunked voice, video and data coverage for multiple users over a 6km range and be set up in just 15 minutes, explains Huawei's Norman Frisch.
LRTV Huawei Video Resource Center
On Videos: Challenges & Opportunities

3|26|15   |   5:56   |   (0) comments


Most everything is now connected. And along with 4K and 4G technologies, everyone could be creating and broadcasting video contents. Users are expecting better video experience with any screen, anywhere and anytime. Operators will meet new challenges, but also see some big opportunities.
LRTV Custom TV
JDSU: Delivering Dynamic Networks for a Personalized Experience

3|26|15   |   5:59   |   (0) comments


Light Reading speaks to JDSU at Mobile World Congress 2015 about new solutions in the areas of HetNets, VoLTE, backhaul, virtualization, big data analytics, and real-time intelligence.
LRTV Custom TV
Smarter Service Chaining & New Ways to Benefit From Qosmos Technology

3|25|15   |   03:11   |   (0) comments


David Le Goff, director of strategic and product marketing at Qosmos, explains how the company has added application awareness to subscriber information to make service chaining more efficient and reduce costs for networking and infrastructure. In addition, Qosmos technology, which has been delivered as C libraries, is now also available as a virtual machine, ...
Between the CEOs
Qosmos CEO: The Changing Face of DPI

3|24|15   |   13:53   |   (0) comments


LR CEO and Founder Steve Saunders sits down with the head of Qosmos to talk about the changing state of the art in deep packet inspection technology, including its role in SDN and NFV architectures. Also, how the comms market is becoming more like the automotive industry.
LRTV Huawei Video Resource Center
FC Schalke Scores With Its Agile Stadium

3|24|15   |   6:23   |   (0) comments


Top German soccer club FC Schalke 04 has deployed a new, agile WiFi network from Huawei in its Veltins-Arena stadium and is reaping the benefits in terms of customer satisfaction and business opportunities, explains marketing chief Alexander Jobst.
LRTV Huawei Video Resource Center
Huawei’s Insights on Mobile Video

3|24|15   |   7:51   |   (0) comments


More people than ever are now watching videos on smartphones. Seventy percent of mobile traffic will be video traffic until 2018. In this video, Huawei's exports give their insights on mobile video in terms of business model, network planning and 4G network construction.
LRTV Documentaries
The Rise of Industry 4.0

3|24|15   |   02:26   |   (8) comments


Are you ready for the fourth industrial revolution? It's a big deal for influential operators such as Deutsche Telekom.
LRTV Huawei Video Resource Center
Getting Connected With eLTE

3|23|15   |   06:04   |   (0) comments


Trunked radio communications have entered the 4G LTE world, and with Huawei's eLTE solution, can now deliver a full range of data and video services as well as push-to-talk voice, explains Huawei's Norman Frisch.
LRTV Huawei Video Resource Center
Funkwerk’s on Track With Huawei

3|19|15   |   3:23   |   (0) comments


GSM-R technology specialist Funkwerk and Huawei have forged a partnership that is benefiting both parties, notes Funkwerk's Gottfried Winter.
LRTV Documentaries
How EANTC Tested Cisco's Virtualization Solutions

3|18|15   |   5:49   |   (0) comments


Carsten Rossenhövel, managing director of independent test lab EANTC, tells Light Reading founder and CEO Steve Saunders about the innovative approach his team had to take when validating Cisco's service provider virtualization and cloud solutions.
LRTV Huawei Video Resource Center
Converged Communications: Working Simply & Smartly

3|17|15   |   03.24   |   (0) comments


Edwin Diender, CTO of Huawei's Enterprise Switch & Communications division, outlines the four main pillars of Huawei's unified communications portfolio and explains how the addition of 4K video capabilities has helped Huawei develop a groundbreaking videoconferencing solution.
Upcoming Live Events
April 14, 2015, The Westin Times Square, New York City, NY
May 5, 2015, Hyatt McCormick Place, Chicago, IL
May 6, 2015, Georgia World Congress, Atlanta, GA
May 12, 2015, Grand Hyatt, Denver, CO
May 13-14, 2015, The Westin Peachtree, Atlanta, GA
June 8, 2015, Chicago, IL
June 9-10, 2015, Chicago, IL
June 9, 2015, Chicago, IL
June 10, 2015, Chicago, IL
All Upcoming Live Events
Infographics
Hot Topics
Women in Tech Coming Into Focus
Sarah Thomas, Editorial Operations Director, 3/20/2015
Will Open Source Groups Keep Windows Open?
Carol Wilson, Editor-at-large, 3/20/2015
Google Hires Wall Street's Most Influential Woman as CFO
Dan Jones, Mobile Editor, 3/24/2015
The Rise of Industry 4.0
Ray Le Maistre, Editor-in-chief, 3/24/2015
Net Neutrality Suits: Only The Beginning?
Alan Breznick, Cable/Video Practice Leader, 3/24/2015
Like Us on Facebook
Twitter Feed
Webinar Archive
BETWEEN THE CEOs - Executive Interviews
LR CEO and Founder Steve Saunders sits down with the head of Qosmos to talk about the changing state of the art in deep packet inspection technology, including its role in SDN and NFV architectures.
Chattanooga’s EPB publicly owned utility comms company has become a poster child for how to enable a local economy using next-gen networking technology. Steve Saunders, Founder of Light Reading, sits down with Harold DePriest, president and CEO of EPB, to learn how EPB is bringing big time tech to small town America.
Cats with Phones
More Is More Click Here
T-Mobile's Buy One Get One Free deal was too much for Fluffy to pass up. He decided more was more.
Latest Comment