Welcome to your weekly Gigabites. In this edition, Google Fiber flails in the TV market, gigabit providers extol the merits of taking video over the top, AT&T and Cox target individual housing developments and more.
According to new numbers published by the U.S. Copyright Office, Google Fiber had a total of 53,390 video subscribers at the end of 2015. As financial analyst Craig Moffett of MoffettNathanson points out, that makes Google Fiber's video operation roughly 1/15th the size of mid-tier cable operator Mediacom Communications Corp.
Google Fiber has already invested significant money in its network services rollout, and according to parent company Alphabet Inc. , spending will only go up in 2016. That raises two questions: Can Google Fiber become a legitimate national broadband competitor, and will video be a catalyst or a drag on its progress? (See Google Will Accelerate Fiber, Cloud in 2016 and Alphabet Is Serious About Google Fiber.)
The OTT services aren't directly tied to gigabit rollouts, but they do indicate the evolving nature of how operators now think about deploying broadband and video. As everything migrates to IP, the most important offerings to consumers are high-speed Internet access and multiscreen video delivery. (See AT&T Cuts the Cord, Reveals OTT Video Plans.)
— Mari Silbey, Senior Editor, Cable/Video, Light Reading