20-years after the Telecom Act of 1996, cable and wireline
telecom providers seem to be retreating from their enthusiastic entries into
each other’s markets. Verizon’s FiOS is
available in highly-populated areas in just 9-states. AT&T U-Verse is in 21 states, but with
its 2015 purchase of the satellite-provider, DirecTV, it seems to be pivoting
away from a commitment to wireline technology. (See #s below). Meanwhile, cable providers’ ability to
sign-up telecommunications subscribers (even in bundles) lags behind its other
offerings.
But, by providing consumers with a choice of alternative
access technologies, wireline vs. mobile, cable and telecom firms may compete
more effectively in broadband in significantly more markets than they ever did
before.
|
Pay-TV
|
1Q2014
|
1Q2015
|
1Q2016
|
2015-2014
|
2015-2016
|
|
Cable
|
50,418,063
|
49,220,333
|
49,113,576
|
(1,197,730)
|
(106,757)
|
|
Satellite
|
34,362,000
|
34,256,000
|
33,986,000
|
(106,000)
|
(270,000)
|
|
Verizon FiOS
|
5,319,000
|
5,739,000
|
5,863,000
|
420,000
|
124,000
|
|
AT&T U-verse
|
5,661,000
|
5,993,000
|
5,260,000
|
332,000
|
(733,000)
|
|
TOTAL
|
95,760,063
|
95,208,333
|
94,222,576
|
(551,730)
|
(985,757)
|
|
Broadband
|
1Q2014
|
1Q2015
|
1Q2016
|
2015-2014
|
2015-2016
|
|
Cable
|
50,310,968
|
52,963,179
|
56,334,724
|
2,652,211
|
3,371,545
|
|
Verizon FiOS
|
9,031,000
|
9,246,000
|
9,218,000
|
215,000
|
(28,000)
|
|
AT&T U-verse
|
16,503,000
|
16,097,000
|
15,764,000
|
(406,000)
|
(333,000)
|
|
Other Telco
|
9,701,938
|
10,199,978
|
10,220,323
|
498,040
|
20,345
|
|
TOTAL
|
85,546,906
|
88,506,157
|
91,537,047
|
2,959,251
|
3,030,890
|
|
Source: Leichtman Research Group
|
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