An examination of wireline video subscriber patterns in 34 Massachusetts cities and towns after the introduction of Verizon Inc.’s FiOS TV reveals three key findings, according to analysts at OneTrak, a firm loaded with cable TV trade journalists I used to work with.
FiOS tends to capture at least 10 percent penetration by taking cable customers (mostly Comcast in the study area). If there is an overbuilder in the market, the hit can be larger than that (RCN being the case in point). And as many as 40 percent of FiOS TV subscribers could well be coming from DBS.
In most markets there will not be an overbuilder with any significant market share, so FiOS gains should easily top 10 percent.
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