DirecTV and Verizon's FiOS (where it is available) are getting 58 percent of the customers as consumers in a February 2008 survey describe the choices they will make in buying new video service providers.
Keep in mind, these are customers who already have decided to make a change. And as the incumbent, a cable operator is going to be hit disproportionately by customers who want to make a change.
The survey also suggests about four percent of respondents are leaving another service provider for Comcast, for example.
Considering that DirecTV is operating as a "single play" for the most part, it is doing quite well, though some percentage of its new additions come from telephone company customers buying DirecTV as the "video" component of a virtual triple play or dual play.
Thursday, April 3, 2008
DirecTV, FiOS Taking Share
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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