It's tough to maintain meaningful metrics in the communications business, in large part because the essential business inputs change over time.
Telephone company "access lines" and "basic cable subscriptions," once useful metric s, no longer adequately capture business performance. So we have the substitute "revenue generating unit."
Something along the same lines now will happen in the broadband access area, where counting "lines" once made sense, but increasingly will not capture business performance.
For starters, "average" speeds and "prices" will not be so useful as higher speeds become commonplace, rendering "average" price less meaningful than perhaps "average price per Mbps of service." Also, as wireless broadband becomes more prevalent, we routinely will begin to exceed 100-percent broadband penetration per household, in at least most households.
Tuesday, December 23, 2008
Broadband: Where We're Going
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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