Of course, global statistics can obscure as much as they reveal. In the U.S. market, for example, neither AT&T nor Verizon competes on a national basis, and each is a relatively modest competitor.
Comcast alone has 22.4 million subs, while DirecTV has 19.8 million. Dish Network has 13.9 million subscribers and Time Warner Cable has 12 million.
AT&T has 3.6 million video subscribers, while Verizon Communications has about four million. Granted, Verizon ranks about seventh in size, while AT&T ranks eighth, but Comcast is about 5.5 times bigger than either AT&T or Verizon.
That is not to discount the importance of video services for telcos, either in terms of gross revenue or as a key component of the triple play that now is a service provider mainstay. But all fixed line services collectively are unable to drive overall growth at either AT&T or Verizon. That role exclusively is played by mobile services.
Telco Pay-TV Subscribers Approaching 100 Million
|3||Dish Network Corporation||13,945,000|
|4||Time Warner Cable, Inc.||12,109,000|
|5||Cox Communications, Inc.1||4,789,000|
|6||Charter Communications, Inc.||4,371,000|
|7||Verizon Communications, Inc.||3,979,000|
|9||Cablevision Systems Corporation||3,264,000|
|10||Bright House Networks LLC1||2,109,000|
|12||Mediacom Communications Corporation||1,100,000|
|13||Insight Communications Company, Inc.||670,000|
|15||WideOpenWest Networks, LLC1||432,000|
|17||Atlantic Broadband Group, LLC||258,000|
|19||Armstrong Cable Services||242,000|
|20||Service Electric Cable TV Incorporated1||217,000|
|23||Blue Ridge Communications1||171,000|