U.S. cable TV companies now are grabbing all the high speed access net gains, data from Leichtman Research Group suggests.
The 17 largest cable and telephone Internet service providers acquired more than 3.1 million net subscribers in 2015. But cable TV firms gained 3.3 million accounts in 2015, some 106 percent of all additions.
The reason is that the largest telephone companies lost about 185,00 accounts in the year. For those of you interested in inflection points, that loss markets the first year that the telcos ever have lost high speed access accounts.
There is a caveat. AT&T and Verizon are gaining fiber-access accounts, adding 1,481,000 U-verse and FiOS subscribers in 2015.
But telcos have another problem: they are losing all-copper digital subscriber line accounts. In 2015, AT&T and Verizon lost 1,708,000 DSL subscribers.
That performance, one might note, points out a problem for telcos upgrading their networks. Quite often, next generation services and products essentially cannibalize existing products, with no significant net gain in revenue.
The top cable companies had gained 89 percent of all new accounts in 2014, and 82 percent of all new accounts in 2013.
Subscribers at End
Net Adds in
Time Warner Cable
Other Major Private Cable Companies*
Total Top Cable
Total Top Telephone Companies