There are roughly 99 million fixed network internet access accounts active in the U.S. market. If fixed wireless manages to shift about 12 million accounts, that is a potential gain of 12 percent.
If 80 percent of that shift is from cable operators to telcos, implying a shift of 9.6 million accounts, that would mean a loss of 15 percent cable TV market share in internet access.
Where cable operators now have some 66.3 million total accounts, they would drop to about 57 million customers.
Where U.S. cable operators have 66 percent market share, they would wind up with 53 percent share. Telco market share would grow from 34 percent to 44 percent.
If virtually all the losses came from cable, and went to telcos, cable would have 56.7 million accounts, telcos who now count 33.5 million subscribers would grow to 43 million accounts, or about 46 percent.
That would reverse a nearly 20-year trend of cable operators taking market sharein internet access.
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