U.S. telcos have about 31 percent share of the installed base of U.S. home broadband connections, while cable operators continue to hold about 69 percent share, according to Leichtman Research data.
Cable operators garnered about 92 percent of the net new additions in the first quarter of 2001, while telcos added about eight percent of the net new additions.
That is modestly good news for telcos. For most of the last 20 years telcos have seen modest, if any, market share gains and almost continual shrinkage of the installed base. In some years past cable operators have gained more than 100 percent market share, as telco subscriber counts were negative.
Over the past decade or so, cable has gained a bit more than 80 percent market share in every quarter, so one might argue that telco net additions have waned a bit, even if telcos have stopped losing market share every quarter in 2020.
While the turnabout does not necessarily mean telcos will challenge cable for the lead in installed base or market share, small gains are a vast improvement over installed base and share losses for two decades.
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