With broadband net additions apparently slowing, the issue is “why?” Is the Covid push over? Is the market therefore slowing? Are rivals beginning to take share? Comcast reported slower net account growth in the third quarter. But all major internet service providers (telcos and cable) saw slower net additions in the second quarter of 2021, compared to the second quarter of 2020.
That is the most-likely explanation: simple slowing of growth rates, industry wide. There still is not much evidence that telcos have actually begun to take back market share from the cable companies.
As telcos continue to deploy new fiber to home lines, many observers believe telcos are poised to gain share, though. If so, upstream capacity upgrades of cable hybrid fiber coax networks will be more important, as telcos will tout the superiority of their return path bandwidth.
Though telcos and cable operators have not yet massively embraced symmetrical bandwidth, that is the expected future.
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