Most equity analysts following U.S. home broadband expect cable TV operator market share to continue dipping as telcos and other independent internet service providers ramp up investments in fiber to home and 5G fixed wireless.
The amount of fiber to home investment also will be propelled by private equity and institutional investor interests who are buying access network assets with an eye to upgrading copper access networks to optical fiber.
source: NextTV, Lightshed Partners
For most of the past two decades cable operators have steadily gained market share and installed base, often getting 80 percent to 100 percent of net home broadband account additions in any given year.
But that has largely been possible because hybrid fiber coax networks have trounced telco digital subscriber line networks in terms of performance. That changes as DSL is replaced by fixed wireless and FTTH.
So we can be sure that mobile accounts will eventually replace home broadband as the cable operator revenue growth driver.
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