Comcast Cable reported revenue of $5.1 billion for Q1, representing a $453 million or 9.7% increase from the $4.7 billion in the first quarter of 2004. Comcast High-Speed Internet service revenue increased 32.5% to $925 million. Video revenue increased $178 million or 5.6% to $3.4 billion in Q1. Comcast added 414,000 cable modem customers in Q1 giving it a total of 7.4 million subscribers, representing a penetration rate of 18.3% of available homes. Average monthly revenue per subscriber was $42.81 in the first quarter of 2005, a slight increase from the first quarter of 2004. Comcast Cable added 200,000 new digital customers, giving it a total of 8.8 million subscribers. Digital cable penetration reached 41.1% of basic subscribers. Comcast has deployed a combined 1.6 million set-top boxes with DVR and/or HDTV programming capability, an increase of more than 1 million in the past year. More than 428,000 or 25% of these advanced set-top boxes were deployed in Q1, generating an incremental $5 to $10 of monthly revenue per box. CAPEX increased 8.5% to $883 million from the same period last year.
The global semiconductor industry is experiencing a historic acceleration driven by surging investment in artificial intelligence (AI) infrastructure and computing power. According to the latest IDC worldwide market study, 2025 marks a defining year in which AI's pervasive impact reconfigures industry economics and propels record growth across the compute segment of the semiconductor market. Semiconductor Market Development IDC’s latest data reveals an insightful projection: The compute segment of the semiconductor market is on track to grow 36 percent in 2025, reaching $349 billion. This segment, which encompasses logic chips powering CPUs, GPUs, and AI accelerators, will sustain a robust 12 percent compound annual growth rate (CAGR) through 2030. These numbers underscore not only current momentum but a structural shift driven by large-scale adoption of AI workloads spanning cloud, edge, and on-premises deployment models. The scale of investment is unprecedented. As organizations ...