Skip to main content

Bell Triple-Play No Match for Cable

As cable companies continue raising the speeds of their broadband offerings, they will maintain their dominance in that market for the foreseeable future and penetrate the voice market faster than Bell companies penetrate video, according to a report released by Convergence Consulting.

�Even with regional Bell operating companies raising residential broadband speeds due to network investments, we forecast cable will continue to add more residential broadband subs per annum than RBOC/telcos until the end of the decade, and retain dominant share into the next decade,� Convergence said.

Cable companies will hold 62 percent (or 26 million) of the nation�s residential broadband subscribers by the end of this year, while telcos will hold 37 percent (or 15.7 million), according to the consultancy. By the end of 2007, those numbers will shift to 59 percent (or 35 million subscribers) and 40 percent (or 24 million subscribers), respectively.

At the same time, cable companies will increase their share of the U.S. residential telephony market from about 5 percent (or about 5.5 million subscribers) at this year�s end to 12 percent (or 13.5 million subscribers) in 2007 and 21 percent (or 23 million subscribers) at the end of 2009, the consultancy said. Meanwhile, telcos� share of the TV market will reach 2 percent (or 1.8 million subscribers) by the end of 2007 and 5 percent (or 5.4 million subscribers) by the end of 2009.

Popular posts from this blog

AI Supercycle: Server Market Growth Surge

The worldwide server market has entered a new phase defined almost entirely by artificial intelligence (AI) infrastructure economics rather than traditional enterprise refresh cycles.   The latest market data shows robust growth and a structural shift in where value is created, who captures it, and which architectures are setting the pace for the next decade. IDC reports that worldwide server revenue reached a record $112.4 billion in the third quarter of 2025, representing a striking 61 percent year-over-year increase compared to the same quarter in 2024. For context, this means the market is adding tens of billions of dollars in incremental quarterly spend, driven overwhelmingly by AI and accelerated computing requirements.  IT Server Market Development Over the first three quarters of 2025, server revenue has already reached $314.2 billion, meaning the market has nearly doubled in size compared to 2024, underscoring how AI buildouts have compressed several years of exp...