Skip to main content

U.S. Broadband Market Assessment

Red Herring reports -- While the number of subscribers signing up for DSL broadband services in the United States continues to outpace the number of new subscribers for cable broadband services, cable operators continue to hold a shrinking but significant lead over the hard-charging telecommunications carriers.

Leichtman Research Group, a research firm based in Durham, New Hampshire, issued a report on that said the 20 largest broadband providers in the United States acquired a record 2.6 million net additional subscribers in the third quarter of 2005. The top DSL providers added 1.42 million subscribers, representing 54 percent of the net broadband additions for the quarter, while cable providers added 1.2 million subscribers.

With the 1.42 million new subscribers, DSL providers set a new all-time record, according to Leichtman. The total number of new subscribers for DSL service in the corresponding quarter in 2004 was 379,000 fewer. Cable�s 1.2 million new subscribers were about 80,000 less than the record set by cable providers in the third quarter of 2004.

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...