Skip to main content

Cable MSO Opportunity in Enterprise Market

Light Reading reports that instead of waging a costly war with the telcos over video subscribers, cable companies should go on the offensive in the $100 billion U.S. enterprise market. So says a new report titled "Cable vs. Telcos: The Battle for the Enterprise Market."

Heavy Reading analysts conducted surveys with 112 people responsible for purchasing telecom services for U.S. enterprises. The results showed that many U.S. businesses, especially small- and medium-sized ones, are comfortable with the idea of buying their telecom services from the cable guys.

The telcos have traditionally won the lion's share of the enterprise business in the U.S. while the MSOs have failed to make meaningful inroads, says Sterling Perrin, the Heavy Reading analyst who penned the report. Cox Communications Inc. , for example, is regarded as the most aggressive MSO in the space yet makes only 6 percent of its revenue there.

Heavy Reading's research shows that the cable guys are too preoccupied with rolling out consumer VOIP and defending their customer bases against telco IPTV to make a serious run at the enterprise market.

Popular posts from this blog

Why AI Budgets Miss a $9.2 Billion Storage Problem

The worldwide external enterprise storage systems market reached a key point in the first quarter of 2026, and the implications for organizations running Applied-AI initiatives are impossible to ignore. IDC's latest market study reveals that systems grew 22.7 percent year-over-year to $9.2 billion, a dramatic acceleration from the 3.9 percent full-year 2025 growth rate. For enterprise leaders who have spent the past two years prioritizing GPU clusters and server infrastructure while treating storage as a secondary consideration, this data should serve as actionable guidance. The storage bottleneck in AI deployment is no longer theoretical, and the market dynamics now unfolding will directly shape the cost, timeline, and architectural viability of AI programs through at least 2027. Storage Systems Market Development The first quarter of 2026 produced several milestones that demand the attention of any organization with active or planned AI infrastructure investments. All Flash Array...