Skip to main content

Comcast Leads ATT in New Broadband Subs

Comcast continues to lead the North American market in terms of overall broadband access subscriptions -- boasting a total of 12. 4 million at the end of the second quarter of 2007, according to the latest market study by Strategy Analytics.

Whereas AT&T and Comcast were on roughly the same level twelve months ago -- each with roughly 9 million subscriptions -- Comcast now leads, boasting a 3 million net new subscription increase compared to Q2 2006. This translates into a 32 percent year-over-year growth rate.

Collectively, the top three North American operators maintain a 45 percent market share. I believe that the market penetration consolidation is still more an indication of the apparent lack of meaningful competition within the region -- instead of superior service offerings.

The North American telco/cable duopoly is alive and well, with price-points maintained significantly above the leading global markets within the Asia-Pacific and European regions -- relative to the cost of bandwidth and associated value-added services.

"As expected, sequential quarterly growth decelerated for the top North American broadband service providers in Q2 2007," says Ben Piper, Director of the Strategy Analytics Broadband Network Strategies Service. "The slowdown for AT&T and Verizon can be attributed to their respective fiber rollouts -- we anticipate increased momentum in the coming quarters as these deployments go live."

"Cable continues to lead the U.S. broadband access market, commanding 54 percent of the total subscriptions," notes David Mercer, Vice President of the Strategy Analytics Digital Consumer Practice.

The Strategy Analytics interactive database summarizes quarterly subscriber growth trends for the 26 leading broadband service providers operating within the United States and Canada.

Popular posts from this blog

The $150B Race for AI Dominance

Two years after ChatGPT captured the world's imagination, there's a dichotomy in the enterprise artificial intelligence (AI) market. On one side, technology vendors are making unprecedented investments in AI infrastructure and new feature capabilities. On the other, there's measured adoption from customers who carefully weigh the AI costs and proven use case benefits. Artificial Intelligence Market Development The scale of new investment is significant. Cloud vendors alone were expected to invest over $150 billion in capital expenditures in 2024, with AI infrastructure being the primary driver. This massive bet on AI's future is reflected in the rapid growth of AI server revenue. Looking at just two major players - Dell Technologies and HPE - their combined AI server revenue surged from $1.2 billion in Q4 2023 to $4.4 billion in Q3 2024, highlighting the dramatic expansion. Yet despite these investments, the revenue returns remain relatively modest. The latest TBR resea...