Drops 129,000 customers while cable continues slow growth. It's the same story it's been for several years. Growth is slow, running about 3%/year while household formation is about 1%. 5-10% use wireless data only. The wireless only fraction is increasing, especially among young latinos and blacks. The trend isn't strong enough to reduce wired subscribers, to my surprise.
AT&T and Verizon are abandoning landlines to ~30,000,000 homes in favor of wireless. Most of these homes haven't been seriously upgraded in 10 years. AT&T lost 129,000 subs while comparably sized Time Warner Cable added 246,000. Verizon had a net gain of 2,000, with a rise in FiOS and a drop outside FiOS territory.
DSL does amazingly well against cable so long as it's been upgraded in the last decade. In Canada, England and the ~AT&T U-Verse, fiber/DSL holds its own and sometimes wins.
Time Warner, Charter and Frontier did somewhat better than average. Cablevision, Century-Qwest and Windstream did poorly. The data is from Bruce Leichtman, who has been accurate in the past.
|Broadband Internet||Subscribers at End
of 3Q 2015
|Net Adds in
|Time Warner Cable||13,016,000||246,000|
|Other Major Private Cable Companies**||6,675,000||35,000|
|Total Top Cable||54,262,565||787,629|
|Total Top Telephone Companies||35,246,382||(143,338)|
Sources: The Companies and Leichtman Research Group, Inc.