Unlike Canada, Holland and England, telcos falling behind. Overall growth continues at about 2%/year. Some of those without broadband are signing on. There's a surprisingly modest loss to "wireless only" broadband despite speeds of 5-15 megabits and going up. AT&T lost 136,000 broadband customers while Time Warner Cable added 189,000. Both AT&T and Verizon showed large gains where they've upgraded (U-Verse, FiOS) and large losses where they haven't.
Saul Hansell in NY Times got this one right: AT&T & Verizon and Verizon put much of their network into "harvest mode," back in 2004-5 with the intent of milking those lines and/or selling them.
About a third of their network has 10-15 year old ADSL at speeds of 3-15 megabits. Meanwhile, they've doubled the prices of the cheapest offerings ($15-20 has become $35-50) and increased the higher speed prices. Standard cable in the U.S. is now 50 meg down.
From Leichtman Research, which has proven reliable over the years.
|Broadband Internet||Subscribers at End
of 2Q 2015
|Net Adds in
|Time Warner Cable||12,770,000||189,000|
|Other Major Private Cable Companies*||6,640,000||45,000|
|Total Top Cable||53,474,936||511,757|
|Total Top Telephone Companies||35,391,500||(151,478)|