Reviews:
 ·Comcast
| reply to WhatNow
FIOS' take rate is low where Comcast is the target because Comcast has done exactly what Brian Roberts said they would NOT do - compete on price.
Comcast has run offer after offer since FIOS rolled into town, and not just for new customers, either. (VZ has been offering TV over FIOS, which competes head-up with XFinity TV for the past year, and FIOS Internet, which competes with CHSI, for the past two years.) In fact, it is FIOS TV that is XFinity's big target (though they certainly don't mind damaging FIOS Internet and even VZ's core phone business with the shrapnel). Comcast has cleaned up their equipment and pricing model (it now pretty much mirrors that of FIOS on the TV side, and is largely cheaper on the Internet side), they have maintained their lead in VOD (and now offer most of the VOD online also) and managed to not screw up their billing system (contrasting that to VZ's own woes in that area). Instead of George Jetson's boss Mr. Spacely, VZ CEO Seidenberg ran into Cosmo Cogswell (of Coswell's Cosmic Cogs fame) who declared *business* right back. Apparently, some VZ investors were hoping for a *short victorious war*; instead, they got one that has been neither short or even remotely close to victorious. |
lpress
join:2003-06-10
Los Angeles, CA | reply to WhatNow
said by WhatNow:I was surprised that the take rate where customers can get it was around 30 to 35%. Sweden, the Netherlands, and others have discovered that open networks can lead to competitive prices, high take rates and increased revenue for incumbents -- a lower-percentage piece of a larger pie. See, for example, this Swedish report:
»cis471.blogspot.com/2009/12/swed···and.html.
For more on take rate in open networks, see the presentations by Benoit Felten of the Yankee Group, linked to here: »cis471.blogspot.com/search?q=felten |
