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AT&T Now Has 10 Million U-Verse Subscribers
by Karl Bode 09:20AM Monday Nov 18 2013
AT&T has announced that the company's U-Verse service now has 10 million subscribers, with 60% of all AT&T broadband customers now on U-Verse. AT&T credits the strong growth to AT&T’s "Project Velocity IP," a U-Verse expansion effort that has AT&T filling in U-Verse deployments in areas previously blocked by various reasons (like in San Francisco, where the city fought against ugly VRAD cabinet placement). In the announcement AT&T reiterated plans to offer 75 and 100 Mbps speed tiers sometime down the road.
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silbaco
Premium
join:2009-08-03
USA

At&t

They worded it pretty badly, but I think they meant U-Verse now accounts for 60% of At&t's total broadband subscribers.

SlowFITL

join:2012-02-01
Mobile, AL
Reviews:
·AT&T Southeast

Re: At&t

said by silbaco:

They worded it pretty badly, but I think they meant U-Verse now accounts for 60% of At&t's total broadband subscribers.

That's exactly what they meant. Cable technology will end up winning out against U-Verse in the end.
BiggA
Premium
join:2005-11-23
EARTH

Re: At&t

Eventually AT&T will be forced to do it all over again with FTTH in order to compete with cable.

Karl Bode
News Guy
join:2000-03-02
kudos:44

Re: At&t

With AT&T, that's a twenty year plan though. Without competitive pressure in so many markets they can leave millions of users on DSL or slower U-Verse for a decade and never seriously feel the repercussions.
BiggA
Premium
join:2005-11-23
EARTH

Re: At&t

Competitive? How about cable? Cable is kicking their ass.
tmc8080

join:2004-04-24
Brooklyn, NY
Reviews:
·Optimum Online
·ooma
·Verizon FiOS
All the more incentive for a Google to swoop in and grab the best of the left behind. AT&T was not happy about getting sandbagged in Austin, TX. Eventually, there will be other cities that stab AT&T & CenturyTel in the back with an overnight decision to evaporate Telco/Cableco incumbency duopoly status.
BiggA
Premium
join:2005-11-23
EARTH

Re: At&t

The problem is the cost of last-mile connectivity in low-density rural areas...
tmc8080

join:2004-04-24
Brooklyn, NY
Reviews:
·Optimum Online
·ooma
·Verizon FiOS
Baby steps. First they need to deploy a fiber network into the communities they serve (to the VRAD). Verizon did this throughout the 90s and early 2000s. 20 years later AT&T is playing catch-up at a snail's pace. Albeit they have 6x the geography to cover and are ghetto/trailer trash poor about putting up the money to do it.
BiggA
Premium
join:2005-11-23
EARTH

Re: At&t

Verizon never did FTTN. They were always ADSL, and went directly to FIOS.

Karl Bode
News Guy
join:2000-03-02
kudos:44

1 edit
Thanks, yeah the wording was strange. Possibly intentionally. Fixed it. I did remember a stat a year or so ago suggesting that AT&T at one point laid claim to some 55% of all broadband subscribers (so I thought they were working off of that), though I believe Comcast has eroded that total.

notnaiveyah

@sbcglobal.net
Actually, what it really means is that AT&T now just has a lot more subscribers that the government can freely spy upon and that is no JOKE!

whamel
billhamel .net
Premium
join:2002-05-09
Hinsdale, IL
kudos:10
Reviews:
·Verizon Broadban..
·AT&T U-Verse
·Comcast

I have signed up 6 people in my neighboorhood alone...

I have been using AT&T's referral program located here:
»referrals.att.com/home/publicHom ··· cHome.pg

I have signed up 6 people in the last 2 months, where I get a $25 credit and so does the person signing up for service.
I know 4 have been installed with the other 2 awaiting installation.
Those 4 love the service thus far, especially the 2 year promo pricing they get as well. I think it's worth it. AT&T U-Verse in my area is excellent, b/c the plant and other wiring is new(er) and people have had zero problems thus far because of this.
--
Hinsdale, IL - »www.billhamel.net

brookeKrige

join:2012-11-05
San Jose, CA
kudos:3

Do total wireline broadband subs (uverse+DSL) show net growth?

Growing uverse internet subs; while shrinking DSL.

What's their trend for total wireline broadband subs (uverse internet + DSL), is total still a net growth?
MyDogHsFleas
Premium
join:2007-08-15
Austin, TX
kudos:5

Told ya: AT&T U-verse telco broadband strategy vs. Verizon FIOS

A few years ago, EVERYONE in this forum was saying AT&T's U-verse strategy of starting from their copper base and moving up was a terrible strategic choice vs. Verizon FIOS' all-in-on-fiber strategy. I was the only one saying, wait a minute, maybe they have the right strategy.

I'm here to say, told you so. According to latest reports, FIOS has less than 60% of the subs that U-verse has. And FIOS is flat, no more expansion, while U-verse continues to grow.

AT&T's strategy of starting with what they had, producing a "good enough" service that was not capital-intensive, then growing that service's speed and reach, ended up winning. And they clearly have more room to go, squeezing out 75 and 100 Mb/sec service over copper, and having all but the "last loop" firmly entrenched for the eventual build-out of FTTH/FTTC solutions. By contrast, FIOS shot their wad on expensive fiber deployments and found that model unsustainable.

So, now, I see everyone forgetting that their previous predictions were wrong, and next up is Cable DOCSIS x.x as the new telco knockout contender. Well, maybe, but don't count AT&T out of the race like you did last time. They are already planning rollout of gigabit fiber here in Austin.
Zoder

join:2002-04-16
Miami, FL

1 edit

Re: Told ya: AT&T U-verse telco broadband strategy vs. Verizon FIOS

How many of those millions are rebranded DSL customers though? Hasn't AT&T told many dsl customers theur product would now be called uverse or had forced migration to the uverse brand? I would not count anything less than 12 mbps in the total if we wanted a true picture of uverse's growth.

One more thing is that Verizon changed CEOs. Ivan would have likely continued the rollout of FIOS as it was his brainchild. The new CEO had different priorities.
BiggA
Premium
join:2005-11-23
EARTH

Re: Told ya: AT&T U-verse telco broadband strategy vs. Verizon FIOS

Yeah, that's what I was thinking too. Some are probably ADSL2+ subs with new DSLAMs. If Verizon had continued FIOS expansions, they'd be way ahead. Whoever has more bandwidth in the end will win, and cable has a LOT more bandwidth than AT&T's pathetic U-Verse.
MyDogHsFleas
Premium
join:2007-08-15
Austin, TX
kudos:5

1 recommendation

Re: Told ya: AT&T U-verse telco broadband strategy vs. Verizon FIOS

Woulda, coulda, shoulda. Verizon ran out of capital and corporate will to keep on their fiber-only expansion, and you could have seen it coming. Good enough and cheap enough usually wins.

I personally am happy that cable is exploiting their coax plant to deliver very high speed wired broadband to homes. I'm personally a customer of TWC 50/5 service, not AT&T's 24/3 U-verse that isn't always 24/3 if you have multiple HD video streams running over their TV service (been there, done that), and I'm eagerly waiting to see who delivers the next speed bump and I'll jump on that.

But for the market as a whole, U-verse is good enough and cheap enough. And the numbers show it.
BiggA
Premium
join:2005-11-23
EARTH

Re: Told ya: AT&T U-verse telco broadband strategy vs. Verizon FIOS

Verizon running out of capital? HAHAHA. Verizon makes a crapload of money. They could afford to go 100% FIOS tomorrow if they wanted to. The limiting factor is literally how fast Corning can supply them with glass fiber.

It's different than mobile, as you don't have coverage and other factors involved, it's really just how good the services themselves are.

Pretty much everyone I've talked to, even people who don't know much about tech know that FIOS is the best thing ever, and that U-Verse sucks.
MyDogHsFleas
Premium
join:2007-08-15
Austin, TX
kudos:5

Re: Told ya: AT&T U-verse telco broadband strategy vs. Verizon FIOS

"Verizon running out of capital? HAHAHA. Verizon makes a crapload of money. They could afford to go 100% FIOS tomorrow if they wanted to."

I meant this in the context of FIOS, not Verizon as a whole. For the FIOS project, the capex required to expand was providing much smaller returns to Verizon than if they invested that capex elsewhere (e.g. wireless). Therefore they made a business decision to stop FIOS expansion. I obviously did not mean that Verizon as a corporation was running out of money.

And my point is, thinking people (like me) saw this coming a mile away.

"The limiting factor is literally how fast Corning can supply them with glass fiber."

ummm, WHAT? There is no shortage of optical fiber media from Corning. And even if there were, that's not why Verizon stopped expansion.

"Pretty much everyone I've talked to, even people who don't know much about tech know that FIOS is the best thing ever, and that U-Verse sucks."

That epitomizes my point. "I think U-verse sucks, so does everyone I've talked to, therefore it's going to fail in the market." Um, no. That's not how it works. You have to actually do some thoughtful market analysis. You have to set aside your own biases and realize you do not represent the target market.

Will the sweet spot of the target market move upwards? Sure it will, and probably pretty fast. Who is better positioned to move upwards in speed across their current footprint, and to expand into new footprints? Verizon, who has literally stopped FIOS expansion because they didn't get decent ROI from it, but has the fiber-to-the-home technology? Or, U-verse, who is actively expanding on their copper base, has already increased speeds almost 3x since their initial rollout and is about to do another 2x increase on top of that using pair bonding, and who is positioned to move from FTTN to FTTH by selectively laying the "last 2000 feet" of fiber from their nodes to the homes? The "selectively" part of that is important. They can pick and choose which brownfield copper deployments get upgraded to fiber, as opposed to FIOS which is fiber-only.

U-verse has left FIOS in its rear-view mirror and is now free to concentrate on cable and emerging fiber as its next challenges. And I called it. Admit it, I'm right.
BiggA
Premium
join:2005-11-23
EARTH

Re: Told ya: AT&T U-verse telco broadband strategy vs. Verizon FIOS

The problem is that the investors are too childish to think more than a quarter or two ahead. Fiber is a great investment, but it's a 30 year investment, not a year investment. They easily could have afforded to do a 100% FIOS build out, contingent on Corning making enough fiber, and done the upgrades that they didn't do on their wireless network by increasing site density so that they wouldn't be in the clogged Band 13 mess that they're in now.

So AT&T grabs a bunch of subs, and they leave for cable in a year or two because AT&T's horrible kludge of a POS system can't deliver them the upgrades they want. Average joe doesn't know a VRAD from DOCSIS, but does know when his service is slow, can't be upgraded, and it doesn't look very good on his new 80" TV from Costco.

The IP platform is a good idea, to be forward thinking, but the fiber HAS to go to the house in order to be successful in the long run, as they need the 1gbps speeds in order to deliver a compelling service. If they had done that, coupled with IPTV, they could have been far more successful, and not only offered the fastest, highest quality service, but also have by far the most channels, since with IPTV, there's not really any limit to the number of channels you can carry...
Zoder

join:2002-04-16
Miami, FL
I still say AT&T is hiding something with the migration accounting tricks. Verizon can't do the same trick with their DSL customers.

I find it interesting that their TV subscriber numbers are nearly identical to Verizon, within 100,000 of eachother. Yet internet only Uverse is millions higher than FiOS.
BiggA
Premium
join:2005-11-23
EARTH

Re: Told ya: AT&T U-verse telco broadband strategy vs. Verizon FIOS

They cover more areas than Verizon with U-Verse, and the TV portion sucks, so a lot of satellite subs are running internet-only on U-Verse. Also, Verizon gouges you for internet if you don't have TV, whereas AT&T doesn't.
Secyurityet
Premium
join:2012-01-07
untied state
"Good enough" is pretty optimistic.

I've had FiOS. I know what it's like.
MyDogHsFleas
Premium
join:2007-08-15
Austin, TX
kudos:5

1 recommendation

Re: Told ya: AT&T U-verse telco broadband strategy vs. Verizon FIOS

The point is not whether it's good enough for you. The point is whether it's good enough to win in the market. Look, I personally use cable for Internet because it's cheaper/faster/better than U-verse, although if AT&T comes through with gigabit fiber to my house I'd certainly jump on that. But I know what I am, a high-end tech guy who needs the speed. That doesn't mean the market as a whole needs and is willing to pay for that. If I were in a FIOS area I'd probably be using it too.

You can't extrapolate yourself and people like you and me, a small part of the market, to the whole market. I'm just here to say i was right when I said AT&T would end up beating Verizon in the telco wired broadband space, and you all were wrong when you said AT&T was stupid for not going fiber-only like FIOS did. Sometimes the tortoise beats the hare. And I called it.

BTW a similar thing applies to the high-speed wireless cellular market. Verizon went all-LTE and neglected upgrading their base 4G capability. AT&T went for upgrades of 4G and a less aggressive rollout of LTE. Result -- AT&T is now set for reasonably high speed in most areas and full out LTE that's a bit faster than Verizon, with fallback to pretty good speed 4G. Verizon by contrast is now getting slammed because when their LTE is overloaded they fall back to a much lower speed.
steevo22

join:2002-10-17
Fullerton, CA
Reviews:
·Time Warner Cable
·AT&T DSL Service

Yeah, right.

Yeah, right.

Including me, with a line that though it's called Uverse will not even make 3 MBPS downloads.

I'm sure people like me are included in those totals even though i got nothing from ATT. And I've been complaining to them for two years.
BiggA
Premium
join:2005-11-23
EARTH

Why haven't they finished?

I know of several locations where they put crossboxes in and haven't ever put VRADs in place. Why not finish rolling out? Not that I particularly care, since U-Verse sucks, but it's just weird.
user4572
Premium
join:2009-05-05
Cleveland, OH

AT&T Now Has 10 Million U-Verse Subscribers.. but..

What they don't say is how many of them were forced to use this crappy service.

I know a few people in my area who were completely happy with what they had for service. Not to mention that is what they could afford!
Big ol AT&T barges in and says here is your new service, too bad, use this now and oh yeah here's your new bill for almost twice as much! Yeah, we know we took away your working internet and forced you to a new service that doesn't work but we will send techs out 6-8 time to figure out what we screwed up in your house when we installed our great new service. BTW pay your bill or we will disrupt the service that you can't use.

One friend had 6mb DSL with no issues for a very long time. Along comes Crap-Verse and now he can only get 768k! AT&T is giving the usual run around with no solution so far. Needless to say he is just a little pissed off.
I am in the same boat. I have 3mb DSL. According to AT&T I can get Crap-Verse at 768k no faster, but twice as much. Really?! You think I want to switch?

These dumbasses are so far removed from what some people want and can afford it's not even funny. Some people don't need/want or can afford smart phones or high speed internet but they are getting forced to do so.
CJ777

join:2004-10-05
Los Angeles, CA
Reviews:
·Time Warner Cable

Finish your damn Los Angeles build out!

There are many neighborhoods in LA where AT&T stopped building out U Verse. You can see many coils of fiber optic cables on the poles that have been dangling for years. It's been verified it does belong to them. And a lot of these unfinished build outs are in areas where people did not protest the VRADS. This is so freaking stupid...