U-Verse, FiOS Paying DividendsTelco market share jumps as users flock to telcoTV... ( old news - 04:15PM Tuesday Apr 28 2009) tags: competition · business · cable · Verizon FIOS · AT&T U-VerseIndustry analyst Dave Burstein notes that phone companies may have captured upward of 55% of all net new broadband customers last quarter, a turnaround he credits to cheap DSL during a recession, but which is also thanks to FiOS ( 299,000 new customers) and U-Verse ( 284,000 new customers). While stock jocks like Craig Moffett have enjoyed criticizing infrastructure investment because it doesn't provide impatient investors with immediate returns, both U-Verse and FiOS are helping the telcos weather the recession, offset a decline in traditional DSL customers, and counter the cable triple play VoIP threat. A telco market share of 55% would be up from 46% in the first quarter of 2008. Comcast unveils their Q1 earnings on Thursday.
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- Cablevision: FiOS? What's FiOS?
- Pittsburgh, Verizon Haggling Over FiOS
- AT&T U-Verse Drops In Baton Rouge
- Verizon Won't 'Slavishly Satisfy' You With 100 Mbps FiOS
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doublea
join:2007-06-04
Petaluma, CA |  Glad to see ISP's are befitting from improvement.
I know investment in network upgrades can be risky, but I ma very happy these newer faster services are beginning to roll out. It is obvious people like these triple play and faster internet service, even during a recession. | |
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dav_ID
Happiness Is What You Make It
join:2001-11-22
Toronto
 ·TekSavvy Solutions..
| Re: Glad to see ISP's are befitting from improvement. befitting or buffering? dang you sound like they are doing you a favour by sending out megabuck$ to the shareholders instead of investing more? or if any? see my other posts lol
oh yeah, now during the RECESSION they are happy to pay $200 a month for services vs.. what? 90 or so max before, and they should be happy they are feeding the shareholders great grandkids instead of their own
ITS OBVIOUS YOU ARE A TOTAL FLUNKIE FEEDING YOUR KIDS ON STEAK AND MUSHROOMS AND REALLY OUT OF TOUCH. JUST HOW DO YOU ASSUME FROM THEIR DIVIDENS THAT ITS OBVIOUS that people LIKE this SERVICE? vs having to pay it or else?
and just who paid for the network they are 'capitalizing' on, oh, yeah, the politicians they paid off before they split them up into separate companies that now own all the copper..
bleh,
note to MODS,,
I'm going to bed now lolol ./end.rant
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In theory, a bumble bee cannot fly! | |
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dav_ID
Happiness Is What You Make It
join:2001-11-22
Toronto
·TekSavvy Solutions..
| befitting or buffering? dang you sound like they are doing you a favour by sending out megabuck$ to the shareholders instead of investing more? or if any? see my other posts lol
oh yeah, now during the RECESSION they are happy to pay $200 a month for services vs.. what? 90 or so max before, and they should be happy they are feeding the shareholders great grandkids instead of their own newborns?
ITS OBVIOUS YOU ARE A TOTAL FLUNKIE FEEDING YOUR KIDS ON STEAK AND MUSHROOMS AND REALLY OUT OF TOUCH. JUST HOW DO YOU ASSUME FROM THEIR DIVIDENS THAT ITS OBVIOUS that people LIKE this SERVICE? vs having to pay it or else?
and just who paid for the network they are 'capitalizing' on, oh, yeah, the politicians they paid off before they split them up into separate companies that now own all the copper..
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In theory, a bumble bee cannot fly! | |
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JasonOD
@comcast.net | I was in Moffett's camp for a while.... But seeing how many of the bigger cableco's are stealing landlines and upping broadband speeds way above what DSL can handle, I guess the telco's are doing the right thing. | |
| neufuse
join:2006-12-06
Indiana, PA | spin? How is Moffette (Sp?) going to spin this now to make it look like fiber is still a bad choice? | |
| | Pv8man
join:2008-07-24
Hammond, IN | Re: spin? He will probably say that fiber is bad for your diet and puts you at a higher risk of catching bird/human/pig flu...
lol | |
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TK Junk Mail
Go ahead, make my day
join:2006-07-30
Ocean Gate, NJ
| Re: spin? said by Pv8man  :He will probably say that fiber is bad for your diet and puts you at a higher risk of catching bird/human/pig flu... lol Or: TOO MUCH fiber will clog teh tubes!!1!111 | |
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danclan
join:2005-11-01
Midlothian, VA
 ·Verizon FIOS
| Re: In a recession mmmm no,
speed will sell to those that need it and have never had it.
There will always be some case somewhere where someone doesn't need it or is driven solely by cost.
History has proven to us that Americans like quality and will continue to pay for it even in down times. They will pass on cheap to get to the good. They will also skimp somewhere else so that they have something good somewhere else.
More importantly here, reliability and clearly a better product has them enthralled to say a big FU to the incumbent cable companies. Verizon doesnt have to make massive changes to keep up with cable, just slow incremental improvement and changes to meet the demands of the market. They own cable and cable knows it. | |
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David
No,there is another.
Premium,VIP
join:2002-05-30
Granite City, IL
clubs: | Re: In a recession Well, I can only tell you what I hear around here. If they like the speed and the price I won't complain.
I know for my parents they don't care for the speed and care for the price. | |
| | | RadioDoc
58ef2c0
Premium,ExMod 2000-03
join:2000-05-11
·AT&T Midwest
| said by danclan :History has proven to us that Americans like quality and will continue to pay for it even in down times. They will pass on cheap to get to the good. They will also skimp somewhere else so that they have something good somewhere else. Uh oh, better call Bentonville and sell that Wal*Mart stock.
Sorry, but I'll take the opinion of the guy who has been in the business for more than half a decade over, well, you.
However, I agree that cable's days are numbered. They've managed to almost price themselves out of the market and the current economy is accelerating the decline. | |
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danclan
join:2005-11-01
Midlothian, VA
·Verizon FIOS
| Re: In a recession said by RadioDoc :said by danclan :History has proven to us that Americans like quality and will continue to pay for it even in down times. They will pass on cheap to get to the good. They will also skimp somewhere else so that they have something good somewhere else. Uh oh, better call Bentonville and sell that Wal*Mart stock. Sorry, but I'll take the opinion of the guy who has been in the business for more than half a decade over, well, you. However, I agree that cable's days are numbered. They've managed to almost price themselves out of the market and the current economy is accelerating the decline. half a decade huh...5 years...wow...he must REALLY know his stuff....and his history....deep well of experience there to draw on... | |
| | | | | notwrth10
join:2007-03-03
1001EB
| Re: In a recession Yea I guess by your american standards I should call my ISP and depand the $200 (U.S.) tier because it's faster. Sorry in my corner of the world here I perfer price over speed.
Sorry your americans still don't get it.
So sorry  | |
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hayabusa3303
Over 200 mph
Premium
join:2005-06-29
clubs: | good About time that cable gets a run for there money.
Hey tw and comcast there goes YOUR money since you want to play with LOW caps. | |
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jsz0
join:2008-01-23
Jewett City, CT
 ·Comcast
| U-Verse Does deploying a late 80's style FTTN design really qualify as a good infrastructure investment by AT&T? Around here they can't offer speeds over 10Mbit due to lack of capacity streaming multiple HD feeds over IP. I give Verizon full credit for being forward thinking but AT&T is building something that even most cable operators wouldn't build today despite building their business on this FTTN architecture. | |
| | openbox9
join:2004-01-26
Alexandria, VA
·AT&T Southeast
| Re: U-Verse said by jsz0 :Does deploying a late 80's style FTTN design really qualify as a good infrastructure investment by AT&T? It appears the answer to your question is yes 
Strong growth in AT&T U-verseSM TV subscribers, with a net increase of 284,000, nearly double the company’s gain in the year-earlier first quarter, to reach 1.3 million in service
471,000 net increase in total broadband connections — wireline and wireless LaptopConnect cards — to reach 16.7 million in service
16.4 percent growth in wireline IP data revenues driven by rapid expansion in AT&T U-verse services | |
| Chaldo
join:2008-03-18
West Bloomfield, MI | U-Verse needs to get faster U-Verse needs to get faster internet speeds and I think they will be alright, they need to compete with FiOS now | |
| | Rob2647
join:2008-08-12
Rochester, MI | Re: U-Verse needs to get faster That should be fairly easy if they get the RG's to sync at a faster rate. | |
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pickaname1
@cox.net | Re: U-Verse needs to get faster they need to quit using used rg's... | |
| daveberstein
join:2002-07-15
New York, NY
| Author wants to give credit Thanks for including me in your reporting, as always. DSLR is one of the half-dozen pubs I constantly check because of the quality of your reporting.
I wanted to stop by and give credit to Tom Seitz of Barclays/Lehman for the 55% estimate I used. The suggestion that the lower DSL prices were the most probable cause is mine. Karl's comment that the FiOS and U-Verse builds were critical to the survival of the landline business is right on the money. DSL "net adds" at Verizon were negative and AT&T close.
Dave Burstein | |
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dav_ID
Happiness Is What You Make It
join:2001-11-22
Toronto
·TekSavvy Solutions..
3 edits | GIG deal with Uverse - they'll get you in the end just wait till they cap it and start charging outrageous overage fees per gig to force everyone and their 3rd cousin to pay $200 a month for U-verse
and .oh, on top of the $200 for basic fios inet, tv, and phone service.. Now they want to cap your 18meg portion for "u stupid bish why don't u just get ehh-mail" fees is what it amounts to at how much per gig (don't look up transit costs you'll cry for their shareholders)
Edit: btw, have you realized the US is Down-Under to us Canuks? pay attention - the future is coming ...
Edit-2: A friend in Texas has U-verse - but,, and its a capital BUT - IF they cap that (threatening to:) to force her to use pay per moobie instead of downloading the odd one its going to cost a lot more than that $200 U$.. and insult to injury they advertise the DVR they include can record 4 channels but what they do NOT tell ya is that you have to leave your tv off while you do it, haha, watch a SD tv station record 2 HD and 1 SD or vice versa, and so on, and OH i've got 2 tv's and a second box NFG dude.. 2nd one has no DVR
So the bottom line is on top of the above she's soon going to be faced with a 26mbps connectiion (iirc) of which her tv uses 7 and her iNET gets 18 ~ give or take - so she will have to pay $200 for the 7meg tv and phone and Holy Hell Batman for the 18Meg DSL to download what she wants
p.s. I know she's gonna go over like a skyrocket she's a blonde granny heh hee - now collecting dvd's for the next grandkid to pop along 
Edit 3: while I'm at it - if this makes you think you might be headed for problems, read the news on whats going on up here in MooseyLand ;p THEN, count your lucky stars you have at least some POLITICIANS down there pulling for the consumer.
./end.rant./my.2¢
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In theory, a bumble bee cannot fly! | |
| | Cod
join:2000-07-05
Greensboro, NC
| Re: GIG deal with Uverse - they'll get you in the end said by dav_ID :and .oh, thats on top of the $200 for basic fios inet, tv, and phone service.. duh $200? You can get Fios triple play (TV, phone, internet) for $99/month. | |
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dav_ID
Happiness Is What You Make It
join:2001-11-22
Toronto | Re: GIG deal with Uverse - they'll get you in the end heh, cool, re-read with my edits plZ.. I let off some steam ....
nite/morning/whatever 
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In theory, a bumble bee cannot fly! | |
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dav_ID
Happiness Is What You Make It
join:2001-11-22
Toronto
·TekSavvy Solutions..
| Dividends? bottom line: UBB = MORE Dividends you don't really expect them to invest that $2 per gig overcharge in expanding the network do ya,, especially considering they are expanding quite nicely without any UBB at all
UBB duh Usage Based Billing
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