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Canadian Cablecos Winning High-Speed Game
By Mark Evans | August 18, 2008
Earlier this month, Silicon Valley Insider took a look at how the cable companies and telecos fared during Q2 in the high-speed Internet business. When it came to growth, the cable companies kicked some serious butt by taking 73% of net subscriber adds.
To get an idea of what’s happening north of the border, I did the same exercise. I also collected total telephone growth given bundles are such a key part of the marketing mix these days.
In the high-speed market, the cablecos walked away with 60% of net subscriber adds. Meanwhile, they attracted 106,958 net telephone adds, while the telcos lost 190,653 customers.
Canadian Cable/Telco Growth - Q2
U.S. Cable/Telco Broadband Growth - Q2
Technorati Tags: high-speed Internet
Topics: ILEC News, Analysis |
August 18th, 2008 at 3:54 pm
Your data above implies that Rogers has about the same number of home phone customers as internet customers at about 1.5M. That doesn’t smell right to me - I know lots of folks with Rogers internet but very few with Rogers phone and they have been selling internet services for about 10 years and phone for about 2-3 years.
August 18th, 2008 at 4:06 pm
Wayne,
I checked my numbers, and you’re right. Rogers had 745K cable telephony customers and 298K circuit-switch (Sprint) customers as of June 30. I’ve fixed my numbers.
Thanks, Mark
August 18th, 2008 at 8:07 pm
Telus seems to be holding its own in the high-speed Internet business, while Bell looks like a basket case.
To get a true picture of cable vs. DSL, you also need to include the independent ISPs using the telcos’ local loops.
Bell has been bleeding internet customers to the independent ISPs as well. Why do you think Bell started throttling its wholesale customers?