Traditional Big ISPs Stagnate

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Traditional Big ISPs Stagnate

	By Doug Dawson President at CCG Consulting
	August 22, 2022 Views: 6,316 Add Comment

In the first quarter of this year, the big cable companies added 482,000 customers, while telcos added over 50,000 customers. In what is a surprise to the industry, that growth has disappeared, and all of the big ISPs collectively lost almost 150,000 customers. That’s a loss of 60,000 customers for the cable companies and 88,000 for the big telcos.

The following statistics have been compiled by the Leichtman Research Group, which tracks the broadband performance of the largest ISPs in the country.

The other big news is that the Fixed Wireless Access (FWA) products of T-Mobile and Verizon added 816,000 customers in the second quarter to bring the sector to net growth of 668,000 customers. This is huge news—FWA is booming while the big ISPs are standing still. The FWA product is home broadband delivered using cellular frequencies. T-Mobile and Verizon are aggressively marketing the product, which is touted to have download speeds over 100 Mbps. The market is going to get even hotter when AT&T and Dish networks enter the market in a big way.

The numbers for the second quarter of 2022:

	2Q 2022	2Q Change	% Change
Comcast	32,163,000	0	0.0%
Charter	30,253,000	(21,000)	-0.1%
AT&T	15,509,000	(24,000)	-0.2%
Verizon	7,412,000	12,000	0.2%
Cox	5,560,000	0	0.0%
Lumen	4,377,000	(93,000)	-2.1%
Altice	4,333,600	(39,600)	-0.9%
Frontier	2,827,000	8,000	0.3%
T-Mobile FWA	1,544,000	560,000	56.9%
Mediacom	1,468,000	0	0.0%
Windstream	1,178,500	2,500	0.2%
Cable ONE	1,059,000	2,000	0.2%
Breezeline	717,919	(1,689)	-0.2%
Verizon FWA	700,000	256,000	57.7%
TDS	500,800	5,600	1.1%
Consolidated	381,213	1,063	-0.2%
Total	109,984,032	667,874	0.3%

Total Cable	75,554,519	(60,289)	-0.1%
Total Telco	32,185,513	(87,837)	-0.3%
FWA	2,244,000	816,000	57.1%

There is a lot to unpack in these numbers:

The cable companies have gained customers every quarter for far longer than a decade, so this net loss for the sector is a big surprise.
There is another story underneath the big telco losses—fiber is doing well. AT&T added 316,000 fiber customers in the quarter but still had a small net customer loss. Frontier added 54,000 fiber customers for the quarter and had a small net customer gain. Verizon added 36,000 FiOS customers in the quarter. Lumen added 28,000 fiber customers for the quarter but continued to bleed DSL customers.
T-Mobile leaped to become the ninth largest ISP in the country.
TDS repeated as the fastest growing traditional ISP.
Lumen lost the largest percentage of customers compared to other telcos. Altice was the biggest percentage loser among cable companies.

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By Doug Dawson, President at CCG Consulting — Dawson has worked in the telecom industry since 1978 and has both a consulting and operational background. He and CCG specialize in helping clients launch new broadband markets, develop new products, and finance new ventures.
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