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The final numbers are in for 2019 and the largest cable providers collectively lost over 5.9 million customers for the year - a loss of almost 7% of customers. The numbers below come from Leichtman Research Group which compiles these numbers from reports made to investors, except for Cox which is estimated. The numbers reported are for the largest cable providers, and Leichtman estimates that these companies represent 95% of all cable customers in the country.
In a previous blog post I mentioned that the FCC had taken away restrictions to allow broadband supplied by E-Rate funding to be used to provide free WiFi for the public. That's a good idea that will provide some relief for areas with little or no other broadband. But the announcement raises a more fundamental question - why was such a restriction in place to begin with?
The coronavirus pandemic has, in the most emphatic way, shown us all just how interconnected everything and everyone is. A worldwide race is underway to minimize human interactions in order to avoid a global catastrophe. The inescapable consequence of these initiatives is an unprecedented shut down of the local, regional and global economy. The latest cost estimate to save the global economy is now at $7 trillion and climbing.
This is the question being asked all across the industry as the volume of data traffic has leaped upward due to students and employees working from their homes. We got our first glimpse of the impact of the crisis when Verizon announced a week into the crisis that they were seeing a 22% increase in data traffic in their network. More recently, AT&T announced a 27% increase in network traffic.
The last few weeks have reinforced the importance of modern communication networks to societies. Health care providers, schools, governments, and businesses all rely on networks that enable us to connect and collaborate remotely. Had we encountered a similar pandemic ten years ago, we would not have been able to continue our activities on the level that is possible today.
5G is growing by millions per month in China, although the exact status is unclear. The telcos are reporting "contracts," which continue to be far higher than the separately reported 5G phone sales.
The Secure 5G and Beyond Act of 2020 has been submitted by the U.S. Congress to the White House for signing into law. It has been sitting there for several days now, but there are obviously more important developments demanding attention than a law compelling the Executive Branch to develop a 5G security strategy within 180 days through public and Federal agency consultations that will be implemented by the NTIA.
One of the hottest topics in the news related to coronavirus is working from home. Companies of all sizes are telling employees to work from home as a way to help curb the spread of the virus. Companies without work-at-home policies are scrambling to define how to make this work to minimize disruption to their business. Allowing employees to work at home is not a new phenomenon.
Cisco has changed the name of its periodic predictions of broadband usage from the Visual Networking Index to the Annual Broadband Report, and recently issued a report that covers the period from 2018 to predictions made through 2023. Cisco is one of the few industry players that projects future broadband usage. Their past reports have been spot on in terms of predicting future broadband usage.
Like the Coronavirus, 5G Dementia seems to be spreading around Washington. The latest manifestation has appeared at the FCC -- which is trying its best to make U.S. 5G infrastructure as insecure and primitive as possible. But first, an explanation of how 5G Dementia begins at the top and spreads in the U.S. capitol. 5G Dementia begins with "The Genius" who lounges around White House quarters and emits spontaneous tweets on whatever motivates him at the moment.
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