"In the first three quarters of 2017, cable companies added about 2,000,000 broadband subscribers, while Telcos lost about 430,000 subscribers." Bruce Leichtman. Ten years of telco dis-investment across half the United States is allowing cablecos to rise from 55% of the market to 64%. They are pulling further away every quarter. 

AT&T's stock went down $13B on they day they warned about disappointing numbers. If they had spent even a fraction of $13B on investment, their numbers would have been fine. Verizon's investment % has gone down for several years; this quarter, they lost 10,000  broadband customers.

Frontier lost 63,000 subscribers, The stock has gone down 85% this year to a level that implies a serious bankruptcy risk. That is unlikely before 2020 because they don't have large debts coming due. They have been dis-investing for years, with capex less than depreciation. Centurylink lost 101,000 for the same reason. 

I only have one choice for a decent Internet connection, Time Warner cable. Verizon can only supply 3 megabits to my building in Manhattan. About half of the U.S. has only one source, the cableco. Cable prices have gone up 30% during a period the actual costs of broadband have been flat to down. That's a market failure.

These numbers are from Leichtman, whose figures have long been accurate.

 

Broadband Providers

Subscribers at end of 3Q 2017

Net Adds in 3Q 2017

 

Cable Companies

   
 

Comcast

25,519,000

213,000

 

Charter

23,603,000

285,000

 

Altice

4,020,900

16,500

 

Mediacom

1,194,000

9,000

 

WOW (WideOpenWest)

730,000

2,400

 

Cable ONE*

519,062

(2,662)

 

Other major private company**

4,860,000

15,000

 

Total Top Cable

60,445,962

538,238

 

Phone Companies

   
 

AT&T

15,715,000

29,000

 

Verizon

6,978,000

(10,000)

 

CenturyLink

5,767,000

(101,000)

 

Frontier

4,000,000

(63,000)

 

Windstream

1,017,400

(8,400)

 

Cincinnati Bell

307,900

800

 

FairPoint^

301,000

(3,193)

 

Total Top Telco

34,086,300

(155,793)

 

Total Top Broadband

94,532,262

382,445

Latest

April 18

“My three biggest customers are marching to 7 and 5 nanometers.” Lip-Bu Tan. Moore’s Law ain’t dead yet.

Eric Xu, current Huawei Chairman, said consumers would find no “material difference between 4G & 5G.” Dozens of top engineers agree the "5G Revolution" is hokum, including  DT CTO Bruno Jacobfeuerborn, FT/Orange SVP Arnaud Vamparys, and BT CEO Gavin Patterson.
     Politicians and marketers pushed b_______. What’s coming for 5-10 years is good for telco capacity but otherwise disappointing. Unfortunately. 
     On the other hand, mmWave & Massive MIMO are improving at a ferocious rate, advancing telco capacity enormously. Massive MIMO has made it practical to use 3.5 GHz frequencies, a second remarkable booster. The "5G Revolution" is dead; Long Live the real 5G and advanced wireless!
============
U.S. attacks on Huawei and ZTE look to be an historic disaster.


China’s logical response is to invest to become independent of the U.S. They already have $100B on the table for memory chips and are rumored to add another $100B. Huawei/HiSilicon already holds their own against Qualcomm and everyone else in the world. 
    Zeng Xuezhong of Spreadtrum, world #3 mobile chipmaker, confirms: China will “speed up the chip R&D investment that is self-controlled and self-researched. We must never forget to make it bigger and stronger.”
     U.S. warships patrolling China’s seas inspire security fears. So does Trump’s threat to a country on China’s border."Military solutions are now fully in place, locked and loaded, [for] fire, fury and frankly power, the likes of which the world has never seen before.”
     China would be stupid not to have domestic capacity just in case. The Chinese leadership is not stupid.
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The year's best wireless conference is next week. Ted Rappaport, Sandeep Rangan and colleagues bring the world's best engineers to the Brooklyn 5G Conference Summit. This year, Paulraj, Onoe, Fettweis, Katabi, and their peers are coming. Do not miss the webcast, http://bit.ly/2HuOKqW .

April 10

A special report: Who Are The Three Billion? The Color Of The Net Has Changed http://bit.ly/netcolor
1/3rd wireless only, 2/3rds in Global South, 75% not native English speakers.