Cable added 1,000,000 DSL/telco fiber 10,000. The data below are from Bruce Leichtman, who has been consistently accurate. The trend to cable is clear in the 50M homes that are still running DSL versions that are ten years out of date. AT&T & Verizon are doing fine in U-Verse and FiOS territory but are getting clobbered elsewhere.

DSL beats cable in Canada, France, and England. The U.S. policy types who say a cable monopoly is almost inevitable are uninformed. AT&T & Verizon have decided to go wireless-only across about 25% of their homes. They virtually stopped investment in those areas and have been very open with Wall Street about their plans. The wireline business is profitable in those areas but wireless-only makes more money. Or so they expect. 

China Mobile added 2.65M new wired subscribers in March.

Q1 data from Leichtman. 

 

Broadband Internet Subscribers at End 
of 1Q 2016
Net Adds in 
1Q 2016
Cable Companies
Comcast 23,767,000 438,000
Time Warner Cable 13,640,000 327,000
Charter 5,727,000 155,000
Cablevision 2,828,000 19,000
Suddenlink 1,253,000 30,000
Mediacom 1,114,000 29,000
WOW (WideOpenWest) 722,300 9,800
Cable ONE 508,424 7,183
Other Major Private Cable Companies* 6,775,000 50,000
Total Top Cable 56,334,724 1,064,983
Phone Companies
AT&T 15,764,000 (14,000)
Verizon 9,218,000 (10,000)
CenturyLink 6,056,000 8,000
Frontier^ 2,468,600 24,600
Windstream 1,092,000 (3,100)
FairPoint 311,323 193
Cincinnati Bell 292,400 5,000
Total Top Phone Companies 35,202,323 10,693
Total Broadband 91,537,047 1,075,676

 

Leichtman covers ~94% of the market. I believe most of the remainder are telco, which might improve the numbers slightly.

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.