A couple weeks ago I referenced the fact that Comcast’s basic cable subscriber numbers have declined of late. Now it turns out that Verizon’s DSL subscriber numbers are also slowing, with Verizon only signing up 85,000 DSL users in the second quarter, down from 329,000 a year ago. Some of that loss is due to the popularity of FiOS, but not all of it. So where have the DSL users gone? Where FiOS isn’t available, I would guess that Verizon is losing ground to cable, much like over in the wireline side of the business. It’s interesting to watch this push-pull dynamic as the big service providers choose where they want to compete. It’s only going to get more interesting over the next few years.
2 thoughts on “Verizon’s Lost Suscribers”
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Is that 85K Gross or Net Ads? What is the churn?
There is market saturation to consider and DSL is the slower solution, not enough for emerging internet uses. So sure its losing ground to cable.
I don’t know if it’s net or gross. I highlighted the numbers because of the difference between last year and this. I haven’t seen any analysis on churn.
RE: losing ground to cable- yes, cable is faster than DSL, but DSL is significantly cheaper, and there are still and awful lot of people who only have Internet to check email.