WATCHING: Broadband, he’s a comin’
You on a fat pipe? Some analysts are predicting an increase in broadband users of 39% per year in the next 3 years.
They’re also saying that AOL’s dial-up service…”is losing ground. We are estimating they are going to lose 250,000 net subscribers this quarter and a million for much of this year,” said FAC/Equities analyst Youssef Squali on Wednesday in a Reuters story. “What is happening at AOL will probably happen at MSN and EarthLink, too.”
Leichtman Research Group (LRG) forecasts that the total number of broadband cable and DSL Internet subscribers in the U.S. will surpass the number of dial-up/narrowband subscribers in 2005 and will grow to nearly 49 million by the end of 2007.
Data points:
–The top cable companies netted 67% of the broadband additions for the year, with cable adding 4.3 million broadband Internet subscribers compared to 2.1 million added by the major DSL providers over the same time period.
–The top cable operators now account for over 11.25 million Broadband Internet subscribers, maintaining a 65% share of the market versus DSL.