---------- Forwarded message --------- From: POTs and PANs Date: Fri, Mar 10, 2023 at 4:37 AM Subject: [New post] 2022 Was a Year of Change for the Big ISPs To: [image: Site logo image] Doug Dawson, CCG Consulting posted: "There was a sea change among the big ISPs in 2022. The big news is that most of the growth in the industry came from the T-Mobile and Verizon cellular FWA broadband product. Cable company growth crawled to a halt after a robust 2021, and the sector only g" POTs and PANs 2022 Was a Year of Change for the Big ISPs Doug Dawson, CCG Consulting Mar 10 There was a sea change among the big ISPs in 2022. The big news is that most of the growth in the industry came from the T-Mobile and Verizon cellular FWA broadband product. Cable company growth crawled to a halt after a robust 2021, and the sector only grew by 55,000 net broadband customers in the fourth quarter. The big telcos still had small losses for the year, but the big news is that they added 2.4 million customers to fiber during the year. The following list of ISPs represents about 95% of the U.S. broadband market. The large ISPs, in aggregate, added just over 3.5 million net customers in 2022. The two cellular FWA companies added 3,171,000 of those additions. Cable companies added 517,103 customers for the year, with most of the growth coming at the beginning of the year. The big telcos had a net loss of 181,276 customers but continued to furiously replace DSL with fiber. The following statistics were compiled by the Leichtman Research Group, which tracks the broadband performance of the largest ISPs in the country. Following are the customers counts for the fourth quarter and the end of year 2022: % 4Q Annual *4Q 2022* *4Q Change* *Change* Change Comcast 32,151,000 (26,000) -0.1% 250,000 Charter 30,433,000 105,000 0.3% 344,000 AT&T 15,386,000 (66,000) -0.4% (118,000) Verizon 7,484,000 37,000 0.5% 119,000 Cox 5,560,000 0 0.0% 30,000 Altice 4,282,900 (7,700) -0.2% (103,300) Lumen 3,037,000 (63,250) -2.0% (253,000) Frontier 2,839,000 8,000 0.3% 40,000 T-Mobile FWA 2,646,000 524,000 24.7% 2,000,000 Mediacom 1,468,000 0 0.0% 5,000 Verizon FWA 1,452,000 389,000 36.6% 1,171,000 Windstream 1,175,000 0 0.0% 10,300 Cable ONE 1,060,400 (1,600) -0.2% 14,400 Breezeline 693,781 (14,173) -2.0% (22,997) TDS 510,000 3,500 0.7% 19,700 Consolidated 367,458 (14,454) -3.8% 724 Total 110,545,539 873,323 0.8% 3,506,827 Cable 75,649,081 55,527 0.1% 517,103 Telco 30,798,458 (95,204) -0.3% (181,276) FWA 4,098,000 913,000 28.7% 3,171,000 There are a lot of interesting trends withing these numbers: - T-Mobile is now the 9th largest ISP, and the Verizon FWA product comes in at eleventh. T-Mobile is poised to pass Frontier and Lumen soon at the current growth rate. - While all of the landline ISPs on the list are feeling pressure from the cellular FWA product, the bigger and more permanent challenge for the cable companies is the 2.4 million telco customers added to fiber to the year. That statistic shows why cable companies are scrambling to improve upload speeds. - The biggest loser on the list continues to be Lumen, which lost 7.7% of its broadband customers for the year. It’s worth noting that the above numbers represent the smaller Lumen after the spinoff of Brightspeed in 2022. Breezeline (Formerly Atlantic Broadband) was the biggest percentage loser among cable companies, having lost 3.3% of broadband customers during the year. - TDS continues to be the fastest-growing landline ISP at 4.0% growth for the year. Next is Verizon FiOS, having grown by 1.6% for the year. Comment ------------------------------ Unsubscribe to no longer receive posts from POTs and PANs. Change your email settings at manage subscriptions. Trouble clicking? Copy and paste this URL into your browser: https://potsandpansbyccg.com/2023/03/10/2022-was-a-year-of-change-for-the-big-isps/ [image: WordPress.com and Jetpack Logos] Get the Jetpack app to use Reader anywhere, anytime Follow your favorite sites, save posts to read later, and get real-time notifications for likes and comments. [image: Download Jetpack on Google Play] [image: Download Jetpack from the App Store] [image: WordPress.com on Twitter] [image: WordPress.com on Facebook] [image: WordPress.com on Instagram] [image: WordPress.com on YouTube] [image: WordPress.com Logo and Wordmark title=] Learn how to build your website with our video tutorials on YouTube . Automattic, Inc. - 60 29th St. #343, San Francisco, CA 94110 -- Come Heckle Mar 6-9 at: https://www.understandinglatency.com / Dave Täht CEO, TekLibre, LLC