From mboxrd@z Thu Jan 1 00:00:00 1970 Return-Path: Received: from mail-wm1-x32d.google.com (mail-wm1-x32d.google.com [IPv6:2a00:1450:4864:20::32d]) (using TLSv1.2 with cipher ECDHE-RSA-AES128-GCM-SHA256 (128/128 bits)) (No client certificate requested) by lists.bufferbloat.net (Postfix) with ESMTPS id CD5BF3CB37 for ; Fri, 10 Mar 2023 10:00:43 -0500 (EST) Received: by mail-wm1-x32d.google.com with SMTP id d41-20020a05600c4c2900b003e9e066550fso3622141wmp.4 for ; Fri, 10 Mar 2023 07:00:43 -0800 (PST) DKIM-Signature: v=1; a=rsa-sha256; c=relaxed/relaxed; d=gmail.com; s=20210112; t=1678460442; h=to:subject:message-id:date:from:in-reply-to:references:mime-version :from:to:cc:subject:date:message-id:reply-to; bh=URcUv7GnlQINaR/o942IIprtp8M6czvBNAt/YPgcjEI=; b=DxDzCubz6uaPnLPrHI/9lln6O1oESjEEIetjJIrKGpww+epvC0wYzIuasJp064w8Yy 9xmSeu264k0N6hY+rjFyiPug8qMj0YUnpNam1CgKiZ1kYfJ6BGtVO4b1QU9CnBsH4KYr fsgA/nBDjdX9B6EgGkC2A82DavnPxy5anSfLybInRtbogCKt6d1Hag0ck7FMYJ13Gyez 6ew6r251GQ5p+8KZG88ImJZ6x3k+kvuFuRgtM6RpXWFTZ10jVUvuo3L5P5lxR1v4nw4+ c2mN155x94js27xtFWJUUE660K+DZTRCrtnPdj5dgEX4HNvKqvzNfr3V0+rT+g/IaLQ+ uxgQ== X-Google-DKIM-Signature: v=1; a=rsa-sha256; c=relaxed/relaxed; d=1e100.net; s=20210112; t=1678460442; h=to:subject:message-id:date:from:in-reply-to:references:mime-version :x-gm-message-state:from:to:cc:subject:date:message-id:reply-to; bh=URcUv7GnlQINaR/o942IIprtp8M6czvBNAt/YPgcjEI=; b=sXqRX/D1EhzDuzHVnjW7qyyjna8LoEAD1OWsuUzhGR9hcie0uEaydT4njaLIUmKIhX fLnattwzuYvRrRIUIXUN2BtKmNJ4341YKcxkCK40aDct1wA3klskv19lyt3VMuqt8RQa QYHUENMdJeaNNWUh+vMtFLlSOmwLuwhcyBZpx+NTnYouQ/0N7cfTkAlXma0IVsiv9ygb AsZxcJl/w5qHNfBZi86iCzrt07V72wGiR+G1PKsde8eh2ew8dsUIYhxYpIjtQ7PRp3r2 b41j6lHwNECQK2APVIJCjybZUA9wQIAJP5wEKgtMf1cFttooG5IRxcEC7MxHoUa7DGMS dNlA== X-Gm-Message-State: AO0yUKUf+UceRG2JNYYqCjKAiYUyxs9YqfmHfvPEIt6ZdLo3ZRvoTmBp MkDwNbadUR0RBf3/+aSf0GaTeOyaphYB4ztzHYBhLWEp X-Google-Smtp-Source: AK7set+WxoxyjFUnZJCGkjzOIwyc/p3XYMxqsCrN0Ify12NYXiOFTmfHZE9KksiBkujSjP/YnFOnJqYwUGMLsbyfVuI= X-Received: by 2002:a05:600c:5117:b0:3e1:eaca:db25 with SMTP id o23-20020a05600c511700b003e1eacadb25mr912785wms.6.1678460441920; Fri, 10 Mar 2023 07:00:41 -0800 (PST) MIME-Version: 1.0 References: <49312101.15407.0@wordpress.com> In-Reply-To: <49312101.15407.0@wordpress.com> From: Dave Taht Date: Fri, 10 Mar 2023 07:00:30 -0800 Message-ID: To: libreqos Content-Type: multipart/alternative; boundary="00000000000069087705f68d0695" Subject: [LibreQoS] Fwd: [New post] 2022 Was a Year of Change for the Big ISPs X-BeenThere: libreqos@lists.bufferbloat.net X-Mailman-Version: 2.1.20 Precedence: list List-Id: Many ISPs need the kinds of quality shaping cake can do List-Unsubscribe: , List-Archive: List-Post: List-Help: List-Subscribe: , X-List-Received-Date: Fri, 10 Mar 2023 15:00:44 -0000 --00000000000069087705f68d0695 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable ---------- Forwarded message --------- From: POTs and PANs Date: Fri, Mar 10, 2023 at 4:37=E2=80=AFAM 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 2= 022 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 th= e 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 th= e 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=E2=80=99s worth noting that = the above numbers represent the smaller Lumen after the spinoff of Brightspeed in 2022. Breezeline (Formerly Atlantic Broadband) was the biggest percentag= e loser among cable companies, having lost 3.3% of broadband customers dur= ing 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-b= ig-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] [im= age: WordPress.com on Facebook] [image: WordPress.com on Instagram] [image: WordPress.com on YouTube] [image: WordPress.com Logo and Wordmark title=3D] Learn how to build your website with our video tutorials on YouTube . Automattic, Inc. - 60 29th St. #343, San Francisco, CA 94110 --=20 Come Heckle Mar 6-9 at: https://www.understandinglatency.com / Dave T=C3=A4ht CEO, TekLibre, LLC --00000000000069087705f68d0695 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable


---------- Forwarded message ---------
From: POTs and PANs <donotreply@wordpress.co= m>
Date: Fri, Mar 10, 2023 at 4:37=E2=80=AFAM
Subject: = [New post] 2022 Was a Year of Change for the Big ISPs
To: <dave.taht@gmail.com>

3D"Site Doug Dawson, CCG Consulting posted: "There was a sea c= hange among the big ISPs in 2022. The big news is that most of the growth i= n the industry came from the T-Mobile and Verizon cellular FWA broadband pr= oduct. Cable company growth crawled to a halt after a robust 2021, and the = sector only g" =09 =09 POTs and PANs

2022 Was a Year of Change for the Big=C2=A0ISPs

Doug Daw= son, CCG Consulting

Mar 10

There was a sea change a= mong the big ISPs in 2022. The big news is that most of the growth in the i= ndustry 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 a= dded 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 companie= s added 3,171,000 of those additions. Cable companies added 517,103 custome= rs for the year, with most of the growth coming at the beginning of the yea= r. The big telcos had a net loss of 181,276 customers but continued to furi= ously 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 th= e fourth quarter and the end of year 2022:

<= tr>
% 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 o= f interesting trends withing these numbers:

  • T-Mobile is now the 9th largest ISP, and the Verizon FWA p= roduct 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 an= d 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 compa= nies are scrambling to improve upload speeds.
  • The biggest loser on the list con= tinues to be Lumen, which lost 7.7% of its broadband customers for the year= . It=E2=80=99s worth noting that the above numbers represent the smaller Lu= men 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-g= rowing landline ISP at 4.0% growth for the year. Next is Verizon FiOS, havi= ng grown by 1.6% for the year.
=09
<= tbody>
=09 =09 Comment

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Come Heckle Mar 6-9 at: https:= //www.understandinglatency.com/=C2=A0
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