[LibreQoS] Fwd: [New post] 2022 Was a Year of Change for the Big ISPs

Fri Mar 10 10:00:30 EST 2023

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

[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 <https://potsandpansbyccg.com> 2022
Was a Year of Change for the Big ISPs
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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.

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