Key Subscriber Milestones Passed as Telcos and Cablecos Battle It Out

21 Sep 2011

In the battle between the telecommunications and cable TV industries, cable service providers are pulling ahead of telecoms service providers. According to data from TeleGeography’s GlobalComms Pay-TV research service, in Q2 2011, the number of IPTV subscribers worldwide exceeded 50 million as telcos continued striving to exploit their fixed broadband customer base to gain a piece of the lucrative pay-TV market. While telcos have some cause to be pleased with the progress of their IPTV initiatives, in Q2 2011, cablecos around the world surpassed a larger milestone – in aggregate cablecos now have over 100 million broadband subscribers (and over 65 million voice subscribers) on their networks.

“Cablecos’ broadband and voice subscriber wins at the expense of telcos far outnumber their pay-TV subscriber losses due to IPTV, and ARPUs for both broadband and voice are more than double that of IPTV," said TeleGeography’s John Dinsdale. “There are differences by region, but globally, cablecos’ expansion into telecoms markets has had a transformational impact on their growth and financial performance, while the impact of IPTV for telcos has been only marginal.”

TeleGeography’s GlobalComms Pay-TV research service tracks IPTV, cable, and DTH subscribers for 530 service providers and over 170 countries. It also provides five-year subscriber forecasts and statistical analysis of competition between telcos and cablecos.

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http://www.telegeography.com/research-services/globalcomms-pay-tv/index.html