U-verse Now Has 5.9 Million TV Customers - 2nd Qtr 2014

To all of you who make your threats to leave U-Verse because of the lack of the Hallmark channels, the NHL Network, etc., U-Verse still continues to grow at an excellent rate.

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@texasguy37  wrote:

11.5 Million U-verse Broadband Subscribers. U-verse TV added 190,000 subscribers in the second quarter to reach 5.9 million in service. U-verse high speed Internet had a second-quarter net gain of 488,000 subscribers, to reach a total of 11.5 million. Overall, total wireline broadband subscribers decreased by 55,000 in the quarter, due partly to seasonality, but were flat year over year. Total wireline broadband ARPU was up more than 6 percent year over year. Total U-verse high speed Internet subscribers now represent about 70 percent of all wireline broadband subscribers, compared with 55 percent in the year-earlier quarter.

About 61 percent of U-verse broadband subscribers have a plan delivering speeds of 12 Mbps or higher. More than 97 percent of AT&T’s video customers subscribe to bundled services. About two-thirds of AT&T U-verse TV subscribers take three or four services from AT&T. ARPU for U-verse triple-play customers continues to be more than $170. At the end of the quarter, U-verse TV penetration was more than 21 percent and U-verse broadband penetration was more than 20 percent.

http://about.att.com/story/att_second_quarter_earnings_2014.html

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 Boy, I hope all the stockholders don't care about fuzzy math. Or actually ask questions about where those numbers come from.

They have 5.7 million in Q1, add 190K and that makes 5.9 million in Q2. A 10 thousand round-up?

UHSI gained 488K. How many of those were reallocated DSL customers through forced (or suckered) conversions? In other words, not actually a new customer. And how do you lose wireline customers "due to seasonality"? Is one of the symptoms of Seasonal Affective Disorder to just up and cancel your broadband?

"Total wireline broadband ARPU was up more than 6 percent year over year."

I can attest to that, considering they keep trying to up my ARPU for internet by 100% every six months.

"Total U-verse high speed Internet subscribers now represent about 70 percent of all wireline broadband subscribers, compared with 55 percent in the year-earlier quarter."

Did they forget to insert "AT&T" between "all" and "wireline"? Or does "about" mean give or take 30 or 40 percent. According to Forbes, the cable industry holds ~60% of that market. ( http://www.forbes.com/sites/greatspeculations/2014/07/24/comcast-earnings-grow-15-on-good-broadband-growth/ )

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@Computer-Joe wrote:

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@texasguy37  wrote:

11.5 Million U-verse Broadband Subscribers. U-verse TV added 190,000 subscribers in the second quarter to reach 5.9 million in service. U-verse high speed Internet had a second-quarter net gain of 488,000 subscribers, to reach a total of 11.5 million. Overall, total wireline broadband subscribers decreased by 55,000 in the quarter, due partly to seasonality, but were flat year over year. Total wireline broadband ARPU was up more than 6 percent year over year. Total U-verse high speed Internet subscribers now represent about 70 percent of all wireline broadband subscribers, compared with 55 percent in the year-earlier quarter.

About 61 percent of U-verse broadband subscribers have a plan delivering speeds of 12 Mbps or higher. More than 97 percent of AT&T’s video customers subscribe to bundled services. About two-thirds of AT&T U-verse TV subscribers take three or four services from AT&T. ARPU for U-verse triple-play customers continues to be more than $170. At the end of the quarter, U-verse TV penetration was more than 21 percent and U-verse broadband penetration was more than 20 percent.

http://about.att.com/story/att_second_quarter_earnings_2014.html

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 Boy, I hope all the stockholders don't care about fuzzy math. Or actually ask questions about where those numbers come from.

 

They have 5.7 million in Q1, add 190K and that makes 5.9 million in Q2. A 10 thousand round-up?

 

UHSI gained 488K. How many of those were reallocated DSL customers through forced (or suckered) conversions? In other words, not actually a new customer. And how do you lose wireline customers "due to seasonality"? Is one of the symptoms of Seasonal Affective Disorder to just up and cancel your broadband?

 

"Total wireline broadband ARPU was up more than 6 percent year over year."

I can attest to that, considering they keep trying to up my ARPU for internet by 100% every six months.

 

"Total U-verse high speed Internet subscribers now represent about 70 percent of all wireline broadband subscribers, compared with 55 percent in the year-earlier quarter."

Did they forget to insert "AT&T" between "all" and "wireline"? Or does "about" mean give or take 30 or 40 percent. According to Forbes, the cable industry holds ~60% of that market. ( http://www.forbes.com/sites/greatspeculations/2014/07/24/comcast-earnings-grow-15-on-good-broadband-growth/ )

 

 

 

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I don't believe cable is considered "wireline broadband". http://www.broadband.gov/broadband_types.html

As far as "seasonality", my first guess would be "snowbirds" who flock from non-AT&T areas (New England, Canada, northern midwest) to AT&T areas (Gulf Coast, Texas) during the winter.

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@dwinth wrote:

To all of you who make your threats to leave U-Verse because of the lack of the Hallmark channels, the NHL Network, etc., U-Verse still continues to grow at an excellent rate.

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Yep.  And to that end, that growth could help AT&T add those channels and others and help  retain the ones that they already have.

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@Computer-Joe wrote:
...

They have 5.7 million in Q1, add 190K and that makes 5.9 million in Q2. A 10 thousand round-up?

Yep, absolutely.  The significant number of digits in both of those numbers is 2.  So 5.7 could have been 5.65 or 5.74.

 

UHSI gained 488K. How many of those were reallocated DSL customers through forced (or suckered) conversions? In other words, not actually a new customer. ...?

Probably most of them.  AT&T is getting serious about convering people.

 

 

"Total U-verse high speed Internet subscribers now represent about 70 percent of all wireline broadband subscribers, compared with 55 percent in the year-earlier quarter."

Did they forget to insert "AT&T" between "all" and "wireline"?

 

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Don't think they forgot.  It think it's assumed.  We're talking about AT&T results here.  As you mentioned before, DSL customers are being forced to U-verse. 

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@MicCheck@  wrote:

I don't believe cable is considered "wireline broadband". http://www.broadband.gov/broadband_types.html

 

As far as "seasonality", my first guess would be "snowbirds" who flock from non-AT&T areas (New England, Canada, northern midwest) to AT&T areas (Gulf Coast, Texas) during the winter.

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 So, according to our knowledgable government, that piece of RG-6 is what, a tube full of marshmallows, instead of wire?

They also mention cable speeds as comparable to DSL, as well as the only way to get mobile internet, is to stick a (probably) PCMCIA card in your laptop. So, either that FCC info is pretty darn old, or the future of broadband in this country is in trouble if it's in their hands.

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@Computer-Joe wrote:

. So, either that FCC info is pretty darn old, or the future of broadband in this country is in trouble if it's in their hands.