Wednesday, August 02, 2006

Comcast is Kicking VZ's Butt

  1. Net new voice service subscribers for Comcast were 227,000 in a quarter*
  2. Comcast also added 305,000 new cable Internet service subscribers
  3. Average revenue per broadband customer was $43.78
  4. 45% sequential increase in Comcast's digital voice subscribers
  5. Comcast is a 52% stakeholder in a AWS bidder
  6. Comcast will roll out at least 2 markets with wireless this year

* To put that 227k in perspective: Vonage has 1.8M, but Packet8 reports "As of June 30, 2006, the Company had approximately 151,000 activated Packet8 subscriber lines in service as compared to approximately 133,000 on March 31, 2006."

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