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Summary:

SBC’s profit down 41%, but the company adds 528,000 DSL subscribers, and now has 6.5 million DSL lines in service. Growth is coming from their cut rate plans … clearly Proof? DSL/Internet revenues up 22.8% versus the third quarter of 2004, but up mere 6.0% versus […]

SBC’s profit down 41%, but the company adds 528,000 DSL subscribers, and now has 6.5 million DSL lines in service. Growth is coming from their cut rate plans … clearly Proof? DSL/Internet revenues up 22.8% versus the third quarter of 2004, but up mere 6.0% versus the second quarter 2005. DSL revenues in 2Q 2005 were $670 million and in the 3Q touched $710 million. On a per-subscriber-per-month basis that is a decline of about $1 from $37.40 to $36.40 a month. This near term decline in the revenues might be the only way to beat cable guys and have some glimmer of hope for the “Telco TV” plans.

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  1. I dont know who is still getting dsl. I know I am a low end users and never have to deal with getting internet to 100, or 1000 people at a time…

    But I mean think about it: If you are so small, 25 and under, get cable and distribute it via wireless. Over 25, get something big. Get Tango. I dont get the appeal of dsl for any range then. But again, no expert.

  2. Based on testimony yesterday in the Senate, it seems to me that the idea of “Telcom TV” as you put it might have some powerful allies:

    http://channelchanger.typepad.com/my_weblog/2005/10/leahy_on_consum.html

    At the very least, a great many support the principle of consumer choice.

  3. That is quite different from the report I read this morning with the same URL.

    October 20, 2005 (3rd qtr)
    http://www.sbc.com/gen/press-room?pid=4800&cdvn=news&newsarticleid=21845

    DSL — SBC accelerated DSL line growth in the third quarter, with a net gain
    of 402,000, up 28 percent from its gain in the second quarter. Over the past
    four quarters, SBC has added more than 1.5 million DSL lines, and at the end
    of the third quarter, SBC had 4.7 million DSL lines in service, making it
    No. 1 among major U.S. telecommunications providers.

  4. Verizon’s results are coming out next week. Will be interesting to note how many FIOS data customers they have added. They have never released that data till now. Rather they have been combining it with DSL numbers.

  5. i certainly agree that it is going to be fun to get the verizon data on FIOS.

  6. Frank, I think it might be that they accidentally linked to the 2004 3Q earnings report.

  7. When are they going to put VoIP on top of their DSL (sic)?

    Seriously, when are they going to put the Lucent IMS platforms to use to bring VoIP over BB?

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