1 Comment

Summary:

Time Warner (which owns Business 2.0, my employer) is still be trying to stabilize the AOL-ship, as indicated by the fourth quarter 2005 earnings report. But the good news for the company comes from its broadband and VoIP business. For starters, the company added 265,000 broadband […]

Time Warner (which owns Business 2.0, my employer) is still be trying to stabilize the AOL-ship, as indicated by the fourth quarter 2005 earnings report. But the good news for the company comes from its broadband and VoIP business. For starters, the company added 265,000 broadband subscribers during the quarter and 909,000 in the full year 2005. That’s roughly 4.8 million subscribers, or 25% market penetration (of service-ready homes passed.) The company says this is the fourth consecutive quarter in which net residential high-speed data subscriber additions surpassed 200,000.

Time Warner’s VoIP service, simply called added another 246,000 subscribers in the quarter, 880,000 in the full year and now has a total of 1.1 million VoIP subscribers, representing 7% of eligible homes passed. And from the look of it, the VoIP business is accelerating. I am looking forward to Comcast, Cox and Cablevision data to get a sense of how much portion of the VoIP business they picked up so far.