Comcast VoIP Penetration
You might be surprised to learn that Comcast has over a million VoIP customers. The company is adding 4,000 jobs to support this new segment of their business. Om Malik reports,
UBS Cable and Satellite Analyst Aryeh Bourkoff believes that the company crossed the million subscriber mark at the end of August which translates to about 310,000 VoIP subscribers for the first nine weeks of the third quarter. That is up 32% from the previous quarter. Bourkoff had an estimate of roughly 390,000 net adds in the current quarter, but at current pace, the company could add roughly 420,000 VoIP subs in the third quarter. [via UBS Research] What this means? The heat has been turned on a notch for the likes of Vonage, and even the phone companies which are struggling to roll out their video (thus the triple play) products.
