Tuesday, October 30, 2012

Comcast Loses Subscribers: still feeling good about the future.

Last Friday morning Comcast reported strong Q3 '12 results, including its 8th straight quarter of lower year-over-year video subscriber losses. For Q3 '12, it lost 117K subscribers, vs. 165K in Q3 '11. 

This pattern stretches all the way back to Q4 '10, when Comcast lost 135K subscribers, vs. the 199K it lost in Q4 '09. 
Obviously no business likes to lose customers, but Comcast's (and all cable operators') reality is that with the incursion of telcos and satellite operators, some market fragmentation was inevitable.

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