6 years ago
By Daniel Frankel, FierceCable, February 26, 2016
While cable operators continue to 'laugh off' slower and less reliable
wireless broadband networks, BTIG analyst Walter Piecyk said they need to wake
up and realize that the declining prices of wireless data is making it an
increasingly compelling alternative.
In a Friday blog posting for investors, Piecyk conceded that wireless
companies haven't marketed their networks as a replacement for wired broadband
yet. But that could change fast.
"We believe telcos will feel increased pressure to identify new services to
bolster revenue growth as early OTT offerings stumble and as a result of the
diminishing marginal impact of customer migrations to higher wireless data
buckets," Piecyk said. "We are still bullish on the opportunity for wireless
operators to monetize data growth but Q4 was not encouraging as most companies
reported lower than expected ARPU."