Cable operators should stopping 'laughing off' wireless broadband threat, analyst says
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."
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Neal McLain