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Written by uverse
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Friday, 05 February 2010 |
Nothing terribly interesting was revealed at this quarters review. U-verse surpassed 2 million users and is generating almost 3 Billion annually in revenue. There were 250k net adds during the quarter and they are still on pace to pass 30 million units by the end of 2011.
Of course there are still some out there that think U-verse is an absurd contraption that is not worthy enough for anyone to subscribe too. FIOS may have better wires, but U-verse outsold FIOS by 100,000 during this quarter. AT&T is now ranked the 10th largest Cable operator and rising quickly. It would be 6th if you ranked it just against cable(not sat or Verizon). It should be painfully obvious by now, that this is service that is not having problems in the marketplace. In the end it is not the wires, it is the service, price and reliability that gains and keeps customers. |
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Written by uverse
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Thursday, 22 October 2009 |
U-verse has passed more than 20 million units.
240k more subs added for a total of 1.8 million.
Should clear 2 Billion in revenue this year.
U-verse brings better customer retention.
12% penetration in all markets, greater than 20% penetration in markets open for 24 months.
That is all this qtr.
transcript at seeking alpha
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Written by uverse
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Friday, 25 September 2009 |
Finally there is something to report! ATT held a couple of investor talks. The first was with John Stankey.
He mentioned that ATT had no plan to compete purely on broadband speed but the total package(options, reliabity, service...). The companies surveys have ATT 6meg service feeling faster than cables 8+meg service.
He also had several comments regarding u-verse bandwidth. He said that ATT engineers networks to meet peak demand and U-verse is doing that. He notes that when bandwidth usage is at its highest, tv usage is at its lowest. Households often watch the same stream on more than 1 TV and that people are watching more recorded content. He did admit there is probably about 10% of the market that will demand more bandwidth than u-verse can deliver. However vdsl and codec improvements will help the bandwidth situation. Codecs are currently at 6meg and will decrease bitrate in the near future. Pair bonding is being trailed in Dallas and 3rd HD stream should show up in the 4th qtr.
He also noted that the RG was too expensive(triple play device) for broadband only and that was the reason they have not offered broadband only. However they do have less expensive vdsl adapter and are planning a self install to go with it.
Randall Stephenson was next. And for those of you wondering why ATT is sticking with this absurd FTTN contraption, Randall Stephenson made it pretty clear why. U-verse is generating 2 billion a year in revenue. Markets with U-verse are doing better by any metric they choose(wireless, wireline, arpu,..) 75% of U-verse subs are triple or quad play.
They have also forcast that FTTN will have no problem delivering the required bandwidth for the next 5 or so years as pair bonding and digital spectrum management will increase VDSL speed. New builds are of course FTTP, but he expected U-verse to follow the build out of DSL and eventually cover most of the territory. DSL build out started in 1998 and today covers more than 90% of their territory.
The webcats can be found here |
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Written by uvadmin
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Wednesday, 31 December 2008 |
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In an effort to alleviate the slow page load times we have moved the site to a new server. Hopefully this will take care of any performance problems you have experienced. Most things should be back to normal now. If you find problems that need to be addressed respond to this post and we will work them out. The known issues that we are still working on are:
- Attempting to add a marker to the map returns an "Error 500 - Internal server error"
- Attempting to delete a marker from the map returns an "Error 500 - Internal server error"
- Some navigation links to the map and wiki are broken and return an "Error 500 - Internal server error"
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Written by uverse
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Wednesday, 22 October 2008 |
AT&T added 232,000 U-verse subs this past quarter, bringing the total to 781,000. As long as they add 220,000 next quarter that will get them their goal of 1 Million subs by the end of the year. In terms of subscribers they just passed CableOne, the 9th largest MSO. AT&T has also pass 14M dwellings. They are now achieving greater than 10% penetration rates in less than 12 months.
Not only was not much said about U-verse in this webcast, none of the investors had any questions about U-verse either. I guess this means investors are now quite comfortable with the capabilities of this system. |
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Written by uverse
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Tuesday, 21 October 2008 |
After launching about 2 years ago, the greater Houston area has surpassed 100,000 U-verse subscribers. It is probably safe to assume that Dallas and San Antonio are probably not to far from this 100,000 mark as well. Total numbers for the Q3 2008 should available soon.
For comparison, Comcast Houston has 750,000 subscribers.
Press Release |
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What is U-verse?
U-verse is AT&T's revolutionary IPTV platform capable of delivering standard and high-def television over a high-speed internet connection. U-verse utilizes both fiber-to-the-node and fiber-to-the-point technology to obtain speeds upwards of 25Mbps to the user's home. AT&T is attempting to leapfrog current cable systems by offering features like a DVR that can record up to 4 shows at a time and is programmable from any web-connected computer.
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