The table below shows the broadband additions for the publicly traded ISPs in the country in the third quarter of this year. Missing from this list are large ISPs that don’t publish customer counts, like Cox, Mediacom, Windstream, Brightspeed, and Google Fiber. However, this list represents roughly 90% of the broadband customers in the country.
To the dismay of other ISPs, the three FWA cellular carriers continued to perform well and collectively picked up 913,000 net customers in the quarter, just 20,000 fewer than in the second quarter.
The big cable companies continue to lose customers. However, both Comcast and Charter reported that they would have had small customer gains for the quarter except for losses due to the end of ACP. We’re liable to hear more about the impact of ACP with the year-end customer numbers.
Telcos and fiber overbuilders on the list had a collective small overall gain of 39,000 customers. That number disguises the continued fast growth of fiber customers and the continued loss of DSL customers. Lumen continues to underperform the rest of the telcos and lost 57,000 broadband customers in the quarter. Frontier continues to be the fastest growing of the large telcos with 1.6% customer growth in the quarter.
Also not included on this list are the fiber networks of Lumos and Metronet. T-Mobile bought a partnership share of these two companies and it’s not clear if we’re going to get details of their future growth.