According to Bernstein Research analyst Craig Moffett, the cable industry is outgrowing the wireless industry. Subscriber growth in the wireless industry over the last 12 months is up 5.3%, but revenue per subscriber is down 1.7%, producing just 3.6% revenue growth. The cable industry, by contrast, grew revenue per sub 4.1% over the same time period and total industry growth was 5.3%.
Eric Savitz, “Cable Vs. Wireless: Guess Which Is Growing Faster?” Barron’s. August 23, 2009.
Bruce P. Mehlman