MoffettNathanson: It’s a Two Horse Broadband Race Between FTTP and Cable Broadband, FTTN/DSL Headed to Zero

Communications industry financial analysts at MoffettNathanson Research expect to see continued cable broadband market share gains, which have accelerated as bandwidth demand climbs during the COVID-19 pandemic. The researchers’ “equilibrium” forecast calls for DSL market share to drop to zero. And “mid-tier” telco broadband increasingly is becoming “just as obsolete,” the researchers said. “Broadband is increasingly a two-horse race between cable and telco FTTH, where it exists,” the analysts argue.