Network management

Charter Communications is upgrading its widespread hybrid fiber/coax (HFC) networks to support faster speeds. But the demand for lofty upstream speeds is not being driven by actual customer usage, according to CFO Chris Winfrey. "The upstream demand today is much more of a marketing campaign as opposed to any real product demand," said Winfrey. Upstream usage soared during the early stages of the pandemic as people worked and schooled from home, but downstream usage still exceeds upstream usage by a wide margin.

In a recent article, Joe Madden wrote an article looking at the various wireless technologies he has used at his home in rural central California. Over time he subscribed to a fixed wireless network using Wi-Fi spectrum, cellular LTE broadband, Starlink, and a fixed wireless provider using CBRS spectrum. Madden was able to analyze his broadband performance in ways that are not easily understood by the average subscriber.

As recently as fifteen years ago, I was often asked by many of my clients to help them benchmark their internet service provider (ISP) against their peers. By this, they wanted to know if they had the right number of employees for their customer base, if their revenues and expenses were in line with other similar ISPs, if they had too much expense from overheads, etc. It turns out that ISPs were not particularly comparable. They seemed to differ in most of the statistics that my clients wanted to understand.

Google Fiber Webpass uses wireless technology to provide high-speed internet to the apartments, condominiums, and offices we serve across the country. Wireless technology is a broad term that can mean many different things, like Wi-Fi, cellular, Bluetooth, IoT protocols, and military communications. Those are great, but the Google Fiber Webpass wireless method of internet deployment is different.

Comcast said that it successfully completed a trial of 10G and full duplex DOCSIS 4.0 technology delivering symmetrical multi-gigabit speeds on a live connection. The company said it will continue to trial the technology “over the next several months in preparation for offering 10G-enabled services to customers in the second half of 2023.” The cable industry uses the term “10G” for a range of technology advances aimed at enhancing internet connectivity. Full duplex DOCSIS 4.0 is one of those advances.

Losing email service reminded me of businesses' reliance on technology and web platforms that underlie our businesses. The number one issue I hear from businesses is how devastating it is to lose a broadband connection. A lot of businesses go dead when losing broadband. I don’t think the average person realizes how reliant businesses are on broadband. People are not surprised when broadband shuts down consultants, engineers, or architects who rely on broadband to exchange data and files on projects.

How fast will the cable industry move to an all-fiber plant? A Credit Suisse financial analyst believes the industry will be slow to upgrade from coax in less competitive areas, not seeing any urgency in upgrading to faster, more reliable technology, with speed and type of upgrades paced by the competition within the markets they serve. “We expect kind of different choices to be made in different [population dense] areas,” said Grant Joslin, Vice President US Telecom Equity Research, Credit Suisse.

There are three billing practices that are routine for large internet service providers (ISP) that smart competitors avoid. First is offering special low prices to attract new customers. The second is bundling, which means giving a discount to customers buying multiple products. Third is what has become known as hidden fees, where there are routine monthly fees that are not included in the online advertised price offers to customers. A lot of smaller ISPs wonder if they should match these same tactics.

Gigabit passive optical network (GPON, if you're scoring at home) is a great technology. It is the predominant technology in place that is delivering fiber last mile broadband. GPON quickly became popular because it allowed the provisioning of a gigabit service to customers.

Dramatic increases in provisioned broadband speeds are continuing to shift the broadband landscape, including a continued increase in gigabit tier adoption, as well as migration of subscribers to speeds of 200 Mbps or higher. About 15% of subscribers were on gigabit tier plans in 3Q22, an increase of 35% over the 11.4% figure in 3Q21, and the percentage of subscribers on plans between 200-400 Mbps doubled to 54.8% from 27.4% in 3Q21.