Jason Aycock
JP Morgan digs into broadband competition via service overlap
An analysis by JP Morgan looks to dig through sparse information into the overlap that key cable providers have with different telecom providers. Among conclusions the firm has drawn, it notes cable companies compete with one fixed telecom operator in essentially every home in their footprint. And it says that fiber broadband from legacy phone operators (or insurgent fiber providers) is available in about 46M homes - about one-third. Comcast has an approximate 30% overlap with fiber (Verizon's FiOS and AT&T Fiber).