Om Malik talks about earnings report conference calls in which the Bells reported slower growth but more revenue per customer as they, customers, migrate to the higher 3 Mbps and 6 Mbps speeds. He compares BellSouth and Verizon results with AT&T's results. He believes that
...the market is saying that customers will pay for higher speed. Not for tiers. I think if Bells are brave enough to offer 25 mbps for $75 a month, they will find demand and profits. I am not sure if you agree with me, but I clearly see a direct correlation between the demand and speeds.
I bring it up because it's the first mention of "tiers v. speed" that I've read. I'm frankly not sure where he's headed with this line of argument -- people will pay for faster speeds -- but it should be interesting.
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