Just as Comcast’s first-quarter revenue growth (announced last week) was attributed to bundled service packages, this CNet article today points out that Time Warner Cable has experienced something similar.
Quadruple-play offerings (voice, data, video and wireless) will become standard in the battle for market share, as telcos move into the cable industry’s video business, and cable companies move into voice. So far cable companies have had the first-run advantage because it’s easier to start and grow a voice business than a video business. Telcos, however, are better positioned to bundle in the fourth dimension, which is wireless.
It will be interesting to watch this play out over the coming years, particularly as telco IPTV projects come to fruition. We’ll analyze this further in an upcoming Advisory on quad play.