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Written by uverse
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Friday, 25 September 2009 |
Finally there is something to report! ATT held a couple of investor talks. The first was with John Stankey.
He mentioned that ATT had no plan to compete purely on broadband speed but the total package(options, reliabity, service...). The companies surveys have ATT 6meg service feeling faster than cables 8+meg service.
He also had several comments regarding u-verse bandwidth. He said that ATT engineers networks to meet peak demand and U-verse is doing that. He notes that when bandwidth usage is at its highest, tv usage is at its lowest. Households often watch the same stream on more than 1 TV and that people are watching more recorded content. He did admit there is probably about 10% of the market that will demand more bandwidth than u-verse can deliver. However vdsl and codec improvements will help the bandwidth situation. Codecs are currently at 6meg and will decrease bitrate in the near future. Pair bonding is being trailed in Dallas and 3rd HD stream should show up in the 4th qtr.
He also noted that the RG was too expensive(triple play device) for broadband only and that was the reason they have not offered broadband only. However they do have less expensive vdsl adapter and are planning a self install to go with it.
Randall Stephenson was next. And for those of you wondering why ATT is sticking with this absurd FTTN contraption, Randall Stephenson made it pretty clear why. U-verse is generating 2 billion a year in revenue. Markets with U-verse are doing better by any metric they choose(wireless, wireline, arpu,..) 75% of U-verse subs are triple or quad play.
They have also forcast that FTTN will have no problem delivering the required bandwidth for the next 5 or so years as pair bonding and digital spectrum management will increase VDSL speed. New builds are of course FTTP, but he expected U-verse to follow the build out of DSL and eventually cover most of the territory. DSL build out started in 1998 and today covers more than 90% of their territory.
The webcats can be found here
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What is U-verse?
U-verse is AT&T's revolutionary IPTV platform capable of delivering standard and high-def television over a high-speed internet connection. U-verse utilizes both fiber-to-the-node and fiber-to-the-point technology to obtain speeds upwards of 25Mbps to the user's home. AT&T is attempting to leapfrog current cable systems by offering features like a DVR that can record up to 4 shows at a time and is programmable from any web-connected computer.
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