In the second quarter, cable companies that sold triple-play bundles of video, voice and broadband averaged two services per bundled customer, compared with the big telecoms, which averaged 1.67, according to J.P. Morgan Securities. The company went on to say that it expects top cable providers "to take a larger share of valuable triple-play subscribers over time."
Comcast will begin discounting TiVo DVR service for new triple-play customers in the New England area, according to TiVo CEO Tom Rogers. The deal would offer TiVo for $9.95 a month, about the same price Comcast charges for its standard HD-DVR.
In the battle for triple-play customers, cable remains far ahead of its telephone and satellite rivals, a market researcher says. Fully 90% of homes with triple-play services are cable customers, according to Knowledge Network.
As Internet telephony pioneer Vonage prepares for its initial public offering, it finds itself in a precarious position. Cable companies such as Time Warner and Cox are offering Internet phone service of their own, and selling it cheaply as part of triple-play packages.
Almost 40% of cable companies' capital expenditures last year went to equipment for triple-play packages, according to a new survey by Infonetics Research. The survey said most cable providers expect such spending to increase this year.