The discrepancy in headlines comes from the fact that Light Reading and Ars Technica are referencing two different aspects of FiOS. Light Reading is referring to subscriber uptake; Ars Technica to the cost of FiOS FTTH deployments. Put together, the earnings coverage sounds just a little schizophrenic, but here are a few of the compelling FiOS facts:
- 416,000 new FiOS broadband customers in Q1
- 141,000 new FiOS TV customers in Q1
- Ars Technica points out that despite subscriber additions, FiOS brought earnings down about 11 cents per share
Update: Broadband Daily (subscription required) makes reference to Verizon’s escalating Average Revenue Per User (ARPU) with FiOS. Not as high as cable, but headed in that direction.