What are the Cableco’s up to?

Taco Bell chose Comcast Business as their technology partner. “Taco Bell has selected Comcast Business Enterprise Solutions to provide managed services, including guest Wi-Fi, at more than 6,200 Taco Bell company and franchise locations across the U.S.”

Managed Wi-Fi and 4G backup connectivity for point-of-sale and credit card processing are becoming table stakes in the retail space.

MSO’s are moving to a cloud-based “Experience Center” like Comcast Xfinity 1. “Altice One is an all-in-one user interface portal for video, broadband/WiFi, and phone services. Rather than being resident on the set-top-box or gateway, Altice One is cloud-based, allowing for more features and rapid feature introduction and upgrades.”

Altice USA also launched an MVNO using Sprint. Charter is launching MVNO as well – using VZW.

Comcast has 250K subs on its VZW-powered MVNO service already. That doesn’t sound like much, compared to Comcast’s 22.5 million TV subscribers and 25.1 million broadband customers, but cellular subscriptions are full.

VZW – 147M
AT&T – 136M
T-Mob – 59M
Sprint – 53M
USCell – 5M
That’s 400M subscribers in the USA, with a population of 323M!

Cable had TV; moved into Broadband and Voice, where it is now the dominant player with 66% of the market share. MSOs try different things like Business TV; home security; home automation; and end up killing it with MVNO (cellular voice and 4G data). Even managed wi-fi services are doing well for them. Take note. Copy it!