FiOS Slows to Crawl in Q4 '09. Can Verizon Really Steal Comcast Subscribers?
http://mobile.multichannel.com/article/445901-FiOS_Hits_Brakes_At_End_Of_2009.php?rssid=20059
New Verizon FiOS TV and broadband subscriptions were way down in Q4 of last year (153K total).
I wonder if the market for FiOS is those people "in the cracks", in no man's land between the larger MSO offerings. Seriously, do you think many people actually canceled their cable for switch to Verizon FiOS? Doubt it. Way too much hassle simply to move from one giant MSO to another. Yes, FiOS may have a better TV product than Comcast and Time Warner Cable. But I don't think that putting a Facebook and Twitter app on a TV screen will be enough to move the dial in a serious way.
FiOS has a challenging, highly fragmented market it's going after. Tough business, me thinks. We'll see.
