鸡皮踢说

Q1?2025 Subscriber Losses

Broadband (Xfinity Internet):

• Comcast lost 199,000 broadband customers in Q1?2025, up from 139,000 in Q4?2024 and exceeding analyst expectations (~146,100) cordcuttersnews.com+15reuters.com+15reddit.com+15.

• Breakdown shows 183,000 residential and 17,000 business broadband subscribers lost lightreading.com+1reddit.com+1.

Video (Traditional Cable TV):

• Comcast shed 427,000 TV subscribers in the same quarter, continuing the cord-cutting trend cordcuttersnews.com+5wsj.com+5wsj.com+5.

Annual Broadband Loss:

• Over the past 12 months, Comcast lost 545,000 broadband customers, about four times its losses from the prior 12-month period en.wikipedia.org+12marketwatch.com+12wsj.com+12.

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Why It’s Happening

1. Rising competition from mobile carriers bundling internet & mobile plans – Comcast acknowledges it’s “not winning in the marketplace” broadbandbreakfast.com+3reuters.com+3marketwatch.com+3.

2. Customer frustrations with pricing and service, including opaque rate hikes and confusing fees reddit.com.

3. Impact of fiber and fixed-wireless rivals offering simpler, often cheaper plans