BMI View: Steady, if unremarkable growth continues to characterise the US market, at least in terms of subscriptions to formal telephony, broadband and mobile services. The fixed telephony and cable TV markets are losing customers to mobile and network-agnostic services, respectively, while mobile broadband continues to grow rapidly on the back of soaring demand for ‘everything everywhere’ type services. What growth there is in the mobile sector is coming from the ongoing roll-out of 4G LTE services and the replacement of fixed connections by a growing number of ‘cord cutters’. Market saturation is also evident and this is forcing many …
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