北美消費者通訊服務追蹤報告，2025年第二季度

此追蹤報告按季度更新北美消費者通訊服務市場的關鍵細分領域，包括寬頻、視訊、語音和無線服務。重點包括光纖到府 (FTTH) 網路的成長，這顯著推動了寬頻用戶數量的淨成長。通訊業者正集中投資擴大光纖覆蓋範圍，將其視為一項策略性舉措，並預期透過降低解約率和營運成本來獲得長期收益。在影像市場，消費者的觀看偏好持續變化。對影片串流服務日益成長的需求正在對傳統影片串流媒體產生負面影響，預計這一趨勢將持續下去。在語音市場，VoIP 服務的市佔率持續擴大。在無線服務方面，無限流量行動資料方案和配套服務的普及推動了無線連接相關收入的成長。

This tracker provides quarterly updates for key segments in the North American consumer communications services market, including broadband, video, voice, and wireless. Highlights include growth in fiber-to-the-home (FTTH) connections, which drove strong net additions in broadband subscribers. CSPs focused their investments on widening their fiber footprint, and they viewed fiber expansion as a strategic move, expecting long-term returns through reduced churn and lower operating costs. In the video market, changes to consumer viewing preferences continue. The increasing demand for OTT video streaming services has negatively impacted traditional video streaming, a trend that is likely to continue. In voice markets, VoIP services continue to gain share. In wireless services, customers shifting to unlimited mobile data plans and bundled services boosted wireless connectivity revenues.