North American Consumer Communication Services Tracker, Q2 2025

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.