作者：凯尔西·格里菲斯彭博行业研究的一项新调查显示，消费者在选择家庭宽带服务时，越来越看重价格而非网速，有线宽带运营商也最有可能受到客户偏好变化的挤压。
By Kelcee Griffis Consumers are increasingly focused on price over speeds when choosing home internet service, according to new research from Bloomberg Intelligence, and cable companies are most likely to feel the squeeze from the shifting customer preferences.
根据9月初对1000名美国居民的调查，约三分之一的受访互联网用户表示打算更换服务商，其中近一半希望获得更优惠的资费。在可能转网的用户中，27%希望降低月费，13%希望获得更具性价比的套餐，另有8%因涨价或优惠到期而准备更换服务商。
Roughly a third of internet customers surveyed said they are looking to change providers, with nearly half of that group seeking better deals, according to the findings of a poll of 1,000 US residents in early September. Among those who are a flight risk, 27% said they are seeking a lower monthly bill, while 13% want better value and 8% are ready for a change, following a price increase or expired promotion.
彭博行业研究分析师吉塔·兰加纳坦和约翰·巴特勒在报告中写道：“随着消费者越来越倾向于将宽带视为一种注重性价比的商品，有线宽带运营商可能不得不在价格和套餐设计方面展开更激烈的竞争，而不能仅仅依靠网速，这会令其传统的以每用户平均收入增长为导向的模式面临压力。”
That’s in contrast to the only 10% of potential switchers seeking faster speeds, Bloomberg Intelligence analysts Geetha Ranganathan and John Butler wrote in their report.
包括 charter 通信公司和康卡斯特公司在内的有线宽带运营商，一直承受着大型移动运营商推出的固定无线接入服务所带来的压力。这些服务利用多余的频谱容量，以较低价格提供无线家庭互联网。三家大型移动运营商还在投资扩建光纤网络，并向消费者提供移动和互联网捆绑套餐。这些投资正在给消费者留下深刻印象。
“With consumers increasingly treating broadband as a value purchase, cable may have to compete more heavily on price and packaging rather than simply speed, putting its traditional average revenue per user-led growth model under pressure,” they said. Cable companies like Charter Communications Inc. and Comcast Corp. have been feeling pressure from fixed-wireless plans offered by major mobile providers, which make use of excess spectrum capacity to provide wireless home internet at low prices. All three major mobile companies are also investing in expanded fiber networks and offering packages of mobile an internet service to consumers. Those investments are making an impression on consumers.
在可能转网的受访者中，49%表示会考虑购买固定无线接入服务，47%会考虑光纤宽带，而考虑有线宽带服务的受访者仅占23%。AT&T、T-Mobile和Verizon是潜在客户最先考虑的运营商，其提及率远高于康卡斯特旗下的Xfinity品牌和charter旗下的Spectrum品牌。
Of the potential switchers surveyed, 49% said they’d consider buying fixed wireless access and 47% would consider buying fiber, compared with the 23% of respondents who would consider a cable service. AT&T, T-Mobile and Verizon were the top-of-mind providers for potential customers, well above Comcast’s Xfinity brand and Charter’s Spectrum brand.
SpaceX的卫星互联网服务Starlink对有线电视和无线网络提供商都构成了竞争威胁，如果Starlink在美国推出手机服务，这种威胁可能会加剧。超过半数的受访者——61%——表示他们会考虑订阅假设中的Starlink无线服务，尽管许多人坚持要求获得折扣。
SpaceX’s satellite internet service, Starlink, poses a competitive threat to both the cable and wireless providers, which could intensify if Starlink launches a mobile phone service in the US. More than half of people surveyed—61%—said they’d consider subscribing to a hypothetical Starlink wireless service, even though many would insist on getting a discount.