We've got Xfinity in our primary home... internet, TV, phone(landline). I know it's costing us $360/ month or so for their top tier package with Netflix and Max, etc...my wife likes the ease of use and convenience.
Have Xfinity Internet at our beach house but I dropped the TV and phone last year and went with their 800mbps which was $78/month vs $335/month with what their old Triple Play increased to over the years after starting out at $99/month.
I added in FUBO so we could watch the Eagles... absolute necessity...$85/month now.
But the 800mbps internet jumped from $78-$111/month in February.
I changed the plan to 400mbps and brought it back down to $78/month.
400mbps is plenty for 2-3 people with phones, tablets, a Nest thermostat, 1 PC and 1-2 TVs. I don't get how they're thinking raising prices and non-existent customer service while losing hundreds of thousands of subscribers is a viable business plan.
Perhaps when they had a monopoly on internet but those days are over with T-Mobile and Verizon 5G.
Not sure about the overall numbers or what percentage of their revenue is generated from territorial/infrastructure lock downs (also called distribution agreements), but that is part of their game. They make kick-back deals with local governing bodies to ensure their service is the principal use for the infrastructure in that area, they prey on low income areas.
My first year as a city councilman, I thought it was great that Comcast was willing to offset our liquid fuels budget and offer discounts to our residents under, allow us to have pricing input under a 5 year municipal contract. Then when in the meeting I realize that this contract means that "ABC TV/internet" cannot start up around the corner and try to provide boutique or better services or any at all as Comcast controls the infrastructure! ABC internet is just a mom and pop shop so they cannot afford to build their own infrastructure, or pay the leasing fees that Comcast will impose, and the municipality and county cannot help them get grants to do it also due to the Comcast contract!!! My community was already so ingrained my first year for me to dig my heels in and lobby the support to allow capitalization in our local market, but we have since educated enough voters and this has changed. We now have 4 or 5 different options in a community nestled in the mountains that is otherwise stuck in the past in many ways, and guess what.... People have left and continue to leave Comcast locally for better deals.
That's one take on a segment of it within my own experience.
Further more, opinion aside..
Comcast seems to not care as much about connectivity and customer retention on the connectivity side, they seem to gauge their KPI based on new territories or rather expansion to NEW customers. However admittedly they consider 6 other areas of the business as the growth centers, theme parks, streaming apps, streaming devices, business solutions, etc.. In Q1 of 2025 they lost 200k customers on the broadband side, lost 427k customers on the video side. Yet they gained over 300k new wireless activations. They also just did a grand opening of yet another them park attraction in May of 2025. I think the board and investors are not holding their feet to the fire on retention because to date they still show more than a %1 increase in that area of revenue, BUT its due to RAISING RATES...