We rank U.S. Consumer ISPs by overall subscriber numbers,
regardless of connectivity method. Top performers might surprise you and
non-standardized reporting structures might confound you, but the numbers
don't lie.
Which U.S. service provider topped the charts for positive growth from
the period ending Dec. 31, 2000 to March 31, 2001? Surprisingly, Prodigy
Communications with 30 percent growth. Unfortunately the extraordinary
accomplishment was not due to real growth in new users. SBC Communications
rolled its numbers into the Prodigy brand name as part of a collaborative
deal. Because we can not separate Prodigy users from SBC access, the growth
factor obscures real performance.
Does this mean that the exulted leader of the pack goes to MSN
with 20 percent comparable subscriber base growth? Sorry, you would
be wrong to leap to that conclusion. MSN does not play fairly when
it comes to public reporting structures. Astonished? Microsoft's
Internet access unit only reports "milestones," which
do not qualify as factual quarterly data. We must statistically
disqualify MSN from our top performance analysis.
Is America Online the de facto winner in Q1 user growth
with 17 percent gained? Nope. AOL's subscriber base figure must
be estimated as a regional average, because it only reports a worldwide
subscriber figure each quarter. We must subtract its CompuServe
and Gateway.net brands and also eliminate its European users, which
means that we lop about 35 percent of AOL's total subscriber base
off its top number, in order to estimate AOL's U.S. users.
+
/ -
Change
ISP
2001
Q1 Subs. (millions)
2001
Subs. (millions)
+
17%
AOL
Time Warner
18.9*
17.5*
+
4%
EarthLink
4.8
4.6
+
10%
Juno
Online
4.1
(15.9m
total±)
4.0
(14.2m
total±)
+
2%
NetZero
3.7
(8.6m total±)
3.5
(7.0m total±)
+
20%
MSN
Internet
5.0
4.0
+
13%
Excite@Home
3.2
2.9
-
41%
BlueLight.com
1.9*
(6.6m
total±)
2.8*
(5.5m
total±)
+
7%
CompuServe
(AOL)
3.0
2.8
-
30%
Prodigy
(Includes
SBC Inc.)
3.1
2.17
No
Change
Gateway.net
(AOL)
1.7
1.7
No
Change
AT&T
WorldNet
1.3
1.3
No
Change
WebTV
1.1
1.1
+
16%
Road
Runner
1.2
1.0
No
Change
Bell
South
.655
.655
-
2%
All
other U.S. ISPs Combined
est.²
11.5
est.²
11.3
Top of the heap
Finally, we're getting down to the "brass tacks" of statistically
accountable analysis, and out first prize winner is in new user growth for
Q1 2001 isJuno Online Services.
Juno's 10 percent growth factor is based on actual data and reflects
the correct time frame of our analysis. Second place goes to AOL-owned
CompuServe with 7 percent growth, while third place goes to EarthLink
with 4 percent. "All other" ISPs round out the top four new
user growth factor in our Q1 2001 analysis. If your independent ISP serves
less than 300,000 users and you grew your subscriber base by 2 percent,
your ISP operation produced average growth for the first 90-days of this
year.
In terms of cable modem access, Excite@Home only reports
a global figure. Without a U.S. breakout unavailable, AOL-owned Road
Runner cable access is our statistically acceptable champion of new
users growth in the U.S. for the first quarter of 2001. This is the
first time that rival cable access providers AT&T Broadband, Cox
Communications, Charter Communications and Cablevision provided comparable
data user figures, so their growth factors could not be tabulated
in our Q1 report.
*
AOL
Time Warner U.S. Subscriber figures reflect the ISPs reported worldwide
customer counts, less international subscribers, less CompuServe subscribers,
and less Gateway.net subscribers.
±
Free
ISP subscriber ranking based on users actually long on each month
as "active users" as opposed to the total number reported
by the ISP as "registered users."
Juno Online, BlueLight.com and NetZero report actual active user figures
on a monthly basis.
²
U.S.
Online population total and market share figures based on information
from the Computer Industry Almanac, quoted in CyberAtlas
US Online Population: 68,481,217