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Chronicles

The story behind the story

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Comcast says internet traffic from voice and video calls has risen 212% on its network over the past month and the overall peak traffic is up by 32%

Traffic zooms up as more people work from home  —  Voice and video calls have more than tripled on Comcast's network …

The Verge Jacob Kastrenakes

Context & Ripple Effects

Comcast enters this moment already a broadband company first: it crossed the point of having more internet than TV subscribers back in 2015, and customer data consumption has been climbing steadily since — median monthly use hit 200GB in Q1 2018 on the back of streaming video. The pandemic surge reported here is a step-change on top of that baseline, not a new curve.

What makes the numbers consequential is what Comcast did alongside them: it waived its data caps for the duration, and Ars Technica's follow-up found speeds held fine even with peak traffic up 32% — undercutting the long-standing argument that caps exist to manage congestion. Rivals are seeing the same shape of demand, with Verizon handling more than double its usual weekday wireless call volume.

First-order effects

  • Comcast's network is absorbing a workday-shaped load it was never dimensioned for: voice and video call traffic up 212% in a month means business-grade communications, not just evening streaming, now ride the residential pipe.
  • Comcast's own data-cap waiver becomes immediately costly to reverse — with peak traffic up 32% and no corresponding speed degradation, enforcing caps would look like pure billing rather than network management.

Second-order effects

  • Verizon and AT&T are reporting parallel surges — Verizon at roughly double normal weekday wireless calls, AT&T calls up 35% — so no carrier can quietly re-impose usage limits or deprioritize traffic without standing out against peers making capacity claims.
  • The mix shift pressures Comcast's own cable-TV bundle: households spending their day on video calls over broadband have less reason to pay for linear TV, accelerating the broadband-first economics Comcast has reported since 2015.

Third-order effects

  • If the pattern holds, usage-based caps lose their congestion rationale across the industry and persist only as revenue devices — inviting regulatory scrutiny precisely because carriers demonstrated headroom when it mattered.
  • Residential broadband gets redefined as critical two-way work infrastructure rather than a consumer entertainment pipe, which is the arc behind Comcast's later full-year figure of peak traffic up 32% for all of 2020 versus pre-pandemic levels.

The trend: Home broadband is shifting from an evening-entertainment pipe to always-on work and communications infrastructure, forcing carriers to defend or abandon usage caps.

Discussion

  • @richlightshed Rich Greenfield on x
    Comcast Network Stats $CMCSA ▪️Peak traffic up 32% ▪️Video Streaming up 38% ▪️Linear TV up 6%-7% ▪️Gaming Downloads up 50%, new games up 80% ▪️Peak downstream now 7:30 pm down from 9 pm ▪️VoiP & Video Conf up 212% ▪️VPN traffic up 40% https://corporate.comcast.com/ ...
  • @jlivingood Jason Livingood on x
    Today, Comcast issued an update on the network under COVID-19 conditions. Pretty interesting! Peak traffic +32% & morning/evening peak time starts earlier, plateauing in cities w/early stay-at-home orders /1 #COVID19 #Xfinity #XfinityInternet #Comcast https://corporate.comcast.co…
  • @richlightshed Rich Greenfield on x
    Yet more proof points that linear TV is NOT seeing a #Covid_19 surge — streaming and gaming crushing linear TV's uptick (and the TV uptick is old people over 50) https://twitter.com/...
  • @dangillmor Dan Gillmor on x
    Super-interesting network-usage data on from one of Comcast's best technical people... https://twitter.com/...
  • @zhugeex Daniel Ahmad on x
    Comcast says that it has seen an increase in entertainment, streaming, and gaming traffic across its network due to COVID-19 lockdown and self isolation. Gaming downloads are up 50% generally and 80% during new releases. https://corporate.comcast.com/ ... https://twitter.com/...
  • @oliverdarcy Oliver Darcy on x
    Comcast out with March stats on its network. The company says it has seen a 32% increase in peak traffic, with VoIP and Video Conferencing up a staggering 212% https://corporate.comcast.com/ ...