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Subscriber Values
The ISPs whose stock prices are continuing to fall have made controversial business decisions. Motient merged with a creditor, Rare Medium, and Excite@Home wrote off over $700 million when it sold BlueMountain.com. EarthLink and GoAmerica are doing well.
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[September 19, 2001] |
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We list public companies only and do not include ISPs that are part of much larger firm, like MSN, for example. Current subscriber counts are derived from corporate reports and ISP-Planet's ISP Rankings.
WSRN.com is the source for market data. Market capitalization data is as of market close on September 17, 2001.
History
In response to readers' requests, we now provide historical data for the subscriber
values here.
Transaction data
Third
party subscriber value research from MCG Capital Corporation averages the
ISPs that MCG bought and sold last year. Revenue per subscriber per month is
particularly interesting data.
Note, however, that the rate of ISP deals is declining drastically.
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ISP Subscriber Value:
$665 |
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|
Stock Symbol |
ISP |
Value per subscriber |
Market Cap |
Number of subscribers |
|---|---|---|---|---|
|
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|
[AOL] |
AOL |
$3,787 |
$134,044 |
35,400,000 |
|
[ELNK] |
Earthlink |
$372 |
$1,821 |
4,900,000 |
|
[NZRO] |
NetZero |
$267 |
$56 |
210,000 |
|
[PRGY] |
Prodigy |
$93 |
$307 |
3,300,000 |
|
[LOAX] |
Log On America |
$77 |
$3.5 |
30,000 |
|
[JWEB] |
Juno |
$34 |
$31 |
884,000 |
|
[GEEK] |
Internet America |
$24 |
$2.3 |
147,000 |
|
AOL subscriber
numbers include RoadRunner and CompuServe. Q1 numbers
used for Internet America and Log On America. Juno and
NetZero now provide
a mix of fee and free services and will merge into United Online. Log On America
is fighting a NASDAQ delisting, Internet America was delisted. ISP subscriber values without AOL would average $144 per subscriber.
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Cable ISP Subscriber Value: $184 |
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Stock Symbol |
ISP |
Value per subscriber |
Market Cap |
Number of subscribers |
|
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|
[RCNC]
|
RCN
|
$379
|
$192
|
507,000
|
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[WGAT] |
WorldGate |
$247 |
$55 |
104,000 |
|
[HSAC] |
High Speed Access |
$68 |
$12 |
176,000 |
|
[ATHM] |
Excite@Home |
$43 |
$160 |
3,712,000 |
|
RCN subscriber numbers include subscribers to the StarPower joint venture (a joint venture with Pepco Communications, L.L.C., a utility's subsidiary). @Home subscriber numbers include 12,000 @work enterprises. @Home's value continues to fall as the breakup of AT&T proceeds. @Home recently sold bluemountain.com for about $35 million—it paid approximately $780 million. High Speed Access may sell its cable modem business to Charter Communications at or near book value.
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Mobile Wireless ISP Subscriber Value: $276 |
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Stock Symbol |
ISP |
Value per subscriber |
Market Cap |
Number of subscribers |
|
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|
[GOAM] |
GoAmerica |
$527 |
$53 |
100,647 |
|
[MTNT] |
Motient |
$26 |
$6.5 |
250,000 |
Motient completed a controversial merger with a creditor, Rare Medium.
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