ISP-Planet released new U.S. ISP rankings, and
the changes in ISP subscriberships are reflected in the calculations of subscriber
values.
ISP-Planet Staff [February 22, 2002]
With new subscriber rankings changing the number of subscribers for many ISPs,
the value per subscriber for most ISPs has changed, most notably in the case
of AOL, where rising subscribers and falling market cap combined for a sharp
drop in per-subscriber value from the previous month.
Values reflect market close on February 20, 2002.
ISP Subscriber Value:
$678
Stock Symbol
ISP
Value
per subscriber
Market Cap
(millions)
Number
of subscribers
[AOL]
AOL
$2,935
$107,124
36,400,000
[ELNK]
Earthlink
$264
$1,269
4,800,000
[UNTD]
United Online
$137
$199
1,460,000
[LOAX]
Log On America
$31
$0.9
30,000
[GEEK]
Internet America
$24
$3.5
142,000
AOL subscriber
numbers include RoadRunner and CompuServe.
Juno and
NetZero have merged
into United Online. We report only paying subscribers for the merged company.
EarthLink
includes 172,000 webhosting accounts in its subscriber numbers.
Log On America's
subscribers are as reported verbally, and Internet America's subscribers are
as of Dec. 31, 2001.
ISP subscriber
values without AOL would average $114 per subscriber.
Cable ISP Subscriber Value:
$254
Stock Symbol
ISP
Value
per subscriber
Market Cap
(millions)
Number
of subscribers
[RCNC]
RCN
$293
$141
481,587
[HSAC]
High Speed Access
$214
$43
200,000
RCN subscriber
numbers include subscribers to the StarPower joint venture
(a joint venture with Pepco Communications, L.L.C., a utility's subsidiary).
RCN reported 119,955 cable Internet subscribers and 361,632 dialup subscribers.
High Speed
Access has scheduled
a shareholder meeting "to approve the sale of substantially all of its
assets to Charter Communications" on Feb. 28, 2002.
Mobile Wireless ISP Subscriber
Value: $730
Stock Symbol
ISP
Value
per subscriber
Market Cap
(millions)
Number
of subscribers
[GOAM]
GoAmerica
$730
$79
108,446
GoAmerica
continued to do well on various positive news items including a deal with IBM
Global Services. GoAmerica subscriber data is as of Sept. 30, 2001.
Motient
filed for Chapter 11, and will be added back to the chart when restructuring
ends, which should be soon.