For the first time, the growth in video customers among telecoms should outpace the telephony gains among cable companies, according to a report from Stifel Nicolaus, a research and investment firm, which predicts AT&T and Verizon will continue to eat away at their rivals' market share over the next few years. The report noted that the two telecoms fared better adding video subscribers than the top four cable operators did with voice service.

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