If you want to make the argument that people are not dropping wired broadband in favor of mobile, you’ll need to do better than look at two-year-old figures comparing DSL and cable market shares. You’ll even need to do better than that to understand wireline market shares because there’s a third option in VDSL and FTTx. Leichtman Group publishes this data every quarter.

To see the evidence for broadband cord-cutting, you’ll need to look at Pew’s data in the percentage of households who access the Internet from mobile only and see how they’re trending.

Another clue comes from East Asia, where FTTH abandonment is vexing the bottom lines of the national wireline carriers.

Your comments on peering and Wi-Fi are orthogonal.