An FBR buy side analyst questions just how major VoIP will be for the cable industry, in this column on TheStreet.com
The key to all this is churn. Cable operators have forever been fighting the battle with the satellite companies (Dish Network and Direct TV) here in the USA to retain customers. With Cable Telephony 1.0 they had no real competitive advantage over the telcos so a customer, other than getting one bill, had no reason to adopt it. Now with next generation VoIP services Cable Telephony 2.0 should offer enough reasons to keep the customer from jumping to satellite, or at least that's the idea.
Time will tell!