I’ve written for the broadbandwiki about the recent game-changing ADSL offer by Jazztel in Spain.
(20 meg down/ 1 meg up + unlimited local/national calls + wifi/router for 30 euros/month!)

Now, via Martin Varsavsky’s blog (in Spanish), we learn that Jazztel is gaining 3,000 gross adds per day, or roughly 90,000 per month.

To put that number in perspective, the growth of the entire Spanish ADSL market has averaged maybe 70-80,000 per month over the past 2 years.

So assuming that Jazztel’s churn is no higher than that of its peers, either they have succeeded in exploding the market’s natural growth rate, or are devouring the growth of every other player (maybe even forcing some into a situation of negative net adds).

Either way, this is powerfully disruptive news. Are Telefonica investors aware of the silent revolution taking place in Spanish broadband?