Comcast is encouraging customers to use a roku or firetv...because they are not charging the stb fee for those devicesI don't think it's a matter of bandwidth on the existing network. More a matter of swapping out the ~25% or so of STBs still in use at Comcast that aren't IPTV-compatible. (Most X1 boxes are hybrid QAM/IPTV devices while the most recent generation of X1 boxes they've been distributing -- the Xi5 and Xi6 -- are IPTV-only.)
Comcast is already running their entire TV service over IPTV. For past 18 months or so, in many areas Comcast has set up new broadband+TV customers as all-IPTV, with linear channels, on-demand, and cloud DVR all delivered as managed IPTV to their Xi5 and Xi6 boxes, or to the Xfinity Stream app on customers' own Rokus, smart TVs and smartphones. They've also added a few new niche upper-tier channels that are IPTV-only (meaning that folks with CableCARDs or pre-X1 STBs cannot access them).
At the point when they completely dump QAM TV, if not before, it's likely that they'll stream the most-viewed linear channels via multicast to conserve bandwidth (and channels can dynamically switch between unicast and multicast based on the number of current viewers in a given area). It's possible that they've already begun doing that in some places, I really don't know. In order to tune in IPTV multicast linear channels, the consumer will likely need a Comcast-issued broadband gateway (modem+router).
Found an internal Comcast slide deck from a few years back that referenced their plans to drop QAM and go all-IP. And those plans have been referenced in the industry media repeatedly over the years. Comcast has slowly been building toward that end.
Just this week saw a recent slide from a Cox presentation showing that they plan to dump QAM and go all-IP as part of their planned network upgrades about 2-3 years from now. I'd expect the Comcast transition to be complete by then, if not before.
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