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News & Views Most Popular Altice USA's Mobile Service to Be 'BYOD-Heavy' By Jeff Baumgartner, Senior Editor, Light Reading, 12/5/2018 But cable operator is still evaluating its pricing and business model for mobile as it prepares to launch service in 1H 2019. Post a Comment \| Read (0) US, China Agree to Delay Tariffs Hike By Jeff Baumgartner, Senior Editor, Light Reading, 12/3/2018 A higher, 25% tariff slated to take effect in 2019 is postponed for 90 days as the sides try to iron out a long-term trade arrangement. Post a Comment \| Read (0) Sale of Arris Set-Top Box Biz 'On the Table' for CommScope – Analyst By Jeff Baumgartner, Senior Editor, Light Reading, 11/26/2018 CommScope could get $500 million for that unit 'in a distressed sale to a financial buyer,' Jefferies analyst George Notter suggests. Post a Comment \| Read (0) Advertisement Podcast: CommScope & Arris Tie the Knot, but Why? By Phil Harvey, US News Editor, 11/19/2018 CommScope and Arris are merging. Though they frame this as a complementary deal, there's some lingering questions about the broader strategic rationale of the deal and if this is, indeed, a marriage made in technology heaven. Post a Comment \| Read (0) CommScope/Arris Deal More About Dollars Than Strategic Sense – Analyst By Jeff Baumgartner, Senior Editor, Light Reading, 11/15/2018 Investors see marriage as a way for CommScope to buy cash flow, Raymond James analyst suggests. Post a Comment \| Read (0) Why CommScope Wooed Arris By Jeff Baumgartner, Senior Editor, Light Reading, 11/9/2018 'We certainly weren't out trolling or looking' to be acquired, Arris CEO Bruce McClelland says. Post a Comment \| Read (4 comments) Latest Comment: jbtombes Seems like the $1b from Carlyle could decrease the debt, non? The CG has positioned... Liberty Global's Cloud Network Strategy Explained By Alan Breznick, Cable/Video Practice Leader, Light Reading, 11/9/2018 Liberty Global's director of Strategy Roadmap & Innovation, Chris Aspell, explains how the cable giant's network will evolve to a more cloud-based architecture in the coming years. Post a Comment \| Read (0) Advertisement Breznick Digs Into Europe's Cable Trends By Alan Breznick, Cable/Video Practice Leader, Light Reading, 11/9/2018 LR's Cable/Video Practice Leader Alan Breznick explains how Europe and North America are not in sync when it comes to DOCSIS 3.1 and Distributed Access Architecture (DAA) developments and looks at how 5G is shaping MSO mindsets. Post a Comment \| Read (0) Is Arris the Answer to CommScope's Pain? By Jeff Baumgartner, Senior Editor, Light Reading, 11/8/2018 Arris deal presented 'best path' after CommScope analyzed how to rejuvenate its business and shore up its positioning for the 5G era, CEO says. Post a Comment \| Read (2 comments) Latest Comment: bosco_pcs Not if you view this as a private equity special. ARRS got some valuable assets.... CommScope Puts Up $7.4B for Arris By Jeff Baumgartner, Senior Editor, Light Reading, 11/8/2018 They expect the merger, valuing Arris at $31.75 per share with an eye fixed on the 5G era, to produce annual cost synergies of more than $150 million within three years. Post a Comment \| Read (6 comments) Latest Comment: Jeff Baumgartner Among other reax to the deal, Raymond James analyst Simon Leopold has downgraded... Key Takeaways From Cable Next-Gen Europe By Jeff Baumgartner, Senior Editor, Light Reading, 11/7/2018 Light Reading cable guru Jeff Baumgartner highlights some of the key takeaways from the inaugural Cable Next-Gen Europe, noting how the region's operators are taking different routes with their network strategies and digging into the impact that 5G will have on the sector. Post a Comment \| Read (0) CommScope, Arris Nearing $5.6B Deal – Report By Jeff Baumgartner, Senior Editor, Light Reading, 11/7/2018 A deal would value Arris at more than $31 per share, CNBC says. Post a Comment \| Read (0) What's Cable's Tech Game Plan in Europe? By Jeff Baumgartner, Senior Editor, Light Reading, 11/5/2018 Bracing for 5G, network upgrades and enhancements, and pay-TV's next chapter will be among the themes and topics for Tuesday's Cable Next-Gen Europe event in London. Post a Comment \| Read (0) Harmonic's Cable Virtualization Biz Looks a Bit More Real By Jeff Baumgartner, Senior Editor, Light Reading, 10/30/2018 Says its CableOS platform is involved in a mix of commercial deployments and field trials with 25 cable ops. Post a Comment \| Read (0) What Made Waves at Cable-Tec Expo? By Jeff Baumgartner, Senior Editor, Light Reading, 10/29/2018 Heavy Reading's Alan Breznick and Light Reading's Jeff Baumgartner discuss the tech topics that resonated in Atlanta at SCTE's annual confab, including Full Duplex DOCSIS, expanded spectrum DOCSIS, distributed access architectures, AI, and what critical role cable might play in the 5G era. Post a Comment \| Read (0) Arris: Tariffs Add $200M in Broadband Gear Costs, Threaten US 5G Plans By Jeff Baumgartner, Senior Editor, Light Reading, 10/26/2018 Short of removing broadband equipment from the proposed new tariffs, Arris seeks more time to make changes to its complex supply chain. Post a Comment \| Read (0) CommScope in Talks to Buy Arris – Report By Jeff Baumgartner, Senior Editor, Light Reading, 10/25/2018 Such a deal would bring another massive wave of consolidation to the wireline and wireless infrastructure sector and establish an even larger supplier with a major focus on the cable industry. Post a Comment \| Read (8 comments) Latest Comment: Jeff Baumgartner No argument there... I imagine they would consider anything in the ballpark... Cable-Tec Expo 2018: News & Notes By Jeff Baumgartner, Senior Editor, Light Reading, 10/24/2018 Cisco debuts Full Duplex DOCSIS node, Nokia nets virtual networking deal, Buckeye goes with Harmonic's 'CableOS,' SCTE IDs winners of first Adaptive Power Challenge, and more. Post a Comment \| Read (1 Comment) Latest Comment: WESTCables As usual some more useful technology updates and launches, on Cable-Tech... Cable Seeks the Right Business Case for Virtualization By Jeff Baumgartner, Senior Editor, Light Reading, 10/23/2018 Operators are kicking the tires on NFV, but won't make heavy investments unless new technologies and approaches can help MSOs broaden their economic horizons. Post a Comment \| Read (0) Arris CTO: What's Next for DOCSIS? By Jeff Baumgartner, Senior Editor, Light Reading, 10/23/2018 Arris is researching new technologies and techniques using expanded spectrum and a new generation of amplifiers that could serve as an alternative to Full Duplex DOCSIS and extend the life of HFC networks. Post a Comment \| Read (1 Comment) Latest Comment: HarjG300 Great article, the next disruption to deleivering broadband will be 10G to... More Stories \| News & Views Archive News & Views Archive Message Boards jbtombes, 11/12/2018 12:04:28 PM Why CommScope Wooed Arris Re: Re: Wot? Seems like the $1b from Carlyle could decrease the debt, non? The CG has positioned COMM for this deal, but the execs in Hickory have a history of thinking big. If they hadn't bought Andrew 11 years ago ($2.6b) I can't see... brooks7, 11/10/2018 11:35:41 AM Why CommScope Wooed Arris Re: Re: Wot? Dan, Arris was trading over 40 P/E (way over). The business is not a high growth business that one would expect such a multiple on. And then CommScope paid a premium? Seems like an awful deal to me. Let's... Jeff Baumgartner, 11/9/2018 8:07:36 PM Why CommScope Wooed Arris Re: Re: Wot? I'm curious to know what specific reasons they gave, but, yeah, it is noted that analysts went into downgrade mode in the wake of the deal. One of the issues is that both companies haven't been cueing up the Styx... DanJones, 11/9/2018 6:46:47 PM Why CommScope Wooed Arris Re: Wot? Investment types I talked to yesterday thought this was a terrible deal. What's that about? bosco_pcs, 11/9/2018 3:10:36 PM Is Arris the Answer to CommScope's Pain? Re: Re: Necessary mistake? Not if you view this as a private equity special. ARRS got some valuable assets. It got Ruckus at a discount from AVGO when the latter bought BRCD. Carlyle, with its convertible and probably some debt in COMM could instigate... Jeff Baumgartner, 11/9/2018 1:49:06 PM CommScope Puts Up $7.4B for Arris Re: Raymond James reax Among other reax to the deal, Raymond James analyst Simon Leopold has downgraded ARRS to Market Perform from Outperform ... He also noted that Q3 sales at Arris of $1.65B came a little under consensus of $1.71B and below... brooks7, 11/9/2018 8:55:48 AM CommScope Puts Up $7.4B for Arris Re: Re: Strange Math It is all cash to existing shareholders. The stock portion of the transaction was at least the $1B sold to Carlyle. [In addition, The Carlyle Group, a global alternative asset manager, has reestablished an ownership... Jeff Baumgartner, 11/8/2018 11:40:09 PM CommScope Puts Up $7.4B for Arris Re: Re: Strange Math Yes, Carlyle did take CommScope private in 2011, then re-IPO'd CommScope in 2013, and then "full exited" in late 2016. Direct from today's presentation deck: "CommScope was one of Carlyle's most successful investments ev... bosco_pcs, 11/8/2018 8:36:28 PM CommScope Puts Up $7.4B for Arris Re: Re: Strange Math Thanks... I sold my ARRS shares last month because of the tariff issue but at least I didn't lose any money. If it is cash, then its shareholders can take the money and run. I am very suspicious of the COMM side though.... komatineni, 11/8/2018 8:24:17 PM Is Arris the Answer to CommScope's Pain? Re: Necessary mistake? The traditional models are dying fast while the hype cycle of 5G is probably at the very early stages. Commscope do know that buying Arris is not going to help them in mid to long-term. Probably this is what CXO can... Jeff Baumgartner, 11/8/2018 7:16:59 PM CommScope Puts Up $7.4B for Arris Re: Re: Strange Math It's an all-cash deal. Here's how CommScope outlines how it will cover its bases: -$900M in combined cash on hand expected at time of closing -$6.3B of fully committed debt -$1B of private equity convertable preferred... bosco_pcs, 11/8/2018 3:57:23 PM CommScope Puts Up $7.4B for Arris Re: Strange Math When i checked half an hour ago (~3:30PM EST), Comm's market cap is ~$4.71B and Arris's ~$5.05B. At 1st glance, some press said $7.4B in cash/stock. But no details abt how much is cash and what portion is stock swap One... Jeff Baumgartner, 10/30/2018 1:33:17 PM CommScope In Talks to Buy Arris – Report Re: Re: Future of the set-top biz? No argument there... I imagine they would consider anything in the ballpark of a fair price, if it came to that. In the meantime, they've already begun to tweak their set-top box biz by focusing on the most profitible... brooks7, 10/30/2018 12:38:42 PM CommScope In Talks to Buy Arris – Report Re: Re: Future of the set-top biz? Well, nobody is going to pay a premium on a business like that. So, unless someone is interested in buying it...put it in pure harvest mode. No development at all and no attempt at new sales. Take orders,... Jeff Baumgartner, 10/30/2018 11:33:17 AM CommScope In Talks to Buy Arris – Report Re: Re: Future of the set-top biz? I would be lying if I said it never crossed my mind, though I just can't see it happening in today's environment. But it's an idea that's been bandied about before: https://www.lightreading.com/huawei-seen-as-like... More Message Boards		Security Now New Google+ Bug Affects 52M Users, Accelerating Site's Demise Scott Ferguson, Managing Editor, Light Reading, 12/11/2018 While the latest disclosure does not seem to have leaked any data, it accelerates ... (0) SD-WAN Security: Why Zero-Trust Authentication Is Key Alan Zeichick, Principal Analyst, Camden Associates, 12/10/2018 SD-WAN provides big benefits compared to traditional WAN connections between data ... (0) GO TO Security Now Broadband World News Ajit Pai's Not-So-Bad Bad Day Alison Diana, Editor, Broadband World News, 12/7/2018 Imagining a day in the life of Ajit Pai, a day when two years of service provider ... (3 comments) What's the Deal With WiFi 6 & Broadband? Alison Diana, Editor, Broadband World News, 12/6/2018 Many traditional telco vendors are incorporating WiFi 6 in their products – and ... (4 comments) GO TO BROADBAND WORLD NEWS Telecom Innovators Video Showcase Architect Digital-Ready Infrastructures Using SDN & NFV Accenture 5G Acceleration Services at Mobile World ... PacketFabric: Leading the Way in Highly Scalable Network ... Accenture 5G Acceleration Services at Mobile World ... Semtech: LoRa Technology Enabling Proven, Flexible IoT ... Versa's CEO, Kelly Ahuja: Securing & Software-Defining ... How Lumina Is Redefining SDN Aryaka's Gary Sevounts: Advantages to Consuming SD-WAN ... Calix's Shane Eleniak: How Data Analytics & Software ... MobiledgeX's Jason Hoffman: State of the Edge Cisco's Yvette Kanouff: How We Get Real Results From ... The 5G Connectivity Challenge Network Intelligence & Automation in Mergers & Migrations Why Telcos Need an Elastic Services Platform Why Hardware Still Matters in the SDN Era Why Is Autonomous Operations Key to Your Network Evolution? Ribbon's Kevin Riley Talks New Company Brand, Latest ... The Cumulus Networks Success Story CloudPassage Ensuring Next-Level Container Security EXFO: Next-Level Assurance Solutions & Automation EXFO: Automate or Stagnate RAD Shares Insights on Latest Developments in vCPE & ... 100GbE in Action & More at MEF17 ADLINK Talks About OCP & Next Generation Telecom ... LINX Talks Open Networking & OcNOS Nominum & Security for Small to Midsized Businesses C-V2X Is Getting Ready for Commercialization With ... Ixia Launches World’s First 400GE Testing Solutions Xilinx Zynq UltraScale+ RFSoCs Integrate the RF Signal Chain Pluribus: SDN & Beyond Cloud, Security, AI & IoT Are Driving the Need for ... Masergy's NFV Journey Mavenir on RCS Cloud Platform & Multi-ID Keep Connected IoT Devices Under Control With Allot Metaswitch: Defining the Cloud Native Core Accelerating IP/Optical Network Visibility & Control Making 5G NR a Reality With Qualcomm Act on Your Intelligence With Amdocs aia! Making 5G New Radio (NR) a Reality Accelerating C-V2X Toward 5G for Autonomous Driving Dan Sahar of Qwilt on Open Edge Cloud Platform Nominum's Craig Sprosts on DNS & Cybersecurity Trends Versa: A Lot More Than SD-WAN SmartNICs & the Future of Network Virtualization Introducing the Next-Generation ONT (Optical Network ... A10 Networks on Service Providers' Industry Needs Check Point on Cybersecurity Accelerating Telecom Digital Transformation With Nominum DNS VeEX Test & Measurement Solutions Versa Networks' Kumar Mehta on SD-WAN Managed Services The Era of Agile Optics Has Arrived Atrinet's NetACE – Migration to NFV & SDN With ... Vodafone Live NFV Use Cases Powered by Amdocs Sonus in VellOS Mellanox Open Composable Networks Network Security Orchestration Sonus in the Cloud Sonus Strategy Netronome's Server-based Networking Platform Nexius: The Strategy & Science of Data Analytics Overture Networks NFV Solutions ECI's Elastic Network Masergy: Transforming Enterprise IT Arbor Networks on ISP Traffic Visibility ECI's LightSec: Comprehensive Cyber Security Solution ECI’s LightApps: Intelligence for Networks Service Gateway Virtual Edition SDN Management & Orchestration in the WAN Sedona Systems: Multi-Layer Applications Platform NFV – a Catalyst for Business Services Growth Telefónica: In Search of Virtual Simplicity Affirmed Networks Highlights NFV in Mobile Core Close-up on ConfD NetNumber Founder on Managing Signaling Control Tail-f, Cisco & What the Future Holds Sonus Shakes Up SD-WAN Automate, Scale & Create With Juniper's vCPE Solution Metaswitch's New CEO Martin Lund Discusses His Role ActiveVideo's Cloud Virtualization Technology Nominum on Leveraging the Power of DNS to Deliver ... Palo Alto Networks on Expanding in the Carrier/Service ... Infoblox on DNS Threat Index The Netformx Ecosystem Versa Networks on Leveraging VNFs Nuage Networks on Operationalizing SDN Mellanox's New 25/50/100Gb/s Ethernet Products Arista's CloudVision VIEW FULL VIDEO SHOWCASE Prime Reading Don't Put a Cap on Capex Just Yet Mari Silbey , Senior Editor, Cable/Video , 9/15/2016 Vendor forecasts suggest capex spending in the telecom sector is still headed up, ... (4 comments) Innovation Roundup: How US Pay-TV Providers Stack Up Mari Silbey , Senior Editor, Cable/Video , 1/27/2016 A snapshot of the pay-TV market in early 2016. (0) Leading Lights 2015: The Finalists Ray Le Maistre , Editor-in-Chief , 5/7/2015 Light Reading is proud to announce the finalists for this year's Leading Lights ... (0) ViaWest Looks East, North, After Shaw Acquisition Dan O'Shea , Analyst, Heavyreading.com , 4/14/2015 After being bought by Shaw Communications last year, regional data center ... (1 Comment) All Prime Reading Newsfeed Former Time Warner Cable Exec Joins Casa Systems Board Monday, December 3, 2018 SCTE/ISBE Scores First Patent Monday, December 3, 2018 ATX Unveils Multipurpose, Future-Ready Node Monday, October 29, 2018 Infinera Pitches Fiber-deep Access Solution at Cable Operators Tuesday, October 23, 2018 Harmonic's CableOS Goes Cloud-Native Monday, October 22, 2018 Arris Picks Lead for New Network Intelligence & Automation Unit Wednesday, October 17, 2018 OpenVault Enters LatAm Market With Ecuador Trial Tuesday, October 9, 2018 More Than 600 Registered for DAA Seminar at SCTE-ISBE Cable-Tec Expo Tuesday, September 25, 2018 Cable-Tec Expo Seminar to Focus on Distributed Access Architectures Tuesday, September 25, 2018 Eltrona Launches DOCSIS 3.1 & DAA With Arris Tuesday, September 18, 2018 6 Finalists Announced in Energy 2020 Adaptive Power Challenge Monday, September 17, 2018 Execs to Discuss Evolution of the Access Net at Cable-Tec Expo Wednesday, September 12, 2018 Arris Expands Share Repurchase Plan Wednesday, August 29, 2018 More Newsfeeds

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