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News & Views Most Popular CommScope Still Hazy on Arris's CPE Biz By Jeff Baumgartner, Senior Editor, Light Reading, 12/7/2018 CFO Alex Pease says broadband CPE is viewed as a 'strategic differentiator,' and struggles in the video set-top sector can be cost-managed. Post a Comment \| Read (0) Comcast Finds More Work for X1 By Jeff Baumgartner, Senior Editor, Light Reading, 12/7/2018 Cloud-powered video platform is in 'extended trial period' with hotels, with more business- and sports-venue deployment models in the works. Post a Comment \| Read (0) European Cable Has Reached 'Inflection Point,' Liberty Global CEO Says By Jeff Baumgartner, Senior Editor, Light Reading, 12/5/2018 Divestitures will enable Liberty Global to be a 'national challenger' in parts of Europe where it has scale. Post a Comment \| Read (0) Advertisement Eurobites: Smart Homes Making Botnets Feel Welcome – Nokia Report By Paul Rainford, Assistant Editor, Europe, 12/5/2018 Also in today's EMEA regional roundup: Ericsson and Telia test 5G in Stockholm; ADVA makes itself small; Safaricom trials tubular basestations; Yandex has a smartphone. Post a Comment \| Read (0) AT&T CEO: Our SVoD Service Won't Be 'Another Netflix' By Jeff Baumgartner, Senior Editor, Light Reading, 12/4/2018 Trio of direct-to-consumer services launching next year will center on HBO, not become a content 'warehouse.' Post a Comment \| Read (0) Arris Flirted With Handful of Potential Suitors By Jeff Baumgartner, Senior Editor, Light Reading, 12/3/2018 Since early 2017, The Carlyle Group and five other entities pursued M&A discussions with Arris before CommScope deal was consummated last month, filing shows. Post a Comment \| Read (0) AT&T Bets Big on OTT to 'Bend the Cost Curve' of TV & Video By Jeff Baumgartner, Senior Editor, Light Reading, 11/30/2018 Also sets plan to launch a three-tiered SVoD product in Q4 2019. Post a Comment \| Read (1 Comment) Latest Comment: Jeff Baumgartner Some other tidbits from AT&T's talk w/analysts: -Donovan also mentioned... Advertisement Will Plume's Open Source Plan Pay Off? By Jeff Baumgartner, Senior Editor, Light Reading, 11/29/2018 Comcast, Liberty Global, Bell Canada, Samsung and Sagemcom are on board with 'OpenSync,' as Plume seeks much more buy-in for its smart home software initiative. Post a Comment \| Read (3 comments) Latest Comment: epicmelon Agreed, though I wouldn't say it's a direct competitor necessarily. OpenSync... 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) 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) Technicolor Eyes Options, Including Sale of Set-Top Biz – Report By Jeff Baumgartner, Senior Editor, Light Reading, 11/19/2018 Will only confirm that Technicolor 'regularly reviews and evaluates strategic alternatives for its assets' and that no decisions have been made. Post a Comment \| Read (1 Comment) Latest Comment: stevfortyfive Finally it seems the end is near. This latest news is the continuation... Operator-Supplied Boxes Still Have Role in Video Streaming Era By Jeff Baumgartner, Senior Editor, Light Reading, 11/19/2018 AT&T gets ready to test Android TV-powered box with DirecTV Now subs. Post a Comment \| Read (1 Comment) Latest Comment: Jeff Baumgartner Even if there is an operator-supplied STB biz left, I'm starting to wonder... Altice One Levels Up By Jeff Baumgartner, Senior Editor, Light Reading, 11/19/2018 2.0 upgrades to Altice USA's tack on cloud DVR capabilities, integration of YouTube Kids app, ability to restart shows from more networks. Post a Comment \| Read (0) Comcast Adds Tubi to X1's OTT Video Blend By Jeff Baumgartner, Senior Editor, Light Reading, 11/15/2018 Free, ad-supported video streaming service sports library with about 8,500 titles. 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) Dish Awarded $90M in Video Piracy Case By Jeff Baumgartner, Senior Editor, Light Reading, 11/13/2018 SetTV ordered to stop retransmitting Dish's satellite or OTT TV feeds, hand over SetTV-branded set-top boxes. Post a Comment \| Read (1 Comment) Latest Comment: Marketin12124 Thaks Jeff, this is a great little article that outlines the industrial scale... 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... 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.... Comcast Vetting Video Streaming Box for Broadband-Only Subs By Jeff Baumgartner, Senior Editor, Light Reading, 11/8/2018 Tests centered on X1-powered device with voice remote capability will integrate Netflix and other OTT content, provide customers an upgrade path to Comcast's pay-TV bundles. Post a Comment \| Read (1 Comment) Latest Comment: Jeff Baumgartner As a point of clarification, the original story said Comcast was looking at... 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... More Stories \| News & Views Archive News & Views Archive Message Boards epicmelon, 11/30/2018 1:45:03 PM Will Plume's Open Source Plan Pay Off? Re: Re: TR-369/USP and Opensync are competing standards Agreed, though I wouldn't say it's a direct competitor necessarily. OpenSync does a small fraction of what USP/TR-369 can do, particularly when it comes to the things that have already been modeled in the Device:2 data model... Jeff Baumgartner, 11/30/2018 9:53:30 AM AT&T Bets Big on OTT to 'Bend the Cost Curve' of TV & Video Re: AT&T Fiber & Ad-Tech Tidbits Some other tidbits from AT&T's talk w/analysts: -Donovan also mentioned that ATT's fiber biz is also playing a big role in his group. And they are still bullish about it. He mentioned that in markets where ATT is... donalallen, 11/30/2018 6:36:36 AM Will Plume's Open Source Plan Pay Off? Re: TR-369/USP and Opensync are competing standards It's basically a competing standard to the Broadband Forum's TR-369/USP protocol that can also be used for cloud communication with CPEs and other devices, e.g. IoT. They will both likely co-exist - USP is backed by Arris... macemoneta, 11/29/2018 2:32:50 PM Will Plume's Open Source Plan Pay Off? Re: No need for a cloud The reality is that home automation has no need for Internet cloud-based services. I've personally replaced the firmware in the IoT devices I've purchased with open source Tasmota firmware. This provides me with all the... stevfortyfive, 11/19/2018 10:54:43 PM Technicolor Eyes Options, Including Sale of Set-Top Biz – Report Re: Does anyone want this skeleton of a company? Finally it seems the end is near. This latest news is the continuation of a long story of failure since the French purchased RCA in the late 1980s. Technicolor executive leadership never had a clue how to make... Jeff Baumgartner, 11/19/2018 4:48:07 PM Operator-Supplied Boxes Still Have Role in Video Streaming Era Re: Who will be left to made the STBs? Even if there is an operator-supplied STB biz left, I'm starting to wonder who will be around to make them as rumors swirl that Technicolor is trying to stop its set-top biz: https://www.lightreading.com/cable/set... Marketin12124, 11/16/2018 4:20:07 AM Dish Awarded $90M in Video Piracy Case Re: Industrial Scale Piracy Thaks Jeff, this is a great little article that outlines the industrial scale of piracy we are seeing globally. Many of these pirates are operating at a level of sophistication that makes it harder for consumers to... 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... 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 ... 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(1 Comment) All Prime Reading Newsfeed Comcast Starts to Roll Amazon Prime Video to X1 Boxes Wednesday, December 5, 2018 Altice One Gets '2.0' Upgrade Monday, November 19, 2018 Eurofins Digital Testing Launches Cybersecurity Division Thursday, November 15, 2018 You.i TV Raises $23M More Tuesday, November 13, 2018 CommScope to Buy Arris for $7.4B Thursday, November 8, 2018 TiVo Reports Q3 Loss, $164.71M in Revenue Wednesday, November 7, 2018 MobiTV Eyes Canada With Distributel Deal Monday, November 5, 2018 ATX Networks Debuts QAM-to-IP Video Pass-Through Solution Monday, October 29, 2018 AirTies to Launch RDK-Based Managed WiFi Thursday, October 18, 2018 Ultravision Deploys NAGRA's Conax GO Live Solution Wednesday, October 17, 2018 Roku Sales Resume in Mexico After 'Improper Ban' Lifted Wednesday, October 17, 2018 Amino Targets Cable-Tec Expo for Regional TV Platform Debut Wednesday, October 10, 2018 Orange France Bakes Quantenna WiFi Chips Into the Set-Top Tuesday, October 9, 2018 More Newsfeeds

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