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Research Type - Insights Research by Market - Mobile & Telecom Analyst - Daniel Simmons Analyst - Paul EricksonBy Attribute
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CommScope to Acquire Arris for $7.4B, Creating Cable Industry Heavyweight Poised for the FutureNovember 28, 2018US telecommunications equipment maker CommScope will acquire Arris, in a $7.4B deal valued at $5.69 billion, with the difference comprised of CommScope’s assumption of Arris’s debt. As part of the deal, the Carlyle Group will make a $1M equity investment in CommScope for an approximate 16% stake in the new company. CommScope’s CEO Eddie Edwards has claimed the two companies’ product lines are complementary, and that the combined company will “enable end-to-end wired and wireless communications infrastructure solutions that neither company could otherwise achieve on its own.” The deal is expected to close in the first half of 2019.Subscribers Only
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Broadband World Forum 2018 highlightsNovember 27, 2018Broadband World Forum has finally come of age, celebrating its 18th edition this year in what continues to be the annual meeting point for the broadband industry. Messe Berlin opened its doors to more than 4100 attendees from more than 1500 organisations that gathered to share, learn and promote anything broadband. Historically, Broadband World Forum has been a telco-centric show and that was particularly evident this year. For a market that is purportedly converging, the cable side of the industry was absent as it was busy attending Cable-Tec Expo on the other side of the Atlantic.Subscribers Only
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Verizon Courts Cord-cutters with Newly-announced 5G Home Service with Free Apple TV or ChromecastSeptember 13, 2018Verizon recently announced the rollout of its 5G wireless home broadband service in the US, 5G Home, with orders opening September 13th, 2018 and launch beginning October 1st in Houston, Indianapolis, Los Angeles, and Sacramento. The company is touting typical speeds of approximately 300 Mbps, peaking at 1 Gigabit, with no data caps. The service is priced at $50/month for existing Verizon subscribers, and $70/month for non-subscribers, and comes with three months of YouTube TV free. Subscribers also receive their choice of a free Google Chromecast Ultra or Apple TV 4K.Subscribers Only
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Wyplay embraces Android Operator TierJune 19, 2018Wyplay has become the latest set-top middleware and UX vendor to embrace the Android TV platform, and market a custom launcher for Android TV’s Operator Tier. Debuted in Q1 2017, and formalized in the second and third quarters of the same year, Operator Tier affords Android TV adoptees considerably more latitude in designing a device’s home-screen, app carousel, icons, and content placement.Subscribers Only
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2018: DAS and small cells face off for neutral host applicationsJanuary 16, 2018Adding small cells or low power nodes (e.g., microcells, picocells, and micro/pico RRH/RRU) to beef up the coverage and capacity of existing macrocell networks shows no sign of abating any time soon. In fact, after a low start lasting several years, during which service providers worked hard to understand how to deploy small cells in their networks, the market is booming and reaching the size of the stagnating DAS market, which since last year has been negatively impacted by multi-carrier small cell products designed for neutral host use cases—where DAS had long been the only option. Clients, please log in to view the full content.Subscribers Only
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LTE + Wi-Fi = Super enhanced mobile broadbandDecember 06, 2017Insight and analysis from the IHS Markit 2017 LTE-U Development Market Report.
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The next-generation BSS for cable operatorsNovember 21, 2017Cable operators are transforming their business support systems (BSS) in order to offer new services, expand their markets, and enhance customer experience, all while increasing revenue. This transformation is essential for these operators as some legacy systems may be more than 20 years old and preventing them from deploying new, complex services. The upside is that the cable operators are aware of this and actively making investments (or shopping) for solutions that will allow them to offer an optimal streaming environment; provide enterprise, mobile, WiFi, and security services; take part in IoT ecosystems; and collaborate with over-the-top (OTT) providers while serving as a digital aggregator that can provide more personalized content.
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Mobile fronthaul equipment market to grow at a 26 percent CAGR from 2017 to 2021November 16, 2017Worldwide mobile fronthaul equipment revenue totaled $787 million in 2016, with the majority coming from Asia Pacific. The market is experiencing modest scale but has long-term potential as solutions evolve from Common Public Radio Interface (CPRI) based to Ethernet based.
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REPORT HIGHLIGHTS - Set-Top Box Sales Up 3 Percent in Q3; Expansion Underway in Emerging MarketsFebruary 04, 2016Worldwide set-top box (STB) revenue totaled $5.62 billion in the third quarter of 2015 (3Q15), a sequential increase of 3 percent, with nearly all product categories showing improvement, according to the Set-Top Boxes report from IHS Inc. (NYSE: IHS).
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Apple Launches a New, Costlier Apple TV – Is it Revolutionary or Evolutionary, and Will Non-Apple Consumers Pay for It?September 09, 2015At its September 2015 launch event, Apple debuted the new Apple TV, the first new iteration of the Apple TV product line in over three years. Among the new features were a new remote control with capacitive touchpad and microphone, a new tvOS operating system with SDK and supporting third party applications, Siri-based voice navigation and search, and enhanced gaming capabilities utilizing the gyro- and accelerometer-equipped remote as a gaming controller. The new device is powered by a 64-bit A8 processor, and is equipped with Bluetooth 4.0, 802.11ac MIMO wireless connectivity, and an infrared receiver. Pricing for the 32GB and 64GB versions is $149 and $199 respectively, with availability beginning October 2015 in the US.Subscribers Only
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South Korea's Telco LGU+ Integrates a Sound Bar and an Android TV UHD Set-top BoxAugust 05, 2015LG’s latest product for its IPTV service LG U+ takes form of a sound bar integrated with an Android TV-based UHD STB, featuring two woofers and four front speakers within a space-saving TV speaker base form factor. Though the basic concept has previously been explored by Samsung in soundbar form, this is the first integrated IPTV STB and sound system in a TV base form factor.
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Technicolor to acquire Cisco’s STB and Broadband CPE businessJuly 30, 2015Technicolor is to acquire Cisco’s Connected Devices division, which generated USD 1.8 billion in sales of set-top boxes (STBs) and broadband customer premises equipment (CPE) in 2014, for USD 600 million in cash and stock. The deal is expected to close in late 2015 or early 2016, and will see Cisco’s STB and CPE products and workforce transferred to Technicolor’s Connected Home business unit, which recorded revenue of just under USD 1.8 billion in 2014. Cisco will retain its cloud and infrastructure solutions for video, which are currently marketed under the Videoscape brand.
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ARRIS consolidates market leading position with Pace acquisitionApril 27, 2015US Cable TV technology supplier ARRIS intends to acquire British set-top box (STB) vendor Pace, for USD 2.1B; valuing Pace’s business at 80% of its 2014 revenue. The acquisition will create the world’s largest supplier of set-top box (STB), broadband gateway and cable TV technology. Combined 2014 revenues of USD 7.9B make will it twice the size of its nearest competitor, Cisco’s Service Provider Video business unit. The deal is subject to regulatory approval, but the merged company will be incorporated in the UK, headquartered in the US and expected to list on the NASDAQ.Subscribers Only
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Onkyo Expands its High Resolution Music StoreFebruary 20, 2015Home AV hardware company Onkyo has launched a digital music store, Onkyo Music, in the UK, the US, and Germany. Onkyo Music offers “hundreds of thousands” of high resolution music tracks for purchase. The e-Onkyo music download service first launched in 2005 in Japan, and Onkyo Music is the company’s expansion of the concept. The store is a partnership with digital music specialist 7Digital, and is a download-to-own service with no streaming option. High resolution music is priced at $15-25 per album and $2-4 for single tracks, and the site allows search and download of lower-resolution CD-quality tracks as well. Onkyo is currently developing the Onkyo Music app for iOS and Android, and plans to allow files to be downloaded to multiple devices, whilst also being stored in a cloud locker.Subscribers Only
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Swiss set-top box vendor ADB to go private to focus on softwareNovember 17, 2014Swiss set-top box vendor Advanced Digital Broadcast; more commonly known as ADB, is currently listed on the Swiss Stock Exchange, but intends to go private whilst it completes a transition to become a software-centric rather than hardware-centric company.
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Xbox One update: Microsoft’s march to control your living room continues forwardAugust 21, 2014At the 2014 Gamescom trade fair, Microsoft announced that the Xbox One would soon be updated in a number of ways, and detailed new features being rolled out first to members of its early access program. Most prominently discussed was the ability to stream live TV content from the Xbox One over the local network to smartphones and tablets running the Xbox SmartGlass app.Subscribers Only
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Google returns for round 3: Android TV makes its debutJuly 17, 2014With Android TV, Google is entering the OTT video market at the operating system level for the third time. While its previous two efforts revolved around a separate platform, Android TV represents the crystallization of a single, unified Android operating system – Android L – that no longer cleaves across separate hardware platforms.Subscribers Only
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Apple and Beats: Strategic Synergy or Questionable Value?June 11, 2014Apple is to buy Beats Electronics for $3 billion, which is not only the largest acquisition in the Cupertino-based company’s history, but also its most high-profile strategic investment to date. The deal comes after handset competitor HTC recently sold the remaining half of its $309 million, 50.1% controlling interest of Beats back to the company for $265 million in September 2013.
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Swisscom moves multiscreen platform to the main TV screenApril 30, 2014Swisscom has launched a new iteration of its IPTV service, which it has branded TV 2.0. The next generation TV experience employs a set-top box with Android-based Teatro-3.5 software platform from Switzerland’s i-Wedia, and supports network DVR. The box uses Verimatrix VCAS and Microsoft PlayReady for content protection. The STB is powered by Marvell’s ARMADA 1500 Plus system-on-a-chip (SoC), and is 802.11ac Wi-Fi-enabled.
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Pay TV UHD services draw nearer with NTT trial in JapanApril 28, 2014Japanese telco, NTT is trialing Ultra High Definition (UHD) video delivery for its IPTV service, which is branded NTT Plala Hikari TV. The trial is currently operating as part of the video on demand (VoD) service. Japan-based Sumitomo Electric Network is supplying set-top boxes (STBs) for the trial. These are based on a system on a chip (SoC) solution from Canadian vendor ViXS Systems.