& cplSiteName &

Arris CMTS Shipments Leap Past Cisco in Q4

Jeff Baumgartner
LR Cable News Analysis
Jeff Baumgartner
2/27/2013
50%
50%

The fourth quarter was an active one among cable access gear vendors, as the period saw perennial market share leaders in edge QAMs and cable modem termination systems (CMTS) get knocked down a notch. Arris Group Inc. overtook Cisco Systems Inc. in the CMTS port shipment category, according to Infonetics Research Inc.'s latest cable access market share report. In the quarter, Arris represented 48 percent of CMTS channel shipments, versus 32 percent for Cisco, 11 percent for Motorola Mobility LLC, and 9 percent for Casa Systems Inc., which continues to creep up on the pack. Here's how the situation looks in pie-chart form:

 InfoneticsUPDATED.jpg
Cisco was still tops in CMTS revenues during the fourth quarter, reflective of its concentration of hardware shipments, while Arris sold more software upgrade licenses, which bring in less revenue but enjoy healthier margins. Cisco retained its CMTS crown for all of 2012, with 42 percent of CMTS port shipments, just ahead of Arris's 41 percent. Cisco's edge QAM first
Cisco fared better on the edge QAM front in the fourth quarter, representing 34 percent of revenues in the category, just ahead of Harmonic Inc.'s 32 percent. Cisco and Harmonic tied in terms of edge QAM channel shipments in the period, but the fourth quarter marked the first time ever Cisco was tops in edge QAM revenues. Harmonic sill ended 2012 as the overall category leader, however. Despite some jockeying up top, global CMTS and edge QAM spending in 2012 declined 15 percent, to $1.39 billion. Revenues in the fourth quarter dropped 1 percent, to $284 million worldwide, but were up 7 percent in North America. Infonetics analyst Jeff Heynen attributed the down year partly to the completion of primary Docsis 3.0 deployments by Comcast Corp. and other cable operators. Infrastructure spending was hot in the first half of 2012, but cooled in the second half as operators ratcheted up spending on Docsis 3.0 modems and gateways. A rosier 2013?
But that downward slide won't continue for long. Infonetics sees a rebound on the horizon, expecting CMTS and edge QAM revenues to grow by more than 20 percent in 2013. Among the drivers, Heynen expects to see some initial revenue flow in for Converged Cable Access Platform (CCAP) devices that will eventually combine the CMTS and edge QAM functions. Heynen also expects to see cable access network purchasing pick up among some European MSOs during the year. (See Arris: CCAP Revenues Start to Trickle In.) — Jeff Baumgartner, Site Editor, Light Reading Cable



(3)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
Jeff Baumgartner
50%
50%
Jeff Baumgartner,
User Rank: Light Beer
2/28/2013 | 8:08:05 PM
re: Arris CMTS Shipments Leap Past Cisco in Q4
Yes, being first (and still only, as I can tell)-to obtain full D3 qualification didn't matter that much.- Or customers of Arris, Cisco adn Mot didn't hold it against them that they didn't get that full qualification. But the initial focus/need was downstream channel bonding and I suppose IPv6, so they hit the near-term requirements first.-- And Casa, by the way, is getting some pie chart cred: Infonetics has added them in:
http://www.infonetics.com/pr/2...

We'll insert the updated chart as soon as we obtain a higher-res version of it.
UPDATE: Done.
JB
jtombes
50%
50%
jtombes,
User Rank: Light Beer
2/28/2013 | 1:04:50 PM
re: Arris CMTS Shipments Leap Past Cisco in Q4
Casa is the little engine that could. Being the first to achieve D3 qualification was an early sign of their ambition, even if it seems almost irrelevant now. (Are they also the only?)
Jeff Baumgartner
50%
50%
Jeff Baumgartner,
User Rank: Light Beer
2/27/2013 | 5:47:19 PM
re: Arris CMTS Shipments Leap Past Cisco in Q4
Given the recent headway Casa's made, I wonder if they'll soon get their own pie slice label versus getting lumped in with the "others" that make up the rest-of the- CMTS market.-Will be an interesting to see where Casa-end up in 2013 and what happens to-the Moto- CMTS and edge QAM products after the Arris buy closes. Suspect Casa will soon-have No. 3 all to itself-when Moto's share gets absorbed into Arris, and we'll have a brand new three-way race on the CMTS side, anyway. JB
From The Founder
Cisco's Conrad Clemson, recently promoted to head up the company's Service Provider Apps & Platforms developments, talks to Light Reading's Founder and CEO Steve Saunders about how he's bringing cloud video, mobile and virtualization together to empower network operators.
Flash Poll
Live Streaming Video
Charting the CSP's Future
Six different communications service providers join to debate their visions of the future CSP, following a landmark presentation from AT&T on its massive virtualization efforts and a look back on where the telecom industry has been and where it's going from two industry veterans.
LRTV Documentaries
Twilight Star Authors AI Paper

1|24|17   |   00:46   |   (0) comments


Actress Kristen Stewart, best known for starring in the Twilight movies, has co-authored an academic paper on the use of artificial intelligence (AI) in a short film she has directed.
LRTV Documentaries
Apple, Qualcomm Lock Horns Over Licensing

1|24|17   |   01:07   |   (0) comments


Industry giants clash over licensing fees.
LRTV Interviews
Heavy Reading: The Web-Scale View

1|18|17   |     |   (0) comments


At Light Reading's 2020 Vision Executive Summit in Rome, Heavy Reading's former chief analyst Patrick Donegan shared insight from the recent web-scale operators report, which featured research on how web-scale operators view the market, the best web-scale companies to ...
LRTV Custom TV
Cisco's Cloud Scale Networking: Automation, Virtualization & Simplification

1|18|17   |     |   (1) comment


Cisco's Sanjeev Mervana outlines the latest innovations in networking technology at CES 2017 in Las Vegas.
LRTV Custom TV
ADVA Talks Innovation & the Future of Networking

1|17|17   |     |   (0) comments


Ray Le Maistre and Christoph Glingener, CTO of ADVA Optical Networking, discuss the current state of the industry, cooperation and collaboration, open innovation and the future of networking.
LRTV Custom TV
Cisco's Infinite Video Platform

1|17|17   |     |   (0) comments


Cisco's Infinite Video Platform allows service providers to deliver broadcast-quality video over IP networks. Infinite video supports many devices, from 4K TVs to tablets to game consoles. Join Cisco's Rajeev Raman for a brief tour and live demo.
LRTV Interviews
Masergy: Ability to Adapt Key for NFV

1|16|17   |   6:40   |   (0) comments


Speaking at Light Reading's 2020 Vision in Rome, Masergy's VP, Global Technology, Ray Watson, said agility is key to providing the mix and match NFV-based services that are driving business for the managed service provider today.
LRTV Interviews
Equinix: The Data Explosion

1|13|17   |   4:16   |   (0) comments


At Light Reading's 2020 Vision in Rome, Eric Schwartz, president of EMEA, Equinix, talked about how Equinix is helping its customers manage the influx of data today, and how it's preparing for a future filled with millions of connected IoT devices.
LRTV Interviews
Heavy Reading: The Changing Data Center Landscape

1|12|17   |   6:05   |   (1) comment


At Light Reading's 2020 Vision event in Rome, Heavy Reading's Senior Analyst Roz Roseboro talks about how virtualization is impacting data center evolution and how that evolution is affecting the relationship between service providers, data center operators and public cloud providers.
LRTV Interviews
Boingo: Prepping for Millions of Devices

1|12|17   |   5:07   |   (1) comment


At Light Reading's 2020 Vision in Rome, Boingo's CTO Derek Peterson discusses how wireless operators will address the needs of low-bandwidth and high-bandwidth apps at the same time, the need for more MHz, the impact of IoT and more.
LRTV Interviews
Comcast Shows Off Gig Gateway at CES

1|11|17   |     |   (1) comment


With its largest presence at CES in years, Comcast took the wraps off its long-awaited gigabit gateway and a new platform for managing the home WiFi network. Light Reading Senior Editor Mari Silbey sat down with EVP Chris Satchell to discuss the latest Comcast advance, and met with VP of Product Strategy and Development Andrea Peiro to walk through a demo of the ...
LRTV Interviews
Colt: End-to-End Key for 2017

1|10|17   |   6:21   |   (0) comments


At Light Reading's 2020 Vision Executive Summit in Rome, Nico Fischbach of Colt said having a multi-carrier, end-to-end service proposition is going to be key for 2017 -- and SD-WAN is instrumental in making it happen.
Upcoming Live Events
March 21-22, 2017, The Curtis Hotel, Denver, CO
May 15-17, 2017, Austin Convention Center, Austin, TX
All Upcoming Live Events
Infographics
With the mobile ecosystem becoming increasingly vulnerable to security threats, AdaptiveMobile has laid out some of the key considerations for the wireless community.
Hot Topics
A Women in Comms Glossary
Sarah Thomas, Director, Women in Comms, 1/18/2017
Is Cable One Beefing Up for Slaughter?
Alan Breznick, Cable/Video Practice Leader, Light Reading, 1/20/2017
Google Security Lessons for IT
Curtis Franklin, Security Editor, 1/18/2017
Nokia CTO: 2017 Is the Year 5G Gets in the Field
Dan Jones, Mobile Editor, 1/19/2017
Do Women-Only Co-Working Spaces Work for Women?
Sarah Thomas, Director, Women in Comms, 1/24/2017
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
Light Reading founder and CEO Steve Saunders chats with Sportlogiq CEO Craig Buntin about sports data analysis.
Eyal Waldman, CEO of Mellanox Technologies, speaks to Steve Saunders, CEO of Light Reading, for an exclusive interview about the 100 GB cable challenge, cybersecurity and much more.
Animals with Phones
You've Heard of Slow Food? Click Here
This is slow tech.
Live Digital Audio

Playing it safe can only get you so far. Sometimes the biggest bets have the biggest payouts, and that is true in your career as well. For this radio show, Caroline Chan, general manager of the 5G Infrastructure Division of the Network Platform Group at Intel, will share her own personal story of how she successfully took big bets to build a successful career, as well as offer advice on how you can do the same. Well cover everything from how to overcome fear and manage risk, how to be prepared for where technology is going in the future and how to structure your career in a way to ensure you keep progressing. Chan, a seasoned telecom veteran and effective risk taker herself, will also leave plenty of time to answer all your questions live on the air.