Light Reading

Cisco Commits to Set-Top Sector

Jeff Baumgartner
LR Cable News Analysis
Jeff Baumgartner
2/19/2013
50%
50%

Welcome to today's broadband and cable news roundup.

  • Cisco Systems Inc. has reaffirmed its commitment to the set-top box market after CEO John Chambers stirred the pot last week by saying the company is "walking away" from some deals involving lower-margin STBs. It appears Cisco still views set-tops as integral to the firm's multi-screen Videoscape architecture. Joe Chow, VP and GM of Cisco's Connected Devices unit, clarified in a blog post that Cisco "remains committed to providing world-class managed customer premise equipment (CPE), which includes digital set-tops, intelligent media gateways and other devices." As Light Reading Cable surmised, Cisco's strategy is to focus more squarely on video and data gateways, including a new class of unified gateways that share content with other devices hanging off the home network, such as client set-tops, tablets and smart TVs. (See Cisco Backs Away From 'Low-Margin' STB Deals.)
  • Kabel Deutschland GmbH's pending US$770 million deal for Tele Columbus Group has hit a snag. Germany's federal cartel office, the Bundeskartellamt, has stepped in to block the deal, calling the proposal inefficient. (The federal cartel office requires the divestment of roughly 60 percent of the Tele Columbus networks in Eastern Germany, twice as many as KD offered.) That could open a window of opportunity for Liberty Global Inc., which is rumored to have interest in Tele Columbus and recently acknowledged that it continues to be on the lookout for M&A opportunities. (See More M&A for Liberty Global?)
  • Verimatrix Inc. has scored a deal to provide the security underpinning Com Hem AB's coming TiVo Inc.-powered video platform, which will feature hybrid, IP-capable set-tops. Com Hem is slated to launch it in the spring. (See TiVo Makes IPTV Breakthrough at Com Hem .)
  • Technicolor SA will keep Tata Sky supplied with set-tops after winning two extension contracts with India's largest satellite TV operator, which has 8 million subs. The latest deals include Technicolor's HD-capable MediaPlay DSI715, and standard-definition MediaPlay DSI309 model. — Jeff Baumgartner, Site Editor, Light Reading Cable

    (3)  | 
    Comment  | 
    Print  | 
  • Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
    victorblake
    50%
    50%
    victorblake,
    User Rank: Lightning
    2/21/2013 | 3:49:21 PM
    re: Cisco Commits to Set-Top Sector
    First comment is that unless Cisco starts selling tablets, cell phones, and televisions, they do not have anything (in residential) "end to end." Second, I think Cisco's release of Linksys shows they they don't have a real interest in end to end. In my opinion they are not end to end and have struggled with it because at the "ends" most of the technologies are commodities and they do not wish to compete on price.

    I recall many a meeting when Cisco wanted to "understand the applications" for their routers. In reality, they are using their customers to learn about applications. The one "application" Cisco best understands is forwarding IP datagrams. They are good at that -- it is a good business -- and has remained the core of their business -- focus.
    jtombes
    50%
    50%
    jtombes,
    User Rank: Light Beer
    2/20/2013 | 3:18:36 PM
    re: Cisco Commits to Set-Top Sector
    Cisco used to talk 'end-to-end' before the SA acquisition. I can't see them ever not talking e2e. But it's a more compelling pitch (at least for service providers doing residential bundles) when you've got an end-device in the home.-á
    Jeff Baumgartner
    50%
    50%
    Jeff Baumgartner,
    User Rank: Light Beer
    2/19/2013 | 5:19:00 PM
    re: Cisco Commits to Set-Top Sector
    For Cisco, it all comes back to Videoscape and all-áof its -ápiece parts.-á STBs, even if cable becomes less reliant on them,-áwon't be going away anytime soon, so they'll-á have to remain in the Cisco service provider portfolio for the foreseeable future. But Cisco's clearly not interested in playing small ball... there are still many vendors out there that will. JB
    From The Founder
    Against the odds, Huawei is growing its telecoms networking equipment business in the US -- that should be ringing some alarm bells for domestic vendors.
    Flash Poll
    Live Streaming Video
    CLOUD / MANAGED SERVICES: Prepping Ethernet for the Cloud
    Moderator: Ray LeMaistre Panelists: Jeremy Bye, Leonard Sheahan
    Between the CEOs
    CEO Chat With Jeff Miller, ActiveVideo

    8|28|15   |   19:05   |   (0) comments


    Jeff Miller, President and CEO of ActiveVideo, talks to Light Reading founder and CEO Steve Saunders about the impact of virtualization on the TV and video distribution market.
    LRTV Huawei Video Resource Center
    Vodafone: Mobile Money Is About Customer Trust

    8|27|15   |   06.36   |   (0) comments


    Light Reading spoke with Vodafone's Ian Ravenscroft about the unique responsibilities and opportunities facing operators handling customers' financial transactions over the network.
    Telecom Innovators Video Showcase
    Palo Alto Networks on Expanding in the Carrier/Service Provider Market

    8|26|15   |   07:54   |   (0) comments


    Alfred Lee from Palo Alto Networks tells Steve Saunders about their new chassis-based system, the PA-7080, and how it can benefit service providers compared to legacy firewalls.
    LRTV Custom TV
    Global Services Forum Preview

    8|25|15   |   02:36   |   (0) comments


    Light Reading's CEO and Founder Steve Saunders talks about Huawei's upcoming Global Services Forum with the help of Heavy Reading's Patrick Donegan and Teresa Mastrangelo.
    Telecom Innovators Video Showcase
    Infoblox on DNS Threat Index

    8|19|15   |   04:39   |   (0) comments


    Dilip Pillaipakam from Infoblox talks to Steve Saunders about his company's core network services.
    Between the CEOs
    CEO Chat With Ihab Tarazi, Equinix

    8|14|15   |   20:18   |   (1) comment


    Equinix CTO Ihab Tarazi talks to Light Reading founder and CEO Steve Saunders about the dramatic changes in the data center, cloud and interconnect markets and discusses the impact of SDN and NFV in the coming years.
    Telecom Innovators Video Showcase
    The Netformx Ecosystem

    8|14|15   |   09:39   |   (1) comment


    Ittai Bareket, CEO of Netformx, talks with Steve Saunders about the Netformx Ecosystem, which employs cutting-edge prescriptive analytics to help solution providers maximize profits.
    Telecom Innovators Video Showcase
    Versa Networks on Leveraging VNFs

    8|12|15   |   07:37   |   (0) comments


    Kumar Mehta, founder and CEO of stealth mode startup Versa Networks, talks with Steve Saunders about how providers can best leverage virtualized network functions (VNFs).
    LRTV Custom TV
    Transforming the Network Through OPNFV

    8|5|15   |   7:09   |   (0) comments


    Sandra Rivera, VP Data Center Group; GM Network Platforms Group, Intel Corporation, on OPNFV Arno and how the industry is coming together to accelerate the deployment of NFV and transform the network.
    LRTV Huawei Video Resource Center
    Huawei ONS Product Demo

    8|3|15   |   6:01   |   (0) comments


    Huawei shows at Open Networking Summit 2015 in Santa Clara how its SDN and NFV solutions embrace openness.
    LRTV Custom TV
    End-User or Enterprise Benefits to the New IP

    7|30|15   |   04:27   |   (1) comment


    Andrew Coward discusses what the New IP means to end users or enterprise customers. He explains compelling reasons, including how every customer can get their own network, from the transformation to the New IP.
    LRTV Custom TV
    Network Visibility & the New IP

    7|30|15   |   02:23   |   (0) comments


    Mukund Srigopal provides an explanation of what network visibility is and how it is essential as service providers transition to the New IP. In addition, the importance of the network packet broker is discussed.
    Upcoming Live Events
    September 16-17, 2015, The Westin Galleria Dallas, Dallas, TX
    September 16, 2015, The Westin Galleria Dallas, Dallas, TX
    September 16, 2015, The Westin Galleria Dallas, Dallas, TX
    September 29-30, 2015, The Westin Grand Müchen, Munich, Germany
    October 14-15, 2015, New Orleans Ernest N. Morial Convention Center, New Orleans, LA
    November 5, 2015, Hilton Santa Clara, Santa Clara, CA
    November 17, 2015, Santa Clara, California
    December 1, 2015, The Westin Times Square, New York City
    December 2, 2015, The Westin Times Square, New York City
    All Upcoming Live Events
    Infographics
    Cisco's cloud and virtualization portfolio can increase business agility and innovation by building a more flexible network architecture.
    Hot Topics
    T-Mobile CEO Plays Data Traffic Cop
    Sarah Thomas, Editorial Operations Director, 8/31/2015
    CEO Chat With Bill Gates
    Steve Saunders, CEO and founder, Light Reading, 8/31/2015
    Verizon Hums a Driving Tune
    Sarah Thomas, Editorial Operations Director, 8/26/2015
    Time to Monetize Cable WiFi
    Alan Breznick, Cable/Video Practice Leader, 8/31/2015
    Like Us on Facebook
    Twitter Feed
    September 16, 2015
    Wi-Fi First or Second?
    September 22, 2015
    Media Begins With “Me”
    Webinar Archive
    BETWEEN THE CEOs - Executive Interviews
    The scene: Last Saturday, lunchtime, the interior of a shi-shi-foo-foo eatery in Manhattan's SoHo district.
    Jeff Miller, President and CEO of ActiveVideo, talks to Light Reading founder and CEO Steve Saunders about the impact of virtualization on the TV and video distribution market.
    Cats with Phones
    Tastes Like Fish Click Here
    Please hold while I lick the phone.