& cplSiteName &

Watching Vyyo

Alan Breznick
3/30/2007
50%
50%

Many cable and Wall Street eyes will be on little old Vyyo Inc. (Nasdaq: VYYO) first thing Monday morning when the company reports its fourth-quarter and year-end earnings results.

That's because Vyyo's stock has soared over the past two weeks as the company has announced a major deployment deal with Singapore MSO StarHub , signed up two top former MSO executives, and secured $35 million in fresh financing from Goldman, Sachs & Co. After five years of plugging its spectrum overlay technology to a skeptical cable crowd, the firm finally seems on a roll.

In fact, the buzz among some investors and analysts is that Vyyo has sealed, or is close to sealing, pilot deployment deals with several big U.S. cable operators, including Comcast Corp. (Nasdaq: CMCSA, CMCSK), Charter Communications Inc. , Cox Communications Inc. , and Cablevision Systems Corp. (NYSE: CVC).

Most recently, ThinkEquity LLC ' Anton Wahlman predicted that Cox, which has already started deploying Vyyo equipment for business services, will begin rolling out the technology for residential service in at least one undisclosed market this year. He also predicted that at least two of the other three big C's -- Comcast, Charter, and Cablevision -- will conduct advanced field trials of the spectrum overlay system for consumer service before the end of the year.

In addition, Wahlman predicted, "almost all cable operators will be deploying at least modest quantities of Vyyo equipment for enterprise applications" by the end of December. Cox has been trying out the firm's equipment for that purpose in San Diego and New Orleans.

As a result, Wahlman projects that Vyyo's revenues will leap to $64.6 million this year and $111.6 million in 2008 from an estimated $10.1 million last year. He sees the company's net loss narrowing to $4.9 million this year from an estimated $24.5 million in 2005 and then swinging into a $9.9 million profit in 2008.

But other analysts warn that Vyyo fans may be getting just a wee bit ahead of themselves. They note that the timing of MSO contracts is notoriously difficult to predict. So a bunch of folks will be hanging on Vyyo chairman Davidi Gilo's every word when he speaks Monday morn.

— Alan Breznick, Site Editor, Cable Digital News

(1)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
msilbey
50%
50%
msilbey,
User Rank: Blogger
12/5/2012 | 3:10:56 PM
re: Watching Vyyo
Vyyo said yesterday that it's GÇ£Also being evaluated by two additional major MSOs.GÇ¥ Hardly a statement to bet money on, but conversations with cable operators seem to suggest they are pretty gung-ho on the technology. More discussion in a post yesterday on Motorola blog connectedhome2go.com.
More Blogs from Cable Guy
At the SCTE Canadian Summit, cable engineers dove into how, not if, MSOs will make the IP video shift
11:00 AM Cable may not have to abandon local origination programming as MSOs migrate to IP video and pivot away from standard-def TV
8:05 AM Canadian MSOs say the monitoring tools at their disposal aren't always enough to get a handle on signal quality issues
8:50 AM Canadian MSOs are singing the praises of switched digital video
NOON Vince Groff isn't fretting about the threat posed by over-the-top and mobile video
Light Reading’s Upskill U is a FREE, interactive, online educational resource that delivers must-have education on themes that relate to the overall business transformation taking place in the communications industry.
NEXT COURSE
Wednesday, September 28, 1:00PM EDT
Gigabit 101
Will Barkis, Senior Technology Analyst, Orange
UPCOMING COURSE SCHEDULE
Friday, September 30, 1:00PM EDT
Gigabit & the Great Migration
Robert Howald, Vice President, Network Architecture, Comcast
Wednesday, October 5, 1:00PM EDT
Gigabit & Smart Cities
Joe Kochan, COO & Co-Founder, US Ignite
Friday, October 7, 1:00PM EDT
Gigabit & DOCSIS 3.1
Ty Pearman, Director, Access Architecture, Comcast
in association with:
From The Founder
Light Reading today starts a new voyage as part of a larger Enterprise.
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
MEC Congress: The Key Takeaways

9|22|16   |   03:25   |   (3) comments


Three key takeaways from the Mobile Edge Computing (MEC) Congress in Munich, Germany.
Wagner’s Ring
Time to Shut Up About 'Dumb Pipes'

9|22|16   |     |   (12) comments


Service providers can't compete with OTT players. It just isn't in their DNA. Instead, service providers need to embrace what they're good at -- providing reliable, secure connectivity.
Wagner’s Ring
Keeping Your Tech Career Going After 50

9|21|16   |     |   (13) comments


How do you keep your career moving forward when you're past the half-century mark?
LRTV Interviews
Peering Into the Digital Future

9|20|16   |   04:25   |   (0) comments


Nick Thomas, practice leader of digital media at Ovum, talks about how digital transformation in the technology, media and telecom sectors will enable the development of a new range of applications and services for enterprises and consumers and how the upcoming Digital Futures event in London will examine ...
LRTV Custom TV
Napatech Tackles NFV's Major Challenge

9|7|16   |   08:42   |   (0) comments


One of the main challenges for network operators introducing NFV is to combine performance and flexibility in a cost-effective way, but there is a solution, explains Napatech's Dan Joe Barry.
LRTV Custom TV
Huawei Optical Innovation 2016

9|6|16   |     |   (0) comments


Highlights of the 2016 Huawei Optical Innovation forum.
LRTV Huawei Video Resource Center
Are You Ready for Huawei Connect 2016?

8|31|16   |     |   (0) comments


Join us for an exclusive sneak peak of Huawei Connect, an integrated conference for the global ICT ecosystem taking place in Shanghai.
Between the CEOs
CEO Chat: UXP's Gemini Waghmare

8|26|16   |     |   (0) comments


Light Reading CEO Steve Saunders and UXP Systems CEO Gemini Waghmare discuss the strategic importance of digital identity for operators in the midst of transformation.
LRTV Custom TV
F5 Virtual Network Function Integrations With Partner Orchestration Platform

8|24|16   |   6:38   |   (0) comments


F5's Kishore Patnam, product manager for F5's service provider solutions, discusses why service providers are moving towards virtualization and how his clients are utilizing F5's solutions.
Between the CEOs
CEO Chat: Intel's Alexis Black Bjorlin

8|17|16   |   06:23   |   (0) comments


Join us for an in-depth interview between Steve Saunders of Light Reading and Alexis Black Bjorlin of Intel as they discuss the release of the company's Silicon Photonics platform, its performance, long-term prospects, customer expectations and much more.
Telecom Innovators Video Showcase
Accelerating Telecom Digital Transformation With Nominum DNS

8|1|16   |   12:04   |   (0) comments


Light Reading's Steve Saunders gets an update from Nominum CEO Gary Messiana on how his company is helping carriers on the digital transformation journey.
LRTV Custom TV
Reinventing Operations for a Virtual, Software-Defined World

7|28|16   |   5:23   |   (0) comments


Heavy Reading Senior Analyst Jim Hodges speaks with Accenture's Larry Socher and Matt Anderson about what service providers must do to transform their business to get the benefits of SDN and NFV including: leveraging DevOps, introducing real-time OSS and implementing analytics.
Upcoming Live Events
November 3, 2016, The Montcalm Marble Arch, London
November 30, 2016, The Westin Times Square, New York City
December 1, 2016, The Westin Times Square, New York, NY
December 6-8, 2016, The Westin Excelsior, Rome
May 16-17, 2017, Austin Convention Center, Austin, TX
All Upcoming Live Events
Infographics
Hot Topics
Keeping Your Tech Career Going After 50
Mitch Wagner, West Coast Bureau Chief, Light Reading, 9/21/2016
Time to Shut Up About 'Dumb Pipes'
Mitch Wagner, West Coast Bureau Chief, Light Reading, 9/22/2016
Comcast Will Go Wireless in 2017
Mari Silbey, Senior Editor, Cable/Video, 9/20/2016
Sprint CEO: We'll Lease Spectrum as Soon as Possible
Dan Jones, Mobile Editor, 9/20/2016
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
Light Reading CEO Steve Saunders and UXP Systems CEO Gemini Waghmare discuss the strategic importance of digital identity for operators in the midst of transformation.
Join us for an in-depth interview between Steve Saunders of Light Reading and Alexis Black Bjorlin of Intel as they discuss the release of the company's Silicon Photonics platform, its performance, long-term prospects, customer expectations and much more.
Animals with Phones
You Thought Your Customer Service Was Unreliable... Click Here
Live Digital Audio

A vital part of increasing the number of women in comms is transforming the ways companies can support and empower women. While progressive company policies that support both men and women in achieving work-life balance are a step in the right direction, creating a company culture that supports those policies can at times be more challenging.

During this show, we'll talk to Lynn Comp, Senior Director of Industry and Sales Enabling (ISE) in the Network Platforms Group at Intel, about why those challenges exist and how companies can overcome them. She'll provide insight into how Intel has worked to create a culture that supports work-life balance, and provide steps and guidance for other companies wishing to do the same. We will also leave plenty of time to get your questions answered live on the air.