Light Reading

Watching Vyyo

Alan Breznick
3/30/2007
50%
50%
Repost This

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 Pte. Ltd. , 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
msilbey
50%
50%
msilbey,
User Rank: Blogger
12/5/2012 | 3:10:56 PM
re: Watching Vyyo
Vyyo said yesterday that it's GǣAlso being evaluated by two additional major MSOs.Gǥ 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
Flash Poll
LRTV Documentaries
Cable Eyes Big Technology Shifts

4|16|14   |   03:02   |   (4) comments


US cable engineers are facing a lot of heavy lifting in the coming years, notes Light Reading Cable/Video Practice Leader Alan Breznick.
LRTV Custom TV
Maximizing Customer Experience & Assuring Service Delivery in an IP World

4|15|14   |   4:57   |   (0) comments


Steven Shalita, VP of Marketing, NetScout Systems, Inc., discusses the challenges cable/MSO operators face in assuring the delivery of new IP-based services. Key points include the value of proactively managing performance, and using rich analytics and operational intelligence to better understand service and usage trends, make smarter business decisions and ...
LRTV Documentaries
Bye-Bye DVD: Consumers Embrace Digital Video

4|10|14   |   04:17   |   (7) comments


Veteran video analyst Colin Dixon, founder and principal analyst of nScreenMedia, says research shows 56% are using digital video already.
LRTV Documentaries
Video: TW Cable Puts Multicast Gateways to the Test

4|8|14   |   04:13   |   (1) comment


Tom Gonder, a chief architect at Time Warner Cable, explains how its trial of multicast gateways is impacting IP-based video plans.
LRTV Custom TV
Managing & Monetizing Big Data in Operator Environments

4|7|14   |     |   (1) comment


At Mobile World Congress, Gigamon's Director of Service Provider Solutions, Andy Huckridge, and Heavy Reading Analyst Sarah Wallace discuss the 'big data' issues facing carriers and operators today.
LRTV Huawei Video Resource Center
Data Center Energy Build Your Data Center in a Modular Way

4|7|14   |   2:13   |   (0) comments


Dr. Fang Liangzhou, VP Network Energy Product Line, shared his thoughts about the challenges for data centers during CeBIT 2014.
LRTV Huawei Video Resource Center
Agile Network Solution An Overview of Huawei's Agile Network Solution

4|7|14   |   2:31   |   (0) comments


Ajay Gupta, Director of Product Marketing, Networking Product Line, gives an overview of the Agile Network Solutions during CeBIT 2014.
LRTV Huawei Video Resource Center
Huaweis eLTE Voice Trunking, Video and Data Applied for Railways

4|7|14   |   1:38   |   (0) comments


Gottfried Winter is the Sales Director at Funkwerk, a German specialist in GSM-r terminals and a long-time partner of Huawei. At CeBIT 2014, Winter talks to Light Reading about this partnership and the integration of enhanced voice trunking, video and data functions.
LRTV Huawei Video Resource Center
LeaseWeb Speaks Highly of Huawei's Datacenter Products

4|7|14   |   1:37   |   (0) comments


Rene Olde Olthof, Operations Director LeaseWeb, talks about the next data center transformation during CeBIT 2014.
LRTV Documentaries
Comcast: Reshaping the Cable Network Architecture

4|3|14   |   07:11   |   (8) comments


Shamim Akhtar, Comcast's architect and senior director of network strategy, explains why the cable company is moving to a more distributed network architecture.
LRTV Custom TV
VMware CEO Pat Gelsinger at Mobile World Congress

4|1|14   |   3:41   |   (0) comments


VMware CEO Pat Gelsinger speaks to Heavy Reading about the value of virtualization spanning from the data center to service provider networks to mobile devices.
LRTV Huawei Video Resource Center
Analysts' Impressions of Huawei SoftCOM at ONS 2014

4|1|14   |   1:11   |   (0) comments


After visiting the Huawei booth at ONS, Lee Doyle of Doyle Research gives his appraisal of Huawei's SoftCOM solution.
Hot Topics
BlackBerry Invests in Healthcare IT Startup
Sarah Reedy, Senior Editor, 4/15/2014
Volvo: AT&T HSPA+ Can Drive My Car
Sarah Reedy, Senior Editor, 4/16/2014
T-Mobile Petitions Operators to Kill Overages
Sarah Reedy, Senior Editor, 4/14/2014
Cisco & VMware Are Apple & Google of SDN
Mitch Wagner, West Coast Bureau Chief, Light Reading, 4/14/2014
Mobile Apps Susceptible to Heartbleed, Too
Sarah Reedy, Senior Editor, 4/14/2014
Like Us on Facebook
Twitter Feed