Light Reading
Many cable and Wall Street eyes will be on little old Vyyo first thing Monday morning

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
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
Wagners Ring
Data Centers Drive Telcos Into the Future

8|28|14   |   2:20   |   (2) comments


Data centers are at the heart of key trends driving telecom -- network virtualization, the drive for increased agility, and the need to compete with OTT providers.
LRTV Custom TV
Why SPs Should Consider Cisco's EPN

8|27|14   |   5:40   |   (0) comments


Sultan Dawood from Cisco discusses Cisco's EPN, which enables SPs to build agile and programmable networks delivering new network virtualized services using Cisco's Evolved Services Platform (ESP).
LRTV Huawei Video Resource Center
Huaweis Showcase @ Big Telecom Event 2014

8|26|14   |   2.56   |   (0) comments


SoftCOM is Huawei's framework for telecom business and network transformation. Haofei Liu, Solution Marketing Manager, Carrier Business Group, Huawei, showcases Huawei's SoftCOM architecture in this video.
LRTV Huawei Video Resource Center
Huawei @ BTE 2014: Director of Integrated Solutions on SoftCOM & NFV Monetization

8|26|14   |   4.43   |   (0) comments


Libin Dai, Director of Integrated Solutions, Carrier Business Group, discusses Huawei's SoftCOM and NFV monetization. Huawei believes that NFV monetization should be service-driven rather than network-driven, and that operators should have network transformation, service transformation and a compatible and collaborative ecosystem in place in order to deploy NFV.
LRTV Huawei Video Resource Center
Huawei @ BTE 2014: Director of US NFV Lab on CloudEdge & the Future of NFV

8|26|14   |   4.06   |   (0) comments


Sean Chen, Director of US NFV Lab at Huawei, discusses Huawei's new approach to NFV in open collaboration. Huawei believes that through Proof of Concept tests, it could help operators learn and communicate with the industry more effectively. Sean believes that successful implementation of NFV should have its values reaching to end users and discusses how Huawei's ...
LRTV Huawei Video Resource Center
Huawei's Highlights @ Big Telecom Event 2014

8|26|14   |   3.34   |   (0) comments


At the Big Telecom Event in Chicago Huawei showcases its high-level strategy, the SoftCOM architecture, which helps operators reduce the cost of ownership of their network infrastructure and generate additional revenue in the ICT service environment. Huawei showcases over 30 pilot programs from across the globe, focusing on the industry-leading commercial ...
LRTV Custom TV
VeEX – Live from the Show

8|21|14   |   5:58   |   (0) comments


An overview of VeEX Test and Measurement solutions including TX300S multi-service test set with VeExpress cloud-based management system, UX400 universal modular platform supporting 100G testing, and the redesigned RXT modular platform.
LRTV Custom TV
Transitioning CE 2.0 Networks Into the SDN & NFV Era With Telco Systems

8|19|14   |   5:19   |   (0) comments


Telco Systems' Ariel Efrati (CEO) and Moshe Shimon (VP of Product Management) discuss virtualization and how the company's new Open Metro Edge solution utilizes the SDN and NFV concepts to accelerate and orchestrate service delivery through its innovative product portfolio and software applications.
LRTV Custom TV
NFV Myths: Is NFV Still Several Years Away?

8|11|14   |   1:13   |   (0) comments


Some say that NFV (network functions virtualization) is still several years away from being implemented on mobile operator networks. This isn't the case. Operators can get started on their paths to NFV now, as this short video from Skyfire shows.
LRTV Custom TV
A New Security Paradigm in SDN/NFV

7|28|14   |   02:54   |   (0) comments


Paul Shaneck, Global Director Network Solutions for Symantec, discusses the evolving virtualized network, explaining how Symantec is leading the security discussion as it relates to SDN and NFV, and helping to ensure the network is protected and compliant.
LRTV Documentaries
Sprint's Network Evolution

7|24|14   |   14:59   |   (0) comments


Sprint's Jay Bluhm gives a keynote speech at the Big Telecom Event (BTE) about Sprint's network and services evolution strategy, including Spark.
LRTV Documentaries
BTE Keynote: The Software-Defined Operator

7|24|14   |   18:43   |   (1) comment


Deutsche Telekom's Axel Clauberg explains the concept of the software-defined operator to the Big Telecom Event (BTE) crowd.
Upcoming Live Events!!
September 16, 2014, Santa Clara, CA
September 16, 2014, Santa Clara, CA
September 23, 2014, Denver, CO
October 29, 2014, New York City
November 6, 2014, Santa Clara
November 11, 2014, Atlanta, GA
December 9-10, 2014, Reykjavik, Iceland
June 9-10, 2015, Chicago, IL
Infographics
A survey conducted by Vasona Networks suggests that 72% of mobile users expect good performance all the time, and they'll blame the network operator when it's not up to par.
Today's Cartoon
Hot Topics
Rogers, Shaw Take Aim at Netflix
Mari Silbey, Independent Technology Editor, 8/26/2014
Utilities to Pump $11.2B Into Smart Grid – Study
Jason Meyers, Senior Editor, Utility Communications/IoT, 8/26/2014
Verizon Launches QR Code Security Solution
Carol Wilson, Editor-at-large, 8/26/2014
Nokia's Maps Land on Samsung Devices
Sarah Reedy, Senior Editor, 8/29/2014
Verizon to Launch HD VoLTE in 'Coming Weeks'
Sarah Reedy, Senior Editor, 8/26/2014
Like Us on Facebook
Twitter Feed