& cplSiteName &

Cisco May Bag NDS for $5B

Jeff Baumgartner
LR Cable News Analysis
Jeff Baumgartner
3/15/2012
50%
50%

Welcome to today's cable news snapshot.

  • Cisco Systems Inc. (Nasdaq: CSCO) is in talks to acquire video security specialist NDS Ltd. for US$5 billion, reports Calcalist, an Israel-based financial publication. NDS went private in 2009, and is 51 percent owned by Permira, a private equity firm, and 41 percent owned by News Corp. (NYSE: NWS). NDS generates most of its business from VideoGuard, a video security and conditional access system used by pay-TV companies, and counts Cablevision Systems Corp. (NYSE: CVC) as its key U.S. cable MSO customer. Cisco has its own conditional access system, PowerKey, that came through its purchase of Scientific Atlanta, but NDS could help Cisco fill an important gap, as NDS has developed a downloadable version of its encryption system that can help lower the cost of set-top boxes and secure TV Everywhere services being delivered to tablets, PCs, TVs, smartphones and other connected devices. NDS would also give Cisco's video business a big boost as it looks to expand internationally. (See NDS Cracks the US Cable Code , Cablevision May Take Security for a Spin(off) and CableLabs OKs the Cablevision Way.)

  • Cablevision has added HBO GO and MAX GO, expanding its TV Everywhere mix to a dozen mobile services, including CNN, TBS, TNT, tru TV, Cartoon Network and HLN. New York-based Cablevision has also launched a Web-based TVtoGO portal that aggregates its channel offerings. The MSO played up the mobile aspect of the launch, noting that cable modem subs can tap in via one of the company's 35,000 Wi-Fi hotspots in Cablevision's tri-state service area. The MSO's live TV streaming component limits viewing to within the reach of the customer's home Wi-Fi access point, however. (See Cablevision, TWC Expand Live TV Streaming Plans .)

  • Aereo Inc. launched its live TV/network DVR service in New York City Wednesday, but would-be customers have to cool their heels after they sign up. Multichannel News notes that there's a waiting list and that the service is still only available "by invitation only." Aereo told the publication that New Yorkers who sign up should receive an email notification on how to access their account within 24 hours. (See Aereo Launches in NYC and Aereo Strikes Back.)

  • Those that wait it out should be pleased with the results, according to Gizmodo's review of Aereo, which uses thumb-sized antennas to feed digital over-the-air broadcast channels to customers who link in via broadband. "We took the service for a spin and it's good enough to make that cable contract feel even more useless," the reviewer notes. While Aereo might appeal to so-called cord-cutters, it should also be a draw to pay-TV customers who also want to access broadcast stations while they're on the go. But cord-cutters should be warned that Aereo's streams aren't in HD, though still "totally watchable" on 25-inch monitor, according to the reviewer.

  • The Federal Communications Commission (FCC) will decide on March 21 if it's to create new rules that would allow flexible terrestrial use of spectrum assigned to Mobile Satellite Services (MSS) in the 2GHz band. Dish Network LLC (Nasdaq: DISH) intends to use its newly-gotten MSS spectrum for an Long Term Evolution (LTE) network, but those plans are on hold -- possibly for a year -- while the Commission hashes it out. The open meeting is scheduled to begin at 10:30 a.m. ET. (See Dish Gets Its Spectrum and FCC Puts Dish's LTE Plan on Ice .)

  • American Cable Association (ACA) Chair and WideOpenWest Holdings LLC (WOW) CEO Coleen Abdoulah kicked off the organization's Summit in Washington, D.C., Wednesday with a call for modernized retransmission consent rules and action to curtail escalating sports programming costs for ACA's membership, which is primarily made up of Tier 2/3 cable operators. According to SNL Kagan , retransmission fees have jumped nearly 50 percent over a two-year period ending September 2011.

    — Jeff Baumgartner, Site Editor, Light Reading Cable

    (4)  | 
    Comment  | 
    Print  | 
  • Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
    Jeff Baumgartner
    50%
    50%
    Jeff Baumgartner,
    User Rank: Light Beer
    12/5/2012 | 5:39:20 PM
    re: Cisco May Bag NDS for $5B


    More from us soon, but Cisco just announced its intention to acquire NDS for $5B.


    JB

    shygye75
    50%
    50%
    shygye75,
    User Rank: Light Sabre
    12/5/2012 | 5:39:18 PM
    re: Cisco May Bag NDS for $5B


    But how does this affect Apple and the iPad?

    shygye75
    50%
    50%
    shygye75,
    User Rank: Light Sabre
    12/5/2012 | 5:39:09 PM
    re: Cisco May Bag NDS for $5B


    I'm surprised anyone from Pac-12 territory has any bracket interest this year.

    Pete Baldwin
    50%
    50%
    Pete Baldwin,
    User Rank: Light Beer
    12/5/2012 | 5:39:09 PM
    re: Cisco May Bag NDS for $5B


    Screw the iPad. What people really want to know is: How does this affect my bracket!!

    From The Founder
    Either we perform a complete 'factory reset' on the way the telecom industry creates and deploys virtualization, or we face the consequences.
    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 Custom TV
    The Urgency of Commercial 5G Services

    4|26|17   |     |   (0) comments


    The progress of 5G has been closely monitored in the industry. At the 2017 Brooklyn 5G Summit, the sense of urgency for a commercial 5G launch had started to surface among operators.
    Women in Comms Introduction Videos
    How Diversity Helps Comcast Mirror Its Customer Base

    4|26|17   |   2:55   |   (0) comments


    Diversity brings innovation, creative ideas and a way to reflect the broad spectrum of your customer base, Comcast Director of Customer Experience Jenelle Champlin says.
    LRTV Huawei Video Resource Center
    Mobile Operators & Video

    4|25|17   |     |   (0) comments


    Ovum's Ed Barton discusses the latest mobile operator strategies for mobile video.
    LRTV Custom TV
    Infinera Introduces Instant Network

    4|20|17   |     |   (1) comment


    Mike Capuano, vice president of marketing at Infinera, discusses the advancement from Instant Bandwidth to new Instant Network capabilities, which include Bandwidth License Pools, Moveable Licenses and Automated Capacity Engineering (ACE).
    Women in Comms Introduction Videos
    Vodafone's Eubank on Sponsors, Mentors & Moving On Up

    4|19|17   |   4:25   |   (0) comments


    Vodafone America's Head of Operations Kimberly Eubank breaks down the difference between a sponsor and a mentor and shares why both made a big difference in her career.
    LRTV Custom TV
    NYC Auto Show: Are We Smart Yet?

    4|18|17   |     |   (0) comments


    The auto industry is facing some big transformations as electric vehicles, autonomous technology and connected cars are seen as the future of the industry. During the much-anticipated NY international auto show, there was an emergence of new technology and mobility service on the show floor. Aside from performance, brands like Lincoln, Hyundai, Honda, Mercedes and ...
    LRTV Huawei Video Resource Center
    The Impact of Video

    4|18|17   |     |   (0) comments


    David Mercer from Strategy Analytics discusses the impact of video on current strategies.
    LRTV Custom TV
    Pardeep Kohli Discusses Network Transformation & the Market Opportunity for the 'New' Mavenir Systems

    4|13|17   |     |   (0) comments


    In a brief discussion at MWC 2017, Heavy Reading analyst Adi Kishore talks to Pardeep Kohli, CEO, Mavenir Systems about the creation of the 'new Mavenir' and some of the key challenges facing operators in today's market. A key theme of the discussion centers around operator need for software-only, virtualized solutions and how they will need to adapt to ...
    Women in Comms Introduction Videos
    Tech Maverick Shares Her Tips for Gender Inclusivity

    4|12|17   |   7:28   |   (0) comments


    Wendy Hall Bohling, a corporate escapee, author and gender exclusivity consultant, tells her story of sexism, bias and progress along the road to gender equality in the workforce.
    LRTV Huawei Video Resource Center
    Huawei at MWC 2017

    4|11|17   |     |   (0) comments


    At Mobile World Congress 2017, the biggest mobile industry gathering of the year, Huawei showcased its new innovations and solutions with the theme "Open Road," which focuses on cloud, 5G, operation transformation, videos and consumer-oriented products. Its campaign has been recognized by three awards given by GSMA.
    LRTV Custom TV
    China Telecom NFV Infrastructure on RSD

    4|6|17   |     |   (0) comments


    Lynn Comp, senior director of market development of Intel, is joined by Chong Zhang, storage engineer at Inspur and Ou Li Yan, architect for technology strategies of China Telecom, for a discussion of what NFV brings.
    LRTV Custom TV
    Nokia's IMPACT Software Demo

    4|6|17   |     |   (0) comments


    Khamis Abulgubein of IoT market development at Nokia demonstrates IMPACT (intelligent management platform for all connected things), a software solution with a horizontal approach to managing any device on any application.
    Upcoming Live Events
    May 15-17, 2017, Austin Convention Center, Austin, TX
    May 15, 2017, Brazos Hall - Austin, TX
    May 15, 2017, Austin Convention Center - Austin, TX
    June 6, 2017, The Joule Hotel, Dallas, 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
    Surprise! AT&T Markets 4G Advances as '5G Evolution'
    Dan Jones, Mobile Editor, 4/25/2017
    Did Verizon Outbid AT&T for Straight Path?
    Dan Jones, Mobile Editor, 4/25/2017
    First Year TIPs the Scale Toward Success
    Denise Culver, 4/24/2017
    Ericsson's Q1 Even Worse Than Feared
    Iain Morris, News Editor, 4/25/2017
    Like Us on Facebook
    Twitter Feed
    BETWEEN THE CEOs - Executive Interviews
    One of the nice bits of my job (other than the teeny tiny salary, obviously) is that I get to pick and choose who I interview for this slot on the Light Reading home ...
    TEOCO Founder and CEO Atul Jain talks to Light Reading Founder and CEO Steve Saunders about the challenges around cost control and service monetization in the mobile and IoT sectors.
    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. We’ll 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.