& 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!!

    Educational Resources
    sponsor supplied content
    Educational Resources Archive
    From The Founder
    Light Reading sits down at CES with the head of Cisco's service provider video business, Conrad Clemson, to discuss how NFV and cloud security relate to video, the challenge of managing 4K/8K traffic, the global expansion of Netflix and virtual reality.
    Flash Poll
    Live Streaming Video
    CLOUD / MANAGED SERVICES: Prepping Ethernet for the Cloud
    Moderator: Ray LeMaistre Panelists: Jeremy Bye, Leonard Sheahan
    LRTV Huawei Video Resource Center
    TeliaSonera: Striving for Independence

    2|12|16   |     |   (0) comments


    Peter Lagergren discusses the importance of decoupling the network from services.
    LRTV Huawei Video Resource Center
    Ken Wang on U-vMOS

    2|12|16   |     |   (0) comments


    Ken Wang discusses how video will take of the traffic on carrier networks and become a basic service to provide to end users.
    LRTV Documentaries
    All Change in Video

    2|11|16   |   33:12   |   (1) comment


    At this moderated panel at 2020 Vision in Dublin, Alan Breznick, Cable/Video Practice Leader of Light Reading, sits down with Jeff Finkelstein, director of network architecture at Cox Communications, to discuss the rapidly changing video market.
    LRTV Custom TV
    Hosting in Ireland, Past & Present

    2|10|16   |   16:07   |   (0) comments


    Garry Connolly, president of Host in Ireland, presents the keynote at Light Reading's 2020 Vision Executive Summit in Dublin.
    Women in Comms Introduction Videos
    What's Hot in Mobile Commerce?

    2|10|16   |   12:18   |   (1) comment


    Claire Maslen, financial services relationship manager at the GSMA, talks about the development of the digital commerce sector and the types of relationships that mobile operators are developing to further their m-commerce strategies.
    LRTV Documentaries
    EANTC Tests Nokia IP Routing & Mobile Gateway VNFs for Real World Deployment

    2|9|16   |   5:08   |   (1) comment


    Nokia obtained validation of its virtualized router and virtualized mobile gateway capabilities through rigorous testing performed by EANTC. The results set a new industry benchmark for outstanding performance, scalability, resiliency and manageability. Nokia VNFs are ready for telco cloud deployment, so that service providers can accelerate mobile, business and ...
    Between the CEOs
    CEO Chat With Level 3's Jack Waters

    2|8|16   |   26:15   |   (1) comment


    Light Reading CEO and founder Steve Saunders sits down with Level 3 Communications' CTO Jack Waters to discuss hot topics like virtualization, 4K and the future of telecom...
    LRTV Custom TV
    The Composable Telco

    2|8|16   |   24:46   |   (0) comments


    Heavy Reading's Principal Analyst Caroline Chappell presents the keynote at Light Reading's 2020 Vision Executive Summit in Dublin.
    LRTV Custom TV
    Join Us at the Digital Operations Transformation Summit

    2|4|16   |   03:52   |   (0) comments


    The Digital Operations Transformation Summit on February 21, 2016 at the Crowne Plaza Barcelona Fira Centre will bring together 50 senior executives to engage in a unique debate on the opportunities and challenges presented by the transformative evolving digital landscape. RSVP now at events@lightreading.com.
    LRTV Custom TV
    Making the Test: ADVA Ensemble Connector vs. Open vSwitch

    2|4|16   |   01:28   |   (0) comments


    Light Reading, in partnership with EANTC, recently tested ADVA's Ensemble Connector, which replaces open vSwitch and offers carrier-grade capability and interoperability. The test results strengthen ADVA's credibility as a provider in the virtualization space.
    LRTV Custom TV
    Bridging the Gap Between PoCs & Deployment in NFV

    2|4|16   |   31:50   |   (0) comments


    Charlie Ashton of Wind River presents the keynote at Light Reading's 2020 Vision executive summit in Dublin.
    Between the CEOs
    CEO Chat With Mike Aquino

    2|3|16   |   17:34   |   (0) comments


    The former CEO of Overture Networks, Mike Aquino, discusses why truly open virtualization solutions provide service providers with the greatest choice.
    Upcoming Live Events
    March 10, 2016, The Cable Center, Denver, CO
    April 5, 2016, The Ritz Carlton, Charlotte, NC
    May 23, 2016, Austin, TX
    May 24-25, 2016, Austin Convention Center, Austin, TX
    All Upcoming Live Events
    Hot Topics
    Yahoo & Verizon Sitting in a Tree...
    Brian Santo, Senior editor, Test & Measurement / Components, Light Reading, 2/8/2016
    Vodafone: Flexible Work Policies Boost Profits
    Sarah Thomas, Editorial Operations Director, 2/8/2016
    It's Time to Integrate OTT Video
    Alan Breznick, Cable/Video Practice Leader, 2/8/2016
    Andreessen Facepalms on Facebook Free Basics
    Mitch Wagner, West Coast Bureau Chief, Light Reading, 2/10/2016
    AT&T Lights Fire Under 5G, Plans 2016 Trials
    Iain Morris, News Editor, 2/12/2016
    Like Us on Facebook
    Twitter Feed
    Webinar Archive
    BETWEEN THE CEOs - Executive Interviews
    Light Reading CEO and founder Steve Saunders sits down with Level 3 Communications' CTO Jack Waters to discuss hot topics like virtualization, 4K and the future of telecom...
    The former CEO of Overture Networks, Mike Aquino, discusses why truly open virtualization solutions provide service providers with the greatest choice.
    Animals with Phones
    Retro Is the Way to Be Click Here
    Some animals are too cute for smartphones.
    Live Digital Audio

    Broadband speeds are ramping up across Europe as the continent, at its own pace, follows North America towards a gigabit society. But there are many steps to take on the road to gigabit broadband availability and a number of technology options that can meet the various requirements of Europe’s high-speed fixed broadband network operators. During this radio show we will look at some of the catalysts for broadband network investments and examine the menu of technology options on offer, including vectoring and G.fast for copper plant evolution and the various deployment possibilities for FTTH/B.