& cplSiteName &

ADT Adds a Cable Guy

Jeff Baumgartner
The Bauminator
Jeff Baumgartner
10/22/2012
50%
50%

3:15 PM -- ADT Corp. , the newly spun-off residential security unit of Tyco International Ltd. (NYSE: TYC; London: TYI), appears to be getting more and more cable-friendly by the week.

The latest: Arthur Orduña, a former Bright House Networks exec who initially served as CTO and later as chief product officer at the cable-backed Canoe Ventures LLC advanced advertising J.V., has joined ADT as chief innovation officer, reporting to CEO Naren Gursahaney. (See Cable Guy Heads to ADT.)

Orduña, who most recently consulted with eBay Inc. (Nasdaq: EBAY)'s PayPal unit, is tasked with leading ADT's "long-term vision" and putting together a strategic roadmap to help "position the company as a partner of choice." (See Comcast Cozies Up to PayPal .)

ADT's long-term prospects have been a subject of much speculation after it became a stand-alone company with about 6.5 million customers in North America.

While recent comments by ADT's new CEO indicate that the company intends to go it alone, the rumor circulating for months is that the spinoff puts ADT in prime position to be acquired by Comcast Corp. (Nasdaq: CMCSA, CMCSK) or Verizon Communications Inc. (NYSE: VZ), two service providers that are relatively new to the home security/automation market and compete directly with ADT. The theory is that one of them could make a play for ADT and become the sector's market leader virtually overnight. (See Comcast Goes Big With Xfinity Home , How ADT's Spinoff Could Affect Google and Will Service Providers Steal ADT's Customers?)

If ADT's long-term vision includes how to fit into service provider architectures, including cable's, Orduña's certainly the kind of guy to help make that happen -- whether that's to help out with potential partnerships or to help ADT get ready for an outright acquisition.

As we've noted, ADT already has some very cable-friendly linkages. Edward Breen, the former chairman and CEO of Tyco who once ran the show at Motorola and General Instrument Corp., is still on the Tyco board. Frank Drendel, the founder and chairman of another key cable supplier, CommScope Inc. , joined the Tyco board in late September.

— Jeff Baumgartner, Site Editor, Light Reading Cable

(3)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
joanengebretson
50%
50%
joanengebretson,
User Rank: Light Beer
12/5/2012 | 5:18:46 PM
re: ADT Adds a Cable Guy


I agree it certainly would appear that ADT is being prepped for a sale to Verizon or Comcast or another cable company.


But you wouldn't know that from ADT's television ads, which talk about the company's years of experience that give it an edge over newcomers.


Those newcomers undoubtedly are the same broadband providers who would appear most likely to acquire ADT.


 


 


 


 

joanengebretson
50%
50%
joanengebretson,
User Rank: Light Beer
12/5/2012 | 5:18:46 PM
re: ADT Adds a Cable Guy


Good point about iControl.


ADT also has central monitoring facilities that could be attractive to Verizon or Comcast. Comcast currently relies on a third-party central station and Verizon doesn't currently offer central station monitoring.

Jeff Baumgartner
50%
50%
Jeff Baumgartner,
User Rank: Light Beer
12/5/2012 | 5:18:46 PM
re: ADT Adds a Cable Guy


That makes sense. They all remain directly competitive, so that will certainly come through in their marketing. But I did get a good question: why would ADT try to sell after they go public? My guess is they'd like to know what the market value is if they are going to weigh offers, if that's the direction they end up taking.  But such a deal makes some sense for Comcast and Verizon if they want to turn their efforts into a material businss much faster than they could trying to scratch and claw into the market on their own.


Plus, the cable guys have a pretty good technology angle to chase after. ADT, Comcast, Cox, Rogers and TW Cable all use iControl's platform for their new high end service packages. Perhaps that removes some of the potential integration headaches that could come with an ADT aquisition?


JB


 

More Blogs from The Bauminator
Don't expect anything more to pop for a while, but one analyst sees John Malone & Co. as the 'logical, ultimate acquirer of Ziggo' if the price is right
Cable operators will need to free up at least 24MHz of spectrum for Docsis 3.1. But why is that the magic number?
Liberty Media's rumored plan to snag a 25% stake in Charter for $2.5B could aid the MSO's M&A strategy
Top US cable operators lost 1.41 million video subs in 2012, but the bleeding continues to show signs of slowing in a saturated pay-TV market
Aereo streams its 'no cable required' tagline into the video world. Will consumers tune in to the message?
From The Founder
Cisco's Conrad Clemson, recently promoted to head up the company's Service Provider Apps & Platforms developments, talks to Light Reading's Founder and CEO Steve Saunders about how he's bringing cloud video, mobile and virtualization together to empower network operators.
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 Interviews
Masergy: Ability to Adapt Key for NFV

1|16|17   |   6:40   |   (0) comments


Speaking at Light Reading's 2020 Vision in Rome, Masergy's VP, Global Technology, Ray Watson, said agility is key to providing the mix and match NFV-based services that are driving business for the managed service provider today.
LRTV Interviews
Equinix: The Data Explosion

1|13|17   |   4:16   |   (0) comments


At Light Reading's 2020 Vision in Rome, Eric Schwartz, president of EMEA, Equinix, talked about how Equinix is helping its customers manage the influx of data today, and how it's preparing for a future filled with millions of connected IoT devices.
LRTV Interviews
Heavy Reading: The Changing Data Center Landscape

1|12|17   |   6:05   |   (1) comment


At Light Reading's 2020 Vision event in Rome, Heavy Reading's Senior Analyst Roz Roseboro talks about how virtualization is impacting data center evolution and how that evolution is affecting the relationship between service providers, data center operators and public cloud providers.
LRTV Interviews
Boingo: Prepping for Millions of Devices

1|12|17   |   5:07   |   (1) comment


At Light Reading's 2020 Vision in Rome, Boingo's CTO Derek Peterson discusses how wireless operators will address the needs of low-bandwidth and high-bandwidth apps at the same time, the need for more MHz, the impact of IoT and more.
LRTV Interviews
Comcast Shows Off Gig Gateway at CES

1|11|17   |     |   (1) comment


With its largest presence at CES in years, Comcast took the wraps off its long-awaited gigabit gateway and a new platform for managing the home WiFi network. Light Reading Senior Editor Mari Silbey sat down with EVP Chris Satchell to discuss the latest Comcast advance, and met with VP of Product Strategy and Development Andrea Peiro to walk through a demo of the ...
LRTV Interviews
Colt: End-to-End Key for 2017

1|10|17   |   6:21   |   (0) comments


At Light Reading's 2020 Vision Executive Summit in Rome, Nico Fischbach of Colt said having a multi-carrier, end-to-end service proposition is going to be key for 2017 -- and SD-WAN is instrumental in making it happen.
From the Founder
Cisco's Clemson on Mobile Cloud Video

1|9|17   |     |   (1) comment


Cisco's Conrad Clemson, recently promoted to head up the company's Service Provider Apps & Platforms developments, talks to Light Reading's Founder and CEO Steve Saunders about how he's bringing cloud video, mobile and virtualization together to empower network operators. "If you think about where we're going… whether it's a mobile application, or a video ...
LRTV Custom TV
VMware Telco NFV Solutions – Preparing for 5G & IOT

1|9|17   |     |   (0) comments


Shekar Ayyar, EVP & Corporate Strategy/General Manager of Telco for VMware, discusses VMware's Telco NFV solutions role and foundation for the Imminent Arrival of 5G & IOT.
LRTV Interviews
Heavy Reading: Big Video Set to Disrupt

1|6|17   |   4:39   |   (0) comments


At Light Reading's 2020 Vision Executive Summit in Rome, Heavy Reading's Adi Kishore talks about the challenges of managing and monetizing bandwidth-intensive video, and how service providers will need to transform their networks to cope with the big video explosion.
LRTV Interviews
Heavy Reading: IoT Set to Disrupt

1|5|17   |   7:07   |   (0) comments


Heavy Reading's Senior Analyst of IoT, Steve Bell, tells Light Reading how the Internet of Things (IoT) will transform service provider markets, business models and mindsets, and how virtualizing the network core and Fog networking is key to meeting the agility and flexibility demands of IoT in the future.
LRTV Custom TV
Ensemble SmartWAN Explained

1|5|17   |     |   (0) comments


Ray Le Maistre and Prayson Pate, CTO of the Ensemble division at ADVA Optical Networking, discuss the details around the recent Ensemble SmartWAN announcement from ADVA and its potential impact on the SD-WAN movement as it goes virtual.
LRTV Interviews
Telstra Shares Digital Dos & Don'ts

1|4|17   |   3:21   |   (0) comments


At Light Reading's 2020 Vision Executive Summit in Rome, Telstra's Managing Director of EMEA Tom Homer shares his insight into what makes a good partner in today's digital world.
Upcoming Live Events
May 15-17, 2017, Austin Convention Center, Austin, TX
All Upcoming Live Events
Infographics
Hot Topics
Ericsson: 5G Heralds 'New' New Economy
Mari Silbey, Senior Editor, Cable/Video, 1/12/2017
5G: Another Next-Generation Disappointment?
Iain Morris, News Editor, 1/10/2017
CES 2017: WIC's Picks & What Made Us Sick
Sarah Thomas, Director, Women in Comms, 1/10/2017
IBM, FDA Look to Blockchain to Secure Health Records
Scott Ferguson, Editor, Enterprise Cloud, 1/12/2017
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
Light Reading founder and CEO Steve Saunders chats with Sportlogiq CEO Craig Buntin about sports data analysis.
Eyal Waldman, CEO of Mellanox Technologies, speaks to Steve Saunders, CEO of Light Reading, for an exclusive interview about the 100 GB cable challenge, cybersecurity and much more.
Animals with Phones
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.