Light Reading
3:15 PM ADT looks even more cable-friendly after industry vet Arthur Orduña joins the home security giant, which has been the topic of M&A scuttlebutt

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
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


 

Educational Resources
sponsor supplied content
Educational Resources Archive
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?
Flash Poll
From The Founder
It's clear to me that the communications industry is divided into two types of people, and only one is living in the real world.
LRTV Interviews
From 4G to 5G: Alcatel-Lucent's Dave Geary

11|25|14   |   09:09   |   (1) comment


Dave Geary, President of Wireless at Alcatel-Lucent, talks about the evolution of the 4G market, small cells, partnerships, 5G and the IoT.
LRTV Huawei Video Resource Center
Building a Secure Telefonica Network With Huawei's High-End Firewall

11|24|14   |   4:37   |   (0) comments


Andrew Davies, IP architect of the Telefonica, a leading digital communications company, discusses the Huawei security gateway solution and putting the solution into the testbed.
LRTV Huawei Video Resource Center
Huawei Partners with Spirent to Verify CE12816's 10GE Port & TRILL Networking Capabilities

11|24|14   |   2:50   |   (0) comments


Spirent Communications is the world's leading supplier for telecom testing appliances and solutions. Spirent has been in a close partnership with Huawei for a long time.
LRTV Huawei Video Resource Center
Saudi Airlines & Its ICT Transformation

11|24|14   |   2:07   |   (0) comments


In this video, Saudi Airlines discusses its network problems and how Huawei's Agile Network is its all-in-one solution.
LRTV Huawei Video Resource Center
Huawei's Agile Switch Benefiting Saudi Arabia's Yamamah Hospital

11|24|14   |   2:40   |   (0) comments


Saudi Arabia's Yamamah Hospital speaks about how Huawei's Agile Switch has improved the medical service's network infrastructure.
LRTV Huawei Video Resource Center
FanPlay & Huawei Build a Wireless Agile Smart Stadium

11|24|14   |   2:13   |   (0) comments


FanPlay is a cloud-based white label service, which is effectively a football fan engagement platform underpinned by mobile payment technology.
LRTV Huawei Video Resource Center
Building an Agile Stadium

11|24|14   |   3:54   |   (0) comments


Stadiums may be thousands of tons of concrete and steel, but they now need to be agile. Being at the stadium may not be as alluring as it once was. Sports franchises and stadium operators discuss how to get fans back.
LRTV Huawei Video Resource Center
Huawei Helps ChinaCache Tackle Challenges in the Internet Industry

11|24|14   |   3:09   |   (0) comments


ChinaCache is China's largest content distribution network supplier. Huawei's CE12800 has provided ChinaCache with very strong support in its establishment of an infrastructure network.
LRTV Huawei Video Resource Center
Cefinity on Managed Security Services & Next-Generation Firewall

11|24|14   |   7:05   |   (0) comments


Cefinity is a cloud management service provider in Southeast Asia. Ivan Zhang, CEO of the company, discusses the implementation of security service management in the cloud era.
LRTV Huawei Video Resource Center
Huawei's Agile Gateway in the Eyes of Cefinity

11|24|14   |   2:11   |   (0) comments


Cefinity is a managed service provider for enterprise networks. The company currently uses Huawei's AR series routers for the most complete range of functions. CEO Ivan Zhang speaks about the advantages of the AR series routers.
LRTV Huawei Video Resource Center
CTO of Bus-Online Talks About Huawei's Agile Gateway

11|24|14   |   2:53   |   (0) comments


Bus-Online covers around 100 million users everyday. In addition to providing mobile TV, and advertising services to the public, Bus-Online has also entered the field of mobile Internet.
LRTV Huawei Video Resource Center
Amsterdam ArenA as an Agile Campus

11|24|14   |   3:31   |   (0) comments


The Amsterdam ArenA, home of the Ajax soccer team, can be a crowded space. ArenA has partnered with Huawei to work on bringing ample bandwidth to 53,000 people at the same time.
Upcoming Live Events
December 2, 2014, New York City
December 3, 2014, New York City
December 8-10, 2014, Reykjavik, Iceland
February 10, 2015, Atlanta, GA
April 14, 2015, New York City, NY
May 6, 2015, McCormick Convention Center, Chicago, IL
May 13-14, 2015, The Westin Peachtree, Atlanta, GA
June 9-10, 2015, Chicago, IL
Infographics
Irish Telecom outlines the rise of VoIP technology, including its adoption within businesses and their perception of its quality.
Hot Topics
$38.3M: Ain't That a Kik in the SMS
Sarah Reedy, Senior Editor, 11/20/2014
Net Neutrality Even Mark Cuban Could Love
Mitch Wagner, West Coast Bureau Chief, Light Reading, 11/26/2014
Do You Have a 2020 Vision?
Dennis Mendyk, Vice President of Research, Heavy Reading, 11/21/2014
Why 5G Is a Different Beast
Robert Clark, 11/26/2014
New Juniper CEO Can Be Thankful for $14.5M
Mitch Wagner, West Coast Bureau Chief, Light Reading, 11/25/2014
Like Us on Facebook
Twitter Feed