Light Reading

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
Networks of the future will rely on "white box" switches and servers rather than proprietary hardware and that's going to alter the shape of the communications industry. Who says so? John Chambers.
LRTV Huawei Video Resource Center
Huawei's Power Play With GrupoGiro

4|1|15   |   2:51   |   (0) comments


Daniel Heredia, CEO of Energiro, the power management services part of Spain's Grupo Giro, explains why his company has just struck a partnership with Huawei for uninterruptible power supply products and how he hopes it can take the partnership into other markets.
LRTV Huawei Video Resource Center
Huawei Intros Smart Device for eLTE

3|30|15   |   05:25   |   (0) comments


Huawei has developed a secure, location-aware multimedia smartphone for its eLTE trunked radio solution, says Huawei's Norman Frisch.
LRTV Huawei Video Resource Center
Win Video, Win All

3|30|15   |   06:44   |   (0) comments


Video is going to be the next main source of revenue for operators. Operators have big opportunities and advantages to monetize video services. Globally, Huawei has helped more than 70 operators achieve over 30 million video subscribers. Watch this video for more.
LRTV Custom TV
The Benefits of HyperScale Clouds for NFV

3|27|15   |   01:50   |   (0) comments


Hyperscale cloud has been developed by the Internet giants to support the creation and delivery of software-based services at blistering speeds, and at the lowest possible cost. The original ETSI NFV vision was to adopt hyperscale cloud architecture and practices. This vision has become somewhat obscured along the way, due to misunderstandings about the hyperscale ...
LRTV Huawei Video Resource Center
eLTE Rapid Meets the Need for Speed

3|26|15   |   4:45   |   (0) comments


Designed especially for emergency and dedicated ad hoc local mobile communications coverage, Huawei's eLTE Rapid solution can deliver trunked voice, video and data coverage for multiple users over a 6km range and be set up in just 15 minutes, explains Huawei's Norman Frisch.
LRTV Huawei Video Resource Center
On Videos: Challenges & Opportunities

3|26|15   |   5:56   |   (0) comments


Most everything is now connected. And along with 4K and 4G technologies, everyone could be creating and broadcasting video contents. Users are expecting better video experience with any screen, anywhere and anytime. Operators will meet new challenges, but also see some big opportunities.
LRTV Custom TV
JDSU: Delivering Dynamic Networks for a Personalized Experience

3|26|15   |   5:59   |   (0) comments


Light Reading speaks to JDSU at Mobile World Congress 2015 about new solutions in the areas of HetNets, VoLTE, backhaul, virtualization, big data analytics, and real-time intelligence.
LRTV Custom TV
Smarter Service Chaining & New Ways to Benefit From Qosmos Technology

3|25|15   |   03:11   |   (0) comments


David Le Goff, director of strategic and product marketing at Qosmos, explains how the company has added application awareness to subscriber information to make service chaining more efficient and reduce costs for networking and infrastructure. In addition, Qosmos technology, which has been delivered as C libraries, is now also available as a virtual machine, ...
Between the CEOs
Qosmos CEO: The Changing Face of DPI

3|24|15   |   13:53   |   (0) comments


LR CEO and Founder Steve Saunders sits down with the head of Qosmos to talk about the changing state of the art in deep packet inspection technology, including its role in SDN and NFV architectures. Also, how the comms market is becoming more like the automotive industry.
LRTV Huawei Video Resource Center
FC Schalke Scores With Its Agile Stadium

3|24|15   |   6:23   |   (0) comments


Top German soccer club FC Schalke 04 has deployed a new, agile WiFi network from Huawei in its Veltins-Arena stadium and is reaping the benefits in terms of customer satisfaction and business opportunities, explains marketing chief Alexander Jobst.
LRTV Huawei Video Resource Center
Huawei’s Insights on Mobile Video

3|24|15   |   7:51   |   (0) comments


More people than ever are now watching videos on smartphones. Seventy percent of mobile traffic will be video traffic until 2018. In this video, Huawei's exports give their insights on mobile video in terms of business model, network planning and 4G network construction.
LRTV Documentaries
The Rise of Industry 4.0

3|24|15   |   02:26   |   (9) comments


Are you ready for the fourth industrial revolution? It's a big deal for influential operators such as Deutsche Telekom.
Upcoming Live Events
April 14, 2015, The Westin Times Square, New York City, NY
May 5, 2015, Hyatt McCormick Place, Chicago, IL
May 6, 2015, Georgia World Congress, Atlanta, GA
May 12, 2015, Grand Hyatt, Denver, CO
May 13-14, 2015, The Westin Peachtree, Atlanta, GA
June 8, 2015, Chicago, IL
June 9-10, 2015, Chicago, IL
June 9, 2015, Chicago, IL
June 10, 2015, Chicago, IL
September 29-30, 2015, The Westin Grand Müchen, Munich, Germany
November 11-12, 2015, The Westin Peachtree Plaza, Atlanta, GA
All Upcoming Live Events
Hot Topics
AT&T Woos SMBs With Small-Scale WiFi
Sarah Thomas, Editorial Operations Director, 3/26/2015
Just Don't Say IBM Is 'Relaunching' Networking Business
Mitch Wagner, West Coast Bureau Chief, Light Reading, 3/26/2015
TV Everywhere Nears Mainstream Adoption
Mari Silbey, Independent Technology Editor, 3/27/2015
Carriers Are Bright Spot in BlackBerry Q4
Sarah Thomas, Editorial Operations Director, 3/27/2015
Comcast Says TWC Deal Will Close Later
Mari Silbey, Independent Technology Editor, 3/26/2015
Like Us on Facebook
Twitter Feed
Webinar Archive
BETWEEN THE CEOs - Executive Interviews
LR CEO and Founder Steve Saunders sits down with the head of Qosmos to talk about the changing state of the art in deep packet inspection technology, including its role in SDN and NFV architectures.
Chattanooga’s EPB publicly owned utility comms company has become a poster child for how to enable a local economy using next-gen networking technology. Steve Saunders, Founder of Light Reading, sits down with Harold DePriest, president and CEO of EPB, to learn how EPB is bringing big time tech to small town America.