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News & Views Most Popular Casa's Q4 Sales Come in Light Amid MSO Spending Delays By Jeff Baumgartner, Senior Editor, Light Reading, 1/18/2019 Casa stock gets walloped as Q4 results come in well below estimates. Post a Comment \| Read (1 Comment) Latest Comment: Jeff Baumgartner Simon Leopold put out a follow-up on this today, mentioning that the issues... CableLabs Sues Buckeye Over Delinquent Dues By Jeff Baumgartner, Senior Editor, Light Reading, 12/12/2018 MSO notified CableLabs of intention to terminate its membership in January 2018, but CableLabs cites that it requires at least three years notice. Post a Comment \| Read (1 Comment) Latest Comment: Jeff Baumgartner I still haven't heard from Buckeye on their reason for putting in notice, though... US, China Agree to Delay Tariffs Hike By Jeff Baumgartner, Senior Editor, Light Reading, 12/3/2018 A higher, 25% tariff slated to take effect in 2019 is postponed for 90 days as the sides try to iron out a long-term trade arrangement. Post a Comment \| Read (0) Advertisement Terabyte Households Surge as Video Eats the Internet By Jeff Baumgartner, Senior Editor, Light Reading, 11/27/2018 Broadband homes that consume 1 Terabyte-plus of data per month more than doubled, Cisco data shows. Will ISPs raise their data ceilings? Post a Comment \| Read (3 comments) Latest Comment: nelly.frd Cisco is forecasting that 4K/Ultra HD video will account for about 22% of global... Sale of Arris Set-Top Box Biz 'On the Table' for CommScope – Analyst By Jeff Baumgartner, Senior Editor, Light Reading, 11/26/2018 CommScope could get $500 million for that unit 'in a distressed sale to a financial buyer,' Jefferies analyst George Notter suggests. Post a Comment \| Read (0) Podcast: CommScope & Arris Tie the Knot, but Why? By Phil Harvey, US News Editor, 11/19/2018 CommScope and Arris are merging. Though they frame this as a complementary deal, there's some lingering questions about the broader strategic rationale of the deal and if this is, indeed, a marriage made in technology heaven. Post a Comment \| Read (0) Technicolor Eyes Options, Including Sale of Set-Top Biz – Report By Jeff Baumgartner, Senior Editor, Light Reading, 11/19/2018 Will only confirm that Technicolor 'regularly reviews and evaluates strategic alternatives for its assets' and that no decisions have been made. Post a Comment \| Read (1 Comment) Latest Comment: stevfortyfive Finally it seems the end is near. This latest news is the continuation... Advertisement CommScope/Arris Deal More About Dollars Than Strategic Sense – Analyst By Jeff Baumgartner, Senior Editor, Light Reading, 11/15/2018 Investors see marriage as a way for CommScope to buy cash flow, Raymond James analyst suggests. Post a Comment \| Read (0) Why CommScope Wooed Arris By Jeff Baumgartner, Senior Editor, Light Reading, 11/9/2018 'We certainly weren't out trolling or looking' to be acquired, Arris CEO Bruce McClelland says. Post a Comment \| Read (4 comments) Latest Comment: jbtombes Seems like the $1b from Carlyle could decrease the debt, non? The CG has positioned... Is Arris the Answer to CommScope's Pain? By Jeff Baumgartner, Senior Editor, Light Reading, 11/8/2018 Arris deal presented 'best path' after CommScope analyzed how to rejuvenate its business and shore up its positioning for the 5G era, CEO says. Post a Comment \| Read (2 comments) Latest Comment: bosco_pcs Not if you view this as a private equity special. ARRS got some valuable assets.... CommScope Puts Up $7.4B for Arris By Jeff Baumgartner, Senior Editor, Light Reading, 11/8/2018 They expect the merger, valuing Arris at $31.75 per share with an eye fixed on the 5G era, to produce annual cost synergies of more than $150 million within three years. Post a Comment \| Read (6 comments) Latest Comment: Jeff Baumgartner Among other reax to the deal, Raymond James analyst Simon Leopold has downgraded... Key Takeaways From Cable Next-Gen Europe By Jeff Baumgartner, Senior Editor, Light Reading, 11/7/2018 Light Reading cable guru Jeff Baumgartner highlights some of the key takeaways from the inaugural Cable Next-Gen Europe, noting how the region's operators are taking different routes with their network strategies and digging into the impact that 5G will have on the sector. Post a Comment \| Read (0) CommScope, Arris Nearing $5.6B Deal – Report By Jeff Baumgartner, Senior Editor, Light Reading, 11/7/2018 A deal would value Arris at more than $31 per share, CNBC says. Post a Comment \| Read (0) What's Cable's Tech Game Plan in Europe? By Jeff Baumgartner, Senior Editor, Light Reading, 11/5/2018 Bracing for 5G, network upgrades and enhancements, and pay-TV's next chapter will be among the themes and topics for Tuesday's Cable Next-Gen Europe event in London. Post a Comment \| Read (0) Zoom: 'Almost 100%' of Product Line Hit by Tariffs By Jeff Baumgartner, Senior Editor, Light Reading, 11/2/2018 With a tariff increase on the horizon, the Boston-based maker of cable modems and gateways looks to move production out of China, raise product prices. Post a Comment \| Read (0) Harmonic's Cable Virtualization Biz Looks a Bit More Real By Jeff Baumgartner, Senior Editor, Light Reading, 10/30/2018 Says its CableOS platform is involved in a mix of commercial deployments and field trials with 25 cable ops. Post a Comment \| Read (0) What Made Waves at Cable-Tec Expo? By Jeff Baumgartner, Senior Editor, Light Reading, 10/29/2018 Heavy Reading's Alan Breznick and Light Reading's Jeff Baumgartner discuss the tech topics that resonated in Atlanta at SCTE's annual confab, including Full Duplex DOCSIS, expanded spectrum DOCSIS, distributed access architectures, AI, and what critical role cable might play in the 5G era. Post a Comment \| Read (0) Arris: Tariffs Add $200M in Broadband Gear Costs, Threaten US 5G Plans By Jeff Baumgartner, Senior Editor, Light Reading, 10/26/2018 Short of removing broadband equipment from the proposed new tariffs, Arris seeks more time to make changes to its complex supply chain. Post a Comment \| Read (0) Arris Gets a Fix on WiFi 6 By Jeff Baumgartner, Senior Editor, Light Reading, 10/25/2018 New DOCSIS 3.1 router for cable ops builds in 802.11ax, 'EasyMesh' for whole-home WiFi. Post a Comment \| Read (0) CommScope in Talks to Buy Arris – Report By Jeff Baumgartner, Senior Editor, Light Reading, 10/25/2018 Such a deal would bring another massive wave of consolidation to the wireline and wireless infrastructure sector and establish an even larger supplier with a major focus on the cable industry. Post a Comment \| Read (8 comments) Latest Comment: Jeff Baumgartner No argument there... I imagine they would consider anything in the ballpark... More Stories \| News & Views Archive News & Views Archive Casa's Q4 Sales Come in Light Amid MSO Spending Delays By Jeff Baumgartner, Senior Editor, Light Reading, 1/18/2019 Casa stock gets walloped as Q4 results come in well below estimates. Post a Comment \| Read (1 Comment) Latest Comment: Jeff Baumgartner Simon Leopold put out a follow-up on this today, mentioning that the issues... More Stories \| News & Views Archive News & Views Archive Message Boards Jeff Baumgartner, 1/18/2019 11:51:49 AM Casa's Q4 Sales Come in Light Amid MSO Spending Delays Re: Impact on Arris? Simon Leopold put out a follow-up on this today, mentioning that the issues Casa's facing would imply potential risk for on of Casa's key competitors, Arris, which is in the process of being acquired by CommScope. Leopold... Jeff Baumgartner, 12/13/2018 9:16:34 AM CableLabs Sues Buckeye Over Delinquent Dues Re: Offensive move and defensive deterrent? I still haven't heard from Buckeye on their reason for putting in notice, though I imagine it's all about cost-cutting and a questioning of what influence they have w/CableLabs initiatives and a belief that they will still... nelly.frd, 11/29/2018 11:45:32 AM Terabyte Households Surge as Video Eats the Internet Re: Re: clipart png 2019 calendar printable calendar Cisco is forecasting that 4K/Ultra HD video will account for about 22% of global IP video traffic by 2022, compared to a mere 3% in 2017. Cisco also predicts that 62% of flat-panel TVs will be 4K-capable by 2020, a CAGR... cypherstream, 11/29/2018 10:05:59 AM Terabyte Households Surge as Video Eats the Internet Re: Re: Maybe not unreasonable? Game consoles will chew through 1TB+ easy these days. For example Microsoft's Xbox game pass is like the Netflix of Xbox one. You pay $10 a month for access to 100+ Games to play but the caviat is whatever games you want,... Duh!, 11/27/2018 1:55:11 PM Terabyte Households Surge as Video Eats the Internet Re: Maybe not unreasonable? Quick back-of-the-envelope calculation. Assuming an equal mix of HD and UHD, we can use 11.3 Mbit/s as the average video data rate. That said, 1 TB of data equates to just short of 200 hours of video, or six and a half hours... stevfortyfive, 11/19/2018 10:54:43 PM Technicolor Eyes Options, Including Sale of Set-Top Biz – Report Re: Does anyone want this skeleton of a company? Finally it seems the end is near. This latest news is the continuation of a long story of failure since the French purchased RCA in the late 1980s. Technicolor executive leadership never had a clue how to make... jbtombes, 11/12/2018 12:04:28 PM Why CommScope Wooed Arris Re: Re: Wot? Seems like the $1b from Carlyle could decrease the debt, non? The CG has positioned COMM for this deal, but the execs in Hickory have a history of thinking big. If they hadn't bought Andrew 11 years ago ($2.6b) I can't see... brooks7, 11/10/2018 11:35:41 AM Why CommScope Wooed Arris Re: Re: Wot? Dan, Arris was trading over 40 P/E (way over). The business is not a high growth business that one would expect such a multiple on. And then CommScope paid a premium? Seems like an awful deal to me. Let's... Jeff Baumgartner, 11/9/2018 8:07:36 PM Why CommScope Wooed Arris Re: Re: Wot? I'm curious to know what specific reasons they gave, but, yeah, it is noted that analysts went into downgrade mode in the wake of the deal. One of the issues is that both companies haven't been cueing up the Styx... DanJones, 11/9/2018 6:46:47 PM Why CommScope Wooed Arris Re: Wot? Investment types I talked to yesterday thought this was a terrible deal. What's that about? bosco_pcs, 11/9/2018 3:10:36 PM Is Arris the Answer to CommScope's Pain? Re: Re: Necessary mistake? Not if you view this as a private equity special. ARRS got some valuable assets. It got Ruckus at a discount from AVGO when the latter bought BRCD. Carlyle, with its convertible and probably some debt in COMM could instigate... Jeff Baumgartner, 11/9/2018 1:49:06 PM CommScope Puts Up $7.4B for Arris Re: Raymond James reax Among other reax to the deal, Raymond James analyst Simon Leopold has downgraded ARRS to Market Perform from Outperform ... He also noted that Q3 sales at Arris of $1.65B came a little under consensus of $1.71B and below... brooks7, 11/9/2018 8:55:48 AM CommScope Puts Up $7.4B for Arris Re: Re: Strange Math It is all cash to existing shareholders. The stock portion of the transaction was at least the $1B sold to Carlyle. [In addition, The Carlyle Group, a global alternative asset manager, has reestablished an ownership... Jeff Baumgartner, 11/8/2018 11:40:09 PM CommScope Puts Up $7.4B for Arris Re: Re: Strange Math Yes, Carlyle did take CommScope private in 2011, then re-IPO'd CommScope in 2013, and then "full exited" in late 2016. Direct from today's presentation deck: "CommScope was one of Carlyle's most successful investments ev... bosco_pcs, 11/8/2018 8:36:28 PM CommScope Puts Up $7.4B for Arris Re: Re: Strange Math Thanks... I sold my ARRS shares last month because of the tariff issue but at least I didn't lose any money. If it is cash, then its shareholders can take the money and run. I am very suspicious of the COMM side though.... More Message Boards		Security Now Vulnerability Puts Millions of Fortnite Players at Risk, Check Point Finds Jeffrey Burt, Editor & Journalist, 1/18/2019 Epic Games, the developer of Fortnite, fixed vulnerabilities in its web ... (0) Exposed Oklahoma Server Shows On-Premises Data Is Vulnerable, Too Scott Ferguson, Managing Editor, Light Reading, 1/18/2019 Over the last year, vulnerable, cloud-based databases have shown that dangers of ... 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(1 Comment) All Prime Reading Newsfeed 1Tennessee Selects Harmonic's CableOS to Deliver 1-Gig Broadband Tuesday, January 15, 2019 SCTE•ISBE, Light Reading Team on 2019 LiveLearning Webinar Series Wednesday, December 12, 2018 Harmonic Powers DOCSIS 3.1 Upgrade for Hilliary Communications Tuesday, December 11, 2018 Former Time Warner Cable Exec Joins Casa Systems Board Monday, December 3, 2018 Harmonic's CableOS Goes Cloud-Native Monday, October 22, 2018 Arris Picks Lead for New Network Intelligence & Automation Unit Wednesday, October 17, 2018 Zoom Taps Cable Industry Vet as President & COO Tuesday, October 16, 2018 OpenVault Gives ISPs More WiFi Visibility Tuesday, October 16, 2018 Eltrona Launches DOCSIS 3.1 & DAA With Arris Tuesday, September 18, 2018 Execs to Discuss Evolution of the Access Net at Cable-Tec Expo Wednesday, September 12, 2018 Arris Expands Share Repurchase Plan Wednesday, August 29, 2018 Casa Systems Revenues Rise 3.1% in Q2 Tuesday, August 14, 2018 Arris Q2 Revenues Climb 4% to $1.72B Wednesday, August 1, 2018 More Newsfeeds

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