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News & Views Most Popular 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... 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) Advertisement 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 (7 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) Advertisement 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... Cable-Tec Expo 2018: News & Notes By Jeff Baumgartner, Senior Editor, Light Reading, 10/24/2018 Cisco debuts Full Duplex DOCSIS node, Nokia nets virtual networking deal, Buckeye goes with Harmonic's 'CableOS,' SCTE IDs winners of first Adaptive Power Challenge, and more. Post a Comment \| Read (1 Comment) Latest Comment: WESTCables As usual some more useful technology updates and launches, on Cable-Tech... Arris CTO: What's Next for DOCSIS? By Jeff Baumgartner, Senior Editor, Light Reading, 10/23/2018 Arris is researching new technologies and techniques using expanded spectrum and a new generation of amplifiers that could serve as an alternative to Full Duplex DOCSIS and extend the life of HFC networks. Post a Comment \| Read (1 Comment) Latest Comment: HarjG300 Great article, the next disruption to deleivering broadband will be 10G to... Using a Lego Approach to Cable Node Upgrades By Jeff Baumgartner, Senior Editor, Light Reading, 10/22/2018 A proposed standard aims to allow upgrades to legacy technologies like DOCSIS, or new capabilities, such as 5G or PON, to be snapped into a generic (and modular) node housing. Post a Comment \| Read (0) CableLabs: DOCSIS Has Lots of Gas Left in the Tank By Jeff Baumgartner, Senior Editor, Light Reading, 10/22/2018 Engineers offer updates on new specs and technologies that will take cable's widely deployed HFC network to the next level, economically and at scale. Post a Comment \| Read (1 Comment) Latest Comment: davidhoffman5 Good to read of this. Having advancements in both fiber optics and coaxial... Comcast Wraps Up DOCSIS 3.1 Rollout By Jeff Baumgartner, Senior Editor, Light Reading, 10/18/2018 Comcast says speed is still key, but emphasis is shifting to whole-home connectivity, control and the broader consumer experience. Post a Comment \| Read (2 comments) Latest Comment: stownplayer Just like Charter , who has the same "gig" service they are going to lose customers... More Stories \| News & Views Archive News & Views Archive 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... More Stories \| News & Views Archive News & Views Archive Message Boards 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... kelseywilson, 11/8/2018 11:10:15 PM CommScope Puts Up $7.4B for Arris Re: CommScope Arris CommScope and ARRIS share a customer-first culture that emphasizes innovation, made possible by incredibly talented and experienced teams of people. As have with numerous transactions in the past, expect to work together... 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.... komatineni, 11/8/2018 8:24:17 PM Is Arris the Answer to CommScope's Pain? Re: Necessary mistake? The traditional models are dying fast while the hype cycle of 5G is probably at the very early stages. Commscope do know that buying Arris is not going to help them in mid to long-term. Probably this is what CXO can... Jeff Baumgartner, 11/8/2018 7:16:59 PM CommScope Puts Up $7.4B for Arris Re: Re: Strange Math It's an all-cash deal. Here's how CommScope outlines how it will cover its bases: -$900M in combined cash on hand expected at time of closing -$6.3B of fully committed debt -$1B of private equity convertable preferred... bosco_pcs, 11/8/2018 3:57:23 PM CommScope Puts Up $7.4B for Arris Re: Strange Math When i checked half an hour ago (~3:30PM EST), Comm's market cap is ~$4.71B and Arris's ~$5.05B. At 1st glance, some press said $7.4B in cash/stock. But no details abt how much is cash and what portion is stock swap One... Jeff Baumgartner, 10/30/2018 1:33:17 PM CommScope In Talks to Buy Arris – Report Re: Re: Future of the set-top biz? No argument there... I imagine they would consider anything in the ballpark of a fair price, if it came to that. In the meantime, they've already begun to tweak their set-top box biz by focusing on the most profitible... More Message Boards		Security Now Geoblocking, Even at Low Levels, Restricts Internet Freedom – Study Larry Loeb, Author, 11/21/2018 A new research paper from the University of Michigan and Cloudflare finds that ... (0) IoT Security Problems Can Cost Enterprises Millions Jeffrey Burt, Editor & Journalist, 11/20/2018 A survey by DigiCert finds that the IoT is a priority for most companies, but ... (0) GO TO Security Now Broadband World News EANTC Joins Broadband Forum's Approved Lab List for CloudCO Tests Ray Le Maistre, Editor-in-Chief, 11/19/2018 The Broadband Forum has been lining up independent test labs for its CloudCO ... (0) Fujitsu's Rundberget Talks Frankly About Open Source Alison Diana, Editor, Broadband World News, 11/16/2018 Kirsten Rundberget, open strategy lead at Fujitsu Network, discusses the ... (0) GO TO BROADBAND WORLD NEWS Telecom Innovators Video Showcase Accenture 5G Acceleration Services at Mobile World ... PacketFabric: Leading the Way in Highly Scalable Network ... Accenture 5G Acceleration Services at Mobile World ... Semtech: LoRa Technology Enabling Proven, Flexible IoT ... Versa's CEO, Kelly Ahuja: Securing & Software-Defining ... How Lumina Is Redefining SDN Aryaka's Gary Sevounts: Advantages to Consuming SD-WAN ... Calix's Shane Eleniak: How Data Analytics & Software ... MobiledgeX's Jason Hoffman: State of the Edge Cisco's Yvette Kanouff: How We Get Real Results From ... The 5G Connectivity Challenge Network Intelligence & Automation in Mergers & Migrations Why Telcos Need an Elastic Services Platform Why Hardware Still Matters in the SDN Era Why Is Autonomous Operations Key to Your Network Evolution? Ribbon's Kevin Riley Talks New Company Brand, Latest ... The Cumulus Networks Success Story CloudPassage Ensuring Next-Level Container Security EXFO: Next-Level Assurance Solutions & Automation EXFO: Automate or Stagnate RAD Shares Insights on Latest Developments in vCPE & ... 100GbE in Action & More at MEF17 ADLINK Talks About OCP & Next Generation Telecom ... LINX Talks Open Networking & OcNOS Nominum & Security for Small to Midsized Businesses C-V2X Is Getting Ready for Commercialization With ... Ixia Launches World’s First 400GE Testing Solutions Xilinx Zynq UltraScale+ RFSoCs Integrate the RF Signal Chain Pluribus: SDN & Beyond Cloud, Security, AI & IoT Are Driving the Need for ... 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Vodafone Live NFV Use Cases Powered by Amdocs Sonus in VellOS Mellanox Open Composable Networks Network Security Orchestration Sonus in the Cloud Sonus Strategy Netronome's Server-based Networking Platform Nexius: The Strategy & Science of Data Analytics Overture Networks NFV Solutions ECI's Elastic Network Masergy: Transforming Enterprise IT Arbor Networks on ISP Traffic Visibility ECI's LightSec: Comprehensive Cyber Security Solution ECI’s LightApps: Intelligence for Networks Service Gateway Virtual Edition SDN Management & Orchestration in the WAN Sedona Systems: Multi-Layer Applications Platform NFV – a Catalyst for Business Services Growth Telefónica: In Search of Virtual Simplicity Affirmed Networks Highlights NFV in Mobile Core Close-up on ConfD NetNumber Founder on Managing Signaling Control Tail-f, Cisco & What the Future Holds Sonus Shakes Up SD-WAN Automate, Scale & Create With Juniper's vCPE Solution Metaswitch's New CEO Martin Lund Discusses His Role ActiveVideo's Cloud Virtualization Technology Nominum on Leveraging the Power of DNS to Deliver ... Palo Alto Networks on Expanding in the Carrier/Service ... Infoblox on DNS Threat Index The Netformx Ecosystem Versa Networks on Leveraging VNFs Nuage Networks on Operationalizing SDN Mellanox's New 25/50/100Gb/s Ethernet Products Arista's CloudVision VIEW FULL VIDEO SHOWCASE Prime Reading Leading Lights 2015: The Finalists Ray Le Maistre , Editor-in-Chief , 5/7/2015 Light Reading is proud to announce the finalists for this year's Leading Lights ... (0) 5 TV Tech Trends Heading for CES Mari Silbey , Senior Editor, Cable/Video , 1/2/2014 What can the television set expect to see at the upcoming consumer electronics ... (4 comments) TWC's Mike Angus Unplugged Mari Silbey , Senior Editor, Cable/Video , 11/14/2013 Angus dishes on TV Everywhere, BYOD for pay TV, data caps, out-of-home rights, TV ... (1 Comment) Betting on Smart Homes Mari Silbey , Senior Editor, Cable/Video , 8/27/2013 Cable operators seek gold in home automation and security services but face both ... (1 Comment) All Prime Reading Newsfeed 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 Charter Sheds 73K Video Subs in Q2, Adds 218K Internet Customers Tuesday, July 31, 2018 Jeff Baumgartner Joins Light Reading as Senior Editor Monday, July 2, 2018 North American MSO Selects Guavus AI-Powered Analytics Wednesday, June 20, 2018 Cable-Tec Expo Goes Deep With 'Thought Leadership Pool' Wednesday, June 20, 2018 More Newsfeeds

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