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Docsis 3.0 CPE Shipments Surge in Q3

Jeff Baumgartner
11/30/2011

Welcome to the cable news roundup, Hump-Day edition.

  • Roughly 43 percent of Docsis modems, voice adapters and gateways shipped in the third quarter were of the wideband variety, nearly doubling the total from the year-ago period, according to Dell'Oro Group . The firm said D3 shipments are rising as unit costs decline, integrated wireless gateways become more popular, and operators start to standardize on wideband CPE even among customers who don't subscribe to speedy Docsis 3.0 tiers. Dell'Oro said Arris Group Inc. (Nasdaq: ARRS) was the top shipper of Docsis CPE in the quarter, followed by Cisco Systems Inc. (Nasdaq: CSCO), Motorola Mobility LLC , Technicolor (Euronext Paris: TCH; NYSE: TCH) and Ubee Interactive . (See The State of Docsis 3.0 and Docsis 3.0 Demand Catches Zoom Off Guard .)

  • Time Warner Cable Inc. (NYSE: TWC) and other MSOs are likely to apply new usage-based metering policies on high-speed data services to help drive profits amid the growing popularity of over-the-top video services, Bloomberg reports. "As more video shifts to the Web, the cable operators will inevitably align their pricing models," Sanford C. Bernstein & Co. Inc. analyst Craig Moffett said, identifying TWC, Cox Communications Inc. and Charter Communications Inc. as the most likely to pull the trigger first. TW Cable tested the policy years ago but pulled it back amid a consumer backlash. AT&T Inc. (NYSE: T) and Suddenlink Communications recently installed usage-based Internet policies. (See Will Cable Follow AT&T's Lead on Usage Fees?, Netflix Fears by-the-Byte Tiers and Suddenlink to Fit Broadband Caps, Overage Fees .)

  • TW Cable has released its app for Android Honeycomb tablets, but it initially will not support an in-home live TV streaming feature that's offered now on the iPad. The Android app, currently certified for the Samsung Corp. Galaxy Tab 10.1 and Motorola Xoom, does support an interactive program guide, search engine and a DVR manager while doubling as a fancy remote control. As for future live TV support on Android, "We are working on it and have not announced a timeframe," an MSO spokesman noted.

  • TW Cable's pending acquisition of Insight Communications Co. Inc. has hit a speed bump as it tries to negotiate a new franchise with the government of Louisville, Ky., which is currently an Insight cable market. TW Cable is proposing a six-month extension to Insight's current deal with the city as testy negotiations proceed. (See Time Warner Cable Splashes Out $3B for Insight .)

  • Competitive cable overbuilder WideOpenWest Holdings LLC (WOW) is tiptoeing onto the 3DTV bandwagon, tweeting Tuesday that it now offers a "small selection" of new-release video-on-demand movies in the format.

    — Jeff Baumgartner, Site Editor, Light Reading Cable



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    Jeff Baumgartner
    Jeff Baumgartner
    12/5/2012 | 4:47:36 PM
    re: Docsis 3.0 CPE Shipments Surge in Q3


    Interesting, do you know if they are requiring that those customers sign up for a D3 tier in order to get the new equipment or are they just offering to provide a new D3 modem like a Trojan Horse should the cutomer decide to  upgrade later? They're already starting to offer D3 wireless gateways to customers who subscribe to at least the Blast! tier. 


    Sorta reminds me of the early Docsis 2.0 days when operators were only buying D2 modems even if they only had 1.1 deployed at the CMTS. But the big reason then was because D2 modems actually cost less than 1.1 modems on a unit basis. D3 unit costs have come way down, but not that far. JB


     

    amadana
    amadana
    12/5/2012 | 4:47:36 PM
    re: Docsis 3.0 CPE Shipments Surge in Q3


    Comcast sent letters to their customers that were using older version modems stating that it was time to upgrade to Docsis 3.0. The letter highlighted the fact that the network upgrade was complete and to take advantage of the higher bandwidths one had to upgrade the cable modem.

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