A 104% surge in sales for distributed access architecture gear led Vecima Networks to post record fiscal Q3 revenues. But the company warned of some near-term lumpiness in the broadband access sector.
Casa wrapped a delayed deal to supply network virtualization and DAA products to Claro Colombia after dealing with 'untruths being circulated by some of our fact-challenged competitors,' says interim CEO Ed Durkin.
Harmonic claims deployments of CableOS, its virtualized platform for access networks, now covers about 10% of the global cable modem footprint.
Revenues at CommScope's access network solutions unit dropped 5.7% in Q1, but the company expects revenues to be more heavily weighted toward the second half of 2023.
Casa Systems has cut its workforce by at least 10% this week while execs reaffirm a commitment to cable.
Led by growth in passive optical networks, broadband equipment spending climbed 17% in 2022, notching a record of $19 billion, according to Dell'Oro Group.
Charter has tapped Harmonic as a 'strategic technology partner' for a virtual cable modem termination system rollout. Comcast, Vodafone and GCI are among other top ops to go with Harmonic's 'CableOS' platform.
Vecima announced it will supply a tier 1 US operator with remote PHY nodes for an HFC network upgrade. Vecima didn't name the operator, but all clues lead to Charter Communications.
Omdia's Jaimie Lenderman joins Light Reading's Mike Dano and Jeff Baumgartner to discuss the big themes at the Cable Next-Gen event, including network optionality and the rising role of PON and wireless.
Casa, a supplier of cable and wireless technology, also disclosed that it will not be receiving orders from a major customer, presumed to be Charter, for its initial rollout of a cable infrastructure upgrade.
Harmonic CFO Sanjay Kalra is leaving to 'pursue other opportunities,' but the move shouldn't change the supplier's focus on the video streaming market and its growing role in cable network upgrades.
Starting in West Des Moines, Iowa, Mediacom has begun to upgrade its network to support faster and symmetrical speeds, lower latency and better reliability.
Vecima is seeing an uptick on cable and fiber access sales amid upgrade and new build activity. It's also seeing some video tech momentum as operators get more aggressive with IPTV transitions.
Thanks in part to improving supply chain constraints, Casa Systems expects to post a 25% boost in Q4 revenues as it sees sales increase across the board.
PON rollouts for newbuilds and copper network upgrades will play a big role, but cable's shift to virtualized and distributed networks and DOCSIS 4.0 is expected to fuel a spending wave, Dell'Oro predicts.
The acceleration of revenues from Comcast comes as the operator preps its HFC network for DOCSIS 4.0. But analysts view Charter as the 'real prize' Harmonic has yet to capture.
DAA, virtualization, network convergence, initial deployments of DOCSIS 4.0 and the rise of the remote OLT will all play roles in shaping the cable access network in 2023.
An astonishing 100% of cable operators responding to a Dell'Oro Group survey say they have deployed or are planning to deploy a virtual cable modem termination system within the next 24 months.
Casa's 2022 was wrought with supply chain issues that hit the bottom line, but CEO Jerry Guo says business will pick up across telco, mobile and cable, as the latter gets more aggressive with DAA upgrades.
Harmonic's CEO says there's 'growing consensus' from cable ops to pursue a distributed architecture that pairs a virtual CMTS with remote PHY nodes – an option used by Comcast and reportedly selected by Charter.
