IP protocols/software

Comcast Brings IPv6 to the Home Network

Welcome to the cable news roundup, T.G.I.F. edition.

  • Comcast Corp. (Nasdaq: CMCSA, CMCSK) claims it's the first North American ISP to support IPv6-enabled home gateways and routers as it moves on from the first phase of the MSO's IPv6 rollout, which concentrated on standalone PCs and got underway in Nov. 2011. John Brzozowski, chief architect for IPv6 at Comcast, wrote on the company's blog that the MSO's initial IPv6 deployments so far have centered on systems powered by the Arris Group Inc. (Nasdaq: ARRS) cable modem termination system (CMTS), but expects to expand the rollout "soon" to additional markets when Cisco Systems Inc. (Nasdaq: CSCO)'s CMTSs are ready for the new IP addressing scheme. (See Comcast, Akamai Team on IPv6 Expansion and Cable Giants Get Aggressive on IPv6.)

  • Walt Disney Co. (NYSE: DIS), Comcast and News Corp. (NYSE: NWS) are close to snapping up Providence Equity Partners 's 10 percent stake in Hulu LLC for US$200 million, a move that would value the Web TV hub at $2 billion, Bloomberg reports. Providence stands to double its original investment. Hulu, which has 2 million paying subscribers, was the subject of a bidding war last year before its owners nixed the idea. (See Hulu: No Sale .)

  • TV Everywhere authentication specialist Synacor Inc. posted a first-quarter profit of $1.2 million on revenues of $30.7 million, up 64 percent versus the year-ago quarter, in the company's first earnings report as a publicly traded company. Synacor expects revenues of $30.5 million to $31 million in the second quarter. (See Synacor's Wild Ride .)

  • NDS Ltd. has secured a new five-year license for Rovi Corp. 's interactive program guide (IPG) patent portfolio that includes new additional rights covering secondary screens, such as smartphones and tablets. The deal has some long-term importance to Cisco, as it's in the process of buying NDS to help fill more gaps in the multi-screen Videoscape platform. (See Cisco Bets $5B More on Video With NDS.)

  • TiVo Inc. (Nasdaq: TIVO) VP of User Experience Margret Schmidt tweets out that Comcast's video-on-demand (VoD) service should now be available on TiVo Premiere DVRs purchased at retail "throughout the SF Bay Area." Comcast and TiVo launched the program on April 9. (See Comcast Presses Play on TiVo VoD .)

    — Jeff Baumgartner, Site Editor, Light Reading Cable

  • AESerm 12/5/2012 | 5:34:52 PM
    re: Comcast Brings IPv6 to the Home Network

    Not to overstate the role of a 10% stake, but B'berg's Christina Alecsi makes good point (and end of the video clip) about Hulu having an easier time setting its strategy going forward without the "outlier" of Providence, all other investors being strategic rather than purely financial.

    Jeff Baumgartner 12/5/2012 | 5:34:50 PM
    re: Comcast Brings IPv6 to the Home Network

    Plus, they can double up thier original investment right now versus trying to stay in for a bigger score, which could be a riskier bet, I suppose. Intersting , though, that Comcast apparently isn't involved in these talks since it now has to stay at arm's length because of the NBCU buy, so from a corporate standpoint they're sort of an outlier too.  JB

    AESerm 12/5/2012 | 5:34:49 PM
    re: Comcast Brings IPv6 to the Home Network

    Doubling wouid be good, if that's turns out to be the case. That's like a 15% annual return, not bad for the past five years. But one thing about the numbers, if the networks really want that Providence stake (all the better to excercise control of kind and pace of Hulu growth) they could be willing to pay a premium, which would mean Hulu is less than a $2b company. 

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