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mapodidbwp 2/12/2020 | 11:50:23 AM
Re: Wrong Direction w/Harmonic and Comcast
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download.zone 12/31/2019 | 7:01:18 AM
Harmonic CableOS Solutions Thanks for the nice info.

Well, the above news is verified by neutral sources that Comcast Commits $175M to Harmonic's CableOSComcast has committed to spending $175 million over the next four years to license Harmonic's CableOS virtualized CCAP software product. ... Harmonic said in its filing that Comcast will pay it an initial software licensing fee of $50 million this year.

Yet, it may have to face the live streaming web and apps because Disney and Apple are also entering in the market and they will give a tuff competition.


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HenryMac 9/30/2019 | 11:31:00 AM
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Glfrost 7/10/2019 | 1:30:58 PM
Re: Stock surges, but questions remain I agree with your concerns, but I would also add that Cable operators and vertically integrated like Comcast face even larger hurdles. The entire content model is failing dramatically and the CableOS approach is simply “lipstick on a sick pig” approach that does not address the failure of the current content model and very serious expense issues related to vast amounts of OTT content. They’re not sustainable on any level over the next 2-3 years at best. Network content value is dramatically decreasing and still is over valued for both streamers and cable channels. The threat & opportunity from ATSC 3 and 5G is ignored largely and chaotic irrational responses plague the industry.
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