Who Shot JR?

What is it worth to be the key IP provisioning platform for the world's largest cable operator? Not as much as you might think. Billing and OSS giant Amdocs Ltd. (NYSE: DOX) announced it will acquire U.K.-based broadband provisioning player JacobsRimell Ltd. for $45 million.

Such is life in the OSS space.

Comcast Corp. (Nasdaq: CMCSA, CMCSK) is JR's marquee MSO customer, along with European MSOs Virgin Media Inc. (Nasdaq: VMED) and UPC Broadband .

In 2005, Amdocs acquired cable billing and customer relationship management (CRM) player DST Innovis for $238 million, which, not coincidentally, counts Comcast and Cablevision Systems Corp. (NYSE: CVC) as key customers. (See Amdocs Buys DST Innovis.) [Ed note: It's hard to build a cable vendor dynasty on the cheap, don't ya know?]

Amdocs, of course, already enjoys a very long list of wireline and mobile telecom carriers as customers. The company continues to take aim at Convergys Corp. (NYSE: CVG) in the battle for cable supremacy as well.

— Michael Harris, Chief Analyst, Cable Digital News

Be the first to post a comment regarding this story.
Sign In