Sandvine Swings Second Fairshare Deal
While the first one, Comcast Corp. (Nasdaq: CMCSA, CMCSK), is well known, Sandvine is keeping that second one close to the vest. (See Comcast Details Net Management Moves and Comcast Goes 'Protocol Agnostic' Everywhere .)
"With respect to North America, in the fourth quarter we grew revenue by more than 50 percent from [the third quarter], largely due to the Comcast purchase and deployment of congestion management for Fairshare," Sandvine president and CEO Dave Caputo noted during the earnings call last Thursday (Jan. 15). "A second U.S. MSO also purchased Fairshare in Q4. While this cable [deal] is not on the same scale as Comcast, we are very encouraged with the traction."
So, who is the mystery MSO? My first guess was Cox Communications Inc. , which has been accused of fiddling with peer-to-peer (P2P) traffic in much the same way Comcast was last year. (See Study Alleges a Cox Block on P2P Traffic.)
Cox, as it turns out, is mulling a new network management system, but hasn't deployed anything yet. The MSO, a spokesman confirms via email, has "teams evaluating a new technology, which is being lab and field tested."
— Jeff Baumgartner, Site Editor, Cable Digital News