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1 month ago | 
delloro.com | Jeff Heynen
[wp_tech_share] Charter’s proposed $34.5 billion acquisition of Cox Communications reflects just how much the US broadband landscape has changed. The near-nationwide availability of fixed wireless access (FWA), combined with expanding fiber footprints, has put cable operators on the defensive as they struggle with net broadband subscriber losses.
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2 months ago | 
delloro.com | Jeff Heynen
[wp_tech_share] Recent shifts in U.S. trade policy, including the implementation and adjustment of tariffs, have introduced uncertainty into global markets. Temporary rollbacks and exceptions—such as reduced rates and product-specific carve-outs—have added to the complexity, particularly in response to market reactions.
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Oct 15, 2024 | 
delloro.com | Jeff Heynen
[wp_tech_share] Late last week, Vecima Networks announced that it was acquiring Falcon V, a Polish developer of access network orchestration software designed to facilitate the deployment of vendor-agnostic DOCSIS, fiber, and wireless networks.
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Oct 9, 2024 | 
delloro.com | Jeff Heynen
[wp_tech_share] At last week’s SCTE TechExpo, Comcast announced that Rogers Communications, Canada’s largest cable operator, will be licensing Comcast’s broadband access network design. This includes DAA equipment, CPE, and other network monitoring and management elements.
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Oct 1, 2024 | 
delloro.com | Jeff Heynen
[wp_tech_share] Two startups with shared advisory board members are hitting the market with solutions designed to facilitate cable’s convergence with wireless and 5G. The announcements are well-timed, given the funk cable operators find themselves in as net broadband subscriber losses mount, but also as those same operators continue to take a sizable share of new mobile subscribers.
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Sep 27, 2024 | 
delloro.com | Jeff Heynen
[wp_tech_share] At this week’s SCTE Tech Expo Event in Atlanta, executives from Broadcom, Charter Communications, and Comcast officially opened up access to a unified DOCSIS 4.0 chipset to all interested cable operators and vendors.
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Sep 19, 2024 | 
delloro.com | Jeff Heynen
[wp_tech_share] The jockeying for position in the US broadband market shows no signs of slowing down. In just the past two weeks, Verizon announced a $20B deal to acquire Frontier Communications and push the combined entity to a fiber footprint of 25 million homes and a fixed wireless footprint of approximately 60 million homes.
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Jun 6, 2024 | 
delloro.com | Jeff Heynen
[wp_tech_share] In a blog post published earlier this week, details were provided on why CommScope unexpectedly decided to acquire the cable assets of Casa Systems for $45.1 million. The primary reasons discussed included strengthening CommScope’s cable presence and achieving the necessary scale for the transition to virtualized Cable Modem Termination Systems (vCMTS).
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Jun 4, 2024 | 
delloro.com | Jeff Heynen
In a surprise move last week, CommScope emerged as the winning bidder for Casa Systems’ cable assets, edging out Vecima Networks and Harmonic. The winning bid of $45.1M represented a significant premium over Vecima’s initial stalking horse bid of $20M. The move is interesting because CommScope is known to be exploring a sale of its ANS (Access Network Solutions) Division in an effort to reduce a debt load pushing $9B.
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Apr 30, 2024 | 
delloro.com | Jeff Heynen
In a blog last year, we detailed how the 5G Fixed Wireless Access (FWA) services provided by T-Mobile, Verizon, and AT&T presented the biggest threat to cable’s dominance of the US fixed broadband market. At the time of that blog (August 2023), T-Mobile had secured 3.2 million FWA subscribers, while Verizon had announced an FWA subscriber base of 2.26 million. At the time, T-Mobile mentioned that around 51% of its subscribers were previously cable customers.
