Skip to main content

Cable MSOs Investing in New Infrastructure

Demand for broadband access to the Internet and digital video pay-TV services continues to drive new infrastructure investment. Infonetics Research released the fourth quarter (4Q09) edition of its cable modem termination system (CMTS) and Edge quadrature amplitude modulation (QAM) hardware and subscribers report.

"True to form, operators in North America, particularly in the U.S., spent what was left of their equipment budgets in the fourth quarter of 2009, giving a year-end boost to CMTS and edge QAM vendors," said Jeff Heynen, directing analyst for broadband and video at Infonetics Research.

Comcast, Time Warner, Cox, and Charter all acquired more downstream capacity by adding more CMTS ports, and Time Warner Cable continued its major upgrade to switched digital video, which helped bolster edge QAM revenue.

"Over the last 5 years, ARRIS grew its share of the worldwide CMTS market from 18.6 percent in 2005 to 42.9 percent in 2009, while Cisco's share declined from 54.4 percent to 38.4 percent, with ARRIS taking the lead from Cisco for the first time in 2009. Meanwhile, Motorola maintained a relatively even keel over the same period, increasing its CMTS revenue but losing a few points of share to ARRIS as well," adds Heynen.

Highlights of the Infonetics market study include:

- Worldwide CMTS and edge QAM vendor revenue increased 22 percent to $363 million in 4Q09 from 3Q09, led by sequential gains by the three major players in the market, ARRIS, Cisco, and Motorola.

- Cisco posted the strongest gains in North American CMTS revenue for the last 2 quarters.

- Worldwide CMTS revenue was down 10.7 percent in 2009 (2008 was a record year for CMTS deployments), while edge QAMs ticked up 6.4 percent for the year.

- Together, CMTS and edge QAM sales totaled $1.24 billion in 2009.

- BigBand had a big quarter in edge QAM shipments, and had passed a total of 33 million homes with its switched digital video solution by the end of the fourth quarter, an increase of 5 million homes from 3Q09.

Popular posts from this blog

Digital Transformation Growth Defies Market Volatility

The forward-looking CEO's commitment to ongoing investment in Information Technology (IT) is persistent. Worldwide IT spending is forecast to total $4.4 trillion in 2022 -- that's an increase of 4 percent from 2021, according to the latest worldwide market study by Gartner, Inc.   "This year is proving to be one of the noisiest years on record for CIOs," said John-David Lovelock, vice president at Gartner . Regardless, digital transformation remains a high priority across the globe. Geopolitical disruption, inflation, currency fluctuations, and supply chain challenges are among the many market volatility factors vying for attention, yet contrary to what Gartner saw at the start of 2020, enterprise CIOs are accelerating IT investments in 2022. Digital Transformation Market Development As a result, purchasing and investing preferences will be focused on areas including data analytics, cloud computing, seamless customer experiences, and IT security. Inflation impacts on

IoT Device Management Demand Gains Momentum

More forward-thinking CIOs and CTOs are focused on the adoption of the Internet of Things (IoT). Management challenges are top of mind for those who have already deployed a large number of sensors and associated network edge devices. Device management services are evolving in response to a greater breadth of new device technologies such as edge intelligence and related connectivity solutions, as well as the customer scalability and security of IoT deployments. But forward-looking suppliers are also preparing for a world where 41.3 percent of the connected devices will be using some form of Low Power Wide Area (LPWA) technologies by 2026. IoT Device Management Market Development Since IoT customers increasingly need to manage a larger fleet of connected devices, ABI Research now forecasts that IoT device management services will exceed $36.8 billion in revenues by 2026. Standardization is beginning to play a bigger role in device management services, as more connected devices use LPWA t

Anywhere, Anytime Workplace Demand for SASE

The ongoing adoption of flexible working models within the enterprise market has significant implications for typical IT organizations that must now support knowledge workers and front-line employees that operate outside the corporate network perimeter. The global COVID-19 pandemic created IT networking and security challenges. The expansion of the distributed workforce, an increasing reliance on cloud computing infrastructure, and the requirement to securely connect online employees -- wherever they choose to work, at any given moment in time. Legacy IT solutions that have rigid network underlays and a requirement for on-premises infrastructure cannot adequately deal with these trends. This 'Anywhere, Anytime Workplace' led to demand for new Secure Access Service Edge (SASE) solutions, with networking and security delivered as-a-service. Anywhere, Anytime Workplace Market Development   Although converging networking and security capabilities offer enterprises a promising solut