CommScope Also has Bigger PON Ambitions with Casa
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
CommScope Seeks vCMTS Scale with Casa Buy
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
Unveiling the Future of Cybersecurity: Key Themes from RSA Conference 2024
Analyst Mauricio’s blog explores RSA Conference 2024’s key themes: AI-Powered Security, Unified Architectures, and Zero Trust, offering insightful analysis.
Don’t Look Now: T-Mobile Eyes Fixed Broadband Market Leadership
This blog discusses T-Mobile’s strategic foray into the fixed broadband market, highlighted by its acquisition of Lumos. T-Mobile’s success in attracting over 5 million FWA subscribers and its transition to a wholesale model underscore its potential to disrupt traditional cable providers and shape industry dynamics.
Fiber to the Room (FTTR) Progress Update: Chinese Operators Doubling Down
Explore China’s broadband landscape as operators accelerate Fiber to the Room (FTTR) deployments. Insights on ONT purchases, technology shifts, revenue strategies, and projected subscriber growth.
Reflecting on GTC and OFC 2024: No One-Size-Fits-All but Time to Market is Key!
Analyst Sameh Boujelbene provides her insights into the evolving landscape of networking technology, specifically within the context of accommodating AI workloads and the challenges faced by data center operators in meeting these demands.
Cable Operators’ Growing Interest in 25GS-PON
The cable industry is evolving by investing in fiber infrastructure and 25GS-PON to stay competitive amid rising competition, meeting the growing demand for high-speed broadband services. Analyst Jeff Heynen discusses industry changes and strategies.
Vecima Aims to Challenge Harmonic with Intent to Acquire Casa Cable Assets
In this insightful blog post, analyst Jeff Heynen delves into the ramifications of Vecima Networks’ acquisition of Casa Systems’ Cable Business Unit. He underscores the potential synergies and growth prospects arising from this strategic move, while also spotlighting crucial aspects of Vecima’s acquisition strategy and its implications in the cable and broadband market.
2023 Data Center Infrastructure Recap: Navigating AI-Accelerated Growth Paths
Uncover insights on Data Center Capex growth, technology shifts, and vendor landscapes. Explore global data center infrastructure forecasts for 2024, including accelerated computing, data center physical infrastructure, server demand, and network infrastructure.
Worldwide Enterprise Network Spending Follows Roller Coaster Trajectory
Explore the latest insights on the turbulent Enterprise Network equipment market in Dell’Oro Group’s blog. Uncover the pandemic’s impact and future projections.
