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Fixed Multimedia Access
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INTELLIGENCE REPORT SUMMARIES
Fixed Multimedia Access
Date  Report
Apr 25
With Comcast and other cable MSOs touting Gigabit broadband, Verizon has unveiled Fios Gigabit Connection to counter the growing Gigabit threat from cable rivals. But Fios Gigabit service, like cable offerings, suffers from limited availability.

Apr 25
The 2017 Huawei Analyst Summit showcased its willingness to invest in high-potential technologies. While video is now a top strategic priority, will Huawei’s telco-centric IPTV focus lead to missed opportunities in the cable operator market?

Apr 21
‘Continuous, relentless improvement’ might as well be Huawei’s motto, as every year at its Analyst Summit, Huawei refines and evolves both its strategic and tactical messaging. This year, video was front and center on Huawei’s summit agenda.

Apr 21
The AT&T Fiber footprint has been expanded again, adding eight new U.S. metros, eventually serving 75. While cable operators are ramping DOCSIS 3.1 to deliver Gigabit access, AT&T Fiber’s expanding presence will make life more difficult for MSOs.

Apr 21
While fixed access was not as high-profile as at previous events, during its 2017 Analyst Summit, Huawei did unveil several new gems in its fixed networking portfolio, most notably new combo NG-PON cards and 25G PON.

Apr 7
Zeitgeist Content: While YouTube TV debuts with hard-to-overlook content and service footprint limitations, Verizon completely revamps and expands its go90 OTT service, and AT&T rewards its Unlimited Plus (wireless) customers with free HBO.

Mar 31
The 2017 TV Connect event in London saw Huawei and ZTE debut new video service delivery solutions, leveraging CDN technology aimed at accelerating high-resolution (4K) deployments, but both vendors are playing catch up with the competition.

Mar 29
Ericsson announced a long overdue portfolio realignment and simplified management structure to counter operating challenges. But many questions remain regarding additional portfolio rationalization, investment focus and strategic partnerships.

Mar 20
Nokia’s new org changes and management shuffle reflect the new strategic direction announced in November 2016. The moves make sense on paper, but are surprising at a time when Nokia appeared to have put its post-merger ducks in a row.

Mar 17
ADTRAN surpassed the 10 million vectoring ports shipped benchmark, becoming the third vendor to join this club. But, can ADTRAN leverage its vectoring success in driving adoption of its solutions in the emerging G.fast and FTTP markets?

Mar 16
At MWC17, telecom and IT hardware, software and services vendors focused less on “bells and whistles” and more on building the plumbing that will underpin emerging network architectures.

Mar 7
HughesNet has launched its Gen5 satellite, capable of delivering 25 Mbps connections nationwide in the U.S., providing rural customers and other underserved consumers a potential broadband lifeline.

Mar 2
ADTRAN has expanded its software-defined access proposition to address impending 5G network buildout opportunities, with its new fixed access network sharing (FANS) concept a potential differentiator.

Feb 24
Zeitgeist Content: With the lines between linear broadcast pay-TV and OTT blurring, operators are seeking out the best paths forward. For cable, telco and OTT providers, the end goals are the same: customer retention and revenue/margin protection.

Feb 24
With Mobile World Congress (MWC) 2017 only days away, it’s fair to consider any recent vendor news as a part of their MWC messaging strategy. If so, Affirmed’s IoT solution upgrade suggests we’ll be hearing more about the enterprise this year.

Feb 23
Where Brocade acquired Ruckus for $1.2B last year, the sale of Ruckus (and Brocade’s ICX switch business) for $800M to ARRIS suggests a good deal. It’s also a deal that takes ARRIS out of its cable comfort zone and into new (enterprise) territory.

Feb 23
Possibly working on the premise that ‘it’s not bragging if it’s true,’ Calix has asserted another world first: symmetric Gigabit broadband via new G.fast kit. What’s also true is that hyperbole drives headlines, while customers drive revenues.

Feb 15
Nokia is incorporating support for low-latency, high-bandwidth mobile traffic into its NG-PON solutions, including its 7360 OLT series and several ONTs, aiming to win a sizeable portion of the high-potential and still-pending 5G ‘any-haul’ market.

Feb 2
Nokia’s Velocix CDN Accelerates Sky’s VoD VeloNokia has garnered its first nationwide CDN deployment, with Sky UK leveraging Nokia’s Velocix platform to deliver VoD services to Sky’s broadband and satellite TV customers. But can Nokia carry its Velocix velocity into more operator accounts?city

Jan 27
Cisco debuted its Infinite Video Platform Labs, and THX is developing a QoE streaming certification program with Conviva. Both video quality optimization solutions highlight the industry drive for improving the end-user viewing experience.

Jan 20
Zeitgeist Content: As the pay-TV world becomes increasingly non-linear, consumers are still very interested in live TV, evidenced by the rise in OTA TV penetration, the stunning success of DirecTV Now, and Hulu’s pending live TV service package.

Jan 19
Mediacom has proclaimed it now offers Gigabit access to ~1 million households in the Hawkeye state. While Iowa is home to several Tier 2 and Tier 3 operators already offering Gigabit services, Mediacom’s Gigasphere service is available statewide.

Dec 19 2016
Nokia’s purchase of BDA startup Deepfield aligns with its focus on proactive cloud network management and security, and enhances Nokia’s cable operator proposition. Nokia and its peers must continue to seek out analytics innovation.

Dec 14 2016
Nokia updated its mobile services vision and portfolio in December. While evolution and innovation at the RAN remains a clear priority, its end-to-end approach encompasses dramatic changes to the core, an enterprise focus and services everywhere.

Dec 1 2016
Altice USA has declared that it will skip DOCSIS 3.1 and transition its current HFC access networks to FTTH. Seemingly a groundbreaking move, on closer inspection, the HFC-to-fiber roadmap may not be as comprehensive, or fast, as touted.

Nov 29 2016
AT&T’s OTT streaming service debut, led by the DIRECTV NOW flagship, is a game-changing move on the pay-TV/video chessboard. While lacking some key content and functionality, DIRECTV NOW represents the strongest threat to cable TV since Netflix.

Nov 28 2016
Facing growing competition from a number of LPWA technologies, operators and traditional equipment vendors are deploying Cat-NB1 and Cat-M1. Each technology has its own optimal use cases, but true performance characteristics are not yet clear.

Nov 10 2016
The new Trump administration, with enviable dominance in both houses of Congress, could bring sweeping change to the FCC, DoJ, telecoms regulation and the market at large. Exactly how, and to what degree, is unknown. Much hangs in the balance.

Nov 2 2016
The 2016 Broadband World Forum offered its own spate of ‘October surprises,’ albeit of far less impact than those in the U.S. presidential election. Huawei and Nokia were both active as expected, but ZTE, ADTRAN and others made their mark as well.

Nov 1 2016
5G will require network transformations in the RAN and the network core. Yet, RAN innovations and requirements capture most attention. A presentation we delivered to European service providers last month details how to rectify that.

Oct 27 2016
Google Fiber, an almost self-proclaimed poster child for disruptive fiber buildouts and gigabit service enablement, has decided to “pause” its network expansion. Will Google Fiber’s stall spur rival operators to slow their fiber upgrades as well?


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