Indecision and infighting amongst cable operators about their next-gen network plans are heaping havoc upon some of the industry's top suppliers while also opening up the door to opportunities for others.
Although they held the high ground during the DOCSIS 3.0 and DOCSIS 3.1 eras, the competitive footing of Arris/CommScope, Cisco Systems and even Casa Systems has been slipping a bit as MSOs mull over what direction to take next. That situation, in turn, has aided Harmonic, which has made a big bet on CableOS, a virtualized form of the Converged Cable Access Platform (CCAP) that is being adopted in a big way by Comcast and being monitored closely by several other major cable operators.
The long-term position of cable access network vendors is also being stirred up as cable operators assess their next moves with a distributed access architecture (DAA) and the pursuit of bandwidth-building technologies such as Full Duplex DOCSIS (FDX) and Extended Spectrum DOCSIS (ESD). While Comcast is a champion of FDX, many other cable operators around the world are more interested in ESD.
This fragmentation and divisiveness threatens to spawn a new kind of problem for the cable industry and its group of equipment makers and silicon vendors. Comcast alone probably isn't big enough to drive enough volume into FDX to make that work for suppliers. And the other operators don't drive enough volume for a different, non-FDX option.
"None of us are big enough to carry the ecosystem," a cable exec familiar with the debate said.
A potential unifier and solution to this problem is DOCSIS 4.0, a specification under development at CableLabs that will support FDX, ESD and Low-Latency DOCSIS. However, it could be as many as three years before D4.0 is ready for prime time. In the meantime, cable operators can still plow ahead with some outside plant upgrades and the deployment of remote PHY devices.
It wasn't long ago that TV was ranked by subscribers as the most important service in the bundle provided by their communications service provider (CSP). Recent research indicates that for nearly three quarters of subscribers, broadband is now the most important service. Broadcast TV is the most important service to only 15% of North American consumers, replaced by OTT video streaming platforms like Netflix, Amazon Prime and Disney+. In addition, many different competitors are moving aggressively to stake a claim in consumers' homes.
In 2020, CSPs need to fight back by transforming their business models, which are becoming more reliant on a single source of revenue: fixed broadband services.
This webinar will focus on helping CSPs transform their business models by placing a firm focus on delivering a sensational subscriber experience and by offering compelling new services that generate value for subscribers. These actions will reinforce the CSP's strategic position in the home network and position themselves for growth in the next decade.
Key topics include:
Being the first to market with WiFi 6 technology, in response to consumer purchases of new devices over the holidays;
Having the insights needed to proactively resolve issues, often before your subscribers even know that there are issues;
Providing help desk agents with the visibility they need to resolve common subscriber issues more quickly;
Delivering a mobile app, in response to consumer demands for the ability to do some things themselves, rather than having to call technical support; and
Addressing consumer concerns around device security, privacy and control with enhanced security and parental controls.
In this insightful Light Reading radio show, Kurt Raaflaub, Head of Strategic Solutions Marketing, will outline the key service provider challenges, deployment considerations, next-gen Gigabit technologies, and service models to win market share in the rapidly growing MDU market.