Arris Gets a Significant Boost - Analyst Blog
June 11 2013 - 5:41PM
Zacks
Arris Group Inc. (ARRS), a leading video and
broadband gear manufacturer, recently received a boost from its
largest customer, Comcast Corp. (CMCSA).
Yesterday, in the CABLE SHOW 2013 in Washington, Arris declared
that Comcast has started commercially deploying the company’s E6000
Converged Edged Router. Furthermore, Comcast will be launching
Arris’ XG1 gateway for its innovative X1 TV service from the third
quarter of 2013.
In Oct 2012, Arris unveiled its innovative converged edged
router called E6000. The newly introduced E6000 router will act as
a powerful C4 cable modem termination system (CMTS) of the company
while it can be converted into a Converged Cable Access Platform
(CCAP).
CCAP will help the carriers to maximize bandwidth, simplify the
operational structure and evolve according to subscribers’ demand.
E6000 will integrate edge QAM legacy video architecture and CMTS
DOCSIS IP network of Arris so that the cable TV operators can get a
readymade integrated-IP platform.
The XG1 gateway of Arris was developed after conducting RDK
(Reference Design Kit) Gateway trial runs with Comcast. The
next-generation web-capable platform of Comcast called “X1” offers
a hybrid IP/QAM video gateway with an advanced user interface and
the ability to port third-party apps that tie into a cloud-based
infrastructure.
X1 offers customized applications, social media features
together with personalized and dynamic TV entertainment. The XG1
gateway offers several utilities to X1 customers, including
intuitive search, voice control, multi-screen facility and improved
DVR experience.
According to Infonetics, the worldwide video gateway market size
may leap from a mere $97 million in 2012 to around $3.6 billion in
2017. In May 2013, Arris restructured its business model after its
acquisition of the Home businesses of Motorola Mobility, a
subsidiary of Google Inc. (GOOG). We believe that
the Arris/Motorola tie-up may pose serious competitive pressure on
Cisco Systems Inc. (CSCO) in the video
infrastructure market. Arris currently has a Zacks Rank #3
(Hold).
ARRIS GROUP INC (ARRS): Free Stock Analysis Report
COMCAST CORP A (CMCSA): Free Stock Analysis Report
CISCO SYSTEMS (CSCO): Free Stock Analysis Report
GOOGLE INC-CL A (GOOG): Free Stock Analysis Report
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