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SPOOZ

join:2011-06-20
Lafayette, CO

reply to telcodad

Re: [STB] Cisco thinking of getting out of the set-top box busin

It would be interesting if Google bought Scientific Atlanta.
That way they would own both the Motorola and the Scientific Atlanta set-top box business and could reshape the set-top box interfaces in new ways.

neufuse

join:2006-12-06
James Creek, PA

Did motorola mobility have their STB division? I thought that was just Motorola and the mobility division which google bought was just telecom not STB



telcodad

join:2011-09-16
Lincroft, NJ
kudos:2

From a press release from the Motorola Media Center:

Motorola Mobility Launches as Independent Company
Begins Trading as MMI on the NYSE
Jan. 04, 2011
»mediacenter.motorola.com/Press-R···52b.aspx

"Motorola Mobility is comprised of two industry-leading global technology businesses.

The Mobile Devices business is an innovative provider of smartphone devices designed to fit every lifestyle.
:
The Home business is one of the largest providers of digital set-top boxes and end-to-end video solutions.

Motorola Mobility will leverage the capabilities of both the Mobile Devices and Home businesses to deliver innovative smartphones, tablets, set-tops and other converged devices – as well as content delivery and management, and interactive cloud-based services to consumers in the home and on the go."



telcodad

join:2011-09-16
Lincroft, NJ
kudos:2

An article on the Light Reading Cable site on Rogers's use of Cisco's Videoscape architecture:

Rogers Fires Up Cisco's Videoscape
Light Reading Cable - February 24, 2012
»www.lightreading.com/document.as···r_cable&


miscDude

join:2005-03-24
Hendersonville, NC

reply to SPOOZ

said by SPOOZ:

It would be interesting if Google bought Scientific Atlanta.
That way they would own both the Motorola and the Scientific Atlanta set-top box business and could reshape the set-top box interfaces in new ways.

Wouldn't work. While Motorola Mobility hands their STB business, the interface and controller are handled by a group owned by both Motorola and Comcast, with Comcast having controlling interest in it. The existing deals will prevent Google from really doing much to shake up the existing setup.

Now.... That being said, I don't believe anything in those existing deals would prevent a resurrection of the Motorola DCP501 concept. The only issue would be that Google has not had the best track record in selling/supporting hardware directly to the public.

ajwees41
Premium
join:2002-05-10
Omaha, NE

reply to SPOOZ

said by SPOOZ:

It would be interesting if Google bought Scientific Atlanta.
That way they would own both the Motorola and the Scientific Atlanta set-top box business and could reshape the set-top box interfaces in new ways.

how can they when it's all Cisco now?

Russ

join:2011-03-17
Houston, TX
kudos:1

said by ajwees41:

said by SPOOZ:

It would be interesting if Google bought Scientific Atlanta.
That way they would own both the Motorola and the Scientific Atlanta set-top box business and could reshape the set-top box interfaces in new ways.

how can they when it's all Cisco now?

Cisco would have to be willing to sell the set-top box portion of its business to Google.
--
SA 8300 HD DVRs with Patched S25 Guide
Links:
'S25 Guide Blog' 'Schedule' 'Info' 'Patch Thread'

ajwees41
Premium
join:2002-05-10
Omaha, NE

Russ how can they though since it's now Cisco cable boxes not SA

So Googlle would have to buy it from Cisco not SA?


Russ

join:2011-03-17
Houston, TX
kudos:1

said by ajwees41:

Russ how can they though since it's now Cisco cable boxes not SA

So Googlle would have to buy it from Cisco not SA?

Yes, Google would have to buy it from Cisco not SA.

Cisco bought SA and can sell SA and any other part of Cisco's business that Cisco wants to sell. Google would have to have Cisco's permission before the sale. Google couldn't do a hostile takeover since SA is currently part of Cisco.
--
SA 8300 HD DVRs with Patched S25 Guide
Links:
'S25 Guide Blog' 'Schedule' 'Info' 'Patch Thread'


telcodad

join:2011-09-16
Lincroft, NJ
kudos:2

Found this press release on ACG Research's Service Provider Video Infrastructure (SPVI) market report:

ACG Research: Video Infrastructure Market Reaches $13.2B Worldwide
The impact by OTT video and multiscreen viewing is still slight but threatening according to ACG Research's recent market report.
PRWEB - February 24, 2012
»www.prweb.com/releases/2012/2/pr···1293.htm

"Cisco is the clear market leader in the Service Provider Video Infrastructure (SPVI) market. In the infrastructure segments (core routers, carrier Ethernet and CMTS), Cisco dominates these markets with approximately 60% market share in each. Cisco also has taken over as the leading STB vendor, based on its strength in IPTV STBs. Motorola is in second place, driven by its leading cable STB shares. Arris has a solid second place share in CMTS, and Alcatel Lucent takes second place in the routing segments.

While remaining in the low single digit in share of the market, Over the Top (OTT) and TV Everywhere (TVE, the viewing of videos on tablets, mobile devices, laptops and game consoles) continues to grow faster than the rest of the market. STBs are down slightly year to year, but much of this change is because of the increase in sales of lower cost devices such as DTAs and price pressures. CMTS sales remain strong, driven by increasing demand for data over the hybrid fiber coax systems of the multisystem operators.

“So far, the market and pay TV companies have not seen major impacts from OTT and TVE,” said David Dines, ACG’s principal analyst for video. “However, all the players in the ecosystem have launched or about to launch initiatives to compete with Netflix and Hulu,” he added. “Some examples include Streampix from Comcast, Verizon’s deal with Redbox, HBOgo, ESPN and Showtime.” Mr. Dines continues “This means that vendors will be pushed by the service providers to come up with solutions to deal with the additional complexity.”


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