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telcodad
Premium
join:2011-09-16
Lincroft, NJ
kudos:15
reply to mikedz4

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

said by mikedz4:

Could Cisco buy motorola? What would be the best buyer for the motorola cable business? I would like a service to compete with dish hopper and directv genie service.

Actually, given the title of this thread, I don't think Cisco would buy them. Pace seems to be one of the favorites (»www.lightreading.com/blog.asp?bl···lr_cable), but I'd rather see it sold off to another U.S. company like ARRIS.

See:
Could An Arris-Motorola Marriage Work?
By Jeff Baumgartner, Light Reading Cable - November 8, 2012
»www.lightreading.com/blog.asp?bl···lr_cable


mikedz4

join:2003-04-14
Weirton, WV
Could one company buy both cisco and motorola's cable units?

Is there any chance of a service like genie or hopper coming to cable?

SpHeRe31459
Premium
join:2002-10-09
Sacramento, CA
kudos:2
said by mikedz4:

Could one company buy both cisco and motorola's cable units?

I don't think that would fly, that would effectively make the combined company a near cable equipment monopoly, so I highly doubt even if something like that were to come about, that it would be allowed.


telcodad
Premium
join:2011-09-16
Lincroft, NJ
kudos:15
reply to telcodad
A sale to ARRIS is now looking more likely:

Google Said to Get Best Bids for Unit from Pace, Arris
By Serena Saitto & Brian Womack, Bloomberg - December 10, 2012
»www.bloomberg.com/news/2012-12-0···ris.html

and given this reader comment to the LRC article (»www.lightreading.com/blog.asp?bl···46&#msgs ):
Re: While we're speculating...
By sbiller1
Monday December 10, 2012 6:18:12 AM

Now that we've heard from Bloomberg that the two leading bids are from Pace and Arris, I think the answer to your question about Google indemnifying any potential acquirer to the litigation risk associated with the TiVo suit seems plausible. Pace has a market cap of close to $500 million making it a stretch for me to see how they can swallow the Moto business without significant financing from Google. Arris' 1.6 billion market cap seems more in-line with the numbers being reported. An interesting side-effect of the Pace rumor is they already have a deal with TiVo. Perhaps the deal already includes a baked-in settlement (credit?) with TiVo for past infringement, etc.


telcodad
Premium
join:2011-09-16
Lincroft, NJ
kudos:15

1 edit
An article on the Light Reading Cable site this afternoon with more info on the bids:

Pace Bids For Motorola Home
By Jeff Baumgartner, Light Reading Cable - December 10, 2012
»www.lightreading.com/document.as···lr_cable

Also on the Multichannel News site: »www.multichannel.com/technology/···t/140651


telcodad
Premium
join:2011-09-16
Lincroft, NJ
kudos:15
Pace says it wants Motorola
Set-top box maker confirms it offered 'indicative, non-binding bid' to Google

By Jim Barthold, FierceIPTV - December 11, 2012
»www.fierceiptv.com/story/pace-sa···12-12-11

SpHeRe31459
Premium
join:2002-10-09
Sacramento, CA
kudos:2
reply to telcodad
said by telcodad:

A sale to ARRIS is now looking more likely:

Google Said to Get Best Bids for Unit from Pace, Arris
By Serena Saitto & Brian Womack, Bloomberg - December 10, 2012
»www.bloomberg.com/news/2012-12-0···ris.html

and given this reader comment to the LRC article (»www.lightreading.com/blog.asp?bl···46&#msgs ):

Re: While we're speculating...
By sbiller1
Monday December 10, 2012 6:18:12 AM

Now that we've heard from Bloomberg that the two leading bids are from Pace and Arris, I think the answer to your question about Google indemnifying any potential acquirer to the litigation risk associated with the TiVo suit seems plausible. Pace has a market cap of close to $500 million making it a stretch for me to see how they can swallow the Moto business without significant financing from Google. Arris' 1.6 billion market cap seems more in-line with the numbers being reported. An interesting side-effect of the Pace rumor is they already have a deal with TiVo. Perhaps the deal already includes a baked-in settlement (credit?) with TiVo for past infringement, etc.

Looks like Arris officially got Motorola's cable division. Surprised it's not on the front page...

»www.engadget.com/2012/12/19/goog···e-arris/

quote:
Ever since Google announced it would acquire Motorola Mobility last year there have been questions about what it would do with the company's large internet and TV set-top box business, and now that question has been answered: it's selling Motorola Home to Arris for $2.35 billion in cash and stock. Another maker of cable boxes and modems, Arris says the acquisition will both increase its product offering, and increase its patent portfolio thanks to a license to "a wide array" of Motorola Mobility patents. The transaction has been approved by the boards of both companies, and they expect the deal to close in Q2 2013.


telcodad
Premium
join:2011-09-16
Lincroft, NJ
kudos:15
Yeah, well, ARRIS was the one favored to get it.

Here's an article on the sale from the Multichannel News site:

Arris to Buy Motorola's Home Unit from Google for $2.35B
By Todd Spangler, Multichannel News - December 19, 2012
»www.multichannel.com/cable-opera···b/140830

SpHeRe31459
Premium
join:2002-10-09
Sacramento, CA
kudos:2
A mostly rhetorical thought: Since Comcast is a huge Motorola client, what are the chances that we'll get the 6-tuner Moxi Gateway now that Motorola is owned by Arris.
I realize the answer is slim to none, since the Moxi basically takes the X1 head on, and that's Comcast new preferred reference platform (even though currently it doesn't have all 6-tuners enabled, etc. etc.).


mikedz4

join:2003-04-14
Weirton, WV
Reviews:
·Frontier Communi..
·Verizon Online DSL
·Comcast
unfortunately probably not anytime soon. Motorola/google will still issue boxes until probably late 2013 when the transaction closes and everything is switched over. Hopefully by that time comcast will have delivered the new x1 box and programming guide to most of their footprint.


telcodad
Premium
join:2011-09-16
Lincroft, NJ
kudos:15

3 edits
reply to telcodad
Some more articles on the sale on the FierceCable and Light Reading Cable sites last night and this morning:

Arris to buy Motorola Mobility home division for $2.35B from Google
Set-top vendor will challenge Cisco, Pace, Humax

By Steve Donohue, FierceCable - December 19, 2012
»www.fiercecable.com/story/arris-···12-12-19

Google Sells Moto Home to Arris for $2.35B
By Craig Matsumoto, Light Reading Cable - December 19, 2012
»www.lightreading.com/document.as···lr_cable

Google Protects Arris From Big, Scary TiVo
By Jeff Baumgartner, Light Reading Cable - December 20, 2012
»www.lightreading.com/document.as···lr_cable

EDIT: Also on the CED Magazine site: »www.cedmagazine.com/news/2012/12···e-for-2b

EDIT2: And now this blog item by Jeff Baumgartner of Light Reading Cable:

Arris Swings for the Fences
By Jeff Baumgartner, Light Reading Cable - December 20, 2012
»www.lightreading.com/blog.asp?bl···lr_cable

EDIT3: An article on the Multichannel News site saying that ARRIS would be responsible for a maximum of $50 million in TiVo’s current patent lawsuit against Motorola:

Arris Would Pay Maximum of $50M in TiVo Patent Costs
By Todd Spangler, Multichannel News - December 21, 2012
»www.multichannel.com/video/arris···s/140884


telcodad
Premium
join:2011-09-16
Lincroft, NJ
kudos:15
reply to SpHeRe31459
said by SpHeRe31459:

A mostly rhetorical thought: Since Comcast is a huge Motorola client, what are the chances that we'll get the 6-tuner Moxi Gateway now that Motorola is owned by Arris.
I realize the answer is slim to none, since the Moxi basically takes the X1 head on, and that's Comcast new preferred reference platform (even though currently it doesn't have all 6-tuners enabled, etc. etc.).

said by mikedz4:

unfortunately probably not anytime soon. Motorola/google will still issue boxes until probably late 2013 when the transaction closes and everything is switched over. Hopefully by that time comcast will have delivered the new x1 box and programming guide to most of their footprint.

Yeah, as you say, ARRIS has their re-designed Moxi Gateway system (»www.arrisi.com/products/premises/index.asp) right now.
See the discussions about that in these previous threads:
»[STB] Moxi
»Re: Comcast AnyRoom DVR isn't Keeping Pace with its Competition
»Re: Comcast AnyRoom DVR isn't Keeping Pace with its Competition


telcodad
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Lincroft, NJ
kudos:15
reply to telcodad
An article on the Light Reading Cable site this morning:

Motorola & Arris: Product Gaps & Overlaps
By Jeff Baumgartner, Light Reading Cable - December 21, 2012
»www.lightreading.com/document.as···lr_cable


telcodad
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Lincroft, NJ
kudos:15
A press release from Heavy Reading today about their new report on Comcast's Reference Design Kit (RDK) and how they're trying to transform and revive the set-top box:

Comcast Uses RDKs to Revive STBs, Heavy Reading Finds
Set-top box love is dying, but Comcast is using its new RDK to reignite operator interest, says Heavy Reading Cable Industry Insider

Heavy Reading Press Release - March 14, 2013
»www.prnewswire.com/news-releases···651.html

SpHeRe31459
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Sacramento, CA
kudos:2

4 edits
I just saw a comment by Mari Silbey (who used to work for Moto) over at ZatzNotFunny that said the STB industry is about to get revitalized. I believe the details of that article you posted is what she was referring to.

The list of vendors covered in the article has many of the usual suspects, plus some lesser names thrown in... I notice the lack of Cisco on the list of vendors covered in the article though...

Box makers:
Arris (Making new gateway based on RDK, link. And now owns Moto set-top biz too)
Humax (implementing the high-end version of Entropic reference design which makes it an RDK Xi3 level box, link)
Pace
Technicolor

Chip vendors:
Broadcom (naturally, since their SoC are used in something like 99% of all new cable boxes)
Intel (has CE line of Atom processors, used in the first generation Pace X1 DVR)
Entropic (now making their own set-top box SoC based on ARM architecture reference box)
ST Micro (makes ARM based set-top box SoC)

Middleware:
SeaChange (VOD)
Espial Group
ThinkAnalytics Ltd. (Analytics for guide recommendations)

Too bad the full text of the article costs $900


telcodad
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Lincroft, NJ
kudos:15
said by SpHeRe31459:

The list of vendors covered in the article has many of the usual suspects, plus some lesser names thrown in... I notice the lack of Cisco on the list of vendors covered in the article though...

Yes, that is strange, although it does state that the companies profiled "include," so Cisco could still be covered in the report.

Cisco did obtain an RDK license, as stated in this Light Reading Cable article »www.lightreading.com/set-top-box···40135039 from last October, but then again, as it was also said (at that time): "A Cisco spokeswoman said the company has obtained the license, but offered no guidance on RDK product development plans."


cypherstream
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join:2004-12-02
Reading, PA
kudos:3
reply to SpHeRe31459
I'd be interested in seeing more designs featuring Intel, Entropic and ST Micro SoC's. Be very nice to finally see something other than a slow MIPS core at the reigns.

STB's are just SO under-powered. I'd like to finally see this centuries based UI's on them and users to be able to just zip around them flawlessly and fluidly like you would on an iPhone or Android Jelly Bean. I know we had good discussion on this before, but I'd just like to say I'm eager to see this STB revolution... and for ALL providers (Cable, Satellite, IPTV).

This leads me to this... I was streaming HD quality video off my xbox and it looked pretty good. It was only PCM 2.0 audio so my AVR had to expand it with ProLogic II, but the video was great over the internet. New xboxes start at $99 and they are light years ahead in terms of processing power any STB. Why not have a company come up with an IPTV service and cloud DVR.. launch an xbox app and then you could just get your broadband from whoever and get your TV from this cloud company. If you move across company, your channel lineup, DVR content and UI is the same... all without having to put up a dish. The xbox has more than enough power to make the experience snappy. Plus its a great "one box fits all" with apps to do other things or play games.

I use a Logitech Harmony 650 to control my xbox and that works great as a remote.

GTFan

join:2004-12-03
said by cypherstream:

STB's are just SO under-powered. I'd like to finally see this centuries based UI's on them and users to be able to just zip around them flawlessly and fluidly like you would on an iPhone or Android Jelly Bean. I know we had good discussion on this before, but I'd just like to say I'm eager to see this STB revolution... and for ALL providers (Cable, Satellite, IPTV).

Won't happen until either AllVid or some other IP streaming standard gets done for all providers. No one has any incentive to build STBs/DVRs for the masses right now because Cablecard sucks and is limited to cable and people don't want to pay for something that's decent, they'd rather rent.

You wouldn't need an STB for a new TV if there was an IP standard anyway, it would be built in. That's what RVU was supposed to be about for sat, well for DirecTV at least.


CAST SUCKS

@comcastbusiness.net
said by GTFan:

said by cypherstream:

STB's are just SO under-powered. I'd like to finally see this centuries based UI's on them and users to be able to just zip around them flawlessly and fluidly like you would on an iPhone or Android Jelly Bean. I know we had good discussion on this before, but I'd just like to say I'm eager to see this STB revolution... and for ALL providers (Cable, Satellite, IPTV).

Won't happen until either AllVid or some other IP streaming standard gets done for all providers. No one has any incentive to build STBs/DVRs for the masses right now because Cablecard sucks and is limited to cable and people don't want to pay for something that's decent, they'd rather rent.

You wouldn't need an STB for a new TV if there was an IP standard anyway, it would be built in. That's what RVU was supposed to be about for sat, well for DirecTV at least.

RVU still needs a gateway and it forces it's GUI and it's the DVR.

we need to be able to buy the box with no mirroring / client / outlet fees. Like Canadian systems. Some of them have the Arris Gateway systems and you can buy the boxes unlike some of the us cable systems with the same system that have changed up to $15 /mo to rent the mini tv box that Candian system are selling for $138.00 - $200 to buy

SpHeRe31459
Premium
join:2002-10-09
Sacramento, CA
kudos:2
reply to cypherstream
said by cypherstream:

I'd be interested in seeing more designs featuring Intel, Entropic and ST Micro SoC's. Be very nice to finally see something other than a slow MIPS core at the reigns.

Yep really nice to see both Entopic and ST Micro offer ARM based SoC for set-top boxes. Even the industry favorite Broadcom has ARM solutions coming out.

There are other vendors that it's sad to see are missing from the list. Marvell has what looks to be an awesome set-top box SoC that's ARM based and uses their top shelf QDEO video processing for scaling/deinterlacing which would make for much nicer cable box output when set to a fixed resolution (i.e. the cable box converts everything to the set resolution).

said by cypherstream:

STB's are just SO under-powered. I'd like to finally see this centuries based UI's on them and users to be able to just zip around them flawlessly and fluidly like you would on an iPhone or Android Jelly Bean. I know we had good discussion on this before, but I'd just like to say I'm eager to see this STB revolution... and for ALL providers (Cable, Satellite, IPTV).

Agreed. It looks like the Comcast open license reference designs may start to do that. Time-Warner is already on board and other MSOs have shown interest in it.

As for other TV providers (i.e. Sat/IPTV), it doesn't take much to change the reference designs the hardware vendors create into whatever version they need.


telcodad
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Lincroft, NJ
kudos:15

2 edits
reply to telcodad
ARRIS has now received US DoJ clearance for their purchase of the Motorola Mobility Home division from Google:

DoJ Clears Arris/Motorola Home Deal
Arris Expects to Close Proposed $2.35 Billion Transaction on or about April 17

By Jeff Baumgartner, Multichannel News - April 12, 2013
»www.multichannel.com/technology/···l/142678

FYI - An earlier LRC article that discusses the two companies' product gaps and overlaps: »www.lightreading.com/motorola--a···40145223

SpHeRe31459
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Sacramento, CA
kudos:2
This image linked in that article is especially helpful/interesting:


telcodad
Premium
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Lincroft, NJ
kudos:15

1 edit
Yes, and also see this blog item on the CED Magazine site:

An industry insider’s thoughts on Arris’ pickup of Motorola
By Mike Robuck, CED Magazine - December 21, 2012
»www.cedmagazine.com/blogs/2012/1···motorola

EDIT: BTW - the whole presentation from which that image/slide was taken from can be seen here: »www.arrisi.com/_docs/ARRIS_Moto_Home.pdf

GTFan

join:2004-12-03
He claims in the article that Arris doesn't have a network DVR and Moto does, which is untrue. Don't know where that came from but they still have the discontinued Moxi and their own whole home gateway (son of Moxi I think), not sure if the gateway was ever purchased by MSOs though.

»www.arrisi.com/solutions/whole_h···ndex.asp


telcodad
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Lincroft, NJ
kudos:15

2 edits
said by GTFan:

He claims in the article that Arris doesn't have a network DVR and Moto does, which is untrue. Don't know where that came from but they still have the discontinued Moxi and their own whole home gateway (son of Moxi I think), not sure if the gateway was ever purchased by MSOs though.

»www.arrisi.com/solutions/whole_h···ndex.asp

It looks like there could be some confusion over the use of the word "network" when talking about DVRs.

The term "network DVR" (or "nDVR") is normally used to refer to a system where a subscriber's recordings are stored remotely on the service provider's system, and not locally on a unit located in the subscriber's own home »en.wikipedia.org/wiki/Network_DVR

As far as I know (and someone please correct me if wromg), ARRIS has only marketed "multi-room" or "whole-home" DVRs, like that new Moxi Gateway unit »www.arrisi.com/products/_docs/Mo···OV11.pdf you mention, where the programs are recorded locally on the Gateway unit and then viewed in other rooms using a Moxi Player box, via a local Ethernet or MoCA "network" inside a home.

Motorola, on the other hand, had developed and demonstrated an actual nDVR system: »broadcastengineering.com/blog/mo···rked-dvr

EDIT: FYI - Another article that discusses Motorola nDVR platform: »www.cedmagazine.com/articles/201···-to-ndvr

SpHeRe31459
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Sacramento, CA
kudos:2
You are correct telcodad.

nDVR is the term that the industry has come to use for a totally cloud based DVR.

A whole home DVR is called just that or a newer term is "home gateway"

GTFan

join:2004-12-03
My bad, thanks for the clarification.
Based on the disaster that is the Comcast X1 at this point, perhaps it's better that Arris doesn't play in this space yet.


mikedz4

join:2003-04-14
Weirton, WV
they'll get it fixed. They have to because it is their baby and their future.


Mike Wolf

join:2009-05-24
Beachwood, NJ
kudos:4
reply to SpHeRe31459
The whole cloud based DVR concept is foolish in the event of an outage of either internet or cable services, there are no locally available recordings. At least with Moxi and TiVo, it's located on the hard drive and available even during an extended power outage or down cables during a storm.

SpHeRe31459
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Sacramento, CA
kudos:2
said by Mike Wolf:

The whole cloud based DVR concept is foolish in the event of an outage of either internet or cable services, there are no locally available recordings. At least with Moxi and TiVo, it's located on the hard drive and available even during an extended power outage or down cables during a storm.

Absolutely. It's totally ridiculous that the local recordings were entirely unavailable to X1 users during all those major server issues a week or two ago.