It “has at least the potential of posing grave danger to Arris’ revenue outlook,” he wrote in a research note. Thomson, based in Paris, has an existing deal with Comcast to supply data-only cable modems.Īccording to Wahlman, Thomson’s eMTA deal could be bad news for Arris. Under the terms of the deal, Comcast will use Thomson's DHG535 embedded multimedia-terminal adapters (eMTAs) to provide customers with both digital-voice and high-speed-Internet service through a single integrated device. Separately, French electronics-maker Thomson earlier this week announced that Comcast has picked it as a supplier of voice-enabled cable modems, in addition to the MSO’s current deal with Arris for such devices. “Arris still does not have the product breadth to compete across the board with those video powerhouses.” “We believe the 40% dependence on Comcast makes the company vulnerable to an attack from Cisco and Motorola,” Wahlman wrote. However, he added, the deal underscores Arris’ dependence on the MSO, which is the equipment-maker’s single largest customer: Comcast accounted for $91.6 million of Arris’ revenue in the first quarter of 2007, or 39% of overall sales. ThinkEquity Partners analyst Anton Wahlman said in a research note that the edge-QAM win at Comcast was a positive sign for Arris. Caldwell added that other MSOs in the States are currently conducting trials with the D5, but he wouldn’t name them.Īrris last month announced that will boost the density of the D5 by 50%, from 48 to 72 QAM channels per two-rack-unit-high chassis, via a software upgrade slated to be shipping in the first quarter of 2008. The Comcast deal is Arris’ first major win in North America for the universal edge-QAM system. Comcast has said that it expects to begin launching services based on SDV commercially in the second half of 2007.
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