Cowen Chart of the Week

We publish a chart every other week that captures an interesting data or talking point within the broader Communications Infrastructure and Cable, Satellite, and Telecom Services sectors. This week, we are highlighting the annual network OpEx cost differential between legacy hybrid fiber-coaxial (HFC) networks and FTTH networks.

August 24th, 2021|

Network Due Diligence is Key

Fueled, in part, by the global lock-down and work/school-from-home behavior, telecommunications has never been more essential. With more money chasing fewer opportunities, the investment community certainly recognizes this new reality. During frothy times with valuations exceeding 20x earnings, the need to critically assess all aspects of the business pre-bid is especially important. This starts with the network.

April 19th, 2021|

Fiber vs. Fixed Wireless after Covid-19

At Metro Connect USA 2021, we heard about the impact of Covid-19 on the demands for fiber compare to fixed wireless access (FWA). Chaired by Capacity Media’s Editor-at-large, Alan Burkitt-Gray, the pane consisted of Jason Nicolay, managing director at Houlihan Lokey; Alexander Schwartz, vice president at Tillman Infrastructure; Jack Burton, principal at Broadband Success Partners; and Mirko Voltolini, VP of strategy & innovation at Colt Technology Services

March 18th, 2021|

Buyer Beware: Network Due Diligence is Key

A quick look at the number of acquisitions within the communications services sector over the past few years indicates that the space has consistently attracted attention from the investment community. And while many of the private equity and other firms involved in these transactions have former communications executives on their management rosters, few are likely to have the depth of expertise necessary to fully audit the technical state of a potential acquisition target’s network...

February 11th, 2021|

Residential Managed Wi-Fi: The Tier 2-3 MSO Way

"Wi-Fi is the Internet. The Internet is Wi-Fi.” So said one of the cable executives we recently interviewed. This captures how consumers view their in-home experience. It’s this perception that shapes the consumer-operator relationship: inbound call frequency, customer satisfaction levels, churn, etc. Given this reality, operators strive to deliver the best possible Wi-Fi experience for their customers...

November 30th, 2020|

50 Years & Counting

While January 1, 1983 is considered the day the Internet was born, the gestation period started much earlier. Bob Metcalf, the Ethernet’s founding father, helped pioneer the Internet starting in 1970 – fifty years ago! While working at the Xerox Palo Alto Research Center, Mr. Metcalfe delivered a memo outlining how to connect the think tank’s new personal computers to a shared printer...

October 26th, 2020|

5G vs. cable: Hitting the millimeter-wave wall

In 2018, there was a real concern that 5G would be a very big threat to the cable broadband pipe. That concern seems to have waned a bit. Verizon clearly filled in a lot of fiber. They have a lot of millimeter-wave spectrum. Will 5G ever become a threat to that cable broadband pipe...

October 12th, 2020|

Cable and edge computing: The rest of the story

The COVID-19 pandemic is accelerating the need for edge computing by cable operators and other service providers. Sheltering-at-home has caused an explosion in online gaming – an application that relies on a low-latency network with compute equipment close to the edge...

September 28th, 2020|

Cable operators and edge computing: Where and why?

What do AR/VR, cloud gaming, smart cities, 5G, autonomous vehicles, healthcare sensors, surveillance and facial recognition all have in common? The need for low-latency connectivity enabled by networks architected with edge computing. For some service providers, edge computing trials have already started...

September 14th, 2020|

COVID-19 & Business Telecom: Consequences & Considerations

Much has been written about the impact of COVID-19 on business. However, little research has been done about its impact on business consumption of communication services. Thanks to the Syndicated Solutions team at Kantar, we better understand the changes in the B2B telecom market...

August 31st, 2020|
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