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Cisco's Move to Selling Set-Top-Box Business and Its Implications

September 14, 2015 / Remus Hsu

15 Page, Topical Report

US$800 (Single User License)

Abstract

The global STB (Set-Top Box) market has undergone several M&As so far this year, including the acquisition of UK-based STB brand Pace in April by Arris, a tier-one supplier of full-line broadband communications equipment, for US$2.1 billion. Later in July, Cisco announced that the company signed an agreement with Technicolor, a European broadband communications equipment brand, under which the latter will take over Cisco's STB and cable modem businesses. This report provides an overview of Technicolor's acquisition of Cisco's STB business and examines motivations behind such move, and its impacts on the global STB industry.

Table of Contents
1. Background
2. Motivation Analyais
2.1 Price Competition in the US STB Market to Intensify
2.2 IPTV Growth Cools Down as Major Carriers Switch to Mobile Video Service
2.3 Cisco Strengthening Mainstay Products to Counter Market Changes Led by SDN and NFV Technologies
3. Impact Evaluation
3.1 Influence on Market: Video Service Market Leaning Towards Direct-to-Customer Model
3.2 Influence on Industry: Cisco Takes Aim at Cloud-based Video Market
Appendix
Glossary of Terms
List of Companies

List of Topics
Background of Cisco's decision to selling its STB business to Technicolor

Analysis of motivation behind Cisco's move and includes revenues of Cisco's service provider video division for the period 1Q 2013-4Q 2015

Analysis of the impact of such incident on the STB market and industry

List of Figures
Figure 1: Revenues of Cisco's Service Provider Video Division, 1Q2013 - 4Q2015
Figure 2: IPTV Subscribers of AT&T and Verizon, 1H 2013 – 1H 2015
Figure 3: Cisco's Revenue Share by Business Unit, 2010 - 2015

List of Tables
Table 1: Changes in Growth Rates of Cisco's Business Divisions, 2010 - 2015

Companies covered
ActiveVideo, Apple, Arris, AT&T, Charter, Cisco, Comcast, Echostar, Humax, Linksys, Motorola, Netflix, Pace, RDK Management LLC, Samsung, Scientific Atlanta, Technicolor, Time Warner Cable, Verizon, YouTube

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