Cisco Systems' (NASDAQ:CSCO) cloud-based technology is gaining momentum among cable TV customers, says UBS Investment Bank.We believe an accelerated shift to the cloud is a positive for Cisco, potentially at the expense of Arris (NASDAQ:ARRS), said UBS analyst Amitabh Passi in a research report. Communications (NASDAQ:CHTR) and Germany's Kabel Deutschland, acquired
Two of Cisco's customers are U.S.-based Charter in 2013 by Vodafone Group (NASDAQ:VOD).
Cisco is supplying set-top boxes and a cloud-based security suite for Charter's Worldbox initiative, Passi said. Cisco is also collaborating with Kabel on its cloud-based TV platform, slated for release in 2016-2017, that uses Cisco's connected devices to offer a video home-hub. Cisco announced the deals at this week's Consumer Electronics Show in Las Vegas.
An increasing rate of migration positions Cisco Cloud, part of the market share has yielded potentially recover Arris' Returns the last two years, added Passi.Cisco acquired cable television manufacturers set-top box Scientific Atlanta in 2005 .Some shareholders in 2013 under pressure from Cisco, to sell the business.
Arris, a manufacturer of telecommunications equipment, acquired Motorola Home, equipment manufacturers, cable TV, Google (NASDAQ: GOOGL) in 2013, Comcast (Nasdaq: CMCSA) proposed acquisition of Time Warner Cable (NYSE: TWC) is a projection Arris securities. Regulators are expected to approve the deal earlier this year. Comcast investment projects should be more transparent after the closing of the deal, says Passi.
He says he is also the head of Arris when cable television companies to upgrade technology faster broadband using a technology called DOCSIS 3.1.In the second half of 2015, we expect an acceleration of Arris in overseas markets, Comcast potential, investments in acquired characteristics Time Warner Cable and possibly some limited initial wheel drive with DOCSIS 3.1, Passi wrote. Cisco shares, which rose 22% in 2014 to 1.5% in afternoon trading on the stock market today, Cisco 28 values, hit a seven-year 28.59 on December 24.
