650 Group
  • Home
  • Programs
    • WLAN Infrastructure
    • Telecom Core Networks
    • Ethernet Switch Programs >
      • Ethernet Switch - Total
      • Ethernet Switch - Data Center
      • Ethernet Switch - Campus
      • Ethernet Switch - Carrier Ethernet
      • Campus Networks
      • Ethernet Switch - SMB
    • Application Delivery Controller (ADC)
    • Merchant Silicon in the Data Center
    • Market Intelligence Reports
    • Consumer IoT
    • Disaggregated Routing Report
    • Industrial Switching Report
    • Multi-Cloud Workloads Forecast and Research Report
    • Secure Access Service Edge (SASE) Forecast and Research Report
    • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report
  • News
    • Press Releases
  • Blog
  • About
  • Employment
  • Contact
  • Clients

650 Group Blog

View my profile on LinkedIn

Arris Analyst Meeting Takeaways

4/2/2018

0 Comments

 
Picture
Arris held its annual investor day late last week on March 28, 2018.  It was interesting: the company said "Everything is going wireless," which is an interesting admission for a company that, until about a year ago, was essentially a pureplay on wired broadband.  To be sure, the company has diversified into wireless with its acquisition of Ruckus and has benefitted from the inclusion of Wi-Fi capabilities to its broadband CPE.  The company sees this wireless future - and is pivoting towards it.

Arris management highlighted that it expect its future to include the following growth avenues:
  • Cloud Wi-Fi
  • DELL OEM
  • CBRS 3.5 GHz LTE Small Cell
  • IoT (Residential and Industrial)
  • FTTx (10Gb EPON / NGPON-2)
  • Consumer Mesh Wi-Fi
  • Campus Ethernet Switching

Additionally, the company discussed its expectations for each division, which using its 2017 mix and various projections, calculates to a 4.7% CAGR from '17 to '21.

Enterprise Networking (Ruckus).  Overall, the company's Enterprise Networking division, also known as Ruckus Networking, includes its Enterprise WLAN business (formerly Ruckus Wireless), the Brocade ICX Ethernet Switch product line (referred to by the company as Campus Switching), and other revenue streams such as CBRS 3.5 Ghz LTE Small Cells, as well as IoT radio modules that plug into the Ruckus Access Points like Bluetooth, LoRa and Zigbee.  The company is targeting 20%+ growth for the Ruckus Networking group, which is far above the industry growth rates we expect for Enterprise plus Outdoor WLAN and Campus switching. This aggressive growth rate either implies share-taking, or growth in other products such as CBRS, Bluetooth, LoRa and Zigbee, or the the non-WLAN parts of what used to be Ruckus Wireless, such as Cloud-managed Wireless LAN services (that, for instance compete with Cisco's Meraki, Aerohive services and Mojo Networks).  The company cited an expected Enterprise WLAN revenue growth projection slightly above our projection for the period '17 to '21, even if cloud-managed WiFi services were included.

​Network and Cloud Segment.  The company said this market is growing 5% annually, and described the market generally as the Cable Modem Infrastructure, optical nodes and cable video networks market.  The company generally expects to take share, compared to this market viewpoint, projecting a 4-7% long-term annual growth expectation for this business segment.  It was interesting that the company said that the "mobile device explosion [is] driving offload demand," because it has been several years since "Wi-Fi offload" was a growth driver, but dissecting the comment a bit more, the company is pointing to cable operators as being "well positioned to handle [the] offload."  We think Arris' strong supplier position with the major Cable MSOs in the US, especially, may indicate that there should be a strong build up of WiFi and cable infrastructure coming in the future.  And, this corroborates with our own research and statements from MSOs such as Comcast.  In fact, the company showed a "future" network diagram that indicates it expects its MSO customers will be delivering 5G radio, Remote OLTs (PON) and Fixed Wireless Access instead the of cable modem (DOCSIS) equipment that was indicated in the "now" chart.  This implied shift from DOCSIS to PON/5G/FWA would be a dramatic shift in the company's product portfolio.  Very interesting, indeed.

Customer Premises Equipment (CPE) Segment.  The company claims a #1 Set Top Box (STB) market share, and #2 Broadband CPE market share, with a mix of 60% video CPE and 40% broadband revenues in 2017.  The company expects to grow broadband CPE to a mix of 50%+ by the year 2021, consistent with the market growth rates it cites - 4% CAGR for broadband and -.8% for video.  Generally, the company is projecting long term sales trend of -5% to +1%, indicating that it lacks the direct to market exposure that would get it to a growth expectation in this segment.  The company confirmed it is using NBASE-T (Multi-Gigabit Ethernet) interfaces on its home networking devices and it is planning to release 802.11ax capabilities on its portfolio, as well.  Arris CPE will also include Extenders / Adapters to, at least partially, address the growth now occurring in the Consumer Mesh market.


0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    CHRIS DePUY
    &
    Alan weckel

    Technology Analysts

    Archives

    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    December 2019
    November 2019
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    January 2018
    December 2017
    November 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017

    Categories

    All
    100 Gbps
    10 Gbps Ethernet
    112 Gbps SERDES
    12.8 Tbps
    14.4 Tbps
    200 Gbps
    2.4 GHz
    25G PON
    25GS-PON
    28 Ghz
    3.5 GHz
    3GPP
    400 Gbps
    50 Gbps
    50 Gbps SERDES
    50G PON
    56 Gbps SERDES
    5.925
    5G
    5G Americas
    5G Core
    5G Fixed Wireless Access
    5 Ghz
    5G Taxi
    600 Mhz
    60 GHz
    6G
    6 GHz
    7.125
    800 G
    800 Gbps
    802.11ac
    802.11ad
    802.11ah
    802.11ax
    802.11ay
    900 MHz
    A3
    Accelleran
    Actility
    ACX6360
    ADC
    Aerohive
    AFA
    AFC
    AFF A800
    Affirmed Networks
    AI
    AIops
    Airframe
    Air Pass
    Airspan
    Alan Weckel
    Alcatel
    Alcatel Lucent Enterprise
    Alcatel-Lucent Enterprise
    Alibaba
    All Flash Array
    Altiostar
    Amazon
    AMD
    AMIT Wireless
    Amplifi
    Analytics
    AOI
    AP530
    AP550
    Apple
    Apstra
    Aptilo
    Aquto
    Arista
    ARM
    Arris
    Artificial Intelligence
    Ascend 310
    ASR 9000
    Asset Tracking
    ASUS
    Atlas 200
    ATM19
    ATMDigital
    Atmosphere
    AT&T
    Automation
    Avaya
    AWS
    Azure
    Backhaul
    Baicells
    Bai Cells
    Baidu
    Balong
    BEC Technologies
    BELL
    BGP
    Big Switch
    BIS
    BLE
    BLE5
    BLE Beacon
    BLINQ
    Bluetooth
    Boingo
    Borje Ekholm
    Broadband
    Broadcom
    BT
    Bureau Of Industry And Security
    Cable Modem
    Cambium
    Campus Switch
    Campus Switching
    Capex
    Carrier
    Cat 6500
    Catalyst 9000
    C-Band
    CBRS
    CDN
    Celeno
    Centurytel
    CEOS
    Charter Communications
    Chatbot
    Check Point Software
    China Mobile
    China Telecom
    China Unicom
    Chungwa Telecom
    Ciena
    Cisco
    Cisco ICE
    Clearpass
    Cloud
    Cloud Managed
    Cloud-managed
    Cloud RAN
    Cloud Volumes
    Cognitive Wi-Fi
    Coherent Pluggable
    Comba
    Comcast
    Common Networks
    Commscope
    Consolidation
    Consumer Mesh
    Contact Tracing
    Contrail
    Co-packaged Optics
    Corning
    Coronavirus
    Corvid-19
    CoSP
    COVID-19
    CPaaS
    CPE
    CPRI
    Cradlepoint
    Crosswork
    CSCF
    CSP
    Cumulus
    CUPS
    CX 6200
    CyberX
    Dark Reading
    Dartmouth
    DAS
    Data Center
    DCI
    DD QSFP
    DD-QSFP
    DDR4
    DELL
    Delta
    Deutsche Bank
    Deutsche Telekom
    D-Link
    DOCOMO
    DOCSIS
    DPDK
    DRAM
    Dropbox
    ECI Telecom
    Edgecore
    Eero
    EMC
    ENAC
    Encore
    Entity List
    EPC
    EPON
    Ericsson
    Ericsson Router 6000
    ESP
    Etheric
    Ethernet
    Ethernet Switch
    ETSI
    Europe
    Extreme
    Extreme Networks
    F5
    F5G
    Facebook
    FBOSS
    FCC
    Federated Wireless
    Fibre Channel
    Firewall
    Fixed Wireless Access
    Flash
    FMS
    Forescout
    Fortinet
    FP-4
    FPGA
    Fronthaul
    Fujitsu
    FWA
    GAA
    Gainspeed
    GENBAND
    Geofencing
    German Edge Cloud
    Google
    GPON
    GPU
    Greenlake
    H3C
    HAS2018
    HAS2019
    HAS2020
    HDD
    Hong Kong Broadband
    Hotspot Tracking
    HPE
    HPE Aruba
    Huawei
    HWMBBF
    Hyperconverged
    Hyperscaler
    IaaS
    IBM
    ICD
    IMS
    Infinera
    Innoeye
    Intel
    IoT
    IoT Control Center
    Ip Access
    Italtel
    ITU-T SG 15
    Ixia
    John Roy
    Juniper
    Junos
    Kandy
    KDDI
    Keerti Melkote
    Keysight
    KT
    KUIPER
    Kungpeng
    LAA
    Las Vegas
    Layer123
    LG Electronics
    LG UPlus
    Linux
    Location Based Service
    LoRa
    LTE
    LTE-U
    Lucent
    Machine Learning
    MACSec
    Managed Services
    MANO
    Marco Rubio
    Marvell
    Massive MIMO
    Mavenir
    MaxLinear
    MEC
    Mediatek
    Megafon
    Meraki
    Mesh WiFi
    Metro Optical
    Michael P. O'Reilly
    Microsoft
    Midband
    Mid-market
    Millimeter Wave
    Millimeter-wave
    Mist
    Mist Systems
    Mixing Bauds
    MmWave
    Mobile
    Mobile Edge Computing
    Mobile RAN
    Modem-E
    Mojo Networks
    Motorola
    Motorola Solutions
    MPLS
    MSO
    Multefire
    MultiGig
    Multi Gig
    MultiTech
    MU MIMO
    MU-MIMO
    MWC
    MWC18
    MWC19
    MWC20
    MWCa
    MX
    NBASE T
    NBASE-T
    Nbn
    NCS 5700
    NEC
    NEC 540
    NetApp
    Netcracker
    Netgear
    NetInsight
    Netskope
    Network Services Orchestrator
    Network Slicing
    Neville Ray
    Newracomm
    New Radio
    NFV
    Nokia
    Nortel
    NPU
    NTT
    NUWAVE
    NVMe
    NVMeoFC
    OCP
    Ocp2019
    Ocpsummit
    OFC
    #OFC18
    Ofcom
    OFDMA
    OIF
    OLT
    OmniXtend
    ONAP
    ONFConnect
    OnGo
    On Semiconductor
    ONT
    Ooka
    Open19
    OpenRAN
    Open RAN
    OPPO
    Optical
    Optical LAN
    OptiXtreme H6
    Optus
    Oracle
    ORAN
    Orange
    Oreedoo
    OSFP
    OSS/BSS
    OTAC
    P2P
    P4
    Packet Optical
    PAL
    Parallel Wireless
    Passpoint
    PON
    Posture Assessment
    Private LTE
    Project Denali
    PSE 3
    PSE-3
    PTX
    Pure Storage
    Quad Level Cell
    Qualcomm
    Quanta
    Quantenna
    Quillion
    Radio Resource Management
    Rakuten
    RAN
    RBBN
    RCP
    RCS
    Realtek
    Reefshark
    Ribbon
    RISC
    Riverbed
    Rivet Networks
    ROADM
    Robin.io
    Rostelecom
    Router
    Ruckus
    Samsung
    Sandisk
    SAS
    SASE
    Satellite
    SBC
    SD Branch
    SD-Branch
    SDN
    SD-RAN
    SDWAN
    SD WAN
    SD-WAN
    Security
    Semtech
    Sequans
    Sercomm
    Server
    Shaw Communications
    Siemens
    Sierra Wireless
    Silver Peak
    Single-pane
    SingleRAN
    SingleRAN Pro
    SIP Trunking
    SK Telecom
    Skype
    Small Cell
    Smartphone
    Snapdragon 865
    Softbank
    Sonus
    Spark
    Spectrum
    Sprint
    Sp Router
    SRX
    SSD
    StandAlone
    Starlink
    STC
    Stellar
    Swisscom
    Tago.io
    Tareq Amin
    Technicolor
    Telco Cloud
    Telecom Infra Project
    Telefonica
    Telia
    Telit
    Telus
    Tencent
    Terragraph
    Tiangang
    T-Mobile
    TMUS
    Tomahawk 3
    TP-Link
    T&W
    Twilio
    Twitter
    TWT
    Ubiquiti
    UCaaS
    UCPE
    UI
    UltraSAW
    UniFi
    Unified Domain Center
    Unlicensed
    UTM
    UXI-6
    VaporIO
    VBLE
    VDSL
    VEPC
    Verilog
    Verizon
    Versa Networks
    VICTOR
    Virtualization
    VNF
    Vodafone
    VoLTE
    VRAN
    VSBC
    Walt Disney
    Wan Optimization
    Water Tower Research
    Way Finder
    WDC
    Westell
    Western Digital
    Western Digital Corporation
    WFH
    White Box
    White Paper
    Wi-F 6E
    WiFi
    Wi-Fi
    Wi-Fi 6
    WiFi 6
    WiFi-6
    Wi-Fi 6E
    WiFi Alliance
    WiFiNOW
    WiGig
    Wind River
    WISP
    WLAN
    Xiaomi
    Xilinx
    Xirrus
    XRAN
    Zebra
    Zero-Rating
    Zero Trust
    Zigbee
    Zipline
    ZR
    ZR+
    ZScaler
    ZTE
    Zyxel

    RSS Feed

Proudly powered by Weebly
  • Home
  • Programs
    • WLAN Infrastructure
    • Telecom Core Networks
    • Ethernet Switch Programs >
      • Ethernet Switch - Total
      • Ethernet Switch - Data Center
      • Ethernet Switch - Campus
      • Ethernet Switch - Carrier Ethernet
      • Campus Networks
      • Ethernet Switch - SMB
    • Application Delivery Controller (ADC)
    • Merchant Silicon in the Data Center
    • Market Intelligence Reports
    • Consumer IoT
    • Disaggregated Routing Report
    • Industrial Switching Report
    • Multi-Cloud Workloads Forecast and Research Report
    • Secure Access Service Edge (SASE) Forecast and Research Report
    • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report
  • News
    • Press Releases
  • Blog
  • About
  • Employment
  • Contact
  • Clients