Arris International PLC (ARRS) Message Board

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Technology Stocks : Arris International PLC (ARRS)

ARRS 31.66

0.0%

Apr 4 5:00 PM EST

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From: JakeStraw	12/29/2016 3:52:16 PM
	of 661

Faucette likes the prospects for Arris in the cable operators’ upgrade of their networks to “Docsis 3.1?: As Ben Swinburne has written about, cable companies are facing challenges from the disaggregation of content and move to OTT / cord cutting. However, to combat this, they have leveraged their position as a broadband provider to continue their relationship with the customer (~70% of US households still bundle internet service with another service). Given customers who get broadband service from a cable provider are more likely to bundle in pay-TV (for U- Verse, AT&T saw 97% attach rates), cable companies have every incentive to keep this relationship in tact. This will drive continued investment in DOCSIS 3.1 in 2017 in order to help cable companies to maintain their lead as telcos increase investments in fiber. blogs.barrons.com

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