Cable-company spending on network equipment is dropping as major providers like Comcast and Charter finish up their nationwide DOCSIS 3.1 rollouts.
Equipment vendors that sell to cable companies such as Arris/CommScope and Casa Systems are reporting drops in cable-related revenue. Light Reading detailed the situation this week:
Total cable access network-related revenues plummeted 38 percent in Q1 2019, to $275 million, versus the year-ago period, driven by a "strong slowdown" on capacity purchases by MSOs and an ongoing delay in deployments of new distributed access architectures, according to new data from Dell'Oro.
Cable access network spending is known to be lumpy, "but not to this extreme," said Jeff Heynen, Dell'Oro's research director, broadband access and home networking. He said he doesn't recall seeing revenues in this segment of the market reach drop to such a low level since 2013.
He said the trend in reduced Q1 spending can be traced partly to Comcast and Charter Communications, which have all but wrapped up their DOCSIS 3.1 network deployments.
Charter's first-quarter earnings announcement on April 30 said that its "decrease in scalable infrastructure spending was primarily driven by the completion of the rollout of DOCSIS 3.1 technology." Charter, the nation's second-largest home Internet provider after Comcast, said its capital expenditures (excluding mobile) will be $7 billion this year, down from $8.9 billion in 2018.
MONTEREY, Calif.—"Let me tell you about the very rich. They are different from you and me." Those words were written by F. Scott Fitzgerald back in 1926, and they remain true almost a century later. It's certainly true when it comes to cars, where having a telephone number bank balance opens doors to machinery that the rest of us only ever get close to in video games. Recently, I got a chance to take a peek behind that curtain at the historic Laguna Seca racetrack in California.
Once upon a time, the supercar was the top of the tree, and cars like the McLaren F1 and Ferrari Enzo re-wrote the rules on how fast a car could go and how much it would cost. Before too long, that kind of performance trickled down—even a Tesla P100D will beat either of those cars in a race to 100mph, for example—and so we got the hypercar.
Carbon fiber hybrids with around 1,000hp on tap and seven-digit price tags became the new apex predators of the car world, but for some, even these are now too common, too pedestrian. So what do you do if you've got several million dollars burning a hole in your pocket and you want to go fast, really, really fast? For a certain kind of person, the answer is, you call up Ferrari and ask about its Corsa Clienti program.
UPDATE 6/14/2019, 1pm ET: The World Health Organization's Emergency Committee met today to discuss the spread of Ebola outbreak and declared (for the third time) that the ongoing outbreak does not constitute a “public health emergency of international concern" or PHEIC. It is an emergency for the Democratic Republic of the Congo and the region, but does not meet the criteria for an international public health emergency, the committee concluded. Original story from 6/13/2019 follows.
Local and international health officials are scrambling to smother a flare-up of Ebola in Uganda, which spread this week from a massive, months-long outbreak in the neighboring Democratic Republic of the Congo. The outbreak has sickened 2,084 and killed 1,405 since last August.
Uganda announced its first case stemming from the outbreak on Tuesday, June 11. The case was in a 5-year-old Congolese boy who traveled across the border with family a few days earlier. The Ugandan Health Ministry reported shortly after that the boy succumbed to his infection the morning of June 12. Two of his family members also tested positive by that time: the boy’s 50-year-old grandmother and his 3-year-old brother.
Today, June 13, the Ministry announced that the grandmother had also passed. In an urgent meeting over the situation, officials from Uganda and the DRC mutually decided to send the remaining family back to the DRC. That includes the 3-year-old boy with a confirmed case, as well as the mother, father, a 6-month-old sibling, and their maid. Health officials noted that the latter four family members are all considered “suspected cases.”
One patient has died and another became seriously ill after fecal transplants inadvertently seeded their innards with a multi-drug resistant bacterial infection, the Food and Drug Administration warned Thursday.
The cases highlight the grave risks of what some consider a relatively safe procedure. They also call attention to the mucky issues of federal oversight for the experimental transplants, which the FDA has struggled to regulate. In its warning Thursday, the agency announced new protections for trials and experimental uses of the procedure.
The FDA shared minimal details from the deadly transplants. Its warning only noted that the cases involved two patients who were immunocompromised prior to the experimental transplants and received stool from the same donor. Subsequent to the transplant, the patients developed invasive infections from an E. coli strain that was resistant to a wide variety of antibiotics in the penicillin and cephalosporin groups. The E. coli strain carried a drug-defeating enzyme called an extended-spectrum beta-lactamase (ESBL), which generally cleaves a ring common to all the chemical structures of those antibiotics. When unnamed researchers who administered the transplant looked back at the donor stool, they found that the stool contained an identical ESBL-producing E. coli.
The Huawei export ban has claimed another victim. The embattled Chinese company told CNBC that it is now delaying perhaps its most anticipated product, the $2,600 Mate X foldable smartphone. Huawei's official explanation is that it wants to avoid a Samsung Galaxy Fold-level launch disaster, so the company is holding the device back for more tuning. But the Trump administration's export ban is undoubtedly a contributing factor. That policy has shut Huawei off from so many suppliers that it could not launch a new smartphone right now if it wanted to. Huawei cancelled a laptop launch just a few days ago, in fact.
Trade War! USA v. China
It is hard to believe Huawei's official explanation here, especially in light of the laptop launch it canceled just a few days ago. The export ban means Huawei cannot ship new devices running US-made operating systems like Windows and Android, and the wide scope of US export regulations means many hardware components are off-limits, too. Huawei has not shown the capability to launch anything since the export ban went into effect.
Since becoming fully operational in 1995, Global Positioning System technology has become widely adopted in the United States and abroad. The concept of satellite-based navigation has become so essential that other world powers, including China, Russia, the European Union, India, and Japan, have all started building their own regional or global systems.
Now, one of the most comprehensive studies on the subject has assessed the value of this GPS technology to the US economy and examined what effect a 30-day outage would have—whether it's due to a severe space weather event or "nefarious activity by a bad actor." The study was sponsored by the US government's National Institutes of Standards and Technology and performed by a North Carolina-based research organization named RTI International.Economic effect
As part of the analysis, researchers spoke to more than 200 experts in the use of GPS technology for various services, from agriculture to the positioning of offshore drilling rigs to location services for delivery drivers. (If they'd spoken to me, I'd have said the value of using GPS to navigate Los Angeles freeways and side streets was incalculable). The study covered a period from 1984, when the nascent GPS network was first opened to commercial use, through 2017. It found that GPS has generated an estimated $1.4 trillion in economic benefits during that time period.
Facebook was confronted this week with a fake video of its own founder Mark Zuckerberg.
On Thursday, Target unveiled a new same-day ordering feature on its website. For just $9.99, customers can get items delivered to their door in a couple of hours. I gave the service a try on Thursday, and I loved it. It was fast, convenient, and affordable.
The part I'm most excited about, though, is something that isn't actually new—though I hadn't heard about it until yesterday. Target's same-day delivery option is powered by a startup called Shipt that Target acquired in 2017. And Shipt has a subscription offer that I find compelling: for $99, you can get a year of free same-day deliveries on any Target order over $35.
This is such a good deal that it ought to keep Amazon CEO Jeff Bezos up at night. Amazon Prime has been a key driver of Amazon's growth over the last decade. By making two-day deliveries free, Prime got millions of subscribers in the habit of checking Amazon first for almost anything they buy online.
The Chinese tech giant says it's being "cautious" about the device, which was supposed to launch this summer.