US telecommunications equipment maker CommScope will acquire Arris, in a $7.4B deal valued at $5.69 billion, with the difference comprised of CommScope’s assumption of Arris’s debt. As part of the deal, the Carlyle Group will make a $1M equity investment in CommScope for an approximate 16% stake in the new company. CommScope’s CEO Eddie Edwards has claimed the two companies’ product lines are complementary, and that the combined company will “enable end-to-end wired and wireless communications infrastructure solutions that neither company could otherwise achieve on its own.” The deal is expected to close in the first half of 2019.
The Analyst Team
Dan heads global research on service provider set-top boxes, consumer premises equipment (CPE), content security, and user interfaces. He has extensive experience in producing custom research for all aspects of television technology, influencing the strategies of many of the sector’s largest companies.
His expertise includes a nuanced understanding of how service providers distribute content around the home, and how consumers interact with content. Dan worked previously at Mitsubishi Electric, where he designed image-processing algorithms. He is a graduate of the University of Surrey in Guildford, England, and has a Bachelor of Science in physics.
Merrick Kingston engages in a broad spectrum of digital media and video technology research, focusing on subjects ranging from back-end network infrastructure to front-end digital video software. His expertise spans IP video distribution, digital media business models, audience measurement and analytics, and the complex technology value-chain that stretches from video backend to end-user device.
As part of the Omdia consulting business, Merrick has undertaken a wide complement of work with companies from across the value chain; his experience spans product and market-entry strategy, due diligence, competitive review and landscaping, customer profiling, and the assessment of anti-competitive practice. Merrick holds a Bachelor of Arts from Middlebury College and a Master of Science from the London School of Economics. He speaks fluent Danish, French, and Italian.
John focuses on broadband infrastructure and customer premises equipment, with a background in digital TV, IP video distribution, set-top boxes, and TV technology. At Omdia, he also provides research into the global markets for home networking, broadband consumer premises devices, and smart home technology.
John’s research covers last-mile technology, modems, embedded multimedia terminal adapters, gateways, home networks, and Wi-Fi specifications. He focuses on how these technologies relate to telco, cable and alternate delivery platforms, and the addressable home automation and smart home devices that can be reached within an operator’s footprint. John holds a Bachelor of Arts in English and history from the University of Texas at Austin.
Senior Research Analyst, Service Provider Technology
Mr. Paul Erickson, senior analyst at IHS Markit, drives connected device research and a range of topics for the broadband intelligence service.
With over 13 years of technology industry experience, Paul’s topical experience has included consumer electronics, pay and broadcast TV, digital content, DVD and Blu-ray Disc, HD broadcasting and services, digital set-top boxes, IPTV, over-the-top video hardware and services, home audio, advanced user interface technologies and digital rights management.
Paul’s current coverage areas include connected devices, over-the-top video hardware, multiscreen delivery and consumption, network audio devices and the evolution of user interface technology within consumer devices. He is part of the team driving connected device research within the Broadband Technology Intelligence service.
Prior to joining IHS Markit, Paul worked as a competitive intelligence and strategy analyst within the enterprise software sector for IBM and Vignette Corporation, as well as served as a consultant on a number of independent projects for Dell, Compaq, Silicon Graphics and AT&T. He was also the director of DVD and HD market research at DisplaySearch, and was featured at the 2009 International CES as an expert panelist speaking at the Blu-ray Disc Association press conference.
Paul has been quoted in a variety of industry publications and news outlets, including USA Today, The Wall Street Journal, The Associated Press, BBC, Reuters, NPR, The New York Times, the Los Angeles Times, CNN, BusinessWeek, Variety, Bloomberg, Wired, Home Media Magazine, PC World, CNET, Stuff, CE Pro and Cable & Satellite International.
Paul holds a Bachelor of Science in International Business from Georgetown University and an MBA in Marketing from the University of Texas at Austin, both in the US. Paul can converse in English, Spanish, German, Mandarin Chinese and Taiwanese.
Senior Principal Analyst
As part of Omdia’s service provider network infrastructure team, Richard covers mobile x-haul equipment (mobile backhaul, midhaul, and fronthaul) across all technologies. He delivers regular market forecasts, market share analysis, and service provider survey reports and research notes in addition to custom consulting research projects and topic-focused webinars.
Richard’s data and analysis have been quoted in The Wall Street Journal, the Financial Times, and The Economist, among many other publications. He has spoken at numerous industry events including the Mobile World Congress, Packet Microwave Congress, and Small Cells Global Forum. Richard joined Informa (now Omdia), formerly IHS Markit, in 2019. Prior to that, Richard worked as a directing analyst at Infonetics Research in 2001 until IHS acquired it in 2015. He joined the telecom industry in 1997 as a conference director at The Phillips Group. He has a degree in English literature and cultural studies from the University of Gloucestershire.
Omdia provides high-value advice on the commercial impact of technology & market changes in telecoms, software and IT services – and has unequalled expertise in advising on where these areas interact.
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