It's a disrupted period in the business of cable network technology, as the top two U.S. operators, Comcast and Charter Communications, make huge investments to shift to the DOCSIS 4.0 standard and Distributed Access Architecture (DAA) alignment.
Some vendors are floundering. Casa Systems just declared bankruptcy, and CommScope is flirting with Chapter 11, as the two companies struggle to transition from selling hardware like Cable Modem Termination Systems (CMTS) to software that duplicates CMTS processes on servers.
