Cable’s Upgrade Path to 10Gbps

After a quick HFC primer, Grant Joslin, VP of US Telecom Equity Research at Credit Suisse, will explain the upgrade path for HFC operators from the current state to DOCSIS4.0. Credit Suisse's financial modeling and industry immersion work suggests the evolution to DOCSIS4.0 is a cheaper-than-feared upgrade that has benefits beyond just its 9Gbps/5Gbps speeds, including more reliability and more manageability. In contrast to the durable nature of investors’ debates on the cable broadband subscriber growth and pricing, in their view capex concerns are demonstrably overdone, and the ultimate benefits of DOCSIS4.0 upgrades are not yet broadly considered.