Utility Infrastructure Law
"The closer you get to the
home, the more investment
is needed, averaged per
home connected."
CONQUERING THE FUTURE
Jason Pate
Christopher Tolbert
Frank Tseng
"We will deliver a superior experience to our customers
every day. Our products will be the best and we will offer
the mos...
CARVING A PATH TO SUCCESS
Going the Distance
All-fiber ‘last mile’ for
all future build outs
Going Gigaspherical
Infrastru...
CURRENT STATE OF THE INDUSTRY
Fiber to the Node: FTTN
• Most major broadband networks are not connected to the home
• Incu...
CURRENT STATE OF THE INDUSTRY
Cable DSL Wireless Satellite
Speed
Down
4 - 100 Mbps .11 - 15 Mbps 0.4 - 50
Mbps
0.5 - 1
Mbp...
CURRENT STATE OF THE INDUSTRY
Cable Internet Availability
Source: National Broadband Map 06/30/13
Mission Industry Analysi...
CURRENT STATE OF THE INDUSTRY
Fiber to the End-User Availability
Mission Industry Analysis Recommendations
Source: Nationa...
CONNECTING THE DOTS: TODAY
Hybrid Fiber Coaxial Networks (FTTN)
First Mile:
Core Network
Middle Mile:
Metro Nodes
Last Mil...
CONNECTING THE DOTS: TOMORROW
Fiber To The Home (FTTH)
First Mile:
Core Network
Middle Mile:
Metro Nodes
Last Mile:
Access...
CHALLENGES OF THE LAST MILE
10X Fiber investment cost per connection of the last mile
35+ Number of years it would take Go...
CLAIMING THE FUTURE OF THE INDUSTRY
October 2013 - CableLabs announced DOCSIS 3.1 specifications
Late 2014 – Initial batch...
CREATING VALUE
Mission Industry Analysis Recommendations
CREATING VALUE
Mission Industry Analysis Recommendations
CLAIMING THE FUTURE OF THE INDUSTRY
Cloud Gaming
Movie Streaming
Live Events Streaming
Mission Industry Analysis Recommend...
CLAIMING THE FUTURE OF THE INDUSTRY
Distance Learning
Home Automation 2.0
Increased Productivity
Mission Industry Analysis...
CUTTING THE CORDS
50% of average global
mobile web users now
use mobile as their
primary or exclusive
means of going onlin...
CLAIMING THE FUTURE OF THE INDUSTRY
Current option lease spectrum with Verizon to operate as a Mobile
Virtual Network Oper...
CONNECTING THE CORDLESS
Mission Industry Analysis Recommendations
CLOSING THE GAP (ANALYSIS)
Trends
Triggers
Gaps
Actions
Hyper speed internet
• Video/TV streaming
• Live event streaming
•...
CREATING LONGEVITY
Recommendation 1
All-fiber ‘last mile’ for all
future build outs
Mission Industry Analysis Recommendati...
Comcast ISP
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Comcast ISP

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UCI EDGE project to address the large incumbent, Comcast, and their direction going forward to take advantage of disrupting technologies - mobile, FTTH, DOCSIS 3.1.

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  • PUT HYPER SPEED SOMEWHERE
  • What does 3.1 do for use – eliminates FTTH need
    Released for deployment 2015-16

  • ----- Meeting Notes (5/23/14 21:57) -----
    THIS IS GOING TO BE TOUGH
  • What does 3.1 do for use – eliminates FTTH need
    Released for deployment 2015-16
  • Comcast ISP

    1. 1. Utility Infrastructure Law "The closer you get to the home, the more investment is needed, averaged per home connected."
    2. 2. CONQUERING THE FUTURE Jason Pate Christopher Tolbert Frank Tseng
    3. 3. "We will deliver a superior experience to our customers every day. Our products will be the best and we will offer the most customer-friendly and reliable service in the market." - Comcast’s Mission Statement CONTINUING TOWARDS THE FUTURE Mission Industry Analysis Recommendations
    4. 4. CARVING A PATH TO SUCCESS Going the Distance All-fiber ‘last mile’ for all future build outs Going Gigaspherical Infrastructure upgrades to optimize for 3.1 Go Mobile Investigate mobile acquisition opportunities Mission Industry Analysis Recommendations
    5. 5. CURRENT STATE OF THE INDUSTRY Fiber to the Node: FTTN • Most major broadband networks are not connected to the home • Incumbents use Hybrid Fiber Coaxial (HFC) Networks • Fiber optics to the node • Coaxial/copper to the house or end-user • Insurgents (Google) and some incumbents (Comcast, Verizon) are taking advantage of advanced technologies like fiber to the home (FTTH) Mission Industry Analysis Recommendations
    6. 6. CURRENT STATE OF THE INDUSTRY Cable DSL Wireless Satellite Speed Down 4 - 100 Mbps .11 - 15 Mbps 0.4 - 50 Mbps 0.5 - 1 Mbps Up 2 - 8 Mbps 0.1 - 1.0 Mbps 0.2 - 6 Mbps < 1 Mbps Cost $25 - $100 $35 - $100 $30 - $110 $100 - $250 • Speeds for broadband internet have increased over the years, amid several options for gaining access • Google is one of the largest insurgents and is building a complete FTTH network at 1Gbps…that is affordable - $70/month • Some incumbents can offer ½ the speed via FTTH at ~$400/month Mission Industry Analysis Recommendations
    7. 7. CURRENT STATE OF THE INDUSTRY Cable Internet Availability Source: National Broadband Map 06/30/13 Mission Industry Analysis Recommendations
    8. 8. CURRENT STATE OF THE INDUSTRY Fiber to the End-User Availability Mission Industry Analysis Recommendations Source: National Broadband Map 06/30/13
    9. 9. CONNECTING THE DOTS: TODAY Hybrid Fiber Coaxial Networks (FTTN) First Mile: Core Network Middle Mile: Metro Nodes Last Mile: Access Network Relational Investment: 1x 3x 10x Approx. Cost per Connection: $134 $403 $1479 Source: arstechnica 2010 http://bit.ly/RrAenT Mission Industry Analysis Recommendations
    10. 10. CONNECTING THE DOTS: TOMORROW Fiber To The Home (FTTH) First Mile: Core Network Middle Mile: Metro Nodes Last Mile: Access Network Relational Investment: 1x 3x 10x Approx. Cost per Connection: $134 $403 $1479 Source: arstechnica 2010 http://bit.ly/RrAenT Mission Industry Analysis Recommendations
    11. 11. CHALLENGES OF THE LAST MILE 10X Fiber investment cost per connection of the last mile 35+ Number of years it would take Google Fiber to take over the US if they used 100% CAPEX for this effort 140 Dollars in billions that it would take to outfit the whole US with FTTH Mission Industry Analysis Recommendations
    12. 12. CLAIMING THE FUTURE OF THE INDUSTRY October 2013 - CableLabs announced DOCSIS 3.1 specifications Late 2014 – Initial batch of DOCSIS 3.1 products to be released 2015 – 2016 – Full deployment of DOCSIS 3.1 product lines -Initial modems will provide 4-5Gbps, with upgrade capabilities to 10+Gbps Mission Industry Analysis Recommendations
    13. 13. CREATING VALUE Mission Industry Analysis Recommendations
    14. 14. CREATING VALUE Mission Industry Analysis Recommendations
    15. 15. CLAIMING THE FUTURE OF THE INDUSTRY Cloud Gaming Movie Streaming Live Events Streaming Mission Industry Analysis Recommendations
    16. 16. CLAIMING THE FUTURE OF THE INDUSTRY Distance Learning Home Automation 2.0 Increased Productivity Mission Industry Analysis Recommendations
    17. 17. CUTTING THE CORDS 50% of average global mobile web users now use mobile as their primary or exclusive means of going online Mission Industry Analysis Recommendations
    18. 18. CLAIMING THE FUTURE OF THE INDUSTRY Current option lease spectrum with Verizon to operate as a Mobile Virtual Network Operator (MVNO) -Rights to have bulk access at wholesale rates Faster networks allow for direct distribution of Comcast content to mobile via a mobile video services -Limitations in control over the mobile network Mission Industry Analysis Recommendations
    19. 19. CONNECTING THE CORDLESS Mission Industry Analysis Recommendations
    20. 20. CLOSING THE GAP (ANALYSIS) Trends Triggers Gaps Actions Hyper speed internet • Video/TV streaming • Live event streaming • HD/4K Quality • Cloud gaming • Home automation • Limited to average speeds of 100Mbps • Majority HFC network Advanced modem technology Mobile 4GLTE integration • Need for hyper speed internet • Natural advancements in technology • Moore’s Law • Internet of things • Internet Everywhere • More connected devices • Currently on DOCSIS 3.0 • DOCSIS 3.1 deployment not until 2015-2016 • Hardware not compatible • Leased mobile assets • Competitor have mobile assets • Limited broadband access in rural areas • Build FTTH for all new roll outs • 18 month plan to upgrade current infrastructure for DOCSIS 3.1 specs • 12 month mobile acquisition plan • Determine full or partial ownership Mission Industry Analysis Recommendations
    21. 21. CREATING LONGEVITY Recommendation 1 All-fiber ‘last mile’ for all future build outs Mission Industry Analysis Recommendations • Implement construction of Fiber to the Home for all new roll outs • Coordinate with local utilities to “dig once” Recommendation 2 Infrastructure upgrades optimized for DOCSIS 3.1 • 18 month plan to have current systems ready for DOCSIS 3.1 deployment • Strategic agreement with Motorola to ensure DOCSIS 3.1 early access Recommendation 3 Mobile 4GLTE Integration • Explore T-Mobile acquisition • Develop mobile video service product

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