Arris believes there’s some pent-up demand and that spending will increase among cable operators later this year. “We’ll have Comcast, Charter and GreatLand, each operating separately. There [are] a lot of property swaps that are involved, and there will have to be investments in those networks in order to come up with the standard operating procedures that each of those companies have,” said Arris CEO Bob Stanzione on the vendor’s 4Q earnings call late Wed. For right now though, it’s facing some “short-term headwinds” given the uncertainty surrounding those cable deals and telcos that have been vocal in their intentions to lower capex this year. Arris’ revenue for the Q rose 5% to $1.26bln, with the company projecting revenue in the range of $1.2bln-$1.24bln for the current Q and earnings for 40-45 cents/share. Analysts were expecting 55 cents and $1.24bln for 1Q.

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Tuesday–December 23

CFX Review: The Five Industry Stories that Defined 2025

Sometimes, to look forward, you’ve got to look back. As we head into 2026, the CFX editors reflect on the year that was, recapping what they believe were the five biggest stories of the past 12 months.

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