By Jeff Baumgartner
Excerpt:
Casa Systems is aggressively moving ahead on the mobile and wireless front even as its wireline business hits a few speed bumps created by cable operators’ infrastructure spending delays as they think over their distributed access architecture (DAA) network strategies.
Casa’s big wireless move happened last Thursday (February 21), when it announced a $115 million deal for NetComm Wireless, the fixed wireless networking specialist that has contracts with AT&T, Bell Canada and Australia’s NBN Co. Ltd. NetComm, which has about 250 employees, earns approximately 90% of revenue from its fixed wireless business, fiber-to-the-distribution point products and industrial IoT, Scott Bruckner, Casa’s senior vice president of strategy and corporate development, said on last week’s Q4 2018 earnings call, according to this Seeking Alpha transcript.
