Hours before Charter reported earnings, The Donohue Report obtained the first images that offer a peek under the hood of the next-generation set-top that will eventually deliver everything from Netflix to interactive advertising to Charter and Time Warner Cable subscribers nationwide.
Charter set-top supplier Cisco contracted Taiwanese original equipment manufacturer Pegatron to build its first Worldbox, a hybrid QAM-IP video set-top designed to make the experience of navigating Charter’s Spectrum digital cable service similar to the UX offered by Charter’s mobile apps.
“The customer will have access to the same IP interface they enjoy on handheld devices without having to swap out boxes,” Rutledge told analysts Tuesday morning.
Charter Spectrum Worldbox, Cisco models No. 100-C and 200-C, contain a “GreenPower” DVR internal hard drive from Western Digital. But Rutledge said that Charter would eventually switch from marketing physical DVRs to cloud-based recording services.
“One of the biggest [cost ] factors is storage in the box and the hard drive. I think increasingly it will move to the network.”
“More and more [content] product is becoming available on demand … Whether you have storage in the box or not. My view is that ultimately puts pressure on storage costs,” Rutledge adding, predicting DVRs will “continue to go down in price curve.”
Charter plans to begin deploying the new Spectrum boxes, which passed emissions tests at the FCC on July 24, later this year.
The set-tops also feature chips and components from Samsung, Broadcom and SK hynix.