Q1 revenue for the Broadband Access equipment market fell 8% q-o-q but was flat y-o-y at $4.4 billion.

Q1 revenue for the Broadband Access equipment market fell 8% q-o-q but was flat y-o-y at $4.4 billion.

“Despite a high level of uncertainty about the global macroeconomic environment, broadband service providers in North America and EMEA continue to move forward with their fiber expansion plans, as evidenced by solid purchases of new OLT ports in both regions this quarter,” says Dell’Oro vp Jeff Heynen, “On the flip side, cable operators dramatically reduced their spend on new Remote PHY Devices (RPDs), as they await new units that support a unified approach to DOCSIS 4.0,” explained Heynen.

Spending on 5G Fixed Wireless CPE reached another record high this quarter, as operators in the US, India, and a growing list of markets continue to expand their Fixed Wireless Access subscribers.

 

Spending on DOCSIS infrastructure declined 34 percent from 4Q 2024, due almost exclusively to a 62 percent sequential decline in spending on RPDs.

PON ONT unit shipments were up 1 percent Y/Y, marking the fifth consecutive quarter of Y/Y growth, as fiber ISPs focus on adding subscribers and increasing take rates.