According to a recently published report from Dell’Oro Group, total global revenue for the Broadband Access equipment market decreased to $4.4 B in 1Q 2025, down 8% Q/Q but flat year-over-year (Y/Y). All eyes are on the second quarter, as the impact of tariffs and the potential for a global slowdown in macroeconomic growth will likely be seen then in terms of shipments and revenue.

“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 optical line terminal (OLT) ports in both regions this quarter,” said Jeff Heynen, vice president with Dell’Oro Group. “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.

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Additional highlights from the :1Q 2025 Broadband Access and Home Networking" quarterly report:

  • Spending on 5G fixed wireless customer premises equipment (CPE) reached another record high this quarter, as operators in the U.S., India, and a growing list of markets continue to expand their Fixed Wireless Access subscribers
  • Spending on DOCSIS infrastructure declined 34% from 4Q 2024, due almost exclusively to a 62% sequential decline in spending on RPDs
  • PON ONT unit shipments were up 1% Y/Y, marking the fifth consecutive quarter of Y/Y growth, as fiber ISPs focus on adding subscribers and increasing take rates.

About the Report

The Dell’Oro Group Broadband Access and Home Networking Quarterly Report provides a complete overview of the Broadband Access market with tables covering manufacturers’ revenue, average selling prices, and port/unit shipments for Cable, DSL and PON equipment. Covered equipment includes converged cable access platforms and distributed access architectures; digital subscriber line access multiplexers (by technology VDSL, VDSL Profile 35b and G.FAST); PON OLTs, cable, DSL and PON CPE; fixed wireless access CPE; and residential WLAN equipment, including mesh routers.