According to a recently published report from Dell’Oro Group, total global revenue for the broadband access equipment market increased to $4.7 billion in 2Q 2025, up 7% Q/Q and 1% Y/Y. Despite the high level of macroeconomic uncertainty, fiber and fixed wireless providers remained focused on expanding their subscriber numbers at the expense of cable operators.

“Fiber and Fixed Wireless Access providers continue to move aggressively to steal away valuable broadband subscribers from incumbent cable operators, which is being reflected in their equipment spending trending in completely opposite directions,” said Jeff Heynen, vice president at Dell’Oro Group. “As a percentage of total broadband equipment spending worldwide, spending on DOCSIS infrastructure and customer premises equipment (CPE) has reached its lowest levels since Dell’Oro began tracking the segment in 1998,” explained Heynen.

Additional highlights from the "2Q 2025 Broadband Access and Home Networking" quarterly report:

• 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 13% Y/Y, due to continued softness in spending on Remote PHY Devices, as well as a slowdown in new vCMTS license purchases.  

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 optical line terminals, cable, DSL and PON CPE; fixed wireless access CPE; and residential WLAN equipment, including mesh routers.