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Dell’Oro Group has just wrapped up its 4Q25 telecom equipment reports across Broadband Access, Microwave & Optical Transport, Mobile Core, RAN and Service Provider Router, showing the market returning to growth in 2025 after two years of contraction.
According to a newly published report by Dell’Oro Group, the Broadband Access Equipment market is forecasted to grow at an average annual rate of 0.3% from 2025 to 2030, with total revenue peaking in 2028, driven by ongoing DOCSIS 4.0 and fiber expansion by cable and fiber ISPs.
The optical transport equipment market is forecast to return to growth following a steep decline in 2024 that was caused by oversupply and poor macroeconomic conditions. After this corrective period, the optical market is projected to grow at an average annual rate of 4 percent for the next five years, bringing the market size to $16 billion by 2029.
