DOCSIS Infrastructure and CPE Spending at Its Lowest Level Since 2009
Total global revenue for the Broadband Access equipment market increased to $4.7 B in 2Q 2025, up 7 percent Q/Q and 1 percent Y/Y, according to a new report from Dell’Oro Group. 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 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 percent Y/Y, due to continued softness in spending on Remote PHY Devices (RPDs), as well as a slowdown in new vCMTS license purchases.