Total global revenue for the Broadband Access equipment market decreased to $4.4 B in 1Q 2025, down 8 percent Q/Q but flat year-over-year (Y/Y), according to a new report from Dell’Oro Group. 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 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.
Additional highlights from the 1Q 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 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.