The latest report from market research firm Dell'Oro Group shows that global broadband access equipment revenue fell to 

$4.4 billion in the first quarter of 2025, down 8% from the previous quarter and roughly flat year-on-year. Analysts pointed 

out that the impact of tariff policies and the slowdown in global economic growth may be reflected in shipments and 

revenue data in the second quarter.

Jeff Heynen, vice president of Dell'Oro Group, said: "Despite high uncertainty in the global macro economy, broadband 

service providers in North America and EMEA are still advancing their fiber expansion plans, and OLT port purchases in 

the two regions remained stable this quarter." But he also pointed out that cable TV operators have significantly cut 

spending on remote PHY devices (RPDs) as they wait for new equipment that supports the unified DOCSIS 4.0 standard

 to be launched.

Other key findings of the report include: 5G fixed wireless terminal equipment (CPE) spending hit a new high, and operators

 in markets such as the United States and India continued to expand their user base; DOCSIS infrastructure spending fell 

34% month-on-month, mainly due to a 62% decrease in RPD purchases; PON optical network terminal (ONT) shipments 

increased slightly by 1% year-on-year, achieving five consecutive quarters of growth, reflecting that fiber operators are actively 

expanding their users.

This quarterly report covers manufacturer revenue, average price and port/terminal shipment data for cable, DSL and PON 

equipment, including CCAP, DAA architecture equipment, DSLAM (including VDSL, VDSL Profile 35b and G.FAST technology), 

PON OLT equipment, various CPE terminals, fixed wireless access terminals and home Wi-Fi equipment (including mesh routers).