Broadband equipment revenue dips 15% to $2.5 bn in first quarter

Revenue for broadband access equipment dropped 15 percent to $2.5 billion in the first quarter of 2020 due to supply chain disruptions, according to Dell’Oro Group.
Telstra broadband“The need to expand residential broadband speeds and availability will ultimately win out over the current macroeconomic slowdown,” says Jeff Heynen, senior research director, Broadband Access and Home Networking.

Total cable access concentrator revenue decreased 22 percent to $211 million, driven by a slowdown in CCAP license purchases in North America.

Total DOCSIS 3.1 CPE shipments increased to 5.8 million, representing 67 percent of total Cable CPE shipments.

Total PON ONT unit shipments decreased 15 percent as new installations were limited by the pandemic.