According to a report from Dell’Oro Group, a source for market information about the telco, security, networks and data centre industries, total global revenue for the Broadband Access equipment market increased to $4.8 billion (€4.1bn) in Q4 2025, up 7 per cent QoQ and 2 per cent YoY. Though the spending acceleration in the quarter was not enough to push 2025 into positive YoY growth, it was an early indicator of what is expected to be a strong 2026.

“2025 ended up being the final year of a three-year cycle of reduced spending on broadband access equipment,” commented Jeff Heynen, Vice President with Dell’Oro Group. “Over the last three years, broadband service providers have been carefully managing their equipment spending, focusing on subscriber acquisition and more measured footprint expansions. As a result, there was a clear shift in spend away from infrastructure and towards CPE.”

Additional highlights from the report:

• PON ONT unit shipments reached 158 million, with nearly all regions notching significant YoY gains to support new subscriber growth.
• Spending on DOCSIS infrastructure declined 21 per cent from 2024, with spending on Remote PHY Devices dropping 47 per cent for the year. Spending is expected to increase significantly throughout 2026, as major MSOs accelerate their DAA and DOCSIS 4.0 upgrades.
• Residential Wi-Fi 7 Router shipments jumped 211 per cent in 2025, driven by lower-cost dual-ban

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Categories: Articles, Broadband, Equipment, Equipment, Markets, Research

Tags: Dell'Oro, Jeff Heynen, wifi