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(Source: Dell’Oro Group)

➢ Total global revenue for the Broadband Access equipment market rose to $19 billion in 2022, up 17% YOY.

➢ Spending on PON equipment continues to fuel growth in the market with revenue for PON OLTs and ONTs reaching $11.7 billion for the year.

➢ Total XGS-PON OLT port shipments exceeded two million for the year, reaching a total of 2.3 million globally.

➢ Total cable access concentrator revenue was up 1% YOY at $1 billion. Remote PHY devices, remote OLTs and virtual CMTS platforms all saw significant revenue gains.

Up Ahead

March 28: Free State Foundation’s Annual Policy Conference; DC

April 15-19: NAB Show; Las Vegas

April 19-20: Telecommunications Industry Association’s BEAD Success Summit; Arlington

April 26-27: Pennsylvania Broadband Summit; Lancaster


“I’ve been trying to keep the ACP conversation slightly separate from USF reform. I’m not against dealing with reform… but I think the two issues, combining them makes it really difficult for Congress to tackle them. And the you get into the issue of challenged constitutionality and the authority issue and whether USF overall can survive the court review… I wouldn’t be surprised to see the FCC do fairly well or reasonably well in the court process, but if one of those courts overturn it, it’s going to be played out for a while. If they overturn the authority, there’ll be an effort within Congress to kind of recapitalize and move forward with USF as it looks today, but I think there’ll be a desire to fix some of the pieces that haven’t been addressed for so long.”
– Former FCC Commissioner Michael O’Rielly speaking at an event hosted by the Georgetown Center for Business and Public Policy on USF Reform

The Daily


Broadcasters Loop in FCC on their Big 4 LPTV/Multicast Stance

With the FCC embarking on its congressionally required review of media ownership rules, the retransmission jabs are coming in hard and fast.

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Mar 31
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