Social Media Hits

Research

(Source: Dell’Oro Group Blog)

➢ Total spending on broadband equipment in 2023 is expected to show a decline of around 10%.

➢ Early projections for 2024 indicate an additional 5% YOY decrease as the lagging impact of interest rate increases to curb inflation will be felt more acutely. That would put total spending at around $16.5 billion, roughly equal to 2021 spending levels.

➢ Very early signals regarding 2024 show a return to growth as BEAD and other subsidization efforts trickle down to suppliers.

Up Ahead

Jan. 16-18: NATPE Global; Miami

Jan. 29-Feb.1: Realscreen Summit; New Orleans

Feb. 8: Regional Fiber Connect; Richmond, VA

Feb. 25-27: NCTC Winter Educational Conference; Las Vegas

March 5-7: ACA Connects Summit; D.C.

Quotable

“One of the reasons the FTC and its counterparts in other jurisdictions have been focused on AI and competition is because what we want is to unlock the potential of this technology and have it grow in the markets through good innovation and businesses coming to market with great products and not be limited by a few gatekeepers who control access to some of the core inputs, both whether it is data or compute or other elements of generative AI. That’s an important one to remember because sometimes we get the view or the assumption that enforcers are hostile to new technology. If we were hostile to the technology, we would not care about gatekeeper conrol. We would be happy to have it limited and locked up.”
– FTC Commissioner Rebecca Slaughter speaking at CES on how the agency views AI

The Daily

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Friday–April 26

Charter Unpacks Impact of ACP’s Sunset

Charter hasn’t been immune to the slowdown in broadband activity in 1Q24, reporting the loss of 72,000 residential and SMB internet customers. It’s looking at what the discontinuation of ACP will mean for its sub base.

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Calendar

Jun 13
2024 American Broadband Congress Conference Registration is Open!
Jun 26
2024 FAXIES Awards Nominations Are Open!
Full Calendar

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