"Stimulus-based broadband deployments and Verizon’s continued purchase of optical network terminals are finally starting to move the needle in North America, where spending on GPON equipment surpassed the $100 million mark for the first time since 2010," notes Jeff Heynen, directing analyst/Broadband Access and Video at Infonetics Research. "China posted its second largest PON quarter on record, thanks to both new and ongoing projects at big 3 operators China Telecom, China Unicom and China Mobile." The firm also found that broadband aggregation equipment revenue rose 5 percent in 2Q12 over the previous quarter, to $1.72 billion; and Huawei maintained its lead in the global broadband aggregation equipment market in 2Q12, while Alcatel-Lucent, buoyed by GPON wins at China Telecom and China Unicom, moved into the Number Two spot, topping ZTE.

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Levin Reads Tea Leaves on Starlink’s Place in BEAD

New Street Research analyst and Brookings nonresident senior fellow Blair Levin has been peppered with all sorts of questions about Donald Trump’s second term as president.

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