Infrastructure Brief

News and opinion on public works procurement

Dell’Oro Group

  • Telecommunications

    • Broadband gear revenue surged to $19B in 2022, with 2M XGS-PON ports shipped – Dell’Oro

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    By Diana Muratov

    In 2022, the market for broadband access equipment generated $19 billion in revenue, which was mostly driven by PON investments, according to a new analysis from Dell’Oro Group. The income for PON OLTs and ONTs grew to $11.7 billion last year, indicating the fifth year in a row that PON equipment has seen an increase […]

  • Telecommunications

    • Fiber is becoming a more affordable option for residential customers, according to Cowen

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    By Diana Muratov

    A recent report from Cowen claims that fiber-to-the-home (FTTH) has become a mainstay in the broadband market as services have become more widely available and reasonably priced. According to a survey of more than 1,200 consumers by Cowen, the average household income of FTTH subscribers was around $83,000, compared to about $85,000 for non-subscribers. Income […]