“Cable operators continue to feel squeezed between fiber ISPs and Fixed Wireless providers who are siphoning away their valuable residential subscribers,” said Jeff Heynen, Vice President with Dell’Oro Group. “As a result, Fixed Wireless CPE unit shipments posted their fourth consecutive quarter of Y/Y growth…

“The Microwave Transmission market started to trend downward a year ago in 2Q 2023. This downward trend is, for the most part, due to delays and slow starts in upgrading to 5G as operators in many parts of the world lack incentive to rapidly install a 5G networks,” stated Jimmy Yu, Vice President at Dell’Oro Group.

“It was not so much the decline in the Optical Transport market that surprised me, it was the magnitude and breadth,” said Jimmy Yu, Vice President at Dell’Oro Group. “In the second quarter, nearly every region declined at a double-digit rate compared to 2Q 2023.