Cable-company spending on network equipment is dropping as major providers like Comcast and Charter finish up their nationwide DOCSIS 3.1 rollouts.
Equipment vendors that sell to cable companies such as Arris/CommScope and Casa Systems are reporting drops in cable-related revenue. Light Reading detailed the situation this week:
Total cable access network-related revenues plummeted 38 percent in Q1 2019, to $275 million, versus the year-ago period, driven by a “strong slowdown” on capacity purchases by MSOs and an ongoing delay in deployments of new distributed access architectures, according to new data from Dell’Oro.
Cable access network spending is known to be lumpy, “but not to this extreme,” said Jeff Heynen, Dell’Oro’s research director, broadband access and home networking. He said he doesn’t recall seeing revenues in this segment of the market reach drop