2026-2028 Will be Peak Years for Spending, as Operators Prepare Their Networks for DOCSIS 4.0
REDWOOD CITY, Calif., Aug. 28, 2025 /PRNewswire/ — According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, total 2025 Cable Outside Plant Equipment revenues are expected to increase 86 percent year-over-year (Y/Y), driven largely by a surge in new 1.8 GHz amplifiers and new DAA Nodes to support Remote PHY deployments. The market will continue to heat up later this year as Full Duplex 1.2 GHz amplifiers start shipping, with significant volumes expected in 2026.
“Tier one cable operators, particularly in the North American market, are in the beginning stages of a multi-year investment cycle to boost broadband speeds, while also dramatically improving the intelligence and automation capabilities of their outside plant,” said Jeff Heynen, Vice President of Broadband Access and Home Networking market research at Dell’Oro Group. “These upgrades will result in a significant increase in spending on optical nodes, amplifiers, and passive equipment, including taps and hardline splitters, through 2029,” added Heynen.
Additional highlights from the Cable Outside Plant Equipment Advanced Research Report:
- Global Cable Outside Plant Equipment revenues are projected to peak in 2027, when the largest number of tier one operators in North America are expected to be in the middle of their amplifier, node, and passives upgrades for DOCSIS 4.0.
- The North American market will remain the largest region for Cable Outside Plant Equipment revenue, as operators in other regions either continue with DOCSIS 3.1 or increasingly overbuild with fiber.
- Generic Access Platform (GAP) Nodes are expected to ramp up in the North American market in 2025 and 2026.
The Dell’Oro Group Cable Outside Plant Equipment Advanced Research Reporthttps://www.delloro.com/advanced-research-report/fixed-wireless-infrastructure-and-cpe/ includes 6-year market forecasts for Optical Nodes, including DAA and Generic Access Platform (GAP) Nodes, Amplifiers, and Passives, including Taps, Hardline Splitters, and Power Inserters. Amplifiers are also segmented by technology, including 1.2 GHz, 1.2 GHz full duplex, and 1.8 GHz. The report also includes regional subscriber forecasts for cable broadband subscribers. To purchase this report, please contact us by email at [email protected].
Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, security, networks, and data center markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell’Oro Group at +1.650.622.9400 or visit www.delloro.com.
SOURCE Dell’Oro Group
