According to In-Stat, shipments for broadband customer premise equipment (CPE) increased 23 percent in 1Q05 from the same quarter in 2004. Revenue was up by 20 percent from 2004. CPE products include modems, routers, and residential gateways. Increasing Voice over IP (VoIP) deployments by cable operators in North America contributed to shipment and revenue growth for cable modems. Embedded Multimedia Terminal Adapters, (E-MTAs) comprised more than 20 percent of cable modem shipments in 1Q05. Shipments of standalone DSL modems increased only slightly as more DSL service providers moved to residential gateway equipment. As service providers move to triple-play business models, where voice, video and data applications are delivered over a single access subscription, broadband equipment vendors and their suppliers are adding increased functionality to their products. In-Stat began tracking VoIP-enabled equipment in 1Q05.
The global streaming industry has spent the better part of a decade chasing subscriber counts as the primary metric of success. That era is now formally over. New market data from Omdia confirms that the industry has crossed a decisive threshold; one that shifts the competitive playing field from growth-at-all-costs to monetization discipline. For senior executives navigating media, advertising, and technology strategy, the implications extend well beyond entertainment. A Historic Revenue Crossover Online video revenue increased 13.5 percent to $176 billion in 2025, while pay-TV revenue declined 4 percent to $170 billion; marking the first time in the industry's history that streaming has surpassed legacy pay-TV in revenue terms. This is not a rounding error or a statistical artifact; it represents the culmination of more than a decade of structural disruption to the traditional broadcast and cable TV model. Global subscriptions to online video services reached 2.24 billion by the ...