Skip to main content

MSO Cable Invest in Voice, Data, and Video

Worldwide cable modem termination system (CMTS) revenue jumped 30 percent to $257 million in 1Q06 after a 6 percent drop in 4Q05, with annual revenue forecast to reach $1.2 billion in 2009, according to Infonetics Research.

The surge in the CMTS market, particularly in North America, is being fueled by the rapid success MSOs are having in signing up new VoIP subscribers, along with their desire to deliver more bandwidth to existing subscribers to support new voice, data, and video services.

"Cable operators are feeling the heat from Verizon's and AT&T's fiber and higher bandwidth DSL offerings, so they're investing in more CMTS units and ports to increase bandwidth to their subscribers," said Jeff Heynen, directing analyst at Infonetics Research. "New DOCSIS 3.0-compliant CMTSs are now beginning to ship that will allow cable operators to double and triple the bandwidth to their subscribers. To counter the telcos' triple-play offerings, cable operators are going for a quadruple-play offering through new services like video over DOCSIS and integration with wireless offerings."

The number of worldwide cable broadband subscribers totaled 46.4 million in 2005, a 14 percent jump from 2004, and is expected to increase another 50 percent between 2005 and 2009, when it will reach 69.6 million. North America continues to be the regional stronghold of cable broadband subscribers, with 56 percent of the world total in 2005.

1Q06 Highlights:

- Cisco, Arris, and Motorola capture 95 percent of worldwide CMTS market revenue.
- Cisco's worldwide CMTS revenue share is up 10 points to 61 percent, Arris' share is down 4 points, Motorola's is down 8 points, while BigBand's doubled.
- Cisco nearly doubled its North American CMTS revenue as cable operators here are seeing significant uptake in VoIP subscribers, and Cisco is largely filling the resulting port demand.
- Downstream port shipments jumped 46 percent and upstream ports jumped 44 percent from 4Q05; 81 percent of worldwide CMTS ports were upstream, and 19 percent downstream.
- 62 percent of CMTS revenue came from North America, 18 percent from EMEA, 16 percent from Asia Pacific, and 4 percent from CALA.

Popular posts from this blog

Industrial and Manufacturing Technology Growth

In an evolving era of rapid advancement, market demand for innovative technology in the industrial and manufacturing sectors is skyrocketing. Leaders are recognizing the immense potential of digital transformation and are driving initiatives to integrate technologies into their business operations.  These initiatives aim to enhance efficiency, reduce costs, and ultimately drive growth and competitiveness in an increasingly digital business upward trajectory. The industrial and manufacturing sectors have been the backbone of the Global Networked Economy, contributing $16 trillion in value in 2021. Industrial and Manufacturing Tech Market Development   This growth represents a 20 percent increase from 2020, highlighting the resilience and adaptability of these sectors in the face of unprecedented challenges, according to the latest worldwide market study by ABI Research . The five largest manufacturing verticals -- automotive, computer and electronic, primary metal, food, and machinery -

Rise of AI-Enabled Smart Traffic Management

The demand for smart traffic management systems has grown due to rising urban populations and increasing vehicle ownership. With more people and cars concentrated in cities, problems like traffic congestion, air pollution, and greenhouse gas emissions are pressing issues. Since the early 2000s, government leaders have been exploring ways to leverage advances in IoT connectivity, sensors, artificial intelligence (AI), and data analytics to address these transportation challenges. The concept of a Smart City emerged in the 2010s, with smart mobility and intelligent traffic management as key components.  Smart Traffic Management Market Development Concerns about continued climate change, as well as cost savings from improved traffic flow, have further motivated local government investment in these advanced systems. According to the latest worldwide market study by Juniper Research, they found that by 2028, smart traffic management investment will be up by 75 percent from a 2023 figure of

AI Software Market will Reach $251 Billion

The growth in Artificial Intelligence (AI) software could lead to many benefits. As more organizations adopt AI, they may become more efficient, productive, and able to offer improved products and services. The global job market could also expand, with demand growing for roles like AI engineers and technicians. Plus, AI apps could enable breakthroughs in fields like healthcare, transportation, and energy. The worldwide AI software market will grow from $64 billion in 2022 to nearly $251 billion in 2027 at a compound annual growth rate (CAGR) of 31.4 percent, according to the latest market study by International Data Corporation (IDC). AI Software Market Development The forecast for AI-centric software includes Artificial Intelligence Platforms, AI Applications, AI System Infrastructure Software (SIS), and AI Application Development and Deployment (AD&D) software (excluding AI platforms). However, it does not include Generative AI (GenAI) platforms and applications, which IDC recent