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

Wireless Solutions Advance Work from Home Trends

Despite a challenging backdrop from the ongoing effects of the global COVID-19 pandemic, the negative impact on fifth-generation (5G) wireless supply chains has been minimal compared to the wider mobile smartphone market. This led to 5G mobile devices becoming more diverse, brought to market quickly at a variety of price points, thereby accelerating affordability and adoption. The mobile market is transitioning to 5G and many leading vendors are now exploring the low-priced 5G smartphone segment. According to the latest worldwide market study by ABI Research, 681 million 5G handsets will be shipped in 2022. Therefore, the race is on for OEMs to find that all-important level of differentiation in their flagship portfolios to help boost margins and improve market share. 5G Wireless Market Development Vendors continue to drive the adoption of new product designs, screen technology, chipsets, and camera setups -- notably within the flagship smartphone segment. Meanwhile, the leaders seek a

Software-Defined Infrastructure: The Platform of Choice

As more organizations adapt to a hybrid working model for their distributed workforce, enterprise CIOs and CTOs are tasked with delivering new productivity-enabling applications, while also seeking ways to effectively reduce IT cost, complexity, and risk. Traditional IT hardware infrastructure is evolving to more software-based solutions. The worldwide software-defined infrastructure (SDI) combined software market reached $12.17 billion during 2020 -- that's an increase of 5 percent over 2019, according to the latest market study by International Data Corporation (IDC). The market grew faster than other core IT technologies. The three technology pillars within the SDI market are: software-defined compute (53 percent of market value), software-defined storage controller (36 percent), and software-defined networking (11 percent). "Software-defined infrastructure solutions have long been popular for companies looking to eliminate cost, complexity, and risk within their data cente

Digital Identity Verification Market to Reach $16.7B

As more enterprise organizations embrace the ongoing transition to digital business transformation, CIOs and CTOs are adopting new technologies that enable the secure identification of individuals within their key stakeholder communities. A "digital identity" is a unique representation of a person. It enables individuals to prove their physical identity during transactions. Moreover, a digital identity is a set of validated digital attributes and credentials for online interactions -- similar to a person's identity within the physical world. Individuals can use a 'digital ID' to be verified through an authorized digital channel. Usually issued or regulated by a national ID scheme, a digital identity serves to identify a unique person online or offline. Digital Identity Systems Market Development Complementary to more traditional forms of identification, digital identity verification systems can enhance the authenticity, security, confidentiality, and efficiency of