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Research

(Source: Dell’Oro Group)

➢ Total global revenue for the Broadband Access equipment market increased to $4.4 billion in 1Q22, up 14% YOY.

➢ Growth was largely tied to PON equipment and fixed wireless CPE.

➢ Total cable access concentrator revenue rose 5% YOY to just over $257 million. Growth in that sector came from Distributed Access Architecture deployments helped offset declines in traditional CCAP licenses.

➢ Fixed Wireless CPE unit shipments reached 3.8 million units in the quarter, with 5G Sub-6GHz units growing at the fastest rate.

Up Ahead

June 12: Cablefax’s Fiber Panels for Cable Operators, Fiber Connect Pre-Conference; Nashville

June 27-30: CTA’s CEO Summit, Santa Barbara

June 29: Cablefax’s FAXIES Virtual Celebration

July 24-27: NCTC and ACA Connects’ Independent Show; Orlando

Quotable

“I think the belief that there was unlimited growth in these spaces was just unrealistic. These are businesses, they’re like other subscriber and membership businesses in a lot of ways… it’s amazing how fast everyone has run away from Netflix. It’s still the most amazing story in the history of the business… We have been very aggressive with our story that we don’t spend crazy amounts of money on content. And particularly operating in the targeted space, there’s even more opportunity for us to create content at a reasonable price that’s going to be very attractive to our super fanbases. That hasn’t changed. What we’re really doing now is staying the course while the rest of the world is a bit off-course.”
– AMC Networks interim CEO Matt Blank on CNBC’s “Squawk Box” talking about the shifting in streaming strategies across the media landscape

The Daily

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Friday–November 22

DISH-DirecTV Merger Off

We are once again not in the year of a DISH – DirecTV merger. DirecTV notified EchoStar of its intention to terminate the deal under which it had agreed to acquire DISH DBS as of 11:59pm ET tonight. The

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Calendar

Dec 4
2024 Most Powerful Women Awards Nominations Open July 8th, 2024.
Apr 16
Cablefax 100 Awards Nominations Open November 13th, 2024.
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