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Telecom

Global broadband spending to peak by 2028: Dell’Oro

Source: RCR Wireless NewsFebruary 6, 2026

Spending on broadband access gear is set to climb for a few more years, then level off. Market researcher Dell’Oro Group expects global broadband capital spending to peak in 2028, with total broadband access equipment revenue reaching about $18.8 billion before flattening. The shift reflects operators taking a more cautious approach to new network investment.

Jeff Heynen, vice president at Dell’Oro Group, told RCR Wireless News that XGS-PON will remain the main technology for large-scale residential broadband deployments at least through 2030. That leaves fiber builders and service providers focused on scaling XGS-PON rather than rapidly moving to newer, less proven options.

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