Dell’Oro Group Reports Cable Outside Plant Equipment Revenues to Peak in 2027

Dell’Oro Group forecasts Cable Outside Plant Equipment revenues to rise 20% year over year in 2026 and peak in 2027 as operators deploy new 1.8 GHz amplifiers and DAA and GAP nodes for Remote PHY and Remote OLT.

The report ties the spending cycle to upgrades aimed at adding capacity and resilience in cable outside plant networks through 2028.

Market outlook

Dell’Oro Group expects total 2026 Cable Outside Plant Equipment revenues to increase 20% Y/Y.

The market is projected to keep growing and peak in 2027.

Drivers of demand

Equipment demand centers on new 1.8 GHz amplifiers and new DAA and GAP (Generic Access Platform) nodes supporting Remote PHY and Remote OLT deployments.

In a four-year cycle, Dell’Oro Group describes 2025 as the start of spending to boost broadband speeds and improve outside plant reliability and PNM capabilities.

Regional and cycle highlights

The report projects global Cable Outside Plant Equipment revenues to peak in 2027, with tier one North American operators in the middle of amplifier, node, and passive upgrades for mid- and high-split DOCSIS 3.1 and DOCSIS 4.0 service deployment.

North America is expected to dominate revenue, while operators in other regions either continue with DOCSIS 3.1 or overbuild with fiber.

Amplifier and equipment volumes

Dell’Oro Group expects nearly 10 M new amplifiers to be deployed during this cycle, with nearly all including transponders or DOCSIS modems for fault detection and resolution.

The report also includes forecasts for optical nodes and passive equipment such as taps, hardline splitters, and power inserters.

Scope and methodology notes

The Cable Outside Plant Equipment Advanced Research Report provides 5-year market forecasts for optical nodes, DAA and GAP nodes, amplifiers, and passives, plus regional subscriber forecasts for cable broadband subscribers.

Amplifiers are segmented by technology, including 1.2 GHz, 1.2 GHz full duplex, and 1.8 GHz.

This Analyst Signals brief reflects a neutral, fact-based summary of the original research note.