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Wire · market

Cable and Fiber ISPs in a New Three-Year Spending Cycle, Peaking in 2028, According to ...

29 July 2026 · By · Wire by Fusion42

Published

29 July 2026

Topic

market

◆ Sectors

Deep Tech: Telecom & Connectivity

◆ Source

Read at delloro.com →

◆ Verified

Fusion42 · 29 July 2026 · Fusion42 review

A Dell'Oro Group forecast indicates a new three-year spending cycle for cable and fiber ISP equipment, set to peak in 2028. Growth is driven by DOCSIS 4.0 and fiber deployments, but rising costs for customer premises equipment due to component shortages pose a risk to expansion plans.

This Wire brief sits within Fusion42's coverage of Deep Tech: Telecom & Connectivity.

◆ ◆ The Wire takeaway

The next multi-year ISP upgrade cycle is defined by cost control, not just performance. If your product doesn't help operators lower their total bill-of-materials, you'll lose the deal to a cheaper alternative or even refurbished equipment.

◆ Coverage

1 source · 29 Jul 2026

◆ Related on Wire

◆ Topics

Deep Tech: Telecom & Connectivitytelecom-infraisp-spendingfiber-rolloutsupply-chaindocsis-4.0