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

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. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.