Wire · market
PON spending jumped in Q2 – Dell'Oro
◆ Sectors
Telecom & Connectivity
◆ Source
◆ Verified
Fusion42 · 8 September 2026 · Fusion42 review
Spending on Passive Optical Networks (PON) surged in Q2 even as overall broadband access infrastructure spending declined, highlighting a shift in investment focus within broadband technology.
This Wire brief sits within Fusion42's coverage of Telecom & Connectivity.
◆ ◆ The Wire takeaway
PON infrastructure spending is rising despite broader broadband dips, indicating a new growth area for you in optical network components and fibre deployment this quarter.
◆ Coverage
1 source · 8 Sep 2026
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◆ Topics
Telecom & Connectivityponbroadbandspendingtelecominfrastructure