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PON spending jumped in Q2 – Dell'Oro

Published

8 September 2026

Topic

market

Sectors

Telecom & Connectivity

Source

Read at lightreading.com

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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Telecom & Connectivityponbroadbandspendingtelecominfrastructure