Global spending on broadband access equipment and customer premises equipment is expected to have a three-percent compound annual growth rate 2020-2025, an upward revision from the zero-percent CAGR capital investment pattern Dell'Oro Group had expected in January 2021.
Service providers seem to be pulling forward some of their upgrade projects, including those involving the transition from copper to fiber, Dell’Oro says.
An expectation of falling capex would not have been unreasonable. Some observers had predicted a dip in cable operator capex, for example. Other global capex forecasts called for flat spending. Also, fixed network capex has been relatively constrained, compared to mobile capex, for some years.
source: S&P Global
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