FEBRUARY 23, 2010 -- Worldwide CMTS and edge QAM vendor revenue increased 22% to $363 million in 4Q09 from 3Q09, according to the fourth quarter (4Q09) edition of the CMTS and Edge QAM Hardware and Subscribers report from communications market research firm Infonetics Research. Sequential gains by the three major players in the market -- ARRIS, Cisco, and Motorola -- highlighted the quarter.
"True to form, operators in North America, particularly in the U.S., spent what was left of their equipment budgets in the fourth quarter of 2009, giving a year-end boost to CMTS and edge QAM vendors. Comcast, Time Warner, Cox, and Charter all acquired more downstream capacity by adding more CMTS ports, and Time Warner Cable continued its major upgrade to switched digital video, which helped bolster edge QAM revenue," notes Jeff Heynen, directing analyst for broadband and video at Infonetics.
"Over the last 5 years, ARRIS grew its share of the worldwide CMTS market from 18.6% in 2005 to 42.9% in 2009, while Cisco's share declined from 54.4% to 38.4%, with ARRIS taking the lead from Cisco for the year for the first time in 2009,” adds Heynen (see "Infonetics: ARRIS tops cable broadband market in 2Q09, Cisco down"). “Meanwhile, Motorola maintained a relatively even keel over the same period, increasing its CMTS revenue but losing a few points of share to ARRIS as well."
Other highlights of the report include:
- Cisco posted the strongest gains in North American CMTS revenue for the last 2 quarters.
- Worldwide CMTS revenue was down 10.7% in 2009 (2008 was a record year for CMTS deployments), while edge QAMs ticked up 6.4% for the year.
- Together, CMTS and edge QAM sales totaled $1.24 billion in 2009.
- BigBand had a big quarter in edge QAM shipments and had passed a total of 33 million homes with its switched digital video offering by the end of the fourth quarter, an increase of 5 million homes from 3Q09.
Infonetics' CMTS and edge QAM report tracks standard and wideband cable broadband subscribers; CMTS revenue and ports (upstream and downstream); and edge QAM channels and revenue. The report provides worldwide and regional CMTS vendor market share for ARRIS, Casa, Cisco, Motorola, and others. Edge QAM vendors tracked include ARRIS, BigBand, Ericsson, GoBack TV, Harmonic, LiquidXStream, Tandberg, and Vecima.
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