SOURCE: Infonetics Research

Infonetics Research

February 23, 2010 12:46 ET

Infonetics Research: Cable broadband equipment market up 22% in 4Q09; ARRIS takes CMTS lead from Cisco in 2009

CAMPBELL, CA--(Marketwire - February 23, 2010) - Communications market research firm Infonetics Research (www.twitter.com/infonetics) released the fourth quarter (4Q09) edition of its CMTS and Edge QAM Hardware and Subscribers report.

ANALYST NOTES

"True to form, operators in North America, particularly in the US, 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 Research.

"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. 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," adds Heynen.

CMTS AND EDGE QAM REPORT HIGHLIGHTS

-- Worldwide CMTS and edge QAM vendor revenue increased 22% to $363 million in 4Q09 from 3Q09, led by sequential gains by the three major players in the market, ARRIS, Cisco, and Motorola

-- 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 solution by the end of the fourth quarter, an increase of 5 million homes from 3Q09

REPORT SYNOPSIS

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.

MORE INFORMATION

Log on or join: http://www.infonetics.com/login. From the Infonetics portal, go to RESEARCH, then BROADBAND.

SALES

-- Larry Howard, Vice President: larry@infonetics.com, +1 408-583-3335

-- Scott Coyne, Senior Account Director, Eastern North America, Europe, Middle East: scott@infonetics.com, +1 408-583-3395

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Infonetics Research is an international market research and consulting firm serving the communications industry since 1990. A leader in defining and tracking emerging and established technologies in all world regions, Infonetics helps clients plan, strategize, and compete more effectively.

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