Cisco's CMTS Comeback
The firm said CMTS growth was driven by strong shipments from Cisco Systems Inc. (Nasdaq: CSCO), offsetting lower sales from rivals Arris Group Inc. (Nasdaq: ARRS) and Motorola Inc. (NYSE: MOT). Among the group, Arris pulled in a decent second quarter, with 41,000 downstream CMTS ports shipped, but warned of an expected weak third quarter that will be marked by slower CMTS shipments. (See Arris Falls on Mixed Q2.)
Second-quarter CMTS sales represented a nice turnaround for Cisco, whose revenue share jumped 14 points over the previous quarter, according to Dell'Oro. (See CMTS Q2 Sales a Record.)
The surge in the second quarter followed a relatively slow 2009 for Cisco's CMTS product line. Infonetics Research Inc. reported in February that Arris snared the CMTS market share crown in 2009, ending the year with a 42.9 percent cut, versus Cisco's 38.4 percent. (See Arris Beats Cisco in CMTS for '09.)
Dell'Oro said Docsis CPE (consumer premises equipment) second-quarter shipments were flat, though Arris was still able to overtake Cisco and Motorola for the lead in overall shipments of cable modems and embedded multimedia terminal adapters (EMTAs, or voice modems).
With premiums for Docsis 3.0 modems and services starting to narrow, "we expect increasing demand for Docsis 3.0 CPE to drive higher levels of Cable CPE shipments beginning in the second half of this year," Dell'Oro Group president Tam Dell'Oro said, in a statement.
We've asked Dell'Oro for a more granular view of the second-quarter Docsis CMTS and CPE market figures and will follow up with more details as soon as possible.
— Jeff Baumgartner, Site Editor, Light Reading Cable