Cable infrastructure is a cost-effective evolution path for meeting future demand in Next Generation Access (NGA) platforms. Cable operators have captured substantial broadband market share and are leading the race within their footprint. In the last two years, cable operators have increased their competitive advantage in broadband capacity with DOCSIS 3.0, providing services up to 120Mbps. Despite pressure from telco’s fiber offer, cable operators such as Comcast have seen the greatest increase in broadband subscribers. Cable infrastructure should be considered as a part of NGA platforms and investors should balance their portfolios.
