According to Infonetics Research's third quarter "CMTS and Edge QAM Hardware and Subscribers" market share and forecast report, global revenue is up 14% from the year-ago quarter. Combined CMTS and edge QAM revenue declined 11% to $413 million worldwide in 3Q11, following two quarters of double-digit percent gains. While North American cable broadband equipment revenue is down 10% sequentially (as expected), it is up 37% year-over-year.Of the four CMTS equipment leaders -- Cisco, ARRIS, Motorola and Casa Systems -- only Cisco's market share is up year-over-year, at 59%, just one share-point shy of its all-time high, reached the previous two quarters. Infonetics expects the number of cable broadband subscribers to grow from 108 million worldwide in 2010 to 125 million in 2015. Edge QAM revenue in Europe, the Middle East and Africa (EMEA) jumped 11% as operators continued their spending on edge QAMs to support DOCSIS/M-CMTS applications.
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