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Quarterly Shipment Numbers

quarterly-earnings-update

No question the economy’s in a bit of a tight spot right now – and there were plenty of doom and gloom numbers for Q3 – but fortunately there was also a lot of good news out of the Motorola Home & Networks Mobility business this week.  From the quarterly shipments desk, here are some highlights.

Set-Top Shipments Going Strong
Motorola shipped 4.1 million “digital entertainment devices” in Q3 compared to 2.7 million in the same quarter last year. Notably, IPTV set-top shipments were up over 25% to 761,000 compared to Q2.  DVR shipments for Q3 were at 802,000, and HD set-top shipments were at 1.3 million.

Modem Shipments Up
Overall, modem shipment numbers were up in Q3 to 3.1 million from 2.8 million last quarter. Unfortunately, Motorola doesn’t break out DOCSIS 3.0 numbers, but I can’t help but wonder how much the new DOCSIS 3.0 products contributed to the increase.

Fiber-to-the-Home (Chassis Shipments) Trending Up
Interestingly, while ONT shipments weren’t quite as high this quarter as last (still high at well over 77,000 shipped), Fiber-to-the-Premises (FTTP or FTTH) chassis shipments were up significantly, from 193 in Q2 to 274 in Q3. Indications of what’s to come?

2 Responses

  1. [...] are startling, but it bears looking at a few other data points as well. Motorola, for example, saw modem shipments increase in Q3 to 3.1 million from 2.8 million in the second quarter. And while analyst Jeff Heynan suggests [...]

  2. [...] of optical network terminals (ONTs) rocketed up to well over 144,00 in Q4 compared to a bit over 77,000 in Q3 (think fiber-to-the-home [...]

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