➀ The Apple Vision Pro has faced challenges with high returns and a steep price point; ➁ Apple is reportedly scaling back production to better manage supply and demand; ➂ The device lacks compelling use cases and content, despite technological advancements; ➃ Apple is considering a more affordable version for future release.

➀ The Q2 2024 revenue for broadband access equipment sales fell 8% year-over-year (y-o-y) to $4.2 billion; ➁ Cable operators are experiencing reduced subscriber growth due to competition from fiber ISPs and fixed wireless providers; ➂ Total PON equipment spending declined by 6% from Q2 2023, primarily due to a 18% decrease in spending on PON OLTs; ➃ Spending on fixed wireless CPE increased by 32% Y/Y, driven by strong growth in 5G Sub-6 GHz unit shipments in North America.