What is the expected revenue for EnerSys in the international market in the long term?
Well, in the Telecom sector, we're already seeing the growth and we expect it to accelerate further, probably spring time, you know, maybe starting our new fiscal year. We expect probably another uptick in Telecom. So the gap right now has been the broadband, the cable TV, Comcast Charter, folks and you can see with their spectrum auction and some of the projects we're hearing, they've got some very aggressive plans laid out to bring faster speeds and more services to their customer bases. There -- we kind of think is the big five in the US between Verizon, AT&T, T-Mo, Charter and Comcast. Those are really the big five broadband and each of those customers we have very good projects in the headlights. So -- and it's broad based and not everybody -- and what can be a little confusing, I guess is each of those big five have their own strategy on how they're going to use the 5G frequencies and technologies, where their initial focus is? What the longer-term focus is.
The good news for EnerSys shareholders is we have a broad suite of products and we have reach and services and relationships and brand awareness across all five of those major accounts. And then I think the real longer term opportunity still exists globally for us to take these successes that we're starting to enjoy today in the US into the broader international market. So we couldn't be -- no, we couldn't be happier with the Alpha acquisition, the plan. I think the timing has been disrupted from when we did the original acquisition, but by and large, it's going to plan and we couldn't be more excited about the 5G opportunities.
Noah Kaye -- Oppenheimer -- Analyst
Okay, thanks so much for taking the questions.
David M. Shaffer -- Director, President and Chief Executive Officer
Thank you.
Operator
Thank you. Our next question comes from the line of Greg Lewis with BTIG. Your line is open.
Greg Lewis -- BTIG -- Analyst
Yes. Hi, thank you and good morning everybody.
Michael J. Schmidtlein -- Executive Vice President and Chief Financial Officer
Hi, Greg.
David M. Shaffer -- Director, President and Chief Executive Officer
Hi, Greg.
Greg Lewis -- BTIG -- Analyst
So I just wanted to talk a little bit about the Specialty, kind of, the defense area, just kind of as we think about it and the potential for new administration like, what is that -- like if you could give us some sort of context, is that kind of change the -- that business in terms of pace or ramp? Or is it more around product lifecycle updates or changes. So I'm just, kind of, curious as we -- you make clearly it was a good quarter you guys called it out, as you kind of look out over whatever time period you want, like how should we be thinking about that, kind of, as we move forward into potential change in government?
David M. Shaffer -- Director, President and Chief Executive Officer
Okay. I -- it's a growing important sector for us and I think our success of late is mostly that the change of trajectory and focus for us is result of an acquisition we did a few years ago when we acquired the cobalt disulfide technology, ENSER [Phonetic] deal -- thermal batteries. And so that's where we've seen the biggest stair steps. But based on the feedback we're receiving and actually I have to say that part of our defense business, the first half of our fiscal year was disappointing. So it's a mix story there, but other parts are really, really going very strong. So by and large, we haven't heard from anybody on our sales team, any sort of change in what they expect and some of the things we're working on are long-term programs anyway. So we aren't anticipating any major impacts for our shareholders from the change administration. Mike do you see it any differently?
Michael J. Schmidtlein -- Executive Vice President and Chief Financial Officer
Yes. No, you need to keep in mind, Greg, that the US fleet of whether it's helicopters, tactical vehicles, submarines, jet aircraft, that's a pretty fixed fleet and the US is going to do their maintenance on them and they have those weapon systems last for 20 to 30 plus years. 
Well, in the Telecom sector, we're already seeing the growth and we expect it to accelerate further, probably spring time, you know, maybe starting our new fiscal year. We expect probably another uptick in Telecom. So the gap right now has been the broadband, the cable TV, Comcast Charter, folks and you can see with their spectrum auction and some of the projects we're hearing, they've got some very aggressive plans laid out to bring faster speeds and more services to their customer bases. There -- we kind of think is the big five in the US between Verizon, AT&T, T-Mo, Charter and Comcast. Those are really the big five broadband and each of those customers we have very good projects in the headlights. So -- and it's broad based and not everybody -- and what can be a little confusing, I guess is each of those big five have their own strategy on how they're going to use the 5G frequencies and technologies, where their initial focus is? What the longer-term focus is.
The good news for EnerSys shareholders is we have a broad suite of products and we have reach and services and relationships and brand awareness across all five of those major accounts. And then I think the real longer term opportunity still exists globally for us to take these successes that we're starting to enjoy today in the US into the broader international market. So we couldn't be -- no, we couldn't be happier with the Alpha acquisition, the plan. I think the timing has been disrupted from when we did the original acquisition, but by and large, it's going to plan and we couldn't be more excited about the 5G opportunities.
Noah Kaye -- Oppenheimer -- Analyst
Okay, thanks so much for taking the questions.
David M. Shaffer -- Director, President and Chief Executive Officer
Thank you.
Operator
Thank you. Our next question comes from the line of Greg Lewis with BTIG. Your line is open.
Greg Lewis -- BTIG -- Analyst
Yes. Hi, thank you and good morning everybody.
Michael J. Schmidtlein -- Executive Vice President and Chief Financial Officer
Hi, Greg.
David M. Shaffer -- Director, President and Chief Executive Officer
Hi, Greg.
Greg Lewis -- BTIG -- Analyst
 So I just wanted to talk a little bit about the Specialty, kind of, the defense area, just kind of as we think about it and the potential for new administration like, what is that -- like if you could give us some sort of context, is that kind of change the -- that business in terms of pace or ramp? Or is it more around product lifecycle updates or changes. So I'm just, kind of, curious as we -- you make clearly it was a good quarter you guys called it out, as you kind of look out over whatever time period you want, like how should we be thinking about that, kind of, as we move forward into potential change in government?
David M. Shaffer -- Director, President and Chief Executive Officer
Okay. I -- it's a growing important sector for us and I think our success of late is mostly that the change of trajectory and focus for us is result of an acquisition we did a few years ago when we acquired the cobalt disulfide technology, ENSER [Phonetic] deal -- thermal batteries. And so that's where we've seen the biggest stair steps. But based on the feedback we're receiving and actually I have to say that part of our defense business, the first half of our fiscal year was disappointing. So it's a mix story there, but other parts are really, really going very strong. So by and large, we haven't heard from anybody on our sales team, any sort of change in what they expect and some of the things we're working on are long-term programs anyway. So we aren't anticipating any major impacts for our shareholders from the change administration. Mike do you see it any differently?
Michael J. Schmidtlein -- Executive Vice President and Chief Financial Officer
Yes. No, you need to keep in mind, Greg, that the US fleet of whether it's helicopters, tactical vehicles, submarines, jet aircraft, that's a pretty fixed fleet and the US is going to do their maintenance on them and they have those weapon systems last for 20 to 30 plus years. 