Core Insights - Harmonic announced a collaboration with CUJO AI to integrate network intelligence software with its cOS virtualized broadband platform, enhancing broadband experiences for latency-sensitive applications like online gaming and video conferencing [1][3] - The integration aims to provide ultra-low-latency broadband at scale, addressing the evolving demands of modern households [2] - The solution combines Harmonic's Low Latency, Low Loss, Scalable throughput (L4S) capabilities with CUJO AI's software, enabling real-time detection and prioritization of latency-sensitive applications [3] Company Overview - Harmonic's cOS platform powers over 33 million customer premises equipment (CPE) devices globally, serving leading operators across North America, Europe, Latin America, and Asia [6] - The company is recognized as a leader in virtualized broadband and video delivery solutions, enabling flexible deployment of gigabit internet services [7] - Harmonic's innovative approach simplifies OTT video delivery and enhances the monetization of live and on-demand content for media companies and service providers [7] Product Features - The integration allows operators to activate L4S capabilities across existing DOCSIS and fiber networks through a simple software upgrade, avoiding major infrastructure investments [4] - The collaboration is positioned to reduce churn, boost retention, and improve average revenue per user (ARPU) while attracting new subscribers with a differentiated offering [3][5] - Harmonic will demonstrate the integration at ANGA COM 2025, showcasing the benefits of the new solution [5]

Harmonic's cOS Broadband Platform Enables World's First PTP-less Deployment to Fuel Vectra's Network Transformation and Enable Wholesale Fiber and DOCSIS OfferingsSAN JOSE, Calif., June 2, 2025 /PRNewswire/ -- Harmonic (NASDAQ: HLIT) today announced that Vectra, one of the largest internet providers in Poland, has selected Harmonic's industry-leading cOS™ virtualized broadband platform to accelerate its multigigabit broadband service expansion, enable selective migration to deep fiber infrastructure and pow ...

Core Insights - Harmonic has launched the SeaStar™ Optical Node, aimed at enhancing broadband connectivity for lower-density multi-dwelling units (MDUs) [1][3] - The SeaStar node converts existing coax cabling into a high-speed broadband conduit, facilitating rapid deployment without extensive rewiring [2][3] - This innovative solution allows operators to deliver multigigabit broadband services to up to 16 MDUs from a single node, significantly reducing capital expenses [2][3] Product Features - The SeaStar node supports speeds exceeding 8 Gbps downstream and 1.5 Gbps upstream, leveraging existing infrastructure for cost-effective upgrades [3][4] - It can deliver premium broadband services to MDUs located up to 5 km from a centralized point, addressing traditional RFoG issues like optical beat interference and higher latency [4][5] - The node is designed for next-gen fiber technologies, enabling PON coexistence and future migration to fiber as subscriber demands grow [5] Operational Efficiency - The solution integrates with Harmonic's cOS platform, providing a common management system that streamlines operations and reduces operational expenses [6] - This unified management approach enhances operational efficiency by allowing operators to manage PON and DOCSIS services through a single interface [6] Market Reception - Netceed Poland, a leading distributor of broadband solutions, has expressed strong support for the SeaStar node, highlighting its flexibility and cost-effectiveness [7] - The product will be showcased at industry events such as Fiber Connect 2025 and ANGA COM, indicating its significance in the broadband market [8] Company Background - Harmonic is recognized as a leader in virtualized broadband and video delivery solutions, with a strong presence in global markets [10][11] - The company has revolutionized broadband networking with its virtualized solutions, enabling flexible deployment of gigabit internet services [11]

Core Insights - Nokia has launched a new 25G PON high-density line card aimed at delivering mass market, multi-gig residential broadband services, enhancing the premium broadband experience for users [1][8] - The new solution supports various PON technology options, allowing operators to provide true 10Gb/s broadband services cost-effectively [1][8] - The demand for multi-gigabit services is increasing as operators seek to offer differentiated services that can handle high-peak traffic and improve customer experiences [2][4] Company Developments - The 16-port line card utilizes Nokia's Quillion chipset and supports multiple PON variants, providing operators with flexibility to adapt to market demands [1][8] - Nokia's 25G PON technology is currently being utilized by 20 operators, including Google Fiber and Hong Kong Broadband, to meet the growing demand for faster broadband speeds [5] - The new line card is designed to be paired with Nokia's fiber modems, creating a comprehensive, future-proof solution for both residential and enterprise service deployments [5][8] Industry Trends - The shift towards multi-gigabit connectivity is driven by end-users' needs for high-speed upstream and downstream access for activities such as cloud computing, gaming, and remote work [2][4] - Service providers are focusing on delivering the highest speeds with low latency and jitter to differentiate themselves in competitive broadband markets [4][6] - The ability to upgrade seamlessly from GPON to XGS-PON and now to 25G PON is crucial for service providers to maintain a competitive edge and meet evolving customer needs [6][8]

Press ReleaseNokia accelerates mass market multi-Gig broadband with new high-density 25G PON line card The new 16-port line card solution is optimized for mass market 25G PON, ensuring multi-gigabit can be delivered in a cost-effective way to everyone without compromise.Nokia’s 25G PON line card, based on the Quillion chipset, supports GPON, XGS, and 25G PON, providing flexible upgrade options that can future-proof fiber access networks. 25G PON is the fastest, greenest and most cost-effective way to deliv ...

Core Insights - PLP has commenced construction of a new multi-purpose facility in Wieprz, Poland, set to replace operations in Bielsko-Biała and enhance manufacturing capabilities by integrating modern engineering, operations, and sales support spaces, with completion expected in 2026 [1][2] - The new facility in Poland will serve as a key European hub for PLP's core product lines and services, reflecting the company's commitment to long-term growth in the European market [4] - PLP is also expanding its operations in Southern Europe by relocating to a larger facility in Seville, Spain, driven by rising demand and the need to scale production [2][3] Poland Facility Highlights - The new facility in Wieprz will feature a 30% increase in production space and a 50% increase in warehouse space, along with a world-class research and testing laboratory [7] - Modern offices and enhanced employee amenities will be part of the new work environment [7] Spain Facility Highlights - The Seville facility will see a 250% increase in operational space and a 240% increase in office capacity, allowing for team growth and collaboration [8] - Expanded manufacturing lines will support a broader product portfolio, and improved workspaces will enhance employee amenities [8] Strategic Vision - These investments are aligned with PLP's broader strategic vision to respond to the accelerating pace of global infrastructure projects, including grid modernization, renewable energy, and high-speed broadband [4]

Core Insights - Harmonic is set to showcase innovative broadband solutions at Fiber Connect 2025, aimed at accelerating fiber rollouts and providing multigigabit broadband services with enhanced flexibility and cost efficiency [1][4] - The company emphasizes the importance of delivering superior broadband experiences for operators to achieve business success, particularly in competitive markets [2] Company Innovations - Harmonic's cOS™ virtualized broadband platform and network edge devices are designed to enhance broadband experiences and support subscriber growth [1][5] - The company will introduce a new solution targeting the competitive MDU market, enabling operators to offer fiber-grade broadband services and capture new revenue streams [8] - Harmonic's Open ONT strategy allows operators to select customer premises equipment that meets their needs, reducing vendor lock-in and simplifying network upgrades [8] Industry Engagement - Yaniv Ben-Soussan, Harmonic's senior vice president of customer experience, will participate in a panel discussion at Fiber Connect, focusing on strategies to expedite the deployment of new services [3]

AT&T agrees to acquire substantially all of Lumen's Mass Markets fiber internet connectivity business in a deal that's expected to close in the first half of 2026Transaction to stimulate investment, expand world-class connectivity in the U.S., create new jobs and make high-speed fiber internet access available to millions of AmericansAT&T will extend its industry-leading fiber network with plans to reach approximately 60 million total fiber locations by year-end 20301DALLAS, May 21, 2025 /PRNewswire/ --Key ...

Core Viewpoint - Harmonic is set to showcase innovative broadband solutions at ANGA COM 2025, leveraging its cOS™ virtualized broadband platform to enhance service reliability and subscriber experiences [1][2]. Company Innovations - Harmonic's cOS platform supports multiple technologies including DOCSIS 3.1, BoostD 3.1, DOCSIS 4.0, and fiber, allowing operators to deliver multigigabit broadband experiences [5]. - The company will introduce a new solution aimed at delivering fiber-grade broadband services to multi-dwelling units (MDUs), enhancing market competitiveness [5]. - Harmonic's Beacon application maximizes bandwidth and enhances network reliability, improving overall subscriber quality of experience (QoE) [5]. Market Position - Harmonic is recognized as the market share leader in cable broadband equipment and virtual CMTS, with its cOS platform powering over 33 million modems globally [3]. - The company is positioned to help service providers navigate the evolving broadband landscape and meet increasing demand for premium connectivity [2]. Event Participation - Harmonic will participate in ANGA COM from June 3-5, 2025, in Cologne, Germany, showcasing its latest innovations and engaging in panel discussions on network evolution [4][5].

Financial Data and Key Metrics Changes - The company reported non-GAAP adjusted cash operating expenses of $44.9 million for Q1 2025, an increase from $40.8 million in Q4 2024, driven by higher R&D and administrative costs [27][28]. - Capital expenditures for Q1 2025 were approximately $124 million, up from $86 million in Q4 2024, primarily for materials and launch contracts [28][29]. - The company ended Q1 2025 with $874.5 million in cash, a significant increase from $567.5 million at the end of Q4 2024, due to successful financing initiatives [34][35]. Business Line Data and Key Metrics Changes - The company plans to deploy over 60 satellites during 2025 and 2026, with five orbital launches scheduled over the next six to nine months [7][17]. - Gateway equipment bookings reached $13.6 million in Q1 2025, with expectations of approximately $10 million in bookings per quarter throughout 2025 [20]. Market Data and Key Metrics Changes - The company is focusing on key markets such as the United States, Europe, and Japan for initial service activation, leveraging partnerships with major mobile network operators [13][19]. - The company received special temporary authority from the FCC for FirstNet direct-to-device satellite connectivity, enhancing its service offerings for public safety [14][20]. Company Strategy and Development Direction - The company is at an inflection point, accelerating the launch and scaling of its network while beginning to recognize revenue from commercial and government contracts [6][17]. - The strategy includes a dual approach of utilizing low-band spectrum in partnership with MNOs and acquiring mid-band spectrum to enhance service capabilities [61][62]. Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position to execute at scale, citing strong demand for space-based cellular broadband connectivity [10][31]. - The company anticipates a revenue opportunity in 2025 ranging from $50 million to $75 million, contingent on successful satellite launches and gateway equipment sales [33]. Other Important Information - The company is working on non-dilutive financing options from quasi-governmental sources, with potential funding exceeding half a billion dollars [36]. - The company is also exploring an equipment loan facility of $50 million to $100 million to support manufacturing expansion [35]. Q&A Session Summary Question: Any further details to share on the Legato transaction? - The transaction involves acquiring usage rights for 45 megahertz of mid-band spectrum in the U.S., which is seen as crucial for enhancing service capabilities [39][40]. Question: What is the outlook for the defense use case? - Government demand for space-based solutions is surging, with several contract awards validating the technology and opening paths for revenue [42][43]. Question: Do you plan to submit any proposals for the $25 billion Golden Dome project? - The company believes its technology is well-positioned to contribute to national security goals outlined in the Golden Dome project [45][46]. Question: Are shareholders expected to be invited to future launches? - Shareholders will be invited to future launches, although the upcoming launch in India will not accommodate attendees [47]. Question: What are the short-term plans for Europe following recent communication outages? - The service aims to provide cellular broadband connectivity directly to devices, enhancing safety during emergencies [49][50]. Question: Can you give an update on the commercial launch in the U.S.? - A commercial service is expected to be available by early 2026, with ongoing discussions with carriers like AT&T and Verizon [96].