Harmonic Expands Broadband Partnership with Spectrum Across Entire Subscriber Base

Rhea-AI Summary

Harmonic (NASDAQ: HLIT) announced on Nov 3, 2025 an expanded partnership with Spectrum to extend Harmonic's cOS vCMTS, network tools and deployment of DOCSIS 4.0 Unified Pebble-2 RPDs across Spectrum's entire service area. The deal aims to enable symmetrical and multi-gigabit services, lower latency for gaming and conferencing, and improved telemetry via open APIs for real-time network visibility.

Highlights

• Support for DOCSIS 4.0 services and future spectrum expansion
• Advanced noise mitigation and telemetry streaming
• cOS already powers over 38 million CPE devices worldwide

Positive

• Expanded deployment across Spectrum's entire service area (announced Nov 3, 2025)
• Deployment of DOCSIS 4.0 Unified Pebble-2 RPDs to enable multi-gigabit and symmetrical services
• cOS platform already powers >38 million CPE devices worldwide

Negative

• None.

Insights

Broadband partnership analyst

Harmonic expands cOS and DOCSIS 4.0 deployment with Spectrum across its full service area, broadening operator reach.

Harmonic will extend its cOS vCMTS, operational tools and deploy DOCSIS 4.0 Unified Pebble-2 RPDs across Spectrum service territory, enabling symmetrical and multi-gigabit services and streaming telemetry at scale. The release states the cOS platform already powers more than 38 million CPE devices worldwide and that the expanded collaboration delivers noise mitigation, low-latency performance and real-time network visibility.

The business mechanism is straightforward: equipment and software deployment drives operator capability upgrades; Spectrum gains DOCSIS 4.0-enabled access and Harmonic scales product revenue and telemetry usage. Key dependencies and risks tied to this fact set include timely field rollout, integration of Pebble-2 RPDs with existing plant, and actual service activation; those points determine whether the technical capability converts into measurable subscriber upgrades.

Watch concrete operational milestones and timing reported by the parties after Nov. 3, 2025, such as phased deployment schedules, telemetry-driven performance metrics, and activation of DOCSIS 4.0 subscriber services. Near-term updates on field trials, interoperability results, and capacity expansion plans will indicate when the announced technical benefits translate into customer-facing services.

Harmonic's cOS Virtualized Broadband Platform Will Further Enhance Broadband Experiences for Spectrum Customers

SAN JOSE, Calif., Nov. 3, 2025 /PRNewswire/ -- Harmonic (NASDAQ: HLIT) today announced an expanded partnership with Spectrum to extend the company's industry-leading cOS™ vCMTS and advanced network and operational tools across Spectrum's entire service area, and include the deployment of DOCSIS 4.0 Unified Pebble-2 RPDs. The collaboration enables Spectrum to support DOCSIS 4.0 services and create a foundation for future DOCSIS developments including spectrum expansion and advanced tools.

"Our partnership with Harmonic brings field-proven excellence, reliability and intelligence to the network," said Magesh Srinivasan, Executive Vice President, Network Technology Services at Spectrum. "This technology is enabling our network evolution, which allows us to continue delivering exceptional services that will adapt to our customers' future needs."

The Harmonic solution unlocks key network advancements for Spectrum, significantly enhancing customers' quality of experience through:

• Faster, more reliable internet: Network upgrades to DOCSIS 4.0 and beyond will enable symmetrical and multi-gigabit internet services for customers. Harmonic's advanced suite of noise mitigation techniques will ensure consistent, reliable delivery of higher speeds.
• Outstanding broadband experiences: Low-latency broadband experiences will ensure smooth online gaming and video conferencing.
• Superior network visibility and reliability: Open API for streaming telemetry via the cOS platform provides real-time network visibility and valuable performance data to operational teams. Harmonic efficiently streams and collects telemetry data across the cOS platform and tools ensuring the highest network reliability and around-the-clock connectivity for subscribers.

"It is an honor to partner with Spectrum, a true industry leader committed to advancing broadband innovation," said Nimrod Ben-Natan, President and CEO of Harmonic. "Through our expanded collaboration and shared commitment to exceptional subscriber experience, we are excited to support their continued initiatives for next-generation broadband connectivity and enhanced subscriber satisfaction."

Harmonic is the market share leader in cable broadband equipment, virtual CMTS and DAA, according to Dell'Oro Group, the trusted source for market information about the telecommunications, networks and data center IT industries. The company's market-leading cOS platform powers next-gen broadband services through more than 38 million CPE devices worldwide for leading operators in North America, Europe, Latin America and Asia. 

To learn more about Harmonic's broadband solutions, visit www.harmonicinc.com/broadband.

About Harmonic
Harmonic (NASDAQ: HLIT), the worldwide leader in virtualized broadband and video delivery solutions, enables media companies and service providers to deliver ultra-high-quality video streaming and broadcast services to consumers globally. The company revolutionized broadband networking via the industry's first virtualized broadband solution, enabling operators to more flexibly deploy gigabit internet services to consumers' homes and mobile devices. Whether simplifying OTT video delivery via innovative cloud and software platforms, or powering the delivery of gigabit internet services, Harmonic is changing the way media companies and service providers monetize live and on-demand content on every screen. More information is available at www.harmonicinc.com. 

Legal Notice Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Statements concerning Harmonic's business and the anticipated capabilities, advantages, reliability, efficiency, market acceptance, market growth, specifications and benefits of Harmonic products, services and technology are forward-looking statements. These statements are based on our current expectations and beliefs and are subject to risks and uncertainties, including the risks and uncertainties more fully described in Harmonic's filings with the Securities and Exchange Commission, including its Annual Report on Form 10-K for the year ended Dec. 31, 2024, its Quarterly Reports on Form 10-Q and its Current Reports on Form 8-K. The forward-looking statements in this press release are based on information available to Harmonic as of the date hereof, and Harmonic disclaims any obligation to update any forward-looking statements.

Harmonic, the Harmonic logo and other Harmonic marks are owned by Harmonic Inc. or its affiliates. All other trademarks referenced herein are the property of their respective owners.

 

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SOURCE Harmonic Inc.

FAQ

What did Harmonic announce with Spectrum on Nov 3, 2025 for HLIT?

Harmonic announced an expanded partnership to extend cOS vCMTS, network tools and deploy DOCSIS 4.0 Unified Pebble-2 RPDs across Spectrum's entire service area.

How will the HLIT and Spectrum collaboration affect broadband speeds for subscribers?

The deployment supports symmetrical and multi-gigabit services enabled by DOCSIS 4.0 upgrades.

What network visibility features does Harmonic's cOS provide for Spectrum (HLIT)?

cOS offers an open API for streaming telemetry and real-time network performance data for operations teams.

Does the Harmonic announcement quantify its existing footprint relevant to HLIT investors?

Yes; the company says the cOS platform powers more than 38 million CPE devices worldwide.

Will the HLIT–Spectrum expansion support future DOCSIS developments?

Yes; the collaboration is intended to create a foundation for future DOCSIS developments including spectrum expansion and advanced tools.

What customer experiences does Harmonic say the HLIT partnership will improve?

Harmonic cites faster, more reliable internet, low latency for gaming/video calls, and enhanced reliability via advanced noise mitigation.