Harmonic Powers Telia's Next-Generation Broadband Upgrade in Norway

Rhea-AI Summary

Harmonic (NASDAQ: HLIT) announced that Telia Norway is modernizing its broadband network with Harmonic's virtualized cOS broadband platform and migrating to DOCSIS 3.1 to improve speeds, reliability and customer experience.

Telia will replace end-of-life broadband routers, deploy cOS in a DAA with third-party Remote-PHY node interoperability, and use cOS Central and Beacon ISM for automation, analytics, spectrum efficiency and fewer truck rolls. Harmonic will provide deployment services and training. Harmonic says its cOS powers nearly 38 million CPE devices worldwide and cites Dell'Oro Group market leadership.

News Market Reaction

+2.76%

1 alert

+2.76% News Effect

On the day this news was published, HLIT gained 2.76%, reflecting a moderate positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

cOS device footprint: 38 million CPE devices

1 metrics

cOS device footprint 38 million CPE devices Global next-gen broadband services powered by Harmonic’s cOS platform

Market Reality Check

Price: $10.50 Vol: Volume 1,362,007 is 25% a...

normal vol

$10.50 Last Close

Volume Volume 1,362,007 is 25% above the 20-day average of 1,086,149. normal

Technical Price $10.71 is trading above the 200-day MA at $9.59 and 22.1% below the 52-week high of $13.75.

Peers on Argus

HLIT’s 1.72% gain contrasted with mixed peers: TSAT +4.2%, AAOI +2.96%, while AD...

1 Down

HLIT’s 1.72% gain contrasted with mixed peers: TSAT +4.2%, AAOI +2.96%, while ADTN -1.48% and NTGR -1.59%. Momentum scanner only flagged FEIM -4.33%, indicating today’s move looked company-specific rather than a coordinated sector rotation.

Historical Context

5 past events · Latest: Dec 08 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 08	Business divestiture	Positive	+6.4%	MediaKind agreement to acquire Harmonic’s Video Business for cash consideration.
Dec 08	Strategic update	Positive	+6.4%	Pending sale of Video Business to refocus on Broadband and bolster balance sheet.
Dec 03	Deployment milestone	Positive	+0.9%	Twenty broadband deployments across Europe using cOS platform and devices.
Dec 02	Customer win	Positive	+2.8%	Telia Norway modernizing broadband network with Harmonic’s cOS platform.
Dec 01	Investor relations	Neutral	+2.8%	Participation in Raymond James and Barclays technology and TMT conferences.

Pattern Detected

Recent fundamentally positive announcements, including strategic divestiture and broadband wins, have generally coincided with positive next-day price reactions.

Recent Company History

Over recent weeks, Harmonic has reported several notable developments. On Dec 1, 2025, management highlighted participation in key investor conferences, with shares up 2.76%. On Dec 2, the Telia Norway broadband upgrade using the cOS platform saw a 2.76% move. A European broadband milestone on Dec 3 added 0.93%. The announced pending sale of the Video business to MediaKind for $145 million on Dec 8 corresponded with a 6.4% gain, reinforcing a pattern of positive reactions to strategic broadband-focused news.

Market Pulse Summary

This announcement highlights Harmonic’s role in Telia Norway’s broadband upgrade using the virtualiz...

Analysis

This announcement highlights Harmonic’s role in Telia Norway’s broadband upgrade using the virtualized cOS platform, migration to DOCSIS 3.1, and deployment of automation tools like cOS Central and Beacon ISM to enhance reliability and efficiency. Recent history shows additional European deployments and a pending $145 million sale of the Video business, underscoring a strategic emphasis on broadband. Investors may watch execution on these contracts, follow-on wins, and future earnings to assess progress.

Key Terms

DAA, Remote-PHY, DOCSIS 3.1, CPE

4 terms

DAA technical

"Telia is replacing its end-of-life broadband routers to embrace Harmonic's virtualized cOS platform deployed in a DAA."

Direct-acting antiviral (DAA) is a class of medicines that target specific parts of a virus’s lifecycle to stop it from multiplying, most notably used to cure hepatitis C. For investors, DAAs matter because they drive drug development value, regulatory approvals, and commercial revenue potential—like a precision tool that can replace a broad instrument, shifting market demand, patent value, and competitive dynamics in a company’s pipeline.

Remote-PHY technical

"offers seamless integration with existing third-party Remote-PHY nodes for critical"

Remote-phy is a piece of telecom hardware that moves the equipment responsible for converting and transmitting broadband signals closer to customers, separating that job from the central network controller. For investors, it matters because this shift can lower operating costs, improve speeds and reliability, and enable providers to deliver higher-capacity services more efficiently—think of it as putting a small transformer near a neighborhood to reduce losses and boost performance.

DOCSIS 3.1 technical

"support long-term revenue growth by accelerating its migration to DOCSIS 3.1."

A cable internet technology standard that lets providers deliver much faster, more reliable broadband over existing coaxial lines. Think of it as widening and improving a highway so more cars can travel at higher speeds with less traffic; for investors, it can enable higher-priced service tiers, reduce customer churn, and require infrastructure spending that affects costs and future revenue potential.

CPE technical

"cOS platform powers next-gen broadband services through nearly 38 million CPE devices worldwide"

Carbapenemase-producing Enterobacteriaceae (CPE) are bacteria that have evolved an enzyme blocking carbapenems, a class of last-resort antibiotics, making infections hard to treat. For investors, CPE signals higher demand for better diagnostics, new antibiotics and infection-control products, and potential regulatory and cost pressures on hospitals and drug developers—similar to a leak that forces a building owner to invest in new repairs and safety systems.

AI-generated analysis. Not financial advice.

Harmonic's cOS Platform Will Redefine Subscribers' Quality of Experience, Lowering Churn

SAN JOSE, Calif., Dec. 2, 2025 /PRNewswire/ -- Harmonic (NASDAQ: HLIT) today announced that Telia, the second largest telecom operator in Norway, is modernizing its broadband network with the company's industry-leading cOS™ virtualized broadband platform. The Harmonic solution empowers Telia to deliver more reliable, higher speed connectivity, improve customer experience, reduce churn and support long-term revenue growth by accelerating its migration to DOCSIS 3.1.

"We seized the opportunity to transform our network to continue delivering what matters most to our customers: superior-quality, blazing-fast, reliable broadband connectivity," said Georg Erling Svendsen, CTO at Telia Norway. "The strategic collaboration with Harmonic allows us to tap into the efficiencies of the cOS vCMTS software and bring outstanding broadband experiences to our customers across Norway."

Telia is replacing its end-of-life broadband routers to embrace Harmonic's virtualized cOS platform deployed in a DAA. The Harmonic platform offers seamless integration with existing third-party Remote-PHY nodes for critical interoperability. By migrating to the cOS platform, Telia will gain a resilient, software-based network infrastructure that enhances reliability, ensures high availability for broadband services and lowers costs by reducing space, power and hardware needs.

In addition, Harmonic's cOS Central services will provide Telia with automation, advanced analytics and real-time visibility across the network to ensure consistently reliable, high-quality service. Working in tandem with cOS Central, Harmonic's Beacon ISM application will enhance spectrum efficiency and maximize bandwidth while reducing truck rolls. Combined, the Harmonic solutions will empower Telia to elevate the quality of experience for its customers, lowering subscriber churn.

Harmonic is also providing Telia with a full spectrum of professional deployment services, including installation, server configuration, technical support and on-site engineering training.

"Harmonic's collaboration with Telia builds on our growing momentum with leading operators across Europe who are embracing the cOS platform to accelerate broadband transformation," said Stefan Meier, vice president of broadband sales Europe at Harmonic. "With the cOS platform, Telia can deliver exceptional broadband experiences marked by faster speeds, reliable service and always-on connectivity and stay ahead in a fast-moving market space."

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 nearly 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 (HLIT) announce on December 2, 2025 about Telia Norway?

Harmonic announced Telia Norway will modernize its broadband network with Harmonic's cOS virtualized broadband platform and migrate to DOCSIS 3.1.

How will Telia's migration to Harmonic cOS affect subscribers and churn for HLIT's customer?

Harmonic said cOS will deliver higher speeds, improved reliability and analytics to enhance customer experience and help lower subscriber churn.

Which Harmonic products will Telia Norway deploy under the HLIT announcement?

Telia will deploy the cOS virtualized vCMTS in a DAA, cOS Central for automation and analytics, and Beacon ISM for spectrum efficiency.

Will Harmonic (HLIT) provide installation and support services to Telia Norway?

Yes. Harmonic confirmed it will provide professional deployment services including installation, server configuration, technical support and on-site engineering training.

Does the announcement state interoperability with Telia's existing hardware?

Yes. Harmonic said the cOS platform offers seamless integration with existing third-party Remote-PHY nodes for interoperability.

How widely used is Harmonic's cOS platform according to the announcement?

The announcement states the cOS platform powers nearly 38 million CPE devices worldwide for operators across multiple regions.