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Harmonic to Unveil Game-Changing Innovations at Fiber Connect 2026

(Moderate)
(Positive)
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Harmonic (NASDAQ: HLIT) will unveil new fiber-network products and a back-office integration platform at Fiber Connect 2026, May 18-19 in Kissimmee, Florida. Key highlights include an AI-powered network operations intelligence, the outdoor Pearl-1XL R-OLT with eight Combo PON ports, the Jetty-3 hardened remote node (up to 12x fiber utilization reduction), Fin-Lite and Fin-2 OLT modules, and a low-code integration platform to accelerate back-office integrations.

The release says these solutions aim to lower deployment costs, extend service to remote areas, simplify multi-vendor operations, and scale fiber rollouts faster.

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Positive

  • Jetty-3 reduces fiber utilization by up to 12x
  • Pearl-1XL R-OLT integrates 8 Combo PON (GPON/XGS) ports for remote deployments
  • Fin family supports pay-as-you-grow upgrades toward 50G PON
  • Low-code back-office platform enables integrations in weeks, reducing custom project time
  • cOS platform already powers nearly 41 million CPE devices worldwide

Negative

  • None.

News Market Reaction – HLIT

+10.76% 1.8x vol
33 alerts
+10.76% Session close to close
+7.2% Peak in 1 hr 25 min
$1.27B Market Cap
1.8x Rel. Volume

In the Apr 30 session, HLIT gained 10.76%, reflecting a significant positive market reaction. Argus tracked a peak move of +7.2% during that session. Our momentum scanner triggered 33 alerts that day, indicating elevated trading interest and price volatility. Trading volume was above average at 1.8x the daily average, suggesting increased trading activity.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock surged +10.8% in the session following this news. A strong positive reaction aligns with H...
Analysis

The stock surged +10.8% in the session following this news. A strong positive reaction aligns with Harmonic’s pattern of news-linked but usually modest moves, such as +1.02% after the CentralCast deployment and +0.97% after prior fiber showcases. The extensive Fiber Connect 2026 lineup reinforces its fiber and AI positioning while the pending $145 million video business sale reshapes the portfolio. Investors would still need to monitor execution on new products and potential dilution from the proposed 7,000,000-share equity plan increase.

Key Figures

Video business sale value: $145 million Vanguard shareholding: 6,225,133 shares Vanguard ownership percentage: 5.64% +5 more
8 metrics
Video business sale value $145 million Cash consideration in asset sale to Leone Media Inc. (MediaKind)
Vanguard shareholding 6,225,133 shares Beneficial ownership reported in Schedule 13G, equal to 5.64% of class
Vanguard ownership percentage 5.64% Portion of Harmonic common stock class reported in Schedule 13G
Shares outstanding 108,477,403 shares Common shares outstanding as of April 8, 2026 (proxy statement)
Equity plan increase 7,000,000 shares Additional shares proposed for 2025 Equity Incentive Plan
CPE devices on cOS 41 million CPE devices Number of CPEs powered by Harmonic’s cOS platform worldwide
Fiber utilization reduction Up to 12x Jetty-3 hardened remote node switch reduction in fiber utilization
Jetty-3 port configuration 12x 25G downlinks and 2x100G uplinks Port capacities on Jetty-3 hardened remote node switch module

Historical Context

5 past events · Latest: Apr 20 (Neutral)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Apr 20 Earnings call timing Neutral -0.1% Announcement of first quarter 2026 results release and webcast schedule.
Apr 15 Customer deployment win Positive +1.0% CentralCast deployment of XOS processor across 170+ public media channels.
Apr 14 AI service launch Positive -1.7% Launch of AI orchestration service for live video workflows as SaaS offering.
Apr 9 Streaming enhancements Positive +0.8% AI and cloud enhancements to hybrid streaming platform, shown at NAB 2026.
Apr 7 Fiber product showcase Positive +1.0% Planned fiber and AI operations demos at FTTH Conference 2026 in London.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent product and AI announcements have triggered modest, generally aligned price moves, indicating the stock has reacted incrementally rather than dramatically to similar innovation-focused news.

Recent Company History

Over the past month, Harmonic has issued a series of innovation and corporate updates. AI-focused launches on Apr 9 and Apr 14 and fiber innovations at the FTTH Conference on Apr 7 all led to small price moves within about a percentage point. An earnings date announcement on Apr 20 had a near-flat impact. Today’s Fiber Connect 2026 fiber and AI showcase continues this pattern of frequent product and platform updates aimed at network efficiency and scalability.

Key Terms

ai-powered network operations intelligence, olt, gpon, coherent optics, +2 more
6 terms
ai-powered network operations intelligence technical
"new game-changing AI-powered network operations intelligence solution that enables fiber"
A software system that uses artificial intelligence to watch over, analyze and automatically manage computer networks, spotting problems, predicting outages and suggesting or applying fixes before users are affected. Think of it as a smart traffic-control system for data that helps keep services running smoothly and efficiently. Investors care because it can lower operating costs, reduce downtime risk, enable faster scaling and create a competitive edge for companies that rely on digital services.
olt technical
"Pearl-1XL R-OLT module integrates eight Combo PON (GPON/XGS) ports and is housed"
An OLT is an open‑label trial, a type of clinical study where both doctors and participants know which treatment is being given. It’s useful for early safety checks and showing whether a drug produces the expected effects, but because everyone knows what they’re receiving the results can be influenced by expectations. Investors track OLTs for early signals and milestones, while recognizing their findings are less definitive than blinded, placebo‑controlled trials.
gpon technical
"Combo PON (GPON/XGS) ports and is housed in an innovative new outdoor node"
A Gigabit Passive Optical Network (GPON) is a fiber‑based broadband system that delivers very high-speed internet, TV and phone services over a single glass cable to many homes or businesses, using passive splitters instead of powered equipment between the provider and customers. Investors watch GPON because it drives telecom capital spending, service capacity and competitive pricing—similar to upgrading a road to faster lanes, which allows more traffic and higher-value services.
coherent optics technical
"as well as high-powered long-range coherent optics, enabling operators to reach greater"
Coherent optics is a technology that uses precise control of light signals to transmit large amounts of data quickly and reliably over long distances. It works like a highly accurate communication system, allowing information to be sent with minimal errors. For investors, it matters because advancements in coherent optics can lead to faster internet connections and better data networks, supporting the growth of digital services and technology industries.
low-code architecture technical
"Built on a low-code architecture, it allows operators to deploy integrations in weeks"
Low-code architecture is a way of designing software systems that relies on visual building blocks and pre-made components instead of writing most code by hand, similar to assembling a model from prefabricated pieces rather than carving each part yourself. For investors it matters because it can speed product development, reduce upfront engineering costs, and let companies adapt faster to market changes, while also introducing potential vendor dependence and limits on deep customization.
virtualized core technical
"newest additions to its Fin SFP based OLT family managed by the cOS™ virtualized core."
A virtualized core is the software-based version of a network’s central systems that used to run on specialized physical equipment; it runs on common servers or in the cloud and performs functions like routing, signaling and user management. For investors it matters because it can cut capital costs, speed deployment of new services, and allow capacity to scale up or down like installing an app instead of buying a new appliance, which can change profit margins and competitive positioning.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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All-New AI-Powered Network Intelligence Solution, Resilient Remote OLTs and Back-Office Integration Platform Power Smarter, More Efficient Fiber Networks

SAN JOSE, Calif., April 30, 2026 /PRNewswire/ -- Harmonic (NASDAQ: HLIT) today announced it will showcase major innovations at Fiber Connect 2026 that empower fiber service providers to proactively manage network operations at scale, extend reliable fiber deployment to any location and eliminate complex back-office integrations across multi-vendor and multi-system environments. Addressing key fiber industry challenges, these Harmonic innovations enable operators to act before network problems arise, scale without operational bottlenecks and expand into new markets — driving stronger performance, lower costs and boosted growth.

"At Harmonic, our priority is to empower broadband service providers to deliver the best possible connectivity experience to every subscriber," said Yaniv Ben-Soussan, senior vice president of cloud and intelligence platform at Harmonic. "Our exciting new solutions at this year's Fiber Connect bring AI-powered intelligence, resilient infrastructure and operational simplicity to fiber networks, enabling operators to scale efficiently, reduce complexity and evolve seamlessly."

Unlock service excellence with AI-powered network intelligence
At Fiber Connect 2026, Harmonic will showcase a new game-changing AI-powered network operations intelligence solution that enables fiber service providers to radically shift from reactive maintenance to proactive performance. Harmonic's approach augments decision making with data-powered insights that allow fiber operators to transform operations and deliver an exceptional subscriber experience that drives long-term subscriber loyalty.

Reliably deploy fiber anywhere
Harmonic is empowering fiber service providers to expand their service footprint and capture new market share in lower-density and rural areas that were previously considered too costly or high-risk.

  • Harmonic's new Pearl-1XL R-OLT module integrates eight Combo PON (GPON/XGS) ports and is housed in an innovative new outdoor node purpose-built for demanding outside plant environments. It directly addresses remote infrastructure challenges such as power constraints and uplink reliability, enabling more dependable service delivery in hard-to-reach locations. Delivered at a fraction of the cost of traditional outdoor cabinets, the solution lowers upfront and ongoing costs, accelerates fiber service roll out and enables operators to confidently expand fiber services.
  • Additionally, Harmonic's new Jetty-3 hardened remote node switch module reduces fiber utilization by up to 12x, allowing operators to do significantly more with existing infrastructure. The Jetty-3 supports 12x 25G downlinks and 2x100G uplinks, as well as high-powered long-range coherent optics, enabling operators to reach greater distances without additional fiber runs. Operators gain the ability to connect more devices, activate more services and serve more subscribers without the cost of laying additional fiber.

Simplify back-office integration across multi-vendor environments
Harmonic is bringing a new transformational back-office fiber integration solution to Fiber Connect. The platform enables fiber operators to connect, automate and unify orchestration and management across disparate multi-vendor back-office and network systems, eliminating the need for costly, time-consuming custom projects to manage fiber networks. Built on a low-code architecture, it allows operators to deploy integrations in weeks rather than months, reduce order fallout, automate service activation, provide service assurance and establish a unified operational view across the entire network. The platform works alongside Harmonic's fiber solutions, but is equally powerful deployed as a standalone offering, making it relevant for operators running any combination of network technologies and vendors.

Other Harmonic innovations at Fiber Connect 2026
Harmonic will introduce Fin-Lite and Fin-2, the newest additions to its Fin SFP based OLT family managed by the cOS™ virtualized core. Fin-Lite is optimized for cost-efficient GPON deployments, while Fin-2 brings Combo PON (GPON/XGS-PON) capability to the same port — enabling operators to serve subscribers without duplication. The Fin family's pay-as-you-grow model preserves a clear upgrade path to 50G PON and beyond.

Harmonic is also contributing thought leadership to key industry discussions at Fiber Connect. Hy Huynh, vice president of fiber products, will take the stage to share strategies for MDU deployment success during the panel "Actionable Blueprints for Practical, Scalable, and Repeatable MDU Deployment Plans" on Tuesday, May 19 at 8:00 a.m.

To learn more about Harmonic's innovations and schedule a meeting at Fiber Connect 2026, May 18-19, in booth 719 in Kissimmee, Florida, visit www.harmonicinc.com/events/fiber-connect.

Harmonic's market-leading cOS platform powers next-generation broadband services through nearly 41 million CPE devices worldwide for leading operators in North America, Europe, Latin America and Asia. To learn more about Harmonic's fiber solutions, visit www.harmonicinc.com/broadband/solutions.

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, 2025, 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 for Fiber Connect 2026 on May 18-19?

Harmonic announced AI-powered network intelligence, new remote OLT hardware and a low-code back-office integration platform. According to the company, these aim to lower deployment costs, extend service to hard-to-reach locations, and speed multi-vendor operations at scale.

How does the Jetty-3 remote node affect fiber usage for HLIT customers?

The Jetty-3 can reduce fiber utilization by up to 12x while supporting multiple high-speed links. According to the company, it supports 12x25G downlinks, 2x100G uplinks and long-range coherent optics to reach farther without new fiber.

What capabilities does the Pearl-1XL R-OLT module from Harmonic (HLIT) provide?

Pearl-1XL houses eight Combo PON ports (GPON/XGS) in a purpose-built outdoor node for remote sites. According to the company, it targets power and uplink reliability challenges and lowers cabinet costs for rural and low-density rollouts.

What does Harmonic say about its back-office integration platform and timelines?

The low-code back-office platform connects multi-vendor systems and automates orchestration, with integrations deployable in weeks rather than months. According to the company, it reduces order fallout, automates activations and provides unified operational views across networks.

Do Harmonic's new Fin-Lite and Fin-2 OLTs support future upgrades for HLIT networks?

Yes. Fin-Lite is optimized for cost-efficient GPON and Fin-2 adds Combo PON (GPON/XGS-PON) on the same port. According to the company, the Fin family follows a pay-as-you-grow model with an upgrade path toward 50G PON and beyond.