Harmonic Inc. announced a partnership with Taiwan’s KBRO to expand its next‑generation broadband access network using Harmonic’s fiber‑on‑demand solution powered by the company’s cOS virtualized broadband platform. The architecture enables KBRO to activate advanced fiber services directly from existing Harmonic Oyster Remote‑PHY nodes, eliminating redundant infrastructure and aligning network expansion with revenue‑generating demand.
The solution supports KBRO’s DOCSIS high‑split modernization strategy and enables XGS‑PON deployment for multi‑gigabit speeds across its footprint, demonstrating the scalability of Harmonic’s software‑centric approach and reinforcing the company’s strategy to grow its broadband portfolio beyond North America.
The partnership extends Harmonic’s presence in the APAC market and represents a significant customer win that underpins Harmonic’s broader expansion into international fiber deployments. It positions KBRO to accelerate fiber deployment in Taiwan, potentially increasing its subscriber base and market share.
Harmonic missed Q4 2025 earnings, reporting $0.06 EPS versus $0.10 expected, and revenue fell 42.6% year‑over‑year. For Q1 2026, management guided $0.110–$0.120 EPS and $100 million–$105 million revenue, below consensus estimates. The company is also in the process of divesting its video business, expected to close in Q2 2026, as part of its transformation to a pure‑play broadband provider.
PK Lee, Vice President of Engineering at KBRO, said: "We see the future of the broadband market in Taiwan to be defined by fiber‑deep innovation and scalable infrastructure. Our focus is on providing outstanding broadband experiences to our customers while managing our investments responsibly. Expanding our partnership with Harmonic enables us to deploy fiber where demand is strongest and efficiently deliver next‑generation broadband speeds across our network." Jeffrey Glahn, Senior Vice President, Global Sales at Harmonic, remarked: "KBRO continues to demonstrate strong leadership in advancing broadband infrastructure in a competitive market. At Harmonic, our goal is to provide broadband service providers with a practical path to expand fiber strategically and efficiently. KBRO implementation of Harmonic's fiber‑on‑demand architecture in the APAC market reinforces our expanding presence in global fiber modernization initiatives. We are proud to support KBRO's continued network evolution and long‑term growth."
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