Harmonic Inc. announced a slate of new fiber products and an AI‑powered network operations platform that will be showcased at the FTTH Conference in London. The lineup includes the Fin OLT, Ripple modular nodes, Wharf and Pier high‑density OLT shelves, and the low‑power Oyster node, all designed to support a wide range of densities, speeds, and extended reach. The company also introduced an open ONT framework that lets service providers choose the customer premises equipment that best fits their network strategy, and a proactive AI platform that shifts broadband operations from reactive monitoring to intelligence‑driven performance.
The announcement comes as Harmonic accelerates its transition to a pure‑play broadband company after selling its video division to MediaKind for $145 million. By concentrating on fiber infrastructure and software‑centric solutions, Harmonic aims to capture growing demand for high‑speed internet and to strengthen its competitive moat in the broadband market.
Harmonic’s Q4 2025 results highlighted the challenges of the transition. Revenue fell 42.6 % year‑over‑year to $53.02 million, largely because the divestiture of the video business removed a significant revenue stream. Earnings per share were $0.06, missing the consensus estimate of $0.07, a miss of $0.01 or about 14 %. The company guided for Q1 2026 EPS of $0.110–$0.120 and for FY 2026 EPS of $0.460–$0.630, signaling confidence that the new fiber and AI offerings will drive future growth.
Nimrod Ben‑Natan, Harmonic’s president and CEO, said the divestiture “will simplify our operating model and align all of our resources to unlock growth opportunities in the expanding broadband infrastructure market.” Stefan Meier, vice president of broadband sales in Europe, added that “fiber deployments are accelerating across Europe, and operators need solutions that boost deployment velocity, reduce costs, and enable data‑driven, intelligent operational decision‑making.”
Analysts have set a consensus EPS estimate of $0.07 for the quarter, and the company’s guidance represents a modest upside over the current estimate. While the revenue decline underscores headwinds from the video business exit, the new fiber portfolio and AI platform are positioned to generate incremental revenue and margin expansion as operators upgrade their networks.
Overall, Harmonic’s product launch and strategic shift signal a clear focus on high‑growth broadband infrastructure, but the company’s recent financial performance highlights the short‑term impact of the divestiture. Investors will likely weigh the potential upside of the new fiber solutions against the current revenue and earnings challenges.
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