After announcing the deployment of the first virtual converged cable access platform (CCAP) with Swedish operator Com Hem earlier this month, Harmonic said it now has its CableOS product involved in a dozen “revenue-generating” deployments and advanced field trials around the globe.
The customer tally is up from the 10 operators that Harmonic disclosed in late October, the last time it reported quarterly earnings.
“We're also starting to make inroads with smaller and mid-sized operators like Com Hem and these newer go-to-market efforts yielded two additional new customer wins in the fourth quarter,” Harmonic CEO Patrick Harshman said during the cable tech vendors fourth-quarter conference call this week. (Transcript provided by Seeking Alpha.) “Putting it all together, we currently have over 12 CableOS revenue-generating deployments and advanced field trials underway worldwide.”
The deployment of CableOS is being watched carefully in the cable industry, as operators move to software-based tools that require less space, power and cooling.
Reporting Harmonic’s highest quarterly revenue in several years at $101 million, Harshman also used the opportunity to broaden the perceived CableOS market.
“Not there has been some misperception among the investment community that CableOS is targeted exclusively at new so-called Distributed Access Architecture or DAA applications,” Harshman said. “While it's certainly true where the CableOS really shines in DAA scenarios ... it's also true that CableOS is now the most powerful centralized DOCSIS 3.1 CCAP solution in the market today."
“Indeed, Com Hem is deploying our CableOS solution in a traditional centralized architecture with CableOS software running on servers located just with the replaced legacy hardware based CMTS is used to be,” Harshman added. “The success of this hardware to software swap-out upgrade at scale is clearly very important in validating case study milestone for the industry.”