Harmonic says 2 Tier 1 operators have purchased its virtualized CableOS platform

Two businessmen shaking hands in a hallway

Harmonic says that two of the world’s top five cable companies have purchased its software-based CCAP solution, CableOS, and that 10 have the product in field trials.

“The number of CableOS commercial deployments in advance field trials has now expanded to include over 10 leading cable operators around the globe,” said Harmonic President and CEO Patrick Harshman, speaking Monday during the company’s third-quarter earnings call. (A transcript of the event was provided by Seeking Alpha.)

“These deployments span centralized and distributed architectures and are decisively proving out the operational feasibility and benefits associated with our virtualized solution,” Harshman said. “The largest of these deployments is now delivering DOCSIS services to over 40,000 paying high-speed data subscribers, demonstrating the scalability, liability, and real-world interoperability of the platform.”

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Harshman said that two Tier 1 operators have bought the virtualized product. 

“We’ve now received purchase orders from two of the top five global cable operators and grown our CableOS backlog to over $20 million,” he said. “For this backlog, its only the tip of the iceberg in terms of the overall opportunity, if nonetheless real money that speaks to the real confidence influential customers are placing in CableOS and Harmonic.”

Harmonic expects the product to generate $100 million in sales in 2018.

Introduced in September 2016 and featuring a software-based CMTS core server and full-spectrum DOCSIS 3.1 Remote PHY systems, CableOS Core software runs on 1-RU COTS Intel processor-based servers in a headend, hub or data center.

CableOS enables the migration to gigabit capacity and attempts to resolve operators’ space and power constraints in the headend and hub.

For the third quarter, Harmonic reported revenue of $91.6 million, just above guidance. 

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