Harmonic sells broadband access infrastructure — primarily software and hardware — to cable and telecom operators. The company's core product is cOS, a cloud-native, software-based platform that allows operators to run their cable or fiber networks on commodity servers rather than proprietary hardware. cOS supports both DOCSIS (cable) and fiber-to-the-home (FTTH) networks, and a key selling point is that both can run simultaneously on the same platform and physical node infrastructure. On the hardware side, Harmonic sells distributed access architecture (DAA) nodes and optical line termination (OLT) equipment, manufactured by third-party contract manufacturers. Harmonic also offers cOS Central, a SaaS subscription bundling support and network management analytics. Harmonic's revenue mix includes hardware sales, software licenses (recognized when subscribers are activated), and recurring services, which represent roughly 16% of broadband revenue. Margins are heavily driven by product mix — software-heavy quarters generate meaningfully higher gross margins than hardware-heavy ones. Comcast alone represented 54% of broadband revenue in FY25, making customer concentration a key risk. Harmonic recently agreed to sell its Video business to MediaKind for ~$145M, after which Harmonic will be a pure-play broadband company. Growth priorities include ramping DOCSIS 4.0 deployments, expanding into fiber, diversifying the customer base beyond the two largest MSOs, and growing recurring SaaS and AI-driven network intelligence services.