en.Wedoany.com Reported - Vistance is transforming into a cable industry supplier through a series of asset sales, with the sale of its RUCKUS division to Belden nearing completion for $1.8 billion.

This sale is not Vistance's only divestiture. In January, the company also completed the sale of its Connectivity and Cable Solutions (CCS) business to Amphenol and launched the new Vistance Networks brand, focusing on broadband access and Wi-Fi.

Chuck Treadway, President and CEO of Vistance Networks, told investors on the first-quarter earnings call that after selling RUCKUS, the company will retain only the Aurora business. He added that the company is exploring ways to enhance the value of its business serving cable MSO customers. "With the announcement of the RUCKUS transaction, we are excited to focus our attention on maximizing the value of Aurora, including exploring acquisitions, mergers, and investments in new technologies that will take us well beyond the DOCSIS 4.0 upgrade cycle." Taking cues from cable customers who desire supplier stability and scale, Treadway stated that the company would consider "value-added acquisitions that can provide us with product or customer expansion."

A key focus of Vistance's Aurora Networks brand is helping its cable MSO customers advance DOCSIS 4.0 deployments and beyond. Vistance continues to solidify its position as a Comcast supplier through the deployment of FDX amplifiers. The DOCSIS 4.0 FDX network upgrade enables Comcast to deliver symmetrical multi-gigabit speeds across multiple CPE devices and supports significantly increased ingest capacity. Treadway said the company has shipped over 500,000 FDX amplifiers since the beginning of 2025. "We continue to make progress on our next-generation ESD DOCSIS 4.0 amplifier portfolio, which is currently shipping to multiple large North American MSOs. We expect shipments to increase in the coming quarters, and these products will continue to ship for several years." He added that Vistance is also making progress on unified products, with product launches expected in the second quarter and shipments beginning in the second half of this year. "The unified node allows our customers to choose between 1.8 GHz ESD and FDX technology in a single device. The unified amplifier has begun lab testing, and we expect to start shipping in early 2027."

Vistance is also making progress with Germany's Vodafone on the vCCAP solution. In March 2026, HUBER+SUHNER and Aurora Networks announced they helped Vodafone Germany deploy a live distributed access architecture and virtual CMTS technology, upgrading its cable network using existing HFC infrastructure. The network upgrade includes Aurora Networks' cloud-native vCCAP Evo, paving the way for DOCSIS 4.0. "This deployment demonstrates the flexibility of our standards-based solutions to best meet the unique requirements of multiple operator environments," Treadway said. But Vistance is not solely focused on DOCSIS 4.0; it continues to develop next-generation PON products. As part of this effort, it established a partnership with a Tier 1 CALA customer focused on evolving its access and core networks by deploying Vistance's VistvBNG Evo and PON Evo Series 200 remote optical line terminals (OLTs). Treadway noted, "They are migrating to a fiber-to-the-home access architecture based on GPON and XGS-PON technology, adopting the Aurora PON Evo Series 200 remote OLT, which has been deployed in some of the largest CALA regions, providing residential and commercial broadband services."

Vistance's initiatives with cable customers highlight a trend in 2026 where the cable industry is increasing funding for upgrades. As cable operators expand their DOCSIS 4.0 deployments, a report from Dell'Oro Group found they accelerated spending on DAA equipment by 40%. Tier 1 North American cable operators resumed spending on DAA equipment as part of their DOCSIS 4.0 network evolution strategy, while also accelerating purchases of residential Wi-Fi 7 routers and gateways to support their multi-gigabit service tiers. "Cable operators paused spending on DAA equipment in 2025 as they awaited upgraded platforms using unified DOCSIS 4.0 chipsets," said Jeff Heynen, Vice President at Dell'Oro Group. He added, "With these platforms available, U.S. cable operators are rapidly advancing their network evolution strategies and entering a relatively capital-intensive phase." Overall, Dell'Oro Group found that the broadband access equipment market reached $4.4 billion in the first quarter of 2026, up 2% year-over-year but down 8% from the fourth quarter of 2025.

Vistance reported net sales from continuing operations of $471.8 million for the first quarter of 2026, up 21.6% year-over-year, driven by growth in net sales from both the Aurora and RUCKUS segments. Net sales increased in all regions except the Caribbean and Latin America (CALA) and Canada. Aurora Networks posted first-quarter net sales of $298 million, up 33% year-over-year, with adjusted EBITDA growing 32%. Treadway said Aurora's "growth was primarily due to the continued deployment of our DOCSIS 4.0 amplifier and node products." Similarly, Ruckus saw growth in the quarter, with revenue of $173.4 million, up 6.3% year-over-year. Kyle Lorentzen, Executive Vice President and CFO of Vistance Networks, stated: "Core RUCKUS net sales were $173 million, up 14% from the first quarter of 2025, driven by market demand and our go-to-market and vertical initiatives." Earnings from continuing operations for the first quarter of 2026 were $231.7 million, or $1.02 per share, down from earnings from continuing operations of $341.1 million, or $1.50 per share, in the same period last year.

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