Harmonic’s broadband infrastructure business recorded a surge in Q1 2026 order volumes as service providers advanced network upgrades. The company reported increased shipments of video distribution modules and edge processing hardware, driven by robust demand for streaming and next-generation connectivity.

Extended lead times for critical components, including application-specific integrated circuits and optical transceivers, delayed several customer deliveries. Leadership warned that these supply chain headwinds may weigh on gross margins and delivery schedules through mid-2026, and outlined initiatives to diversify sourcing and build strategic inventory.