Aurora Networks, a business of Vistance Networks, has secured Europe's first large-scale unified DOCSIS 4.0 deployment with Ziggo, alongside Comcast field trials, the company said after showcasing an expanded DOCSIS 4.0 and 50G PON portfolio at SCTE TechExpo26 in Atlanta. The Ziggo rollout uses Aurora's DAA, vCCAP Evo and ServAssure NXT, and is described as the first large-scale unified DOCSIS 4.0 deployment in Europe. Vistance Networks' narrative projects $2.4 billion in revenue and $89.6 million in earnings by 2029, requiring 7.6% yearly revenue growth and an earnings decrease of $165.8 million from $255.4 million today. That forecast yields a $23.12 fair value, a 273% upside to the current price. Some analysts are more optimistic, assuming revenue could reach about US$2.5 billion with earnings near US$79 million, while warning that intense hardware commoditization might squeeze margins.
Vistance Networks, Inc.Aurora Networks, a Vistance business, secured Europe's first large-scale unified DOCSIS 4.0 deployment with Ziggo.
Comcast CorpComcast is mentioned only as conducting DOCSIS 4.0 field trials with Aurora, not as the deal's subject.
