Vistance Networks (VISN)
Builds Aurora broadband-access, video and security infrastructure for cable and telecom operators.
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Sells Aurora Networks broadband-access, video, security and cloud infrastructure to cable and telecom operators. The portfolio supports both established hybrid fiber-coax networks and newer distributed and fiber architectures, while revenue depends on concentrated service-provider spending.
Supplies broadband-access and video-delivery infrastructure to cable, telephone and other facility-based service providers through the Aurora Networks business. The portfolio spans CMTS and CCAP platforms, distributed-access devices, optical nodes, passive optical networking, video processing and delivery, public-key infrastructure, transmission equipment and cloud-based network tools.
Combines installed-base hardware with virtualized and fiber-access products, helping operators expand hybrid fiber-coax networks, move processing closer to subscribers or migrate toward PON while retaining existing assets. Most sales come from U.S. customers, with additional business across Europe, Asia-Pacific, Canada and Latin America.
After completing the RUCKUS sale, continuing operations center on Aurora. Results depend on service-provider capital spending and a concentrated customer base, while delivery relies on component availability and a limited group of suppliers and contract manufacturers.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| May 1, 2026 | Northland Securities | Target | Target: — | Target: $17 |
| Aug 7, 2025 | B of A Securities | Upgrade | ||
| Aug 5, 2025 | Morgan Stanley | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $113.6M · Total debt $39.4M · Total assets $3.50B · Shareholders' equity $2.51B
- Revenue
- $319.6M
- Operating income
- −$1.0M
- Net income
- $295.2M
HistoryDividendAnnual yield
| Insiders | 5.43% | 12.26M shares | |
|---|---|---|---|
| 13 holders · as of Sep 4, 2026 | |||
| Other | 94.57% | 213.31M shares | |
| remainder | |||
225.57M company shares as of Aug 21, 2026 · holders as of their latest filing
The share count has not been confirmed by a second filing; stakes use it as it stands.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Charles L. TreadwayInsiderdirector, officer: President and CEO | 2.72% | 6.15M | filed Feb 26, 2026 |
Kyle David LorentzenInsiderofficer: EVP & CFO | 0.91% | 2.06M | filed Feb 26, 2026 |
Claudius E. IV WattsInsiderdirector | 0.60% | 1.35M | filed Jun 3, 2026 |
Guy SucharczukInsiderofficer: SVP & Pres., Aurora Networks | 0.31% | 693,763 | filed Feb 26, 2026 |
Bartolomeo GiordanoInsiderofficer: SVP & Pres., RUCKUS Networks | 0.24% | 548,621 | filed Feb 26, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 2, 2026 | L. William Krause | director | −23,864 | $6.27 |
| Aug 28, 2026 | L. William Krause | director | −176,136 | $6.75 |
| Aug 10, 2026 | Charles A. Gilstrap | officer: SVP, Treasury, Tax & CAO | +10,000 | $10.75 |
- Harmonic
Direct Aurora challenger in virtualized broadband access.
- Cisco Systems
Broad overlap in RUCKUS Wi-Fi/switching and cable CCAP.
- Hewlett Packard Enterprise
Aruba and Mist contest RUCKUS wireless, switching, and AIOps.
- Extreme Networks
Cloud networking peer across WLAN, switching, and venues.
- Ubiquiti
Lower-cost UniFi overlaps in Wi-Fi, switching, and gateways.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Vistance Networks | $6.46 | −0.23% | $1.46B | 7.0 | 9.2 | 0.5 | −77.0% |
| Harmonic | $11.20 | −1.07% | $1.23B | — | 16.6 | 2.5 | −3.3% |
| Cisco Systems | $104.60 | −6.15% | $439.31B | 33.5 | 20.4 | 6.9 | +17.6% |
| Hewlett Packard Enterprise | $60.71 | −1.68% | $81.78B | 32.2 | 13.3 | 2.0 | +33.5% |
| Extreme Networks | $21.94 | −3.46% | $2.97B | 73.5 | 16.8 | 2.3 | +10.3% |
| Ubiquiti | $574.79 | −1.94% | $35.48B | 37.0 | 32.5 | 10.8 | +23.5% |
| Median | 35.2 | 16.8 | 2.5 | +17.6% |