TX Fiber Launches Next-Generation Fiber Network Across South Texas with Vecima XGS-PON Deployment

• The most recent release (May 11, 2026) details a deployment of Vecima's Entra XGS-PON Solution by TX Fiber in South Texas.
• This deployment provides symmetrical multi-gigabit internet service to residential and business customers across the Rio Grande Valley.
• Technology includes Entra vPON Manager and EXS1610-XGS Shelf, supporting 10G services with backward compatibility.
• Expansion plans indicate continued XGS-PON footprint growth across South Texas communities throughout 2026 and 2027.
• This follows a pattern of operational updates seen in March (Dell'Oro Market Share Leadership) and February (Q2 FY26 Financial Results).

• The TX Fiber announcement is incremental validation rather than a material shift in fundamentals.
• It confirms the execution of the fiber strategy previously highlighted in the March 19, 2026 Spectrum partnership announcement.
• Compared to the Q2 FY26 results (Feb 12, 2026) which showed revenue growth and EBITDA turnaround, this news does not alter financial guidance or projections materially.
• The market likely priced in fiber deployment momentum following the major Tier-1 MSO agreements announced in March; therefore, this specific regional deal is routine execution.
• No new strategic investors (e.g., Sprott, Lundin) are mentioned, and no M&A activity is indicated to qualify as a game changer.

• Vecima Networks Inc. provides broadband access solutions including Remote OLTs, DOCSIS 4.0 devices, and cloud-native management software.
• Flagship Project: The Entra DAA (Distributed Access Architecture) platform, specifically the SF-4X Remote Optical Line Terminal and ERM422 Remote PHY Device.
• Technology Focus: Migration paths to 50G-PON and DOCSIS 4.0 for cable operators and fiber providers.
• Market Position: Ranked #1 globally in PON Remote OLTs by Dell'Oro Group for five consecutive years (as of March 2026).