View ValuationHarmonic 将来の成長Future 基準チェック /46Harmonicは、50.1%と11.7%でそれぞれ年率50.1%で利益と収益が成長すると予測される一方、EPSはgrowで49.3%年率。主要情報50.1%収益成長率49.28%EPS成長率Communications 収益成長17.1%収益成長率11.7%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日15 Jun 2026今後の成長に関する最新情報お知らせ • May 13Harmonic Inc. Raises Earnings Guidance for the Full Year 2026Harmonic Inc. raised earnings guidance for the full year 2026. For the period, the company expects net revenue of $475 million to $495 million, Operating Profit $64 million to $78 million, net income of $40 million to $50 million and Net Income per share of $0.36 to $0.45.お知らせ • May 12Harmonic Inc. Provides Earnings Guidance for Second Quarter of 2026Harmonic Inc. provided earnings guidance for second quarter of 2026. For the period, the company expects net revenue of $115 million to $125 million, Operating Profit $18 million to $23 million, net income of $11 million to $15 million and Net Income per share of $0.10 to $0.14.お知らせ • Feb 20Harmonic Inc. Provides Earnings Guidance for the First Quarter 2026 and Full Year 2026Harmonic Inc. provided earnings guidance for the first quarter 2026 and full year 2026. For the quarter, the company reported revenue of $100 million to $105 million; Income from operations of $7 million to $9 million; Income from Continuing Operations of $4 million to $5 million; Diluted earnings per share of $0.04 to $0.04. For the year, the company reported revenue of $440 million to $480 million; Income from operations of $46 million to $71 million; Income from Continuing Operations of $30 million to $48 million; Diluted earnings per share of $0.27 to $0.43.お知らせ • Nov 04Harmonic Inc. Announces Unaudited Earnings Guidance for Fourth Quarter 2025Harmonic Inc. announced Unaudited earnings guidance for fourth quarter 2025. For quarter the company expects the Total GAAP Net revenue of $133 million to $147 million, Net income of $5 million, and net income per share of $0.04.お知らせ • Jul 29Harmonic Inc. Provides Earnings Guidance for the Third Quarter of 2025Harmonic Inc. provides earnings guidance for the third quarter of 2025. For the third quarter of 2025, the company expects net revenue of $120 million to $135 million, net income of negative $4 million to no net loss and net loss per share of negative $0.04 to no net income per share, income from operations of negative $5 million to $3 million.お知らせ • Oct 29Harmonic Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024Harmonic Inc. provided earnings guidance for the fourth quarter and full year 2024. For the quarter, the company expected net revenue of $205 million to $220 million. Net income of $30 million to $36 million. Net income per share of $0.26. to $0.31. For the year, the company expected net revenue of $662 million to $677 million. Net income of $31 million to $37 million. Net income per share of $0.27 to $0.32.すべての更新を表示Recent updatesお知らせ • Jun 19Harmonic Inc. Announces Resignation of Neven Haltmayer from Senior Vice President and General Manager, Video Business, Effective June 16, 2026Harmonic Inc. announced that Neven Haltmayer resigned from his position of Senior Vice President and General Manager, Video Business, of the Company, effective June 16, 2026, in connection with the closing of the Acquisition. Mr. Haltmayer retired after 20 years of service at the Company.Buy Or Sell Opportunity • Jun 16Now 20% undervaluedOver the last 90 days, the stock has risen 56% to €12.75. The fair value is estimated to be €15.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 7.1%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 622% in the next 2 years.Buy Or Sell Opportunity • May 29Now 20% undervaluedOver the last 90 days, the stock has risen 64% to €14.35. The fair value is estimated to be €17.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 7.1%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 622% in the next 2 years.Recent Insider Transactions • May 20Senior VP & GM of Video Business recently sold €359k worth of stockOn the 13th of May, Neven Haltmayer sold around 32k shares on-market at roughly €11.31 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €220k more than they bought in the last 12 months.お知らせ • May 13Harmonic Inc. Raises Earnings Guidance for the Full Year 2026Harmonic Inc. raised earnings guidance for the full year 2026. For the period, the company expects net revenue of $475 million to $495 million, Operating Profit $64 million to $78 million, net income of $40 million to $50 million and Net Income per share of $0.36 to $0.45.お知らせ • May 12Harmonic Inc. Provides Earnings Guidance for Second Quarter of 2026Harmonic Inc. provided earnings guidance for second quarter of 2026. For the period, the company expects net revenue of $115 million to $125 million, Operating Profit $18 million to $23 million, net income of $11 million to $15 million and Net Income per share of $0.10 to $0.14.お知らせ • May 08Harmonic Inc Announces Latest Broadband InnovationsHarmonic Inc. announced its latest broadband innovations for ANGA COM 2026, highlighting its vision for a new era of connectivity defined by exceptional subscriber experiences, intelligent automation and flexible evolution across fiber and DOCSIS networks. Powered by Harmonic's cOS virtualized broadband platform and a robust ecosystem of network devices, these innovations enable operators to deliver reliable, low-latency multi-gigabit connectivity while maximizing the value of existing infrastructure and creating practical pathways to both DOCSIS evolution and fiber expansion. Harmonic will showcase several innovations at ANGA COM that empower broadband service providers to leverage proactive, AI-driven network operations. Harmonic will showcase a new AI-powered network operations intelligence solution that enables broadband operators to shift from reactive maintenance to proactive performance. Harmonic's approach augments decision making with data-powered insights that allow service providers to transform operations and deliver an exceptional subscriber experience. Harmonic's Beacon intelligent speed maximizer (ISM) application for DOCSIS networks improves spectrum efficiency and optimizes bandwidth utilization to deliver faster, more consistent service to every subscriber, regardless of network conditions. Harmonic's Pathfinder complements Beacon ISM to boost upstream service quality by dynamically allocating bandwidth for faster performance and greater per-subscriber capacity. These innovative solutions maximize broadband network efficiency and empower service providers to deliver consistently high-quality connectivity experiences. Harmonic's fiber solutions support operators' unique fiber roll out strategies that bring dependable multi-gigabit services to any location. Harmonic's new Pearl-1XL R-OLT module integrates eight Combo PON (GPON/XGS) ports and is housed in an outdoor node purpose-built for demanding outside plant environments. The solution addresses remote infrastructure challenges such as power constraints and uplink reliability. Harmonic's new Fin-Lite and Fin-2 adds to the company's Fin SFP based OLT family managed by the cOS virtualized core. Harmonic will demonstrate 50G PON capabilities powered by the cOS core. Harmonic's Open ONT framework empowers operators to choose the CPE that best aligns with their network strategy for greater flexibility and long-term agility. Harmonic's cOS broadband platform enables seamless network upgrades to DOCSIS 4.0 that enable operators to deliver competitive multi-gigabit services while extending the life of existing infrastructure. The cOS platform simplifies the monitoring and management of smart amplifiers, speeding up RCA and proactively reducing service impacting issues. Harmonic's SeaStar optical node enables efficient fiber-grade connectivity in brownfield lower-density MDUs. The SeaStar node enables broadband operators to capture new market share by delivering multi-gigabit connectivity without costly infrastructure changes, complex permits and service delays.お知らせ • May 02Harmonic Inc Unveils Game-Changing Innovations At Fiber Connect 2026Harmonic announced it will showcase major innovations at Fiber Connect 2026 that empower fiber service providers to proactively manage network operations at scale, extend reliable fiber deployment to any location and eliminate complex back-office integrations across multi-vendor and multi-system environments. Addressing key fiber industry challenges, these Harmonic innovations enable operators to act before network problems arise, scale without operational bottlenecks and expand into new markets — driving stronger performance, lower costs and boosted growth. At Fiber Connect 2026, Harmonic will showcase a new game-changing AI-powered network operations intelligence solution that enables fiber service providers to radically shift from reactive maintenance to proactive performance. Harmonic's approach augments decision making with data-powered insights that allow fiber operators to transform operations and deliver an exceptional subscriber experience that drives long-term subscriber loyalty. Harmonic is empowering fiber service providers to expand their service footprint and capture new market share in lower-density and rural areas that were previously considered too costly or high-risk. Harmonic's new Pearl-1XL R-OLT module integrates eight Combo PON (GPON/XGS) ports and is housed in an innovative new outdoor node purpose-built for demanding outside plant environments. It directly addresses remote infrastructure challenges such as power constraints and uplink reliability, enabling more dependable service delivery in hard-to-reach locations. Delivered at a fraction of the cost of traditional outdoor cabinets, the solution lowers upfront and ongoing costs, accelerates fiber service roll out and enables operators to confidently expand fiber services. Additionally, Harmonic's new Jetty-3 hardened remote node switch module reduces fiber utilization by up to 12x, allowing operators to do significantly more with existing infrastructure. The Jetty-3 supports 12x 25G downlinks and 2x100G uplinks, as well as high-powered long-range coherent optics, enabling operators to reach greater distances without additional fiber runs. Operators gain the ability to connect more devices, activate more services and serve more subscribers without the cost of laying additional fiber. Harmonic is bringing a new transformational back-office fiber integration solution to Fiber Connect. The platform enables fiber operators to connect, automate and unify orchestration and management across disparate multi-vendor back-office and network systems, eliminating the need for costly, time-consuming custom projects to manage fiber networks. Built on a low-code architecture, it allows operators to deploy integrations in weeks rather than months, reduce order fallout, automate service activation, provide service assurance and establish a unified operational view across the entire network. The platform works alongside Harmonic's fiber solutions, but is equally powerful deployed as a standalone offering, making it relevant for operators running any combination of network technologies and vendors. Harmonic will introduce Fin-Lite and Fin-2, the newest additions to its Fin SFP based OLT family managed by the cOS™ virtualized core. Fin-Lite is optimized for cost-efficient GPON deployments, while Fin-2 brings Combo PON (GPON/XGS-PON) capability to the same port — enabling operators to serve subscribers without duplication. The Fin family's pay-as-you-grow model preserves a clear upgrade path to 50G PON and beyond. Harmonic is also contributing thought leadership to key industry discussions at Fiber Connect. Hy Huynh, vice president of fiber products, will take the stage to share strategies for MDU deployment success during the panel "Actionable Blueprints for Practical, Scalable, and Repeatable MDU Deployment Plans" on Tuesday, May 19 at 8:00 a.m. Harmonic's market-leading cOS platform powers next-generation broadband services through nearly 41 million CPE devices worldwide for operators in North America, Europe, Latin America and Asia.お知らせ • Apr 27Harmonic Inc., Annual General Meeting, Jun 04, 2026Harmonic Inc., Annual General Meeting, Jun 04, 2026.お知らせ • Apr 21Harmonic Inc. to Report Q1, 2026 Results on May 11, 2026Harmonic Inc. announced that they will report Q1, 2026 results After-Market on May 11, 2026お知らせ • Apr 20Harmonic Inc Enables Directv To Reimagine Nationwide Dth ServiceHarmonic Inc. announced that DIRECTV is transforming its U.S. direct-to-home (DTH) video platform with Harmonic's VOS Media Software. Powering DIRECTV's playout-to-delivery workflow, Harmonic's cloud-native software reduces operational costs while enabling scalable, exceptional-quality video delivery for the service provider's vast array of linear channels. Harmonic's VOS Media Software replaces siloed systems with a unified, software-based platform. By centralizing advanced playout, ad insertion, branding and media processing, operations are simplified and a scalable foundation is built. Harmonic's VOS Media Software enables a complete playout-to-delivery workflow for DIRECTV running in its private data center. The Harmonic solution handles ingest, advanced playout, ad insertion, branding, premium encoding and statistical multiplexing for the delivery of broadcast-quality linear channels via satellite distribution. VOS Media Software's playout capabilities support ad insertion across DIRECTV's high-value linear and occasional-use channels — including live events and pay-per-view programming — boosting monetization. DIRECTV's internal automation, storage and monitoring systems are integrated directly with Harmonic's APIs, enabling seamless control of scheduling, automation and channel operations. Harmonic's AI-driven encoding and advanced compression solution positions DIRECTV to deliver exceptional video experiences to viewers across their linear channels, optimizing quality while minimizing bandwidth usage and operational costs. Harmonic will showcase its VOS Media Software at the 2026 NAB Show, April 19-22, in Las Vegas in booth W2831.お知らせ • Apr 14Harmonic Inc Introduces Breakthrough AI Orchestration Service for Live Video WorkflowsHarmonic announced a breakthrough new AI orchestration service that enables broadcasters, streamers and service providers to seamlessly integrate AI applications into live video workflows with broadcast-grade reliability and security. The service empowers media companies to efficiently and securely enhance their workflows with best-of-breed AI applications developed by Harmonic and its trusted partners. The service aggregates, orchestrates, maintains and updates AI applications implemented by Harmonic and best-in-class partners. Through a unified interface, service providers can easily configure, schedule and activate AI applications dynamically for simpler, more cost-effective operations. The service coordinates AI-based processing for live content, synchronizes outputs across multiple AI engines and ensures seamless failover through built-in redundancy mechanisms. Available as a stand-alone SaaS offering, the orchestration service supports a suite of AI-driven applications, including real-time audio translation and transcription, dubbing and localization, automated live sports highlight generation, scene-level metadata generation, ad-break detection and in-stream ad triggering. The service works natively with Harmonic's full suite of media processing solutions including VOS®360 Media SaaS, VOS Media Software, XOS media processor and Spectrum™ X Plus. Harmonic's AI orchestration service offers media companies a host of benefits, including: Unified Governance: Service providers can manage multiple AI vendors from a single, secure control plane. Synchronized Processing: Precise alignment of AI outputs across multiple engines enables media companies to deliver frame-accurate broadcast and streaming services. Built-in Redundancy: Seamless failover mechanisms, combined with security and health monitoring for AI tasks, help service providers prevent on-air disruptions. Dynamic Scheduling: Service providers can effortlessly schedule and activate AI applications on a per live event basis. By unifying multiple AI applications into a single platform, the AI orchestration service enables media companies to avoid costly integration cycles and rip-and-replace upgrades as AI technologies evolve. Ultimately, the service accelerates time to market for new AI-powered offerings by eliminating the need for complex integrations and repeated platform migrations. Harmonic will demonstrate its innovative AI orchestration service at the 2026 NAB Show, April 19-22, in Las Vegas in booth W2831.お知らせ • Apr 09Harmonic Inc Announces Significant Advances to Hybrid Streaming SolutionHarmonic Inc. announced significant advances to its award-winning hybrid streaming solution that simplify video operations, minimize total cost of ownership and enable next-generation streaming across on-premises and cloud environments. Featuring Model Context Protocol (MCP) standard for AI applications connectivity, cloud-native deployment on Red Hat OpenShift and intelligent video asset orchestration, the Harmonic hybrid streaming solution unlocks new efficiencies for service providers. Harmonic's hybrid streaming solution features the industry's first AI-agent connectivity platform purpose-built for video streaming operations. Featuring standardized MCP connectivity, centralized control and unified access to operational data, the solution enables service providers to integrate their own AI agents with Harmonic's central management technology to build capabilities such as root cause analysis, self-healing, cost optimization and intelligent asset movement — transforming operations. Harmonic's VOS Media Software is a comprehensive video platform optimized for the Red Hat OpenShift platform, currently deployed with an industry-leading European service provider. The hybrid streaming solution leverages VOS software to support the entire video workflow. This is architected as containerized microservices that utilize OpenShift's orchestration, advanced security and scaling capabilities. Harmonic's hybrid streaming solution on OpenShift addresses both broadcast and OTT applications on a single unified platform, enabling service providers to quickly launch services including premium live streaming, time-shift TV, network DVR and targeted ad insertion. Harmonic's hybrid streaming solution features intelligent, policy-driven orchestration of video content across hybrid infrastructure. The solution analyzes content access patterns and automatically moves VOD and network PVR assets across storage tiers based on demand, performance requirements and cost-optimization policies. By uniquely combining origin heat analysis with policy-driven asset migration, it enables service providers to simplify operations with centralized visibility, eliminate manual asset management and reduce storage costs. Harmonic will demonstrate its enhanced hybrid streaming solution at the 2026 NAB Show, April 19-22, in Las Vegas in booth W2831.お知らせ • Apr 08Harmonic Inc Showcases Latest Fiber Advancements and Ai-Powered Network Operations Intelligence SolutionHarmonic Inc. announced it will showcase the latest fiber advancements and AI-powered network operations intelligence solution at the FTTH Conference 2026 in London. Powered by Harmonic's cOS virtualized core and a robust ecosystem of network devices, these innovations enable operators across Europe to accelerate multi-gigabit deployments, streamline operations and build highly scalable, cost-efficient fiber broadband networks. Harmonic solutions at this year's FTTH Conference empower fiber service providers to implement proactive AI-powered network operations. Harmonic will introduce a new game-changing network operations intelligence solution at the FTTH Conference 2026. The solution shifts broadband operations from reactive monitoring to proactive, intelligence-driven performance. Harmonic's unified approach to network operations across any network, vendor and toolset enable smarter, proactive decision-making. Harmonic will highlight scalable fiber solutions designed to support any density, any speed and extended reach, helping operators build long-term broadband infrastructure. From Fin OLT, Ripple modular nodes, Wharf and Pier high-density OLT shelves for extending 10G fiber, to the low-power Oyster node, Harmonic solutions enable cost-effective scaling to meet growing demand for high-speed fiber connectivity. Harmonic's Open ONT framework empowers operators to choose the CPE that best aligns with their network strategy for greater flexibility and long-term agility. Harmonic's market-leading cOS platform powers next-generation broadband services through nearly 41 million CPE devices worldwide for operators in North America, Europe, Latin America and Asia.お知らせ • Mar 27Harmonic Inc Announces Enhancements to Sports Streaming SolutionHarmonic Inc. announced powerful new innovations that further elevate the company's sports streaming solution. The advanced capabilities enhance fan engagement, unlock new opportunities for sports content monetization and strengthen content protection. Harmonic's advanced sports streaming platform empowers sports broadcasters, pure streamers, service providers and rights holders to meet the rising demand for immersive, interactive streaming experiences while maximizing the value and security of premium live sports content. Enhancements to Harmonic's Sports Streaming Solution introduce server-side multiview, contextual metadata-driven advertising, dynamic in-stream ads and robust content protection. Harmonic's new in-house server-side multiview solution allows fans to watch multiple games or camera angles simultaneously. The new capability is compatible with any end devices, ensures synchronized playback with exceptional video quality and low latency, and can be deployed in a geo-redundant environment for maximum reliability. Through API or UI, customers can easily compose any HD or UHD multiview templates. Harmonic's live sports streaming solution now supports programmatic advertising for live sports CTV inventory in collaboration with Viant Technology and its contextual intelligence platform IRIS.TV. The solution automatically generates scene-level contextual segments, including game start and end times, score changes, and key moments, and activates it within Viant's AI-powered demand-side platform, purpose-built for CTV. This enables advertisers to bid on highly relevant sports inventory with greater precision and measurable performance outcomes. This innovation also allows publishers to monetize premium moments in real time, including unpredictable events such as overtime, maximizing the value of live sports inventory while delivering more contextually aligned advertising experiences. Server-side in-stream advertising capabilities on Harmonic's live sports streaming solution are now in production by a U.S. regional sports network. Harmonic's solution dynamically triggers ads based on real-time game moments. Already deployed during live NBA and NHL games, this capability allows sports rights holders to monetize high-action moments without interrupting the viewing experience. In-stream advertising can also be enabled on the new server-side multiview channels for further monetization. Harmonic strengthens content protection with integrated, service-based forensic watermarking, helping rights holders combat piracy at scale without added complexity. Through native integration with NAGRA NexGuard - part of NAGRAVISION's end-to-end streaming security solution - Harmonic enables watermarking as a service, delivering real-time traceability with minimal impact on latency or user experience. Harmonic has also integrated advanced solutions from Irdeto, including TraceMark watermarking with both A/B and distribution level watermarking. Together, these capabilities allow sports content owners to quickly identify and shut down illegal streams, protecting the value of premium live sports content. Harmonic will demonstrate its enhanced live sports streaming solution at the 2026 NAB Show, April 19-22, in Las Vegas in booth W2831.お知らせ • Mar 24Mk Systems Usa Inc. executed an asset purchase agreement to acquire Harmonic International GmbH, Financiere Kepler SAS, Harmonic Video Networks Ltd., and Video Business from Harmonic Inc. (NasdaqGS:HLIT) for approximately $150 million.Mk Systems Usa Inc. executed an asset purchase agreement to acquire Harmonic International GmbH, Financiere Kepler SAS, Harmonic Video Networks Ltd., and Video Business from Harmonic Inc. (NasdaqGS:HLIT) for approximately $150 million on March 20, 2025. The purchase price of $145 million in cash. In case of termination of the transaction, MK Systems USA, Inc. will pay a termination fee of $12.5 million. The transaction is subject to antitrust regulations, execution of ancillary agreements, customary regulatory approvals, and closing conditions. The expected completion of the transaction is in the second quarter of 2026. Thomas J. Malone of Davis Polk & Wardwell LLP acted as legal advisor for Mk Systems Usa Inc. Ethan P. Lutske of Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor for Harmonic Inc.お知らせ • Mar 18Harmonic Inc. Enhances XOS Advanced Media Processor To Streamline Next-Generation Broadcast DistributionHarmonic announced significant enhancements to its XOS Advanced Media Processor that lower the cost of broadcast distribution while enabling outstanding viewing experiences. The expanded capabilities to the award-winning media processor advance key broadcast industry evolutions, including the migration from C-Band satellite to Ku-Band and IP distribution, the continued rollout of ATSC 3.0 in the United States and the adoption of DTV+ in Brazil. Harmonic's XOS media processor combines advanced playout, premium encoding and broadcast delivery workflows into a single solution for broadcast distribution. The latest enhancements to the XOS media processor enable broadcasters to: Enhance the ATSC 3.0 Viewer Experience. Harmonic's XOS Advanced Media Processor supports Dolby Vision advanced HDR with look management, enabling broadcasters to optimize HDR content across display types and preserve creative intent on any screen. The XOS media processor also includes Dolby Atmos object-based audio with support for audio description and dialog enhancement, improving accessibility and allowing for more immersive viewer experiences. These innovations enable broadcasters to deliver richer NextGen TV applications while leveraging the same software-based playout-to-delivery workflow. Power Cost-Effective DTV+ Deployment. Harmonic's XOS media processor lowers the cost of DTV+ deployments by integrating playout, encoding and gateway functionality into a single appliance. The solution supports advanced codecs including VVC, LCEVC and MPEG-H audio, enabling broadcasters to deliver low-latency, high-quality video and audio experiences while optimizing bandwidth efficiency. In addition, the XOS media processor integrates ROUTE and STLTP gateway functionality for centralized management of all DTV+ parameters, further reducing deployment costs. Simplify the Transition to IP Delivery. Harmonic's XOS media processor supports traditional satellite workflows in addition to IP-based distribution using SRT or RIST together with CDN distribution while maintaining exceptional video quality and low latency. The media processor offers hybrid satellite and IP delivery, leveraging emerging standards like satellite Ku-Band downlink and RIST packet recovery over IP to help broadcasters ensure a smooth migration away from legacy satellite infrastructure while maintaining broadcast-grade service reliability for primary distribution. Harmonic will demonstrate the latest innovations to the XOS Advanced Media Processor at the 2026 NAB Show, April 19-22, in Las Vegas in booth W2831.お知らせ • Mar 06Harmonic Inc Introduces Significant Enhancements To Video Appliances And Saas SolutionsHarmonic Inc. had introduced significant enhancements to its video appliances and SaaS solutions, highlighted by a next-generation media server and new AI-driven innovations, designed to streamline video workflows and reduce operational costs. New enhancements to Harmonic's industry-leading video appliances are driving operational efficiency for broadcasters globally. At the 2026 NAB Show, Harmonic will unveil the next generation of its Spectrum X media server that dramatically simplifies video ingest and playout functions, significantly lowering the total cost per channel for broadcast delivery. Harmonic's XOS Advanced Media Processor supports broadcasters as they transition to DTV+ and ATSC 3.0 or migrate away from C-Band spectrum — offering a simplified, cost-effective, all-in-one solution on a single appliance. XOS media processor combines advanced playout, premium encoding, and DTV+ and ATSC delivery and can be deployed in headends and at affiliates. Harmonic will showcase its first large production deployment of VOS Media Software on Red Hat OpenShift, further advancing its hybrid streaming solution with central management across private and public cloud environments. Harmonic will showcase the first production deployment of server-side in-stream advertising by a U.S. regional sports network. The solution automatically triggers in-stream ads during live games, boosting monetization without interrupting the viewing experience. A new in-house, server-side multiview solution can now be configured within Harmonic's VOS360 Media SaaS to boost fan engagement. The solution can be combined with in-stream ads to monetize multiview channels and increase revenue. Harmonic will introduce a new AI overlay service at the 2026 NAB Show. The AI overlay service aggregates, orchestrates, maintains and updates best-of-breed third party and in-house AI functions. It coordinates AI-based processing for live content, manages redundancy and synchronizes outputs. Through its intuitive UI, customers can easily configure and schedule the AI functions to be activated on the fly. The new service offers a broadcast-grade, resilient and fully secured service that works alongside VOS360 Media SaaS, VOS Media Software, XOS media processor and the next-generation Spectrum X. Powered by NVIDIA GPU acceleration, Harmonic's AI service also supports new advanced server-side HD-to-UHD upscaling, delivering superior video quality on 4K displays even when production is limited to full HD. Harmonic will demonstrate its latest innovations at the 2026 NAB Show, April 19-22, in Las Vegas in booth W2831.お知らせ • Feb 24Atx Networks and Harmonic Unite to Simplify Hfc Network Management and Accelerate Docsis 4.0 AdoptionATX Networks and Harmonic have teamed up to deliver a seamless integration between ATX's GigaXtend™? GMC Series 1.8GHz Amplifiers and Harmonic's cOS™? Virtualized Broadband Platform, enabling operators to unify network management, reduce operational complexity and accelerate their path toward DOCSIS 4.0 -- all within a single, intuitive environment. As operators scale capacity and introduce higher bandwidth tiers, maintaining consistent visibility across diverse systems becomes increasingly time consuming, costly and complex. ATX and Harmonic's integration eliminates that fragmentation. GigaXtend Amplifiers now communicate natively with Harmonic's cOS platform through embedded transponders, enabling operators to: Remotely view, configure and monitor amplifiers; Quickly pinpoint impairments through integrated spectrum capture and ingress/noise analysis; Minimize truck rolls with accurate, real-time diagnostics. This unified approach allows technicians to focus on resolution instead of hunting for root causes, improving operational efficiency and reducing Mean Time to Repair. Technicians can now access ATX GigaXtend Amplifier settings directly through Harmonic's Sonar cloud tool, speeding up troubleshooting and consolidating toolsets for operators using Harmonic's vCMTS and cOS architecture. Simplified workflows mean reduced training time, fewer operational silos and more efficient field organization. This partnership also represents a broader ecosystem vision. ATX and Harmonic' joint roadmap expands support for more amplifier vendors, enabling MSOs to advance their HFC networks with true vendor-agnostic flexibility. The approach delivers: Vendor neutral evolution pathways; A scalable monitoring and management layer aligned with DOCSIS innovation; Reduced network fragmentation and a more unified operational model. Rather than a single product integration, this is a blueprint for modernizing HFC networks in a DOCSIS 4.0 world. Operators not yet using Harmonic's cOS platform can still benefit. ATX offers a standalone controller that provides comparable monitoring and management capabilities across the HFC plant, ensuring all customers can streamline operations regardless of their existing architecture. With bandwidth demands accelerating, operators need smarter, more automated ways to manage and optimize their access networks. By combining ATX's amplifier expertise with Harmonic's cloud-native broadband platform, MSOs gain a more efficient, cost-effective and future-ready operational model -- one engineered for the DOCSIS 4.0 era and beyond.お知らせ • Feb 20Harmonic Inc. Provides Earnings Guidance for the First Quarter 2026 and Full Year 2026Harmonic Inc. provided earnings guidance for the first quarter 2026 and full year 2026. For the quarter, the company reported revenue of $100 million to $105 million; Income from operations of $7 million to $9 million; Income from Continuing Operations of $4 million to $5 million; Diluted earnings per share of $0.04 to $0.04. For the year, the company reported revenue of $440 million to $480 million; Income from operations of $46 million to $71 million; Income from Continuing Operations of $30 million to $48 million; Diluted earnings per share of $0.27 to $0.43.お知らせ • Jan 21Harmonic Inc. to Report Q4, 2025 Results on Feb 19, 2026Harmonic Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026お知らせ • Nov 04Harmonic Inc. Announces Unaudited Earnings Guidance for Fourth Quarter 2025Harmonic Inc. announced Unaudited earnings guidance for fourth quarter 2025. For quarter the company expects the Total GAAP Net revenue of $133 million to $147 million, Net income of $5 million, and net income per share of $0.04.お知らせ • Oct 14Harmonic Inc. to Report Q3, 2025 Results on Nov 03, 2025Harmonic Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2025お知らせ • Oct 09Harmonic Spotlights Fiber Breakthroughs At Network X 2025Harmonic announced that it is bringing its powerful fiber broadband innovations and deep expertise in accelerating fiber deployments to Network X 2025 in Paris. Harmonic's market-leading cOS™? virtualized broadband platform and extensive ecosystem of fiber solutions enable operators to deliver multi-gigabit broadband connectivity with greater efficiency and significant cost savings, unlocking new revenues and fueling sustainable subscriber growth. Harmonic will showcase breakthrough innovations at Network X 2025 that allow operators to: Accelerate fiber-grade broadband to MDUs: Harmonic's SeaStar™? optical node transforms broadband delivery for lower-density MDUs, offering a cost-effective and rapid track to fiber-grade connectivity in brownfield environments. SeaStar brings multi-gIGabit broadband connectivity to MDUs without rewiring, helping operators lower capital costs and boost new revenue opportunities. Adopt a future-forward fiber service strategy: Harmonic's cOS broadband platform, along with Pearl R-OLTs, Jetty remote switches and Pier OLT shelves, provides a seamless, future-ready path from GPON to XGS-PON, 25GS, 50G, 100G and beyond. These solutions enable cost-effective scaling to meet growing demand for high-speed fiber connectivity. Break free from vendor lock-in and build future-ready networks: Harmonic's Open ONT approach gives operators the freedom to select CPE devices that best meet their needs. At Network X, Harmonic will highlight real-world interoperability and flexibility enabled by this approach. Harmonic's cOS platform powers next-gen broadband services through more than 35 million CPE devices worldwide for leading operators in North America, Europe, Latin America and Asia.お知らせ • Sep 08Harmonic Introduces Central Management System to Power Next-Gen Hybrid StreamingHarmonic announced an advanced central management system for its hybrid streaming solution to simplify workflow operations across cloud and on-premises environments. The intelligent management system at the heart of Harmonic's hybrid streaming solution enables operators to seamlessly deploy and configure any video workflow, unlocking the full benefits and cost efficiencies of hybrid streaming architecture. The central management system for Harmonic's hybrid streaming solution offers several key advantages, including: Unified control across on-premises and cloud environments: Through a single, intuitive user interface, the central management system enables operators to easily create, configure and monitor any linear channel on the streaming platform, with the flexibility to run it only on-premises or not. Automated rules-based operations: Harmonic's hybrid streaming solution optimizes storage and egress costs by keeping fresh, high-demand VOD, nPVR and live-to-VOD assets on-premises while shifting less-popular content to the cloud. The central management system is critical to this process by automating content migration from on-premises to the cloud based on rules such as content freshness and popularity. Content migration is transparent to the content management system (CMS), ensuring seamless operations. Resilient streaming workflows: The central management system enhances operational resilience and disaster recovery in hybrid environments. Service providers can leverage the cloud for built-in redundancy, geographic diversity and robust failover options to back up the entire on-premises infrastructure in case of failure. Harmonic's hybrid streaming solution powers a wide range of video use cases, including linear channel and VOD streaming, time-shift, catch-up TV, network PVR as well as server-side ad insertion. Harmonic will demonstrate the advanced central management system for its Hybrid streaming solution at IBC2025, Sept. 12-15 in booth 1.B20.お知らせ • Aug 27+ 1 more updateHarmonic Unwraps the Game Plan for Next-Gen Broadband Delivery at SCTE TechExpo25Harmonic announced that the company will once again bring game-changing innovations to SCTE TechExpo25, empowering operators to deliver fiber-grade multi-gigabit broadband connectivity and outstanding subscriber experiences. Harmonic's cOS™? virtualized broadband platform and extensive ecosystem of DOCSIS and fiber solutions leverage cutting-edge advancements including Unified DOCSIS 4.0, a full spectrum of PON options and the new cOS Central AI Assistant to simplify operations, elevate quality of experience and unlock new revenue streams for broadband service providers. Harmonic will showcase transformative innovations at SCTE TechExpo 25 that empower operators to: Unlock next-gen broadband with DOCSIS 4.0: Harmonic's cOS broadband platform enables Unified DOCSIS 4. 0 broadband services supporting both Full Duplex (FDX) and Frequency Division Duplex (FDD) technologies for delivery of ultra-high-capacity throughput. Together with Harmonic's Ripple and Oyster DAA nodes, Unified DOCSIS 4.2 on the cOS platform empowers operators to deliver blazing-fast speeds and improved quality of service, gain deployment flexibility and realize significant cost savings. Leap forward to fiber service delivery: Harmonic's cOS Broadband Expertise at SCTE TechExPO25 that empower operators to: unlock next-gen broadband with DOC SIS 4.0: Harm Sonic's cOS broadband platform enables unified DOCSIS 4.0 broadband services supporting both Full Dup Flex (FDX) and Frequency division Duplex (FDD) technology for delivery of ultra-high -capacity throughput. Together with Harm Sonic's Ripple and Oyster D AA nodes, Unified DOCSIS4.0 on the cOS platform em powers operators to deliver blazing-fast speed and improved quality of service, gained deployment flexibility and realize significant cost saving. Leap forward to fiber service delivered: Harmonic's cOS digital platform with Pearl R-OLT device, Jetty remote switch and Pier OLT shelf offers an evolution path from GPON to XGS-PON and up to 100G PON, helping operators cost-effectively address the demand for high-speed fiber service delivery. Harmonic's Open ONT approach gives operators the freedom to choose the COS device that best meets their needs, eliminating vendor lock-in and reducing fiber deployment costs. Offer brilliant experiences with AI-powered network insights: At SCTE TechExpo 2025, Harmonic will showcase the new AI Assistant capability for cOS Central that enables smarter, self-healing networks for operators and brilliant broadband experiences for subscribers. Harnessing rich telemetry data from the cOS platform, Harmonic's new AI Assistant helps operators improve network reliability, enhance subscriber satisfaction and reduce operating costs through data-driven decision-making. Deliver game-changing broadband experiences: Featuring field-proven L4S capabilities, Harmonic's cOS platform delivers ultra-low-lag experiences in congested environments. This is a game changer for latency-sensitive interactive applications such as online gaming, video conferencing and AI responsiveness, allowing operators to deliver real-time connectivity to subscribers. Additionally, Harmonic's Beacon ISM application enhances spectrum efficiency and maximizes bandwidth while reducing truck rolls and subscriber calls, helping operators deliver faster, more reliable services to subscribers. Accelerate fiber-like speeds to MDUs. Harmonic's SeaStar optical node redefines broadband connectivity for lower-density MDUs by enabling cost-effective, rapid deployment of fiber-grade connectivity in brownfield environments. Powered by the cOS platform, the SeaStar node successfully addresses the challenge of delivering multi-gigabit connectivity to MDUs without costly infrastructure changes -- reducing capital expenses for operators while enabling revenue expansion.お知らせ • Aug 20Harmonic Amplifies Video Streaming and Broadcast Monetization with VOS360 Ad EnhancementsHarmonic announced enhanced capabilities for its VOS360 Ad SaaS solution that empower streamers, content providers and broadcasters to boost advertising revenue while elevating the viewer experience. The latest enhancements introduce AI-powered contextual ad triggering for advanced in-stream ad formats, new monetization workflows that enable programmatic advertising for traditional linear broadcasters and SDKs for widely used video players. These innovations streamline the advertising workflow, unlock new revenue opportunities and bring broadcasters closer to the efficiencies of digital advertising. VOS360 Ad opens up new frontiers in premium ad inventory for live sports content, delivering seamless in-stream (in-game) advertising that preserves the viewer experience. Leveraging AI-driven real-time video analysis, the platform extracts scene-level metadata to identify high-value monetization moments as they happen. This enables broadcasters to dynamically insert contextually relevant ads such as overlays, L-shapes and double boxes during peak engagement, maximizing impact without disrupting the action. This powerful capability offered by VOS360 Ad enables sports publishers to deliver innovative, high-performing ad inventory to brands and agencies -- transforming how live sporting events are monetized in real time. Programmatic advertising is transforming TV ad sales, allowing broadcasters and publishers to harness the efficiency and scale of the digital ad ecosystem. By leveraging the advanced programmatic capabilities of VOS360 Ad, broadcasters can unlock new demand, boost ad revenues and maximize yield through automated data-driven transactions and measurements. VOS360 Ad seamlessly integrates with leading demand-side platforms, supply-side platforms and measurement platforms, including Google Ad Manager and Magnite SpringServe, to enable unified, efficient programmatic ad delivery. Designed to simplify operations and elevate viewer satisfaction, the solution empowers broadcasters to monetize new channels and services without the cost and complexity of traditional broadcast infrastructure. Harmonic will demonstrate the latest VOS360 Ad SaaS innovations at IBC2025, September 12-15, 2025 in booth 1.B20.お知らせ • Jul 29Harmonic Inc. Provides Earnings Guidance for the Third Quarter of 2025Harmonic Inc. provides earnings guidance for the third quarter of 2025. For the third quarter of 2025, the company expects net revenue of $120 million to $135 million, net income of negative $4 million to no net loss and net loss per share of negative $0.04 to no net income per share, income from operations of negative $5 million to $3 million.お知らせ • Jul 15+ 1 more updateHarmonic to Showcase Breakthrough Video Streaming and Broadcast Delivery Innovations at IBC2025Harmonic announced it will showcase a collection of breakthrough innovations at IBC2025, reinforcing its leadership in video streaming and broadcast delivery. The company will spotlight hybrid cloud and on-premises streaming solutions, powerful AI-driven workflows, innovative ad insertion technologies and groundbreaking advancements in live sports streaming. These transformative solutions enable broadcasters and service providers to elevate viewer engagement, unlock new monetization opportunities and improve operational efficiency across their video infrastructure. Harmonic will showcase solutions that increase agility and streamline operations: Amping up UHD channel density: Harmonic will feature its Software Spectrum X media server with double the channel density for UHD workflows, resulting in higher video resolution and outstanding QoE for viewers. Enhancing bandwidth efficiency for 5G applications: Harmonic's advanced video compression technology enables HD video delivery at exceptionally low bitrates over 5G networks leveraging the VVC codec and DVB-NIP standard. Leading the charge for hybrid streaming: Harmonic's approach to hybrid streaming with centralized orchestration allows users to seamlessly take advantage of on-prem and cloud deployments simultaneously for outstanding flexibility and efficiency. Simplifying playout: Harmonic's playout-to-delivery solution available on VOS®?360 Media SaaS for cloud and on VOS Media Software and XOS Advanced Media Processor for on-premises enables operational and cost efficiencies.imizing Every Revenue Opportunity: Harmonic's advancements empower broadcasters and service providers to maximize their revenue streams: Transforming programmatic ad buying: Harmonic will showcase an innovative solution that uses programmatic ad buying efficiencies for linear TV, connecting traditional and digital advertising models. Making ads more impactful: Harmonic enables automatic insertion of in-stream ad formats using AI to detect relevant moments in live sports action. These new ad units keep viewers engaged, ensure brand safety and raise CPM values. Boosting ad revenues: Powered by AI, Harmonic's VOS360 Ad SaaS automatically inserts ad breaks in VOD assets and live content enabling monetization of any feed without the need for production crews or manual operations. Redefining Live Sports Streaming: Innovating live sports streaming: Harmonic will demonstrate its innovative live sports streaming solution that maximizes monetization, protects sports content against piracy and enhances fan engagement with geosync low latency and advanced multiview capabilities. Elevating viewing experiences: Harmonic will show AI-powered features including speech-to-text AI, AI-driven sports clipping for real-time highlight creation and automated translation with voice cloning or over-dubbing in any language. Fueling Innovation Through Collaboration: Harmonic is partnering with industry leaders to drive innovation for video streaming and broadcast delivery: Simplified video deployments: Harmonic solutions are integrated with leading system integrators and managed services providers, including Hexaglobe. Harmonic solutions are also compatible with Arbor Media's specialized AV software platform. Enhanced viewer engagement: Harmonic is collaborating with VisualOn to enable a more immersive video streaming experience through multiview capabilities. Efficient video CMS: Harmonic is now fully integrated with ViewLift CMS for streaming premium content within a seamless, integrated ecosystem. Harmonic and Enghouse Networks Highlight Sports D2C Innovation: At the IBC Show Conference, Alex Paugam, Harmonic's senior director of business development and global strategic accounts, will join Mick McCluskey, vice president of product management at Enghouse Networks, to highlight the power of collaboration in driving direct-to-consumer sports innovation. Harmonic will demonstrate its latest innovations at IBC2025. Harmonic will demonstrate its new innovations at IBC2025., Sept. 25, Sept. 25, Sept. 2025, Sept. 25, 2021.お知らせ • May 28Harmonic Transforms MDU Broadband Connectivity with New SeaStar NodeHarmonic announced the launch of its new SeaStar™? Optical Node, redefining broadband connectivity for lower-density multi-dwelling units (MDUs). The SeaStar node offers broadband operators an innovative solution that addresses one of the industry's most challenging use cases: providing cost-effective, rapid deployment of fiber-grade connectivity in brownfield, lower-density MDU environments. The node converts existing in-building coax cabling into a high-speed broadband conduit. The SeaStar node simplifies the delivery of multigigabit broadband connectivity by eliminating the need for costly, time-consuming rewiring and preventing service disruption for subscribers during upgrades. Powered by Harmonic's cOS™? virtualized broadband platform, the SeaStar node significantly reduces capital expenses and enables revenue expansion for operators by accelerating the delivery of multigabit broadband services to up to 16 MDUs from a single node. The compact, low-power, hardened SeaStar node enables operators to upgrade their networks cost effectively by leveraging existing infrastructures to deliver speeds exceeding 8 Gbps downstream and 1.5 Gbps upstream. The centrally deployed SeaStar node supports up to 16 low-cost mini nodes installed at the MDUs via point-to-point fiber connections, which then connect directly to the MDU's existing coax cabling. The solution's unique design enables operators to deliver premium broadband services to MDUs up to 5 km away from a centralized point. The SeaStar node eliminates traditional issues with RFoG, such as optical beat interference (OBI), limited bandwidth and higher latency. Offering support for next-gen fiber technologies, the SeaStar node is a powerful, scalable, fiber-forward solution that meets evolving broadband connectivity demands. Leveraging the same point-to-point fiber alreadyaid to the MDU, the SeaStar node enables PON coexistence to address select high-bandwidth use cases or for seamless future migration to fiber. As subscriber bandwidth demands grow, operators can simply add a 10G PON port by plugging in Harmonic's Fin OLT directly into the SeaStar node or by utilizing an external OLT. Streamlining Operations with Common Management: The solution offers a common management system through Harmonic's cOS platform which also manages PON and DOCSIS services. This approach utilizes a single pane of glass for operations to streamline workflows, reduce OPEX and boost operational efficiency. Netceed Poland, a leading distributor of broadband solutions, expressed support for the SeaStar node.お知らせ • May 23Harmonic Showcases Breakthrough Solutions to Drive Premium Broadband Experiences At Fiber Connect 2025Harmonic announced that the company will demonstrate powerful broadband innovations at Fiber Connect 2025, designed to accelerate fiber rollouts and deliver multigigabit broadband services with unmatched flexibility and significant cost savings. Harmonic's market-leading cOS™? virtualized broadband platform and versatile portfolio of network edge devices empower operators to deliver brilliant broadband experiences and drive lasting subscriber growth. Harmonic will highlight transformative broadband innovations that enable operators to: Tap into competitive MDU market segment: Harmonic will debut a breakthrough new solution at Fiber Connect 2025 that brings fiber-grade broadband services to MDUs, enabling operators to capture new revenue streams. Eliminate vendor lock-in and simplify network evolution: Harmonic's Open ONT approach gives operators the flexibility to choose the customer premises equipment that best suits their requirements. With an Open ONT strategy, operators can support a broad range of ONUs/ONTs, eliminating vendor lock-in and simplifying network upgrades to reduce fiber deployment costs. Unleash future-ready networks: Harmonic solutions, including Pearl R-OLT and Jetty-2 remote switch node modules offer an evolutionary pathway from GPON to XGS-PON, Combo PON, 25GS PON and beyond, enabling operators to meet evolving bandwidth demands and maximize infrastructure investments.お知らせ • May 20Harmonic Elevates the Broadband Experience with Innovations At Anga Com 2025Harmonic announced that the company will showcase breakthrough broadband innovations at ANGA COM 2025. Powered by the market-leading cOS™? virtualized broadband platform, Harmonic's DOCSIS and fiber solutions provide multiple pathways to deliver fiber-grade broadband speeds with unparalleled service reliability, empowering operators to offer exceptional broadband experiences and earn subscriber loyalty. Harmonic will demonstrate exciting innovations at ANGA COM, enabling operators to: Accelerate broadband delivery to MDUs: Harmonic will unveil a transformative new solution for delivering fiber-grade broadband services to MDUs, unlocking cost-effective, rapid time-to-market opportunities in the highly competitive MDU market. Deliver fiber-grade speeds with fiber optionality: Harmonic's cOS platform delivers optionality to deploy and manage DOCSIS 3.1, BoostD 3.1, DOCSIS 4.0 and fiber technologies from a single pane of glass, empowering operators to deliver premium multigigabit broadband experiences with outstanding reliability. Elevate broadband experiences: The cOS platform brings innovations out of the lab and into the real world, transforming technologies for latency-sensitive applications -- like gaming and video conferencing -- into seamless, end-to-end low-latency experiences for subscribers. Simplify the evolution to DOCSIS 4.0: Harmonic's c OS platform simplifies network evolution by supporting Unified DOCSIS 4.0 with both Full Duplex (FDX) and Frequency Division Duplex (FDD) variants. At ANGA COM, Harmonic will be showcasing record-breaking speeds. Enhance network reliability: Harmonic's breakthrough Beacon intelligent speed maximizer application enhances spectrum efficiency and maximizes bandwidth to deliver faster, more reliable services to each subscriber, regardless of network conditions. This cutting-edge solution significantly enhances overall subscriber QoE. Boost broadband QoE: Harmonic's cOS Central features powerful AI-based network analytics to improve real-time network visibility and enable proactive resolution of issues, enabling brilliant broadband experiences for subscribers.お知らせ • May 01Harmonic Inc., Annual General Meeting, Jun 12, 2025Harmonic Inc., Annual General Meeting, Jun 12, 2025.お知らせ • Apr 15Harmonic Inc. to Report Q1, 2025 Results on Apr 28, 2025Harmonic Inc. announced that they will report Q1, 2025 results After-Market on Apr 28, 2025お知らせ • Apr 03Harmonic Inc. Announces Innovations to Its Comprehensive Playout-To-Delivery SolutionHarmonic Inc. announced industry-first innovations to its comprehensive playout-to-delivery solution, empowering broadcasters and content owners with streamlined media workflows, optimized control and significant cost savings. Harmonic's playout-to-delivery solution combines advanced playout and branding with premium encoding, streaming and broadcast delivery. The solution now features innovative loop record, delay line and enhanced hybrid cloud and on-premises support for more flexible and efficient playout workflows. Harmonic will demonstrate these exciting innovations at the 2025 NAB Show. Simplifying Playout-to-Delivery in the Cloud and On-Premises: Harmonic's playout-to-delivery solution is available on the company's VOS®360 Media SaaS for cloud deployments and on VOS Media Software and XOS Advanced Media Processor for on-premises deployments. The same automation, user interface, playlists, assets and advanced graphics are shared across all deployment models — enabling true hybrid playout. The playout-to-delivery features can be controlled via API and efficiently managed by third-party automation systems. Whether recording live streams, scheduling branded playout or originating linear channels for streaming and broadcast distribution, Harmonic offers a unified playout-to-delivery workflow. Boosting Innovation with Loop Record and Delay Line: At the core of the latest updates to Harmonic's playout-to-delivery solution are powerful loop record and delay line features. Loop record enables broadcasters and content owners to simultaneously record and replay live streams — a breakthrough capability that transforms live streaming and broadcast workflows. Broadcasters and content owners can also edit recorded assets via a built-in clip editor for quick trimming of video content for rapid replay. The addition of delay line features to Harmonic's playout-to-delivery solution allows playback of streams with an adjustable delay, supporting applications such as time zone shifting. Harmonic will demonstrate its latest playout-to-delivery advancements at the 2025 NAB Show, April 6-9 in booth W2821. To schedule a meeting with Harmonic.お知らせ • Mar 26Harmonic Leads AI and Cloud Innovation with Enhancements to VOS360 SaaS SolutionsHarmonic announced that the company's market-leading VOS®?360 SaaS solutions have been further enhanced with new AI advancements to elevate viewer engagement and drive monetization. In addition, as part of the Akamai Qualified Compute Partner Program, Harmonic's VOS360 solutions leverage Akamai's compute infrastructure, CDN and security capabilities to enhance cost efficiency and scalability. These powerful innovations to the Harmonic VOS360 SaaS solutions will be showcased at the 2025 NAB Show. Harmonic is amping up its VOS360 solutions with cutting-edge AI innovations that leverage both in-house advancements and strategic partnerships. Broadcasters and service providers can now unlock new monetization opportunities with Harmonic's AI-enhanced VOS360 Ad SaaS solution. Leveraging AI, the solution automatically detects ad breaks and inserts SCTE-35 markers in live content, empowering service providers to monetize source content without ad markers. The solution better monetizes high- and low-action moments in a game by automatically triggering in-stream advertising. Transforming live sports streaming experiences, the VOS360 solutions now offer a range of new features, including automated subtitles powered by speech-to-text AI, AI-driven sports clipping for real-time highlight creation, and automated translation with voice cloning or over-dubbing in any language. These innovations enhance fan engagement and deliver a more immersive viewing experience. Unleashing the Benefits of the Cloud: Harmonic's VOS360 Media SaaS and VOS360 Ad Saa SaaS are qualified on Akamai Connected Cloud. At the NAB Show, Harmonic will showcase highly efficient and cost-effective cloud nPVR capabilities that enable customers to leverage Akamai storage for large-scale archival content. These bold new capabilities are part of Harmonic's hybrid approach to streaming that integrates VOS360 in the cloud for long-term nPVR content and VOS Media Software on-premises for fresh content, ultimately reducing total cost of ownership for service providers. Additionally, this collaboration brings a cost-effective cloud-based primary distribution solution to broadcasters by utilizing Akamai's massively distributed edge and CDN delivery to enhance scalability, resiliency and efficiency. Harmonic will demonstrate the latest advancements to the VOS360 solutions at the 2025 NAB Show, April 6-9 in booth W2821.お知らせ • Feb 11Harmonic Inc. (NasdaqGS:HLIT) announces an Equity Buyback for $200 million worth of its shares.Harmonic Inc. (NasdaqGS:HLIT) announces a share repurchase program. Under the program, the company will repurchase up to $200 million of its outstanding shares. The company intends to fund the share repurchases from cash on hand and cash generated from operations. The repurchases will be valid till February 2028.お知らせ • Jan 22Harmonic Inc. to Report Q4, 2024 Results on Feb 10, 2025Harmonic Inc. announced that they will report Q4, 2024 results After-Market on Feb 10, 2025お知らせ • Nov 18Ancora Releases Presentation Highlighting the Opportunity for Significant Near-Term Value Creation at HarmonicOn November 18, 2024, Ancora Holdings Group, LLC released a presentation detailing what it believes is an opportunity for significant near-term value creation at Harmonic, Inc. Ancora plans to engage in a constructive and open dialogue with the Company to gauge the Board of Directors’ willingness to evaluate the company’s standalone prospects versus a potentially value-maximizing sale to one of the many logical acquirers in the space. Ancora contends that the Company, which trades at approximately $12, can drive share price appreciation by meeting its 2026 broadband targets or through a sale process that could deliver around $20 per share. Ancora argues that poor investor communication has caused the Company to trade at a depressed multiple despite strong financials, best-in-class products, and market-leading innovation. Ancora urges the Company’s refreshed Board to consider both the company’s standalone prospects and viable sale options, and hopes fellow investors provide feedback ahead of the company’s proxy statement filing for the 2025 Annual Meeting of Shareholders.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €11.58, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Communications industry in Europe. Total returns to shareholders of 24% over the past three years.Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: US$0.19 (vs US$0.058 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.19 (up from US$0.058 loss in 3Q 2023). Revenue: US$195.8m (up 54% from 3Q 2023). Net income: US$21.7m (up US$28.2m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 29Harmonic Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024Harmonic Inc. provided earnings guidance for the fourth quarter and full year 2024. For the quarter, the company expected net revenue of $205 million to $220 million. Net income of $30 million to $36 million. Net income per share of $0.26. to $0.31. For the year, the company expected net revenue of $662 million to $677 million. Net income of $31 million to $37 million. Net income per share of $0.27 to $0.32.お知らせ • Oct 15Harmonic Inc. to Report Q3, 2024 Results on Oct 28, 2024Harmonic Inc. announced that they will report Q3, 2024 results After-Market on Oct 28, 2024Board Change • Sep 05High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Dan Whalen was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 30Harmonic Inc. Set to Showcase A Wide Range of Cloud and Software-Based Innovations At IBC2024Harmonic Inc. is set to showcase a wide range of cloud and software-based innovations at IBC2024, reinforcing its position as the worldwide leader in video processing and delivery. The company will demonstrate innovations for production and playout, broadcast and distribution, live sports streaming and content monetization to help service providers and broadcasters boost their revenues, elevate viewing experiences and minimize video infrastructure costs. Driving Revenue Growth and Viewer Engagement: Harmonic will showcase several advancements for video streaming, including new AI-powered capabilities, allowing video service providers and broadcasters to: Boost advertising revenues: In-stream advertising features on Harmonic's VOS 360 Ad SaaS create new premium inventory to monetize high- and low-action moments in sports events. Enrich video workflows: New AI-powered content processing technologies on VOS360 Media SaaS include cutting-edge speech-to-text capability for closed captioning and voice cloning for on-the-fly audio commentary translation of live video content. Personalize live sports streaming: Harmonic's VOS360 Media SaaS enables service providers to rapidly and automatically create personalized sports highlights, fueling fan engagement. Minimizing Video Infrastructure Costs: Harmonic will showcase advancements designed to lower video infrastructure costs for service providers and broadcasters: Next-generation XOS and Spectrum X platforms: Harmonic's flagship XOS advanced media processor enables 50% more channel encoding/transcoding than the previous generation, and the Spectrum X media server doubles channel density for certain workflows. Playout to delivery: Attendees can check out a groundbreaking playout-to-delivery capability on the XOS media processor and VOS360 Media SaaS, combining advanced playout, sophisticated branding and premium encoding in a single software-based solution or SaaS offering. Dynamic frame rate encoding: Harmonic's new AI-based dynamic frame rate encoding algorithm reduces CPU resources and bandwidth by 20% and 15%, respectively, while maintaining exceptional video quality. Encoder stress performance gauge: Service providers can now measure CPU resource consumption and the video quality of channels encoded by the server in real time to maximize the number of encoded channels and preserve video quality.お知らせ • Aug 14Harmonic Amps Up Primary Distribution with New SaaS-Based Management SystemHarmonic announced DMS X, a new SaaS-based version of its Distribution Management System™ for the company's XOS advanced media processor. Running on the public cloud, DMS X elevates primary distribution, enabling broadcasters and content providers to securely distribute video content over satellite, managed IP and open internet delivery networks. With DMS X, content providers have the flexibility to remotely manage advanced playout workflows; download clips, graphics and playlists; monitor edge devices and distribute high-quality video content to affiliates via internet, satellite and hybrid primary distribution. Using DMS X, content providers can control 10,000-plus XOS media processors from a centralized user interface. The DMS X SaaS is based on a flexible business model that allows content providers to only pay for what they use, while ensuring the system is always up to date and globally accessible. With 24/7 monitoring by a dedicated DevOps team, the system guarantees high reliability. The DMS X SaaS offers several features, such as centralized playout management for ad insertion and program localization, HTML graphic insertion, edge playout management, the ability to schedule blackout events with unparalleled scalability, remote device and service configuration and monitoring. The DMS X SaaS provides all of these capabilities for any network and any content format up to 4K HDR.Recent Insider Transactions • Aug 04Insider recently sold €533k worth of stockOn the 31st of July, Neven Haltmayer sold around 40k shares on-market at roughly €13.32 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.お知らせ • Jul 31Harmonic Inc. Reaffirms Earnings Guidance for the Third Quarter and Full Year of 2024Harmonic Inc. reaffirmed earnings guidance for the third quarter and full year of 2024. For the third quarter of 2024, the company expects net revenue of $175 million to $190 million, net income of $16 million to $22 million and net income per share of $0.14 to $0.19, income from operations of $24 million to $32 million. For the full year 2024, the company expects net revenue of $645 million to $695 million, net income of $23 million to $45 million and net income per share of $0.19 to $0.38, income from operations of $36 million to $65 million.Reported Earnings • Jul 30Second quarter 2024 earnings released: US$0.11 loss per share (vs US$0.014 profit in 2Q 2023)Second quarter 2024 results: US$0.11 loss per share (down from US$0.014 profit in 2Q 2023). Revenue: US$138.7m (down 11% from 2Q 2023). Net loss: US$12.5m (down US$14.1m from profit in 2Q 2023). Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 24Harmonic Appoints Neel Dev to its Board of DirectorsHarmonic announced it has expanded the company's board of directors with the appointment of Neel Dev. Mr. Dev currently serves as the chief financial officer and chief revenue officer of Congruex, a communications network infrastructure design, engineering and construction company. At Congruex, Mr. Dev is responsible for financial planning, accounting, tax, treasury, procurement and supply chain management. He also oversees the sales and commercial services organizations, and processes related to revenue generation activities and go-to-market strategy. Prior to Congruex, Mr. Dev served as executive vice president and chief financial officer of Lumen Technologies, and he previously held various finance leadership roles at Level 3 Communications, MCI (now Verizon Business), and MFS Communications. Mr. Dev. holds a bachelor of arts degree in mathematics from the University of Delhi (India) and an MBA from the University of Arizona, and is a CFA® charter holder.お知らせ • Jul 17Harmonic Unleashes Fiber Broadband Innovation At Fiber Connect 2024Harmonic Inc. announced that the company will demonstrate its latest fiber broadband innovations for high-speed broadband service delivery at Fiber Connect 2024 in Nashville, Tennessee. Harmonic's market-leading cOS™ virtualized broadband platform and versatile portfolio of network edge devices enable service providers to simplify and save on multigigabit fiber deployments and upgrades. Harmonic will highlight several fiber broadband innovations at Fiber Connect that enable service providers to: Streamline fiber deployments: Harmonic will demonstrate the power of its market-leading cOS platform to ease control and management of network edge devices, ensuring high performance on the network, enhancing the quality of experience for subscribers. With easy to install, versatile R-OLT and shelf modules, Harmonic's fiber solutions enable fast time to market of services and unlock savings on operations, construction and real estate. Optimize equipment capital and interoperability: Harmonic's fiber solutions offer an open approach to ONU/ONT selection, allowing operators to adopt the customer premise equipment of their choice. This unique approach enables operators to break free from vendor lock-in, benefit from competitive ONU/ONT pricing and simplify network evolution. Enable future-readiness and simplify upgrades: Harmonic's cOS platform enables upgrades at the speed of software with a single solution for GPON, XGS-PON, Combo PON, 25G and beyond. Harmonic will showcase how operators can cost-effectively address rural, suburban, urban and MDU deployments with a single solution. Simplify QoE end-to-end: Harmonic will demonstrate multivendor fiber interoperability with Incognito, Kaon Broadband, Sercomm and Bitdefender. The demonstration will showcase Harmonic's cOS platform and Pier OLT shelf, Incognito's Fiber Service Orchestration solution and ONU/ONTs from multiple vendors, illustrating how to achieve best-in-class fiber service from the headend to the home.お知らせ • Jul 16Harmonic Inc. to Report Q2, 2024 Results on Jul 29, 2024Harmonic Inc. announced that they will report Q2, 2024 results After-Market on Jul 29, 2024お知らせ • May 15Harmonic Inc. Launches New High-Density Remote OLT to Simplify Fiber Broadband ServiceHarmonic Inc. announced the launch of its new the Pearl Remote Optical Line Termination (R-OLT) module for fiber broadband service delivery from Harmonic's versatile Ripple and Oyster node enclosures. Pearl R-OLT is Harmonic's latest innovation and joins the company's broad ecosystem of fiber and DOCSIS edge devices powered by the cOS™? virtualized core. Harmonic's new high-density R-OLT helps operators simplify their fiber upgrades, enabling them to accelerate time to market of high-speed fiber broadband. The Pearl R-OLT leverages multiple fiber technologies simultaneously, including GPON, ComboPON and XGS-PON. With Pearl inside Harmonic's outdoor node enclosures, operators can easily address a variety of network topologies, either by placing in underground vaults, compact pedestals or in aerial configurations. Pearl R-OLT empowers operators to adapt and accommodate installation requirements, ease permitting and minimize property or new construction costs. The compact Pearl R-OLT module offers a simplified solution to enhance subscriber quality of experience and increase subscriber retention by enabling targeted deployment of fiber over-builds in greenfield and existing service areas. Integrating long-range OLT optics, the Pearl R-OLT also creates additional potential revenue opportunities, facilitating cost-effective edge out strategies to reach new communities and underserved areas with greater agility. With up to 8 XGS-PON per Pearl R-OLT, the compact, power-efficient module offers performance to bring 10G fiber services to any location, in any density, providing flexibility and capacity for the future. Harmonic's market-leading cOS virtualized broadband platform powers next-gen broadband services to more than 28 million homes for service providers worldwide, including leading operators in the North America, Europe, Latin America and Asia. Harmonic will showcase its powerful cOS broadband platform and the new Pearl R-OLT device at the 2024 ANGA COM Conference in Cologne, May 14-16, at hall 8, stand C35.お知らせ • May 09Harmonic to Showcase Its Latest Broadband Access Innovations for Fiber and DOCSIS Networks At ANGA COM in GermanyHarmonic announced that it will showcase its latest broadband access innovations for fiber and DOCSIS networks at ANGA COM in Germany. These advancements empower operators with increased speeds and enhanced network reliability, unlocking new revenue opportunities and improving subscriber retention. Leading the Charge for Brilliant Broadband Networks: At ANGA COM, Harmonic will highlight the following broadband access innovations, enabling operators to: Maximize broadband speeds and enhance service quality: Harmonic will demonstrate its new Beacon intelligent speed maximizer (ISM) application for DOCSIS networks running on the cOS™ virtualized broadband platform that maximizes upstream and downstream speeds, mitigates network impairments and drives subscriber retention. Facilitate fiber migrations and service delivery: Harmonic will unveil a new remote Optical Line Terminal (R-OLT) device powered by the cOS platform supporting GPON, XGS-PON, ComboPON and more to economically address multiple use cases, market needs and broadband access architectures. Experience the freedom of an Open ONU: With an Open ONU strategy, Harmonic will show how its cOS platform integrates with a broad range of operator-selected ONUs, that allows operators to break free from vendor lock-in, benefit from competitive ONU pricing and simplify network evolution. Gain flexibility to address diverse market needs: Harmonic solutions leverage fiber and DOCSIS technologies simultaneously to boost speeds, increase quality of subscriber experience and ease network evolutions for a variety of scenarios. Enable future readiness: Harmonic's cOS platform with DOCSIS 4.0 extended spectrum DOCSIS (ESD) achieves record downstream speeds of over 9Gbps, significantly increased upstream speeds and improved security.Recent Insider Transactions • May 07Senior Vice President of Global Sales recently sold €540k worth of stockOn the 2nd of May, Ian Graham sold around 53k shares on-market at roughly €10.24 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €581k. Insiders have been net sellers, collectively disposing of €2.6m more than they bought in the last 12 months.New Risk • May 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (4.7% increase in shares outstanding). Significant insider selling over the past 3 months (€581k sold).お知らせ • May 01Harmonic Inc., Annual General Meeting, Jun 11, 2024Harmonic Inc., Annual General Meeting, Jun 11, 2024, at 09:00 Pacific Standard Time. Agenda: To elect seven directors to serve until the earlier of the 2025 annual meeting of stockholders or until their successors are elected and qualified or until their earlier resignation or removal; to hold an advisory vote to approve named executive officer compensation; To approve an amendment to the 2002 Employee Stock Purchase Plan to increase the number of shares of common stock reserved for issuance thereunder by 400,000 shares; ?To ratify the appointment of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2024; and to consider other matters.Reported Earnings • Apr 30First quarter 2024 earnings released: US$0.072 loss per share (vs US$0.046 profit in 1Q 2023)First quarter 2024 results: US$0.072 loss per share (down from US$0.046 profit in 1Q 2023). Revenue: US$122.1m (down 23% from 1Q 2023). Net loss: US$8.09m (down 259% from profit in 1Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 30+ 1 more updateHarmonic Extends Cos Broadband Platform with Breakthrough Intelligent Speed MaximizerHarmonic Inc. announced the new Beacon intelligent speed maximizer (ISM) application integrated on the cOS™ virtualized broadband platform alongside its market-leading vCMTS and fiber applications. The Beacon ISM provides greater spectrum efficiency to maximize upstream and downstream speeds on a per-subscriber basis, enhancing quality of experience (QoE) and contributing to subscriber revenue growth and retention. The Beacon ISM is a breakthrough edge compute application on the cOS platform offering increased scalability, security and network reliability compared to traditional profile management applications (PMA) and enabling operators to gain maximum value from their DOCSIS 3.1 networks. By streamlining profile management, the Beacon ISM simplifies deployment end to end and overcomes traditional PMA lag times for faster responsiveness. By dynamically mitigating network impairments that cause subscriber traffic fluctuations, Beacon enables operators to proactively address service-impacting issues caused by network interference, translating to maximizing speeds, fewer truck rolls and lower OPEX. Leveraging the cOS platform's field-proven, horizontally scalable software architecture, Beacon takes cOS further with advanced artificial intelligence and machine learning technologies. Working in conjunction with the cOS Central Analytics service, operators gain real-time visibility into network health and performance. The Beacon application is the latest example of Harmonic's commitment to simplifying operations and enhancing broadband networks. Harmonic's Emmy Award-winning cOS platform is the industry's most deployed virtualized core software, powering next-gen broadband services to more than 28 million homes for over 110 service providers worldwide, including leading operators in the U.S., Europe, Latin America and Asia.お知らせ • Apr 27Scopia Capital Management L P Engages with Harmonic IncOn April 26, 2024, Scopia Capital Management LP announced that it has engaged and intend to continue to engage in communications with Harmonic Inc’s Board of Directors and management team regarding opportunities to enhance stockholder value.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €10.16, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Communications industry in Europe. Total returns to shareholders of 46% over the past three years.New Risk • Apr 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Significant insider selling over the past 3 months (€2.1m sold).お知らせ • Apr 10Harmonic Introduces In-Stream Advertising for Live Sports StreamingHarmonic Inc. announced an advancement in live sports streaming monetization with the introduction of in-stream advertising with new split-screen ad formats on its VOS®360 Ad SaaS. This innovative feature creates a new premium inventory for live sports streaming, enabling advertisers to reach viewers without disrupting the viewing experience while simultaneously empowering publishers to optimize monetization strategies for their sports content. VOS360 Ad offers in-stream advertising through server-side insertion of new addressable ad formats such as double-box and dynamic L-bars. These split-screen ads can be strategically placed at high- and low-action moments of the games, either through manual operation or by automated triggering from external data feeds. This dynamic integration of split-screen inventory within live programming not only amplifies brand awareness but also maximizes monetization opportunities for live sports streaming. With a strong focus on quality and user experience, VOS360 Ad delivers in-stream ads with significantly lower latency compared to other solutions. The new split-screen ad formats are fully compatible with the programmatic advertising ecosystem, including traditional ad servers for impression-based selling. Harmonic's VOS360 Ad SaaS is a cloud-native, stand-alone server-side ad insertion solution, enabling personalized ad delivery to millions of concurrent viewers. With an expanding ad tech partner ecosystem, VOS360 Ad simplifies monetization for service providers by leveraging the strengths of industry leaders such as Google Ad Manager, Mirriad and Equativ alongside new partners Bitmovin and RYFF.お知らせ • Apr 09+ 3 more updatesHarmonic Inc. to Report Q1, 2024 Results on Apr 29, 2024Harmonic Inc. announced that they will report Q1, 2024 results on Apr 29, 2024お知らせ • Mar 13Harmonic to Showcase Fiber-Made-Simple Solutions at FTTH Conference 2024Harmonic announced the company will showcase its versatile solutions for high-speed fiber broadband service delivery at the FTTH Conference in Berlin. Harmonic's market-leading cOS®? broadband platform and unique family of network edge devices enable operators to address a variety of deployment scenarios and effectively provide reliable broadband service to more subscribers and communities. Harmonic innovations at the FTTH Conference will include: Simplifying PON migrations: With Harmonic's fiber solutions, operators can support several PON technologies simultaneously, including XGS-PON, ComboPON, GPON and 10G EPON. Empowering operators with Open ONU: Harmonic's fiber solution offers an open approach to ONU selection. Operators can leverage the customer premise equipment of their choice to provide the best in-home Wi-Fi experience or select pre-integrated CPE options. Solving MDU challenges: Harmonic's cOS broadband platform powers a broad range of uniquely versatile network edge devices to simplify equipment installations and accelerate service deployment to multi-dwelling units utilizing both fiber and coax connectivity simultaneously. Winning subscribers with an always-on broadband service: Harmonic's cOS Central provides advanced telemetry to improve network performance and foster proactive optimization. With the cOS platform, operators benefit from 99.999%+ service availability and reduce trouble tickets for fewer calls and truck rolls. Advantages of a virtualized core: Service providers can offer more affordable and resilient high-speed broadband services by leveraging the cOS virtualized core to power a portfolio of flexible, multi-purpose OTT edge devices through a unified platform. Harmonic is a proud new member of the FTTH Council Europe and shares the association's mission to advance ubiquitous full fiber-based connectivity throughout Europe. Harmonic will take center stage as a speaker during the FTTH Conference. Dan Gledhill will share insights on "Solving the MDU Wiring Challenge" on March 21, at 10 a.m. in the Open Exhibition Theater in hall 25. Harmonic's Emmy cOS virtualized core platform powers next-gen broadband services to more than 26 million homes for over 108 service providers worldwide, including leading operators in the U.S., Europe, Latin America and Asia. Harmonic's fiber innovations will be on display in hall 25, stand B18 at the FTTH Conference.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €11.97, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 19x in the Communications industry in Europe. Total returns to shareholders of 90% over the past three years.Reported Earnings • Jan 30Full year 2023 earnings released: EPS: US$0.75 (vs US$0.27 in FY 2022)Full year 2023 results: EPS: US$0.75 (up from US$0.27 in FY 2022). Revenue: US$607.9m (down 2.7% from FY 2022). Net income: US$84.0m (up 198% from FY 2022). Profit margin: 14% (up from 4.5% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 17Harmonic Inc. to Report Q4, 2023 Results on Jan 29, 2024Harmonic Inc. announced that they will report Q4, 2023 results After-Market on Jan 29, 2024New Risk • Nov 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.9% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (1.0% net profit margin). Shareholders have been diluted in the past year (6.4% increase in shares outstanding).Reported Earnings • Nov 01Third quarter 2023 earnings released: US$0.058 loss per share (vs US$0.083 profit in 3Q 2022)Third quarter 2023 results: US$0.058 loss per share (down from US$0.083 profit in 3Q 2022). Revenue: US$127.2m (down 18% from 3Q 2022). Net loss: US$6.50m (down 174% from profit in 3Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 31Harmonic Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2023Harmonic Inc. provided earnings guidance for the fourth quarter and full year 2023. For the quarter, the company expected net revenue of $150 million to $175 million. Operating income of $2 million to $13 million. Net loss per share of nil to $0.02. For the year, the company expected net revenue of $591 million to $616 million. Operating income of $14 million to $25 million. Net loss per share of $0.02 to $0.03.お知らせ • Oct 24Harmonic Brings Industry-Leading Density to 10G Fiber Networks with New OLT ShelfHarmonic announced the launch of its new high-density Pier optical line terminal (OLT) shelf, a significant addition to Harmonic's virtualized cOS™? broadband platform and family of network edge devices. Addressing the escalating demand for high-speed 10G connectivity, the Pier OLT shelf introduces new high-power OLT optics to enable downlink reach up to 60 km, streamlined plant design and simplified deployment of outdoor access networks. With its density in a temperature-hardened device, service providers can leverage the Pier OLT shelf to increase the serviceable area size for fiber-to-the-home (FTTH) broadband and minimize building infrastructure requirements to accelerate time to market. The new OLT shelf serves both indoor data centers and outdoor cabinets, offering unparalleled versatility, performance and reliability. Accommodating a diverse array of deployment scenarios, the Pier shelf supports up to 32 XGS PON, 16 Combo PON or 32 GPON service groups per rack unit, allowing operators to meet a wide spectrum of subscriber and market needs. Whether transforming legacy coax networks to unleash ultra-fast 10G broadband speeds or establishing cutting-edge fiber networks in greenfield environments, the Pier OLT shelf ushers in a new era of agility and opportunity for operators. Manufactured in the U.S., the Pier shelf also facilitates broadband build-outs subject to federal rules that are applied to Broadband, Equity, Access and Deployment (BEAD) Program fund recipients -- further simplifying deployments. The Pier OLT shelf's high density enables service providers to leverage fewer devices per subscriber. When coupled with Harmonic's Wharf switch for aggregation, the solution's extended mid-mile range facilitates more strategic placement of the network components within a defined footprint. High power output, with low power consumption, optimizes the Pier shelf to expand each location's service area reach to ensure full capitalization of all available system capacity. Device capacity and extended range enable operators to minimize construction, ultimately reducing timelines and providing practical options for evolution. The Pier OLT shelf provides broadband operators with an evolutionary pathway from GPON to XGS-PON and supports operator-selected third-party ONU and ONT customer premises equipment (CPE). Leveraging Harmonic's Emmy Award-winning virtualized broadband core, the solution achieves energy efficiency alongside critical real-time insight into system performance through Harmonic's cOS Central telemetry and AI-powered analytics solution. Harmonic's market-leading virtualized broadband core powers next-gen broadband services to more than 21 million cable modems for over 100 innovative service providers worldwide, including leading operators in the U.S., Europe, Latin America and Asia. Harmonic will demonstrate its cOS broadband platform and flexible network edge devices during Network X 2023 in Paris, Oct. 24-26 at the Icotera booth F14 and Sagemcom booth G2.お知らせ • Oct 18Harmonic Extends Lead in Virtualized BroadbandHarmonic announced that its virtualized cOS broadband platform, previously known as CableOS, now offers a rich array of next-generation capabilities that further extend its unique market-leading position. These capabilities include unified DOCSIS 4.0, BoostD 3.1, simplified timing synchronization for DAA, hitless software upgrades, integrated Profile Management Application (PMA) intelligence, and significantly reduced data center power consumption. Enabling top-tier symmetric gigabit services, cOS now offers unified support for the DOCSIS 4.0 specification, including full duplex (FDX) and extended spectrum DOCSIS (ESD), as well as 10G fiber. Additionally, new cOS platform capability called BoostD 3.1 supports the new class of cable modems currently coming to market, allowing broadband service providers to leverage the full spectrum and deliver fiber-like speeds over DOCSIS 3.1 networks ahead of DOCSIS 4.0 roll outs. The cloud-native cOS platform has been further enhanced to optimize network operations significantly. The platform now includes a unique feature to simplify device timing synchronization across networks deployed in distributed access architectures (DAA), allowing service providers to easily circumvent requirements related to utilization of specific timing protocols when necessary. The cOS broadband software platform offers hitless software upgrades, enhancing security responsiveness. frequent and seamless system updates provide a more robust platform to service providers while ensuring a more reliable, always-on service experience for subscribers. In a move to further enhance its Profile Management Application (PMA). This integration reduces PMA cycle durations and provides operators with an advanced, automated solution to ensure optimal network performance at scale. Harmonic continues its commitment to sustainability with the consistent density and performance improvements made to the cOS platform over seven generations of commercial off-the-shelf servers. Since 2016, these improvements have resulted in a remarkable 75% reduction in power consumption, minimizing operational expenses and reducing the overall carbon footprint of Harmonic's solution. Harmonic, known for inventing the industry's first virtualized core software almost a decade ago, revolutionized the cable broadband industry with its cOS platform. The cloud-native platform supports virtualized CMTS, BNG, OT and third-party applications on the same compute infrastructure to improve network agility as more operators accelerate their software-defined network transformation and leverage network function virtualization. The Emmy Award-winning cOS platform is the only field-proven, deployed-at-scale solution on the market and has since become the industry's most deployed platform with over 100 customers worldwide serving 21 million cable modems. Harmonic will showcase the market-leading cOS broadband platform and versatile family of network edge devices at the SCTE Cable-Tec Expo, Oct. 17-19 in booth 915.お知らせ • Oct 17Harmonic Inc. to Report Q3, 2023 Results on Oct 30, 2023Harmonic Inc. announced that they will report Q3, 2023 results After-Market on Oct 30, 2023お知らせ • Sep 23Scopia Capital Management Engages in Discussions with HarmonicOn September 21, 2023, Scopia Capital Management LP announced that it has engaged, and intends to continue to engage, in communications with Harmonic Inc.’s Board of Directors and management team regarding opportunities to enhance stockholder value.お知らせ • Sep 15+ 2 more updatesHarmonic Brings Innovative Playout Capabilities to its XOS Advanced Media ProcessorHarmonic announced that its XOS Advanced Media Processor now offers a complete playout-to-delivery feature set, simplifying video streaming, distribution and broadcast workflows. The expanded XOS solution lowers costs and reduces energy consumption while streamlining operations for headend and edge applications by combining broadcast-grade playout and extensive media processing features on a single software-based appliance. The new playout capabilities on the XOS processor are available through software licenses. Featuring built-in storage options, the XOS processor enables a vast range of applications, including channel origination, advanced branding using HTML-5 graphics and effects, and edge content regionalization, while reducing customers' product footprint. Built-in automation and scheduling on XOS considerably simplify the day-to-day operation of playout-enabled workflows. The XOS Advanced Media Processor powers more than 200,000 premium-quality live broadcast and streaming channels worldwide.お知らせ • Aug 02Harmonic Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2023Harmonic Inc. provided earnings guidance for the third quarter and full year of 2023. For the third quarter of 2023, the company expects revenue of $125 million to $140 million, operating loss of $11 million to $5 million and LPS of $0.04 to $0.02.For the full year 2023, the company expects revenue of $620 million to $660 million, operating income of $29 million to $51 million and EPS of $0.08 to $0.13.New Risk • Aug 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.4% Last year net profit margin: 5.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Profit margins are more than 30% lower than last year (3.4% net profit margin). Shareholders have been diluted in the past year (6.2% increase in shares outstanding).Reported Earnings • Aug 01Second quarter 2023 earnings released: EPS: US$0.014 (vs US$0.14 in 2Q 2022)Second quarter 2023 results: EPS: US$0.014 (down from US$0.14 in 2Q 2022). Revenue: US$156.0m (flat on 2Q 2022). Net income: US$1.56m (down 90% from 2Q 2022). Profit margin: 1.0% (down from 9.4% in 2Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 22Harmonic Inc. to Report Q2, 2023 Results on Jul 31, 2023Harmonic Inc. announced that they will report Q2, 2023 results After-Market on Jul 31, 2023Board Change • Jun 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Sophia Kim was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 23Harmonic Inc Appoints Walter Jankovic as Chief Financial OfficerHarmonic Inc. announced that it has appointed Walter Jankovic as chief financial officer, effective May 22, 2023. Mr. Jankovic brings over 30 years of executive experience from a range of leading technology companies. He was most recently senior vice president and general manager, datacom business unit, at Lumentum, a provider of optical and photonic products. Prior to this, he served as president, optical connectivity, at Oclaro Inc. (acquired by Lumentum). Previously, Mr. Jankovic served in a number of senior finance and leadership roles during his 13-year tenure at Celestica Inc., including vice president of finance for various business segments; senior vice president, communications and internet service provider markets; and, most recently, senior vice president, advanced industrial and health tech markets. Earlier in his career, Mr. Jankovic held several finance leadership roles at Nortel Networks, and was an engagement manager at Deloitte. He holds a B.A. in Chartered Accountancy Studies and a Master of Accounting from the University of Waterloo, and is a Chartered Professional Accountant (CPA, CA, CMA).Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €14.91, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Communications industry in Europe. Total returns to shareholders of 203% over the past three years.お知らせ • May 10Harmonic Inc. Provides Earnings Guidance for the Second Quarter of 2023 and for the Full Year 2023Harmonic Inc. provided earnings guidance for the second quarter of 2023 and for the full year 2023. For the second quarter, the company expected revenue to be $4 million to $7 million. For the year 2023, the company expected revenue to be $705 million to $740 million, gross profit to be $357 million to $382 million and net income to be $31 million to $39 million or Diluted net income per share to be $0.26 to $0.33.Reported Earnings • May 09First quarter 2023 earnings released: EPS: US$0.046 (vs US$0.015 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.046 (up from US$0.015 loss in 1Q 2022). Revenue: US$157.6m (up 6.9% from 1Q 2022). Net income: US$5.09m (up US$6.62m from 1Q 2022). Profit margin: 3.2% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 02Full year 2022 earnings released: EPS: US$0.27 (vs US$0.13 in FY 2021)Full year 2022 results: EPS: US$0.27 (up from US$0.13 in FY 2021). Revenue: US$625.0m (up 23% from FY 2021). Net income: US$28.2m (up 113% from FY 2021). Profit margin: 4.5% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 17+ 1 more updateHarmonic Inc. Announces Resignation of Sanjay Kalra as Senior Vice President, Effective March 3, 2023Harmonic Inc. announced that Sanjay Kalra, senior vice president, will resign from his position, effective March 3, 2023, to pursue other opportunities.Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €13.36, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 21x in the Communications industry in Europe. Total returns to shareholders of 117% over the past three years.Board Change • Feb 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Dan Whalen was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 01Full year 2022 earnings released: EPS: US$0.27 (vs US$0.13 in FY 2021)Full year 2022 results: EPS: US$0.27 (up from US$0.13 in FY 2021). Revenue: US$625.0m (up 23% from FY 2021). Net income: US$28.2m (up 113% from FY 2021). Profit margin: 4.5% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.業績と収益の成長予測DB:HMC - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202853758N/AN/A212/31/202754963112124412/31/202648745586444/3/202639784556N/A12/31/2025361197108N/A9/26/202539758133144N/A6/27/202545077118129N/A3/28/202545161110119N/A12/31/2024488515362N/A9/27/2024624851020N/A6/28/2024555571322N/A3/29/2024572712028N/A12/31/202338888-17N/A9/29/202360561320N/A6/30/202363422-71N/A3/31/2023635353039N/A12/31/202262528-45N/A9/30/202261642-16-7N/A7/1/202258735617N/A4/1/202254318012N/A12/31/2021507132841N/A10/1/202148375975N/A7/2/202145103857N/A4/2/2021412-132752N/A12/31/2020379-29739N/A9/25/2020369-37-428N/A6/26/2020390-20937N/A3/27/2020401-17N/A16N/A12/31/2019403-6N/A31N/A9/27/2019394-8N/A8N/A6/28/2019379-28N/A4N/A3/29/2019394-19N/A23N/A12/31/2018404-21N/A12N/A9/28/2018391-36N/A15N/A6/29/2018382-44N/A4N/A3/30/2018365-73N/A0N/A12/31/2017358-83N/A3N/A9/29/2017370-82N/A7N/A6/30/2017380-82N/A11N/A3/31/2017407-71N/A3N/A12/31/2016406-72N/A0N/A9/30/2016379-69N/A-15N/A7/1/2016361-58N/A-16N/A4/1/2016355-38N/A-1N/A12/31/2015377-16N/A6N/A10/2/2015398-13N/A28N/A7/3/2015423-7N/A34N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: HMCの予測収益成長率 (年間50.1% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: HMCの収益 ( 50.1% ) はGerman市場 ( 17.1% ) よりも速いペースで成長すると予測されています。高成長収益: HMCの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: HMCの収益 ( 11.7% ) German市場 ( 6.7% ) よりも速いペースで成長すると予測されています。高い収益成長: HMCの収益 ( 11.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: HMCの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/17 17:44終値2026/06/17 00:00収益2026/04/03年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Harmonic Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18 アナリスト機関Amir RozwadowskiBarclaysTimothy LongBarclaysTal LianiBofA Global Research15 その他のアナリストを表示
お知らせ • May 13Harmonic Inc. Raises Earnings Guidance for the Full Year 2026Harmonic Inc. raised earnings guidance for the full year 2026. For the period, the company expects net revenue of $475 million to $495 million, Operating Profit $64 million to $78 million, net income of $40 million to $50 million and Net Income per share of $0.36 to $0.45.
お知らせ • May 12Harmonic Inc. Provides Earnings Guidance for Second Quarter of 2026Harmonic Inc. provided earnings guidance for second quarter of 2026. For the period, the company expects net revenue of $115 million to $125 million, Operating Profit $18 million to $23 million, net income of $11 million to $15 million and Net Income per share of $0.10 to $0.14.
お知らせ • Feb 20Harmonic Inc. Provides Earnings Guidance for the First Quarter 2026 and Full Year 2026Harmonic Inc. provided earnings guidance for the first quarter 2026 and full year 2026. For the quarter, the company reported revenue of $100 million to $105 million; Income from operations of $7 million to $9 million; Income from Continuing Operations of $4 million to $5 million; Diluted earnings per share of $0.04 to $0.04. For the year, the company reported revenue of $440 million to $480 million; Income from operations of $46 million to $71 million; Income from Continuing Operations of $30 million to $48 million; Diluted earnings per share of $0.27 to $0.43.
お知らせ • Nov 04Harmonic Inc. Announces Unaudited Earnings Guidance for Fourth Quarter 2025Harmonic Inc. announced Unaudited earnings guidance for fourth quarter 2025. For quarter the company expects the Total GAAP Net revenue of $133 million to $147 million, Net income of $5 million, and net income per share of $0.04.
お知らせ • Jul 29Harmonic Inc. Provides Earnings Guidance for the Third Quarter of 2025Harmonic Inc. provides earnings guidance for the third quarter of 2025. For the third quarter of 2025, the company expects net revenue of $120 million to $135 million, net income of negative $4 million to no net loss and net loss per share of negative $0.04 to no net income per share, income from operations of negative $5 million to $3 million.
お知らせ • Oct 29Harmonic Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024Harmonic Inc. provided earnings guidance for the fourth quarter and full year 2024. For the quarter, the company expected net revenue of $205 million to $220 million. Net income of $30 million to $36 million. Net income per share of $0.26. to $0.31. For the year, the company expected net revenue of $662 million to $677 million. Net income of $31 million to $37 million. Net income per share of $0.27 to $0.32.
お知らせ • Jun 19Harmonic Inc. Announces Resignation of Neven Haltmayer from Senior Vice President and General Manager, Video Business, Effective June 16, 2026Harmonic Inc. announced that Neven Haltmayer resigned from his position of Senior Vice President and General Manager, Video Business, of the Company, effective June 16, 2026, in connection with the closing of the Acquisition. Mr. Haltmayer retired after 20 years of service at the Company.
Buy Or Sell Opportunity • Jun 16Now 20% undervaluedOver the last 90 days, the stock has risen 56% to €12.75. The fair value is estimated to be €15.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 7.1%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 622% in the next 2 years.
Buy Or Sell Opportunity • May 29Now 20% undervaluedOver the last 90 days, the stock has risen 64% to €14.35. The fair value is estimated to be €17.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 16% over the last 3 years. Earnings per share has declined by 7.1%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 622% in the next 2 years.
Recent Insider Transactions • May 20Senior VP & GM of Video Business recently sold €359k worth of stockOn the 13th of May, Neven Haltmayer sold around 32k shares on-market at roughly €11.31 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €220k more than they bought in the last 12 months.
お知らせ • May 13Harmonic Inc. Raises Earnings Guidance for the Full Year 2026Harmonic Inc. raised earnings guidance for the full year 2026. For the period, the company expects net revenue of $475 million to $495 million, Operating Profit $64 million to $78 million, net income of $40 million to $50 million and Net Income per share of $0.36 to $0.45.
お知らせ • May 12Harmonic Inc. Provides Earnings Guidance for Second Quarter of 2026Harmonic Inc. provided earnings guidance for second quarter of 2026. For the period, the company expects net revenue of $115 million to $125 million, Operating Profit $18 million to $23 million, net income of $11 million to $15 million and Net Income per share of $0.10 to $0.14.
お知らせ • May 08Harmonic Inc Announces Latest Broadband InnovationsHarmonic Inc. announced its latest broadband innovations for ANGA COM 2026, highlighting its vision for a new era of connectivity defined by exceptional subscriber experiences, intelligent automation and flexible evolution across fiber and DOCSIS networks. Powered by Harmonic's cOS virtualized broadband platform and a robust ecosystem of network devices, these innovations enable operators to deliver reliable, low-latency multi-gigabit connectivity while maximizing the value of existing infrastructure and creating practical pathways to both DOCSIS evolution and fiber expansion. Harmonic will showcase several innovations at ANGA COM that empower broadband service providers to leverage proactive, AI-driven network operations. Harmonic will showcase a new AI-powered network operations intelligence solution that enables broadband operators to shift from reactive maintenance to proactive performance. Harmonic's approach augments decision making with data-powered insights that allow service providers to transform operations and deliver an exceptional subscriber experience. Harmonic's Beacon intelligent speed maximizer (ISM) application for DOCSIS networks improves spectrum efficiency and optimizes bandwidth utilization to deliver faster, more consistent service to every subscriber, regardless of network conditions. Harmonic's Pathfinder complements Beacon ISM to boost upstream service quality by dynamically allocating bandwidth for faster performance and greater per-subscriber capacity. These innovative solutions maximize broadband network efficiency and empower service providers to deliver consistently high-quality connectivity experiences. Harmonic's fiber solutions support operators' unique fiber roll out strategies that bring dependable multi-gigabit services to any location. Harmonic's new Pearl-1XL R-OLT module integrates eight Combo PON (GPON/XGS) ports and is housed in an outdoor node purpose-built for demanding outside plant environments. The solution addresses remote infrastructure challenges such as power constraints and uplink reliability. Harmonic's new Fin-Lite and Fin-2 adds to the company's Fin SFP based OLT family managed by the cOS virtualized core. Harmonic will demonstrate 50G PON capabilities powered by the cOS core. Harmonic's Open ONT framework empowers operators to choose the CPE that best aligns with their network strategy for greater flexibility and long-term agility. Harmonic's cOS broadband platform enables seamless network upgrades to DOCSIS 4.0 that enable operators to deliver competitive multi-gigabit services while extending the life of existing infrastructure. The cOS platform simplifies the monitoring and management of smart amplifiers, speeding up RCA and proactively reducing service impacting issues. Harmonic's SeaStar optical node enables efficient fiber-grade connectivity in brownfield lower-density MDUs. The SeaStar node enables broadband operators to capture new market share by delivering multi-gigabit connectivity without costly infrastructure changes, complex permits and service delays.
お知らせ • May 02Harmonic Inc Unveils Game-Changing Innovations At Fiber Connect 2026Harmonic announced it will showcase major innovations at Fiber Connect 2026 that empower fiber service providers to proactively manage network operations at scale, extend reliable fiber deployment to any location and eliminate complex back-office integrations across multi-vendor and multi-system environments. Addressing key fiber industry challenges, these Harmonic innovations enable operators to act before network problems arise, scale without operational bottlenecks and expand into new markets — driving stronger performance, lower costs and boosted growth. At Fiber Connect 2026, Harmonic will showcase a new game-changing AI-powered network operations intelligence solution that enables fiber service providers to radically shift from reactive maintenance to proactive performance. Harmonic's approach augments decision making with data-powered insights that allow fiber operators to transform operations and deliver an exceptional subscriber experience that drives long-term subscriber loyalty. Harmonic is empowering fiber service providers to expand their service footprint and capture new market share in lower-density and rural areas that were previously considered too costly or high-risk. Harmonic's new Pearl-1XL R-OLT module integrates eight Combo PON (GPON/XGS) ports and is housed in an innovative new outdoor node purpose-built for demanding outside plant environments. It directly addresses remote infrastructure challenges such as power constraints and uplink reliability, enabling more dependable service delivery in hard-to-reach locations. Delivered at a fraction of the cost of traditional outdoor cabinets, the solution lowers upfront and ongoing costs, accelerates fiber service roll out and enables operators to confidently expand fiber services. Additionally, Harmonic's new Jetty-3 hardened remote node switch module reduces fiber utilization by up to 12x, allowing operators to do significantly more with existing infrastructure. The Jetty-3 supports 12x 25G downlinks and 2x100G uplinks, as well as high-powered long-range coherent optics, enabling operators to reach greater distances without additional fiber runs. Operators gain the ability to connect more devices, activate more services and serve more subscribers without the cost of laying additional fiber. Harmonic is bringing a new transformational back-office fiber integration solution to Fiber Connect. The platform enables fiber operators to connect, automate and unify orchestration and management across disparate multi-vendor back-office and network systems, eliminating the need for costly, time-consuming custom projects to manage fiber networks. Built on a low-code architecture, it allows operators to deploy integrations in weeks rather than months, reduce order fallout, automate service activation, provide service assurance and establish a unified operational view across the entire network. The platform works alongside Harmonic's fiber solutions, but is equally powerful deployed as a standalone offering, making it relevant for operators running any combination of network technologies and vendors. Harmonic will introduce Fin-Lite and Fin-2, the newest additions to its Fin SFP based OLT family managed by the cOS™ virtualized core. Fin-Lite is optimized for cost-efficient GPON deployments, while Fin-2 brings Combo PON (GPON/XGS-PON) capability to the same port — enabling operators to serve subscribers without duplication. The Fin family's pay-as-you-grow model preserves a clear upgrade path to 50G PON and beyond. Harmonic is also contributing thought leadership to key industry discussions at Fiber Connect. Hy Huynh, vice president of fiber products, will take the stage to share strategies for MDU deployment success during the panel "Actionable Blueprints for Practical, Scalable, and Repeatable MDU Deployment Plans" on Tuesday, May 19 at 8:00 a.m. Harmonic's market-leading cOS platform powers next-generation broadband services through nearly 41 million CPE devices worldwide for operators in North America, Europe, Latin America and Asia.
お知らせ • Apr 27Harmonic Inc., Annual General Meeting, Jun 04, 2026Harmonic Inc., Annual General Meeting, Jun 04, 2026.
お知らせ • Apr 21Harmonic Inc. to Report Q1, 2026 Results on May 11, 2026Harmonic Inc. announced that they will report Q1, 2026 results After-Market on May 11, 2026
お知らせ • Apr 20Harmonic Inc Enables Directv To Reimagine Nationwide Dth ServiceHarmonic Inc. announced that DIRECTV is transforming its U.S. direct-to-home (DTH) video platform with Harmonic's VOS Media Software. Powering DIRECTV's playout-to-delivery workflow, Harmonic's cloud-native software reduces operational costs while enabling scalable, exceptional-quality video delivery for the service provider's vast array of linear channels. Harmonic's VOS Media Software replaces siloed systems with a unified, software-based platform. By centralizing advanced playout, ad insertion, branding and media processing, operations are simplified and a scalable foundation is built. Harmonic's VOS Media Software enables a complete playout-to-delivery workflow for DIRECTV running in its private data center. The Harmonic solution handles ingest, advanced playout, ad insertion, branding, premium encoding and statistical multiplexing for the delivery of broadcast-quality linear channels via satellite distribution. VOS Media Software's playout capabilities support ad insertion across DIRECTV's high-value linear and occasional-use channels — including live events and pay-per-view programming — boosting monetization. DIRECTV's internal automation, storage and monitoring systems are integrated directly with Harmonic's APIs, enabling seamless control of scheduling, automation and channel operations. Harmonic's AI-driven encoding and advanced compression solution positions DIRECTV to deliver exceptional video experiences to viewers across their linear channels, optimizing quality while minimizing bandwidth usage and operational costs. Harmonic will showcase its VOS Media Software at the 2026 NAB Show, April 19-22, in Las Vegas in booth W2831.
お知らせ • Apr 14Harmonic Inc Introduces Breakthrough AI Orchestration Service for Live Video WorkflowsHarmonic announced a breakthrough new AI orchestration service that enables broadcasters, streamers and service providers to seamlessly integrate AI applications into live video workflows with broadcast-grade reliability and security. The service empowers media companies to efficiently and securely enhance their workflows with best-of-breed AI applications developed by Harmonic and its trusted partners. The service aggregates, orchestrates, maintains and updates AI applications implemented by Harmonic and best-in-class partners. Through a unified interface, service providers can easily configure, schedule and activate AI applications dynamically for simpler, more cost-effective operations. The service coordinates AI-based processing for live content, synchronizes outputs across multiple AI engines and ensures seamless failover through built-in redundancy mechanisms. Available as a stand-alone SaaS offering, the orchestration service supports a suite of AI-driven applications, including real-time audio translation and transcription, dubbing and localization, automated live sports highlight generation, scene-level metadata generation, ad-break detection and in-stream ad triggering. The service works natively with Harmonic's full suite of media processing solutions including VOS®360 Media SaaS, VOS Media Software, XOS media processor and Spectrum™ X Plus. Harmonic's AI orchestration service offers media companies a host of benefits, including: Unified Governance: Service providers can manage multiple AI vendors from a single, secure control plane. Synchronized Processing: Precise alignment of AI outputs across multiple engines enables media companies to deliver frame-accurate broadcast and streaming services. Built-in Redundancy: Seamless failover mechanisms, combined with security and health monitoring for AI tasks, help service providers prevent on-air disruptions. Dynamic Scheduling: Service providers can effortlessly schedule and activate AI applications on a per live event basis. By unifying multiple AI applications into a single platform, the AI orchestration service enables media companies to avoid costly integration cycles and rip-and-replace upgrades as AI technologies evolve. Ultimately, the service accelerates time to market for new AI-powered offerings by eliminating the need for complex integrations and repeated platform migrations. Harmonic will demonstrate its innovative AI orchestration service at the 2026 NAB Show, April 19-22, in Las Vegas in booth W2831.
お知らせ • Apr 09Harmonic Inc Announces Significant Advances to Hybrid Streaming SolutionHarmonic Inc. announced significant advances to its award-winning hybrid streaming solution that simplify video operations, minimize total cost of ownership and enable next-generation streaming across on-premises and cloud environments. Featuring Model Context Protocol (MCP) standard for AI applications connectivity, cloud-native deployment on Red Hat OpenShift and intelligent video asset orchestration, the Harmonic hybrid streaming solution unlocks new efficiencies for service providers. Harmonic's hybrid streaming solution features the industry's first AI-agent connectivity platform purpose-built for video streaming operations. Featuring standardized MCP connectivity, centralized control and unified access to operational data, the solution enables service providers to integrate their own AI agents with Harmonic's central management technology to build capabilities such as root cause analysis, self-healing, cost optimization and intelligent asset movement — transforming operations. Harmonic's VOS Media Software is a comprehensive video platform optimized for the Red Hat OpenShift platform, currently deployed with an industry-leading European service provider. The hybrid streaming solution leverages VOS software to support the entire video workflow. This is architected as containerized microservices that utilize OpenShift's orchestration, advanced security and scaling capabilities. Harmonic's hybrid streaming solution on OpenShift addresses both broadcast and OTT applications on a single unified platform, enabling service providers to quickly launch services including premium live streaming, time-shift TV, network DVR and targeted ad insertion. Harmonic's hybrid streaming solution features intelligent, policy-driven orchestration of video content across hybrid infrastructure. The solution analyzes content access patterns and automatically moves VOD and network PVR assets across storage tiers based on demand, performance requirements and cost-optimization policies. By uniquely combining origin heat analysis with policy-driven asset migration, it enables service providers to simplify operations with centralized visibility, eliminate manual asset management and reduce storage costs. Harmonic will demonstrate its enhanced hybrid streaming solution at the 2026 NAB Show, April 19-22, in Las Vegas in booth W2831.
お知らせ • Apr 08Harmonic Inc Showcases Latest Fiber Advancements and Ai-Powered Network Operations Intelligence SolutionHarmonic Inc. announced it will showcase the latest fiber advancements and AI-powered network operations intelligence solution at the FTTH Conference 2026 in London. Powered by Harmonic's cOS virtualized core and a robust ecosystem of network devices, these innovations enable operators across Europe to accelerate multi-gigabit deployments, streamline operations and build highly scalable, cost-efficient fiber broadband networks. Harmonic solutions at this year's FTTH Conference empower fiber service providers to implement proactive AI-powered network operations. Harmonic will introduce a new game-changing network operations intelligence solution at the FTTH Conference 2026. The solution shifts broadband operations from reactive monitoring to proactive, intelligence-driven performance. Harmonic's unified approach to network operations across any network, vendor and toolset enable smarter, proactive decision-making. Harmonic will highlight scalable fiber solutions designed to support any density, any speed and extended reach, helping operators build long-term broadband infrastructure. From Fin OLT, Ripple modular nodes, Wharf and Pier high-density OLT shelves for extending 10G fiber, to the low-power Oyster node, Harmonic solutions enable cost-effective scaling to meet growing demand for high-speed fiber connectivity. Harmonic's Open ONT framework empowers operators to choose the CPE that best aligns with their network strategy for greater flexibility and long-term agility. Harmonic's market-leading cOS platform powers next-generation broadband services through nearly 41 million CPE devices worldwide for operators in North America, Europe, Latin America and Asia.
お知らせ • Mar 27Harmonic Inc Announces Enhancements to Sports Streaming SolutionHarmonic Inc. announced powerful new innovations that further elevate the company's sports streaming solution. The advanced capabilities enhance fan engagement, unlock new opportunities for sports content monetization and strengthen content protection. Harmonic's advanced sports streaming platform empowers sports broadcasters, pure streamers, service providers and rights holders to meet the rising demand for immersive, interactive streaming experiences while maximizing the value and security of premium live sports content. Enhancements to Harmonic's Sports Streaming Solution introduce server-side multiview, contextual metadata-driven advertising, dynamic in-stream ads and robust content protection. Harmonic's new in-house server-side multiview solution allows fans to watch multiple games or camera angles simultaneously. The new capability is compatible with any end devices, ensures synchronized playback with exceptional video quality and low latency, and can be deployed in a geo-redundant environment for maximum reliability. Through API or UI, customers can easily compose any HD or UHD multiview templates. Harmonic's live sports streaming solution now supports programmatic advertising for live sports CTV inventory in collaboration with Viant Technology and its contextual intelligence platform IRIS.TV. The solution automatically generates scene-level contextual segments, including game start and end times, score changes, and key moments, and activates it within Viant's AI-powered demand-side platform, purpose-built for CTV. This enables advertisers to bid on highly relevant sports inventory with greater precision and measurable performance outcomes. This innovation also allows publishers to monetize premium moments in real time, including unpredictable events such as overtime, maximizing the value of live sports inventory while delivering more contextually aligned advertising experiences. Server-side in-stream advertising capabilities on Harmonic's live sports streaming solution are now in production by a U.S. regional sports network. Harmonic's solution dynamically triggers ads based on real-time game moments. Already deployed during live NBA and NHL games, this capability allows sports rights holders to monetize high-action moments without interrupting the viewing experience. In-stream advertising can also be enabled on the new server-side multiview channels for further monetization. Harmonic strengthens content protection with integrated, service-based forensic watermarking, helping rights holders combat piracy at scale without added complexity. Through native integration with NAGRA NexGuard - part of NAGRAVISION's end-to-end streaming security solution - Harmonic enables watermarking as a service, delivering real-time traceability with minimal impact on latency or user experience. Harmonic has also integrated advanced solutions from Irdeto, including TraceMark watermarking with both A/B and distribution level watermarking. Together, these capabilities allow sports content owners to quickly identify and shut down illegal streams, protecting the value of premium live sports content. Harmonic will demonstrate its enhanced live sports streaming solution at the 2026 NAB Show, April 19-22, in Las Vegas in booth W2831.
お知らせ • Mar 24Mk Systems Usa Inc. executed an asset purchase agreement to acquire Harmonic International GmbH, Financiere Kepler SAS, Harmonic Video Networks Ltd., and Video Business from Harmonic Inc. (NasdaqGS:HLIT) for approximately $150 million.Mk Systems Usa Inc. executed an asset purchase agreement to acquire Harmonic International GmbH, Financiere Kepler SAS, Harmonic Video Networks Ltd., and Video Business from Harmonic Inc. (NasdaqGS:HLIT) for approximately $150 million on March 20, 2025. The purchase price of $145 million in cash. In case of termination of the transaction, MK Systems USA, Inc. will pay a termination fee of $12.5 million. The transaction is subject to antitrust regulations, execution of ancillary agreements, customary regulatory approvals, and closing conditions. The expected completion of the transaction is in the second quarter of 2026. Thomas J. Malone of Davis Polk & Wardwell LLP acted as legal advisor for Mk Systems Usa Inc. Ethan P. Lutske of Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor for Harmonic Inc.
お知らせ • Mar 18Harmonic Inc. Enhances XOS Advanced Media Processor To Streamline Next-Generation Broadcast DistributionHarmonic announced significant enhancements to its XOS Advanced Media Processor that lower the cost of broadcast distribution while enabling outstanding viewing experiences. The expanded capabilities to the award-winning media processor advance key broadcast industry evolutions, including the migration from C-Band satellite to Ku-Band and IP distribution, the continued rollout of ATSC 3.0 in the United States and the adoption of DTV+ in Brazil. Harmonic's XOS media processor combines advanced playout, premium encoding and broadcast delivery workflows into a single solution for broadcast distribution. The latest enhancements to the XOS media processor enable broadcasters to: Enhance the ATSC 3.0 Viewer Experience. Harmonic's XOS Advanced Media Processor supports Dolby Vision advanced HDR with look management, enabling broadcasters to optimize HDR content across display types and preserve creative intent on any screen. The XOS media processor also includes Dolby Atmos object-based audio with support for audio description and dialog enhancement, improving accessibility and allowing for more immersive viewer experiences. These innovations enable broadcasters to deliver richer NextGen TV applications while leveraging the same software-based playout-to-delivery workflow. Power Cost-Effective DTV+ Deployment. Harmonic's XOS media processor lowers the cost of DTV+ deployments by integrating playout, encoding and gateway functionality into a single appliance. The solution supports advanced codecs including VVC, LCEVC and MPEG-H audio, enabling broadcasters to deliver low-latency, high-quality video and audio experiences while optimizing bandwidth efficiency. In addition, the XOS media processor integrates ROUTE and STLTP gateway functionality for centralized management of all DTV+ parameters, further reducing deployment costs. Simplify the Transition to IP Delivery. Harmonic's XOS media processor supports traditional satellite workflows in addition to IP-based distribution using SRT or RIST together with CDN distribution while maintaining exceptional video quality and low latency. The media processor offers hybrid satellite and IP delivery, leveraging emerging standards like satellite Ku-Band downlink and RIST packet recovery over IP to help broadcasters ensure a smooth migration away from legacy satellite infrastructure while maintaining broadcast-grade service reliability for primary distribution. Harmonic will demonstrate the latest innovations to the XOS Advanced Media Processor at the 2026 NAB Show, April 19-22, in Las Vegas in booth W2831.
お知らせ • Mar 06Harmonic Inc Introduces Significant Enhancements To Video Appliances And Saas SolutionsHarmonic Inc. had introduced significant enhancements to its video appliances and SaaS solutions, highlighted by a next-generation media server and new AI-driven innovations, designed to streamline video workflows and reduce operational costs. New enhancements to Harmonic's industry-leading video appliances are driving operational efficiency for broadcasters globally. At the 2026 NAB Show, Harmonic will unveil the next generation of its Spectrum X media server that dramatically simplifies video ingest and playout functions, significantly lowering the total cost per channel for broadcast delivery. Harmonic's XOS Advanced Media Processor supports broadcasters as they transition to DTV+ and ATSC 3.0 or migrate away from C-Band spectrum — offering a simplified, cost-effective, all-in-one solution on a single appliance. XOS media processor combines advanced playout, premium encoding, and DTV+ and ATSC delivery and can be deployed in headends and at affiliates. Harmonic will showcase its first large production deployment of VOS Media Software on Red Hat OpenShift, further advancing its hybrid streaming solution with central management across private and public cloud environments. Harmonic will showcase the first production deployment of server-side in-stream advertising by a U.S. regional sports network. The solution automatically triggers in-stream ads during live games, boosting monetization without interrupting the viewing experience. A new in-house, server-side multiview solution can now be configured within Harmonic's VOS360 Media SaaS to boost fan engagement. The solution can be combined with in-stream ads to monetize multiview channels and increase revenue. Harmonic will introduce a new AI overlay service at the 2026 NAB Show. The AI overlay service aggregates, orchestrates, maintains and updates best-of-breed third party and in-house AI functions. It coordinates AI-based processing for live content, manages redundancy and synchronizes outputs. Through its intuitive UI, customers can easily configure and schedule the AI functions to be activated on the fly. The new service offers a broadcast-grade, resilient and fully secured service that works alongside VOS360 Media SaaS, VOS Media Software, XOS media processor and the next-generation Spectrum X. Powered by NVIDIA GPU acceleration, Harmonic's AI service also supports new advanced server-side HD-to-UHD upscaling, delivering superior video quality on 4K displays even when production is limited to full HD. Harmonic will demonstrate its latest innovations at the 2026 NAB Show, April 19-22, in Las Vegas in booth W2831.
お知らせ • Feb 24Atx Networks and Harmonic Unite to Simplify Hfc Network Management and Accelerate Docsis 4.0 AdoptionATX Networks and Harmonic have teamed up to deliver a seamless integration between ATX's GigaXtend™? GMC Series 1.8GHz Amplifiers and Harmonic's cOS™? Virtualized Broadband Platform, enabling operators to unify network management, reduce operational complexity and accelerate their path toward DOCSIS 4.0 -- all within a single, intuitive environment. As operators scale capacity and introduce higher bandwidth tiers, maintaining consistent visibility across diverse systems becomes increasingly time consuming, costly and complex. ATX and Harmonic's integration eliminates that fragmentation. GigaXtend Amplifiers now communicate natively with Harmonic's cOS platform through embedded transponders, enabling operators to: Remotely view, configure and monitor amplifiers; Quickly pinpoint impairments through integrated spectrum capture and ingress/noise analysis; Minimize truck rolls with accurate, real-time diagnostics. This unified approach allows technicians to focus on resolution instead of hunting for root causes, improving operational efficiency and reducing Mean Time to Repair. Technicians can now access ATX GigaXtend Amplifier settings directly through Harmonic's Sonar cloud tool, speeding up troubleshooting and consolidating toolsets for operators using Harmonic's vCMTS and cOS architecture. Simplified workflows mean reduced training time, fewer operational silos and more efficient field organization. This partnership also represents a broader ecosystem vision. ATX and Harmonic' joint roadmap expands support for more amplifier vendors, enabling MSOs to advance their HFC networks with true vendor-agnostic flexibility. The approach delivers: Vendor neutral evolution pathways; A scalable monitoring and management layer aligned with DOCSIS innovation; Reduced network fragmentation and a more unified operational model. Rather than a single product integration, this is a blueprint for modernizing HFC networks in a DOCSIS 4.0 world. Operators not yet using Harmonic's cOS platform can still benefit. ATX offers a standalone controller that provides comparable monitoring and management capabilities across the HFC plant, ensuring all customers can streamline operations regardless of their existing architecture. With bandwidth demands accelerating, operators need smarter, more automated ways to manage and optimize their access networks. By combining ATX's amplifier expertise with Harmonic's cloud-native broadband platform, MSOs gain a more efficient, cost-effective and future-ready operational model -- one engineered for the DOCSIS 4.0 era and beyond.
お知らせ • Feb 20Harmonic Inc. Provides Earnings Guidance for the First Quarter 2026 and Full Year 2026Harmonic Inc. provided earnings guidance for the first quarter 2026 and full year 2026. For the quarter, the company reported revenue of $100 million to $105 million; Income from operations of $7 million to $9 million; Income from Continuing Operations of $4 million to $5 million; Diluted earnings per share of $0.04 to $0.04. For the year, the company reported revenue of $440 million to $480 million; Income from operations of $46 million to $71 million; Income from Continuing Operations of $30 million to $48 million; Diluted earnings per share of $0.27 to $0.43.
お知らせ • Jan 21Harmonic Inc. to Report Q4, 2025 Results on Feb 19, 2026Harmonic Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026
お知らせ • Nov 04Harmonic Inc. Announces Unaudited Earnings Guidance for Fourth Quarter 2025Harmonic Inc. announced Unaudited earnings guidance for fourth quarter 2025. For quarter the company expects the Total GAAP Net revenue of $133 million to $147 million, Net income of $5 million, and net income per share of $0.04.
お知らせ • Oct 14Harmonic Inc. to Report Q3, 2025 Results on Nov 03, 2025Harmonic Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2025
お知らせ • Oct 09Harmonic Spotlights Fiber Breakthroughs At Network X 2025Harmonic announced that it is bringing its powerful fiber broadband innovations and deep expertise in accelerating fiber deployments to Network X 2025 in Paris. Harmonic's market-leading cOS™? virtualized broadband platform and extensive ecosystem of fiber solutions enable operators to deliver multi-gigabit broadband connectivity with greater efficiency and significant cost savings, unlocking new revenues and fueling sustainable subscriber growth. Harmonic will showcase breakthrough innovations at Network X 2025 that allow operators to: Accelerate fiber-grade broadband to MDUs: Harmonic's SeaStar™? optical node transforms broadband delivery for lower-density MDUs, offering a cost-effective and rapid track to fiber-grade connectivity in brownfield environments. SeaStar brings multi-gIGabit broadband connectivity to MDUs without rewiring, helping operators lower capital costs and boost new revenue opportunities. Adopt a future-forward fiber service strategy: Harmonic's cOS broadband platform, along with Pearl R-OLTs, Jetty remote switches and Pier OLT shelves, provides a seamless, future-ready path from GPON to XGS-PON, 25GS, 50G, 100G and beyond. These solutions enable cost-effective scaling to meet growing demand for high-speed fiber connectivity. Break free from vendor lock-in and build future-ready networks: Harmonic's Open ONT approach gives operators the freedom to select CPE devices that best meet their needs. At Network X, Harmonic will highlight real-world interoperability and flexibility enabled by this approach. Harmonic's cOS platform powers next-gen broadband services through more than 35 million CPE devices worldwide for leading operators in North America, Europe, Latin America and Asia.
お知らせ • Sep 08Harmonic Introduces Central Management System to Power Next-Gen Hybrid StreamingHarmonic announced an advanced central management system for its hybrid streaming solution to simplify workflow operations across cloud and on-premises environments. The intelligent management system at the heart of Harmonic's hybrid streaming solution enables operators to seamlessly deploy and configure any video workflow, unlocking the full benefits and cost efficiencies of hybrid streaming architecture. The central management system for Harmonic's hybrid streaming solution offers several key advantages, including: Unified control across on-premises and cloud environments: Through a single, intuitive user interface, the central management system enables operators to easily create, configure and monitor any linear channel on the streaming platform, with the flexibility to run it only on-premises or not. Automated rules-based operations: Harmonic's hybrid streaming solution optimizes storage and egress costs by keeping fresh, high-demand VOD, nPVR and live-to-VOD assets on-premises while shifting less-popular content to the cloud. The central management system is critical to this process by automating content migration from on-premises to the cloud based on rules such as content freshness and popularity. Content migration is transparent to the content management system (CMS), ensuring seamless operations. Resilient streaming workflows: The central management system enhances operational resilience and disaster recovery in hybrid environments. Service providers can leverage the cloud for built-in redundancy, geographic diversity and robust failover options to back up the entire on-premises infrastructure in case of failure. Harmonic's hybrid streaming solution powers a wide range of video use cases, including linear channel and VOD streaming, time-shift, catch-up TV, network PVR as well as server-side ad insertion. Harmonic will demonstrate the advanced central management system for its Hybrid streaming solution at IBC2025, Sept. 12-15 in booth 1.B20.
お知らせ • Aug 27+ 1 more updateHarmonic Unwraps the Game Plan for Next-Gen Broadband Delivery at SCTE TechExpo25Harmonic announced that the company will once again bring game-changing innovations to SCTE TechExpo25, empowering operators to deliver fiber-grade multi-gigabit broadband connectivity and outstanding subscriber experiences. Harmonic's cOS™? virtualized broadband platform and extensive ecosystem of DOCSIS and fiber solutions leverage cutting-edge advancements including Unified DOCSIS 4.0, a full spectrum of PON options and the new cOS Central AI Assistant to simplify operations, elevate quality of experience and unlock new revenue streams for broadband service providers. Harmonic will showcase transformative innovations at SCTE TechExpo 25 that empower operators to: Unlock next-gen broadband with DOCSIS 4.0: Harmonic's cOS broadband platform enables Unified DOCSIS 4. 0 broadband services supporting both Full Duplex (FDX) and Frequency Division Duplex (FDD) technologies for delivery of ultra-high-capacity throughput. Together with Harmonic's Ripple and Oyster DAA nodes, Unified DOCSIS 4.2 on the cOS platform empowers operators to deliver blazing-fast speeds and improved quality of service, gain deployment flexibility and realize significant cost savings. Leap forward to fiber service delivery: Harmonic's cOS Broadband Expertise at SCTE TechExPO25 that empower operators to: unlock next-gen broadband with DOC SIS 4.0: Harm Sonic's cOS broadband platform enables unified DOCSIS 4.0 broadband services supporting both Full Dup Flex (FDX) and Frequency division Duplex (FDD) technology for delivery of ultra-high -capacity throughput. Together with Harm Sonic's Ripple and Oyster D AA nodes, Unified DOCSIS4.0 on the cOS platform em powers operators to deliver blazing-fast speed and improved quality of service, gained deployment flexibility and realize significant cost saving. Leap forward to fiber service delivered: Harmonic's cOS digital platform with Pearl R-OLT device, Jetty remote switch and Pier OLT shelf offers an evolution path from GPON to XGS-PON and up to 100G PON, helping operators cost-effectively address the demand for high-speed fiber service delivery. Harmonic's Open ONT approach gives operators the freedom to choose the COS device that best meets their needs, eliminating vendor lock-in and reducing fiber deployment costs. Offer brilliant experiences with AI-powered network insights: At SCTE TechExpo 2025, Harmonic will showcase the new AI Assistant capability for cOS Central that enables smarter, self-healing networks for operators and brilliant broadband experiences for subscribers. Harnessing rich telemetry data from the cOS platform, Harmonic's new AI Assistant helps operators improve network reliability, enhance subscriber satisfaction and reduce operating costs through data-driven decision-making. Deliver game-changing broadband experiences: Featuring field-proven L4S capabilities, Harmonic's cOS platform delivers ultra-low-lag experiences in congested environments. This is a game changer for latency-sensitive interactive applications such as online gaming, video conferencing and AI responsiveness, allowing operators to deliver real-time connectivity to subscribers. Additionally, Harmonic's Beacon ISM application enhances spectrum efficiency and maximizes bandwidth while reducing truck rolls and subscriber calls, helping operators deliver faster, more reliable services to subscribers. Accelerate fiber-like speeds to MDUs. Harmonic's SeaStar optical node redefines broadband connectivity for lower-density MDUs by enabling cost-effective, rapid deployment of fiber-grade connectivity in brownfield environments. Powered by the cOS platform, the SeaStar node successfully addresses the challenge of delivering multi-gigabit connectivity to MDUs without costly infrastructure changes -- reducing capital expenses for operators while enabling revenue expansion.
お知らせ • Aug 20Harmonic Amplifies Video Streaming and Broadcast Monetization with VOS360 Ad EnhancementsHarmonic announced enhanced capabilities for its VOS360 Ad SaaS solution that empower streamers, content providers and broadcasters to boost advertising revenue while elevating the viewer experience. The latest enhancements introduce AI-powered contextual ad triggering for advanced in-stream ad formats, new monetization workflows that enable programmatic advertising for traditional linear broadcasters and SDKs for widely used video players. These innovations streamline the advertising workflow, unlock new revenue opportunities and bring broadcasters closer to the efficiencies of digital advertising. VOS360 Ad opens up new frontiers in premium ad inventory for live sports content, delivering seamless in-stream (in-game) advertising that preserves the viewer experience. Leveraging AI-driven real-time video analysis, the platform extracts scene-level metadata to identify high-value monetization moments as they happen. This enables broadcasters to dynamically insert contextually relevant ads such as overlays, L-shapes and double boxes during peak engagement, maximizing impact without disrupting the action. This powerful capability offered by VOS360 Ad enables sports publishers to deliver innovative, high-performing ad inventory to brands and agencies -- transforming how live sporting events are monetized in real time. Programmatic advertising is transforming TV ad sales, allowing broadcasters and publishers to harness the efficiency and scale of the digital ad ecosystem. By leveraging the advanced programmatic capabilities of VOS360 Ad, broadcasters can unlock new demand, boost ad revenues and maximize yield through automated data-driven transactions and measurements. VOS360 Ad seamlessly integrates with leading demand-side platforms, supply-side platforms and measurement platforms, including Google Ad Manager and Magnite SpringServe, to enable unified, efficient programmatic ad delivery. Designed to simplify operations and elevate viewer satisfaction, the solution empowers broadcasters to monetize new channels and services without the cost and complexity of traditional broadcast infrastructure. Harmonic will demonstrate the latest VOS360 Ad SaaS innovations at IBC2025, September 12-15, 2025 in booth 1.B20.
お知らせ • Jul 29Harmonic Inc. Provides Earnings Guidance for the Third Quarter of 2025Harmonic Inc. provides earnings guidance for the third quarter of 2025. For the third quarter of 2025, the company expects net revenue of $120 million to $135 million, net income of negative $4 million to no net loss and net loss per share of negative $0.04 to no net income per share, income from operations of negative $5 million to $3 million.
お知らせ • Jul 15+ 1 more updateHarmonic to Showcase Breakthrough Video Streaming and Broadcast Delivery Innovations at IBC2025Harmonic announced it will showcase a collection of breakthrough innovations at IBC2025, reinforcing its leadership in video streaming and broadcast delivery. The company will spotlight hybrid cloud and on-premises streaming solutions, powerful AI-driven workflows, innovative ad insertion technologies and groundbreaking advancements in live sports streaming. These transformative solutions enable broadcasters and service providers to elevate viewer engagement, unlock new monetization opportunities and improve operational efficiency across their video infrastructure. Harmonic will showcase solutions that increase agility and streamline operations: Amping up UHD channel density: Harmonic will feature its Software Spectrum X media server with double the channel density for UHD workflows, resulting in higher video resolution and outstanding QoE for viewers. Enhancing bandwidth efficiency for 5G applications: Harmonic's advanced video compression technology enables HD video delivery at exceptionally low bitrates over 5G networks leveraging the VVC codec and DVB-NIP standard. Leading the charge for hybrid streaming: Harmonic's approach to hybrid streaming with centralized orchestration allows users to seamlessly take advantage of on-prem and cloud deployments simultaneously for outstanding flexibility and efficiency. Simplifying playout: Harmonic's playout-to-delivery solution available on VOS®?360 Media SaaS for cloud and on VOS Media Software and XOS Advanced Media Processor for on-premises enables operational and cost efficiencies.imizing Every Revenue Opportunity: Harmonic's advancements empower broadcasters and service providers to maximize their revenue streams: Transforming programmatic ad buying: Harmonic will showcase an innovative solution that uses programmatic ad buying efficiencies for linear TV, connecting traditional and digital advertising models. Making ads more impactful: Harmonic enables automatic insertion of in-stream ad formats using AI to detect relevant moments in live sports action. These new ad units keep viewers engaged, ensure brand safety and raise CPM values. Boosting ad revenues: Powered by AI, Harmonic's VOS360 Ad SaaS automatically inserts ad breaks in VOD assets and live content enabling monetization of any feed without the need for production crews or manual operations. Redefining Live Sports Streaming: Innovating live sports streaming: Harmonic will demonstrate its innovative live sports streaming solution that maximizes monetization, protects sports content against piracy and enhances fan engagement with geosync low latency and advanced multiview capabilities. Elevating viewing experiences: Harmonic will show AI-powered features including speech-to-text AI, AI-driven sports clipping for real-time highlight creation and automated translation with voice cloning or over-dubbing in any language. Fueling Innovation Through Collaboration: Harmonic is partnering with industry leaders to drive innovation for video streaming and broadcast delivery: Simplified video deployments: Harmonic solutions are integrated with leading system integrators and managed services providers, including Hexaglobe. Harmonic solutions are also compatible with Arbor Media's specialized AV software platform. Enhanced viewer engagement: Harmonic is collaborating with VisualOn to enable a more immersive video streaming experience through multiview capabilities. Efficient video CMS: Harmonic is now fully integrated with ViewLift CMS for streaming premium content within a seamless, integrated ecosystem. Harmonic and Enghouse Networks Highlight Sports D2C Innovation: At the IBC Show Conference, Alex Paugam, Harmonic's senior director of business development and global strategic accounts, will join Mick McCluskey, vice president of product management at Enghouse Networks, to highlight the power of collaboration in driving direct-to-consumer sports innovation. Harmonic will demonstrate its latest innovations at IBC2025. Harmonic will demonstrate its new innovations at IBC2025., Sept. 25, Sept. 25, Sept. 2025, Sept. 25, 2021.
お知らせ • May 28Harmonic Transforms MDU Broadband Connectivity with New SeaStar NodeHarmonic announced the launch of its new SeaStar™? Optical Node, redefining broadband connectivity for lower-density multi-dwelling units (MDUs). The SeaStar node offers broadband operators an innovative solution that addresses one of the industry's most challenging use cases: providing cost-effective, rapid deployment of fiber-grade connectivity in brownfield, lower-density MDU environments. The node converts existing in-building coax cabling into a high-speed broadband conduit. The SeaStar node simplifies the delivery of multigigabit broadband connectivity by eliminating the need for costly, time-consuming rewiring and preventing service disruption for subscribers during upgrades. Powered by Harmonic's cOS™? virtualized broadband platform, the SeaStar node significantly reduces capital expenses and enables revenue expansion for operators by accelerating the delivery of multigabit broadband services to up to 16 MDUs from a single node. The compact, low-power, hardened SeaStar node enables operators to upgrade their networks cost effectively by leveraging existing infrastructures to deliver speeds exceeding 8 Gbps downstream and 1.5 Gbps upstream. The centrally deployed SeaStar node supports up to 16 low-cost mini nodes installed at the MDUs via point-to-point fiber connections, which then connect directly to the MDU's existing coax cabling. The solution's unique design enables operators to deliver premium broadband services to MDUs up to 5 km away from a centralized point. The SeaStar node eliminates traditional issues with RFoG, such as optical beat interference (OBI), limited bandwidth and higher latency. Offering support for next-gen fiber technologies, the SeaStar node is a powerful, scalable, fiber-forward solution that meets evolving broadband connectivity demands. Leveraging the same point-to-point fiber alreadyaid to the MDU, the SeaStar node enables PON coexistence to address select high-bandwidth use cases or for seamless future migration to fiber. As subscriber bandwidth demands grow, operators can simply add a 10G PON port by plugging in Harmonic's Fin OLT directly into the SeaStar node or by utilizing an external OLT. Streamlining Operations with Common Management: The solution offers a common management system through Harmonic's cOS platform which also manages PON and DOCSIS services. This approach utilizes a single pane of glass for operations to streamline workflows, reduce OPEX and boost operational efficiency. Netceed Poland, a leading distributor of broadband solutions, expressed support for the SeaStar node.
お知らせ • May 23Harmonic Showcases Breakthrough Solutions to Drive Premium Broadband Experiences At Fiber Connect 2025Harmonic announced that the company will demonstrate powerful broadband innovations at Fiber Connect 2025, designed to accelerate fiber rollouts and deliver multigigabit broadband services with unmatched flexibility and significant cost savings. Harmonic's market-leading cOS™? virtualized broadband platform and versatile portfolio of network edge devices empower operators to deliver brilliant broadband experiences and drive lasting subscriber growth. Harmonic will highlight transformative broadband innovations that enable operators to: Tap into competitive MDU market segment: Harmonic will debut a breakthrough new solution at Fiber Connect 2025 that brings fiber-grade broadband services to MDUs, enabling operators to capture new revenue streams. Eliminate vendor lock-in and simplify network evolution: Harmonic's Open ONT approach gives operators the flexibility to choose the customer premises equipment that best suits their requirements. With an Open ONT strategy, operators can support a broad range of ONUs/ONTs, eliminating vendor lock-in and simplifying network upgrades to reduce fiber deployment costs. Unleash future-ready networks: Harmonic solutions, including Pearl R-OLT and Jetty-2 remote switch node modules offer an evolutionary pathway from GPON to XGS-PON, Combo PON, 25GS PON and beyond, enabling operators to meet evolving bandwidth demands and maximize infrastructure investments.
お知らせ • May 20Harmonic Elevates the Broadband Experience with Innovations At Anga Com 2025Harmonic announced that the company will showcase breakthrough broadband innovations at ANGA COM 2025. Powered by the market-leading cOS™? virtualized broadband platform, Harmonic's DOCSIS and fiber solutions provide multiple pathways to deliver fiber-grade broadband speeds with unparalleled service reliability, empowering operators to offer exceptional broadband experiences and earn subscriber loyalty. Harmonic will demonstrate exciting innovations at ANGA COM, enabling operators to: Accelerate broadband delivery to MDUs: Harmonic will unveil a transformative new solution for delivering fiber-grade broadband services to MDUs, unlocking cost-effective, rapid time-to-market opportunities in the highly competitive MDU market. Deliver fiber-grade speeds with fiber optionality: Harmonic's cOS platform delivers optionality to deploy and manage DOCSIS 3.1, BoostD 3.1, DOCSIS 4.0 and fiber technologies from a single pane of glass, empowering operators to deliver premium multigigabit broadband experiences with outstanding reliability. Elevate broadband experiences: The cOS platform brings innovations out of the lab and into the real world, transforming technologies for latency-sensitive applications -- like gaming and video conferencing -- into seamless, end-to-end low-latency experiences for subscribers. Simplify the evolution to DOCSIS 4.0: Harmonic's c OS platform simplifies network evolution by supporting Unified DOCSIS 4.0 with both Full Duplex (FDX) and Frequency Division Duplex (FDD) variants. At ANGA COM, Harmonic will be showcasing record-breaking speeds. Enhance network reliability: Harmonic's breakthrough Beacon intelligent speed maximizer application enhances spectrum efficiency and maximizes bandwidth to deliver faster, more reliable services to each subscriber, regardless of network conditions. This cutting-edge solution significantly enhances overall subscriber QoE. Boost broadband QoE: Harmonic's cOS Central features powerful AI-based network analytics to improve real-time network visibility and enable proactive resolution of issues, enabling brilliant broadband experiences for subscribers.
お知らせ • May 01Harmonic Inc., Annual General Meeting, Jun 12, 2025Harmonic Inc., Annual General Meeting, Jun 12, 2025.
お知らせ • Apr 15Harmonic Inc. to Report Q1, 2025 Results on Apr 28, 2025Harmonic Inc. announced that they will report Q1, 2025 results After-Market on Apr 28, 2025
お知らせ • Apr 03Harmonic Inc. Announces Innovations to Its Comprehensive Playout-To-Delivery SolutionHarmonic Inc. announced industry-first innovations to its comprehensive playout-to-delivery solution, empowering broadcasters and content owners with streamlined media workflows, optimized control and significant cost savings. Harmonic's playout-to-delivery solution combines advanced playout and branding with premium encoding, streaming and broadcast delivery. The solution now features innovative loop record, delay line and enhanced hybrid cloud and on-premises support for more flexible and efficient playout workflows. Harmonic will demonstrate these exciting innovations at the 2025 NAB Show. Simplifying Playout-to-Delivery in the Cloud and On-Premises: Harmonic's playout-to-delivery solution is available on the company's VOS®360 Media SaaS for cloud deployments and on VOS Media Software and XOS Advanced Media Processor for on-premises deployments. The same automation, user interface, playlists, assets and advanced graphics are shared across all deployment models — enabling true hybrid playout. The playout-to-delivery features can be controlled via API and efficiently managed by third-party automation systems. Whether recording live streams, scheduling branded playout or originating linear channels for streaming and broadcast distribution, Harmonic offers a unified playout-to-delivery workflow. Boosting Innovation with Loop Record and Delay Line: At the core of the latest updates to Harmonic's playout-to-delivery solution are powerful loop record and delay line features. Loop record enables broadcasters and content owners to simultaneously record and replay live streams — a breakthrough capability that transforms live streaming and broadcast workflows. Broadcasters and content owners can also edit recorded assets via a built-in clip editor for quick trimming of video content for rapid replay. The addition of delay line features to Harmonic's playout-to-delivery solution allows playback of streams with an adjustable delay, supporting applications such as time zone shifting. Harmonic will demonstrate its latest playout-to-delivery advancements at the 2025 NAB Show, April 6-9 in booth W2821. To schedule a meeting with Harmonic.
お知らせ • Mar 26Harmonic Leads AI and Cloud Innovation with Enhancements to VOS360 SaaS SolutionsHarmonic announced that the company's market-leading VOS®?360 SaaS solutions have been further enhanced with new AI advancements to elevate viewer engagement and drive monetization. In addition, as part of the Akamai Qualified Compute Partner Program, Harmonic's VOS360 solutions leverage Akamai's compute infrastructure, CDN and security capabilities to enhance cost efficiency and scalability. These powerful innovations to the Harmonic VOS360 SaaS solutions will be showcased at the 2025 NAB Show. Harmonic is amping up its VOS360 solutions with cutting-edge AI innovations that leverage both in-house advancements and strategic partnerships. Broadcasters and service providers can now unlock new monetization opportunities with Harmonic's AI-enhanced VOS360 Ad SaaS solution. Leveraging AI, the solution automatically detects ad breaks and inserts SCTE-35 markers in live content, empowering service providers to monetize source content without ad markers. The solution better monetizes high- and low-action moments in a game by automatically triggering in-stream advertising. Transforming live sports streaming experiences, the VOS360 solutions now offer a range of new features, including automated subtitles powered by speech-to-text AI, AI-driven sports clipping for real-time highlight creation, and automated translation with voice cloning or over-dubbing in any language. These innovations enhance fan engagement and deliver a more immersive viewing experience. Unleashing the Benefits of the Cloud: Harmonic's VOS360 Media SaaS and VOS360 Ad Saa SaaS are qualified on Akamai Connected Cloud. At the NAB Show, Harmonic will showcase highly efficient and cost-effective cloud nPVR capabilities that enable customers to leverage Akamai storage for large-scale archival content. These bold new capabilities are part of Harmonic's hybrid approach to streaming that integrates VOS360 in the cloud for long-term nPVR content and VOS Media Software on-premises for fresh content, ultimately reducing total cost of ownership for service providers. Additionally, this collaboration brings a cost-effective cloud-based primary distribution solution to broadcasters by utilizing Akamai's massively distributed edge and CDN delivery to enhance scalability, resiliency and efficiency. Harmonic will demonstrate the latest advancements to the VOS360 solutions at the 2025 NAB Show, April 6-9 in booth W2821.
お知らせ • Feb 11Harmonic Inc. (NasdaqGS:HLIT) announces an Equity Buyback for $200 million worth of its shares.Harmonic Inc. (NasdaqGS:HLIT) announces a share repurchase program. Under the program, the company will repurchase up to $200 million of its outstanding shares. The company intends to fund the share repurchases from cash on hand and cash generated from operations. The repurchases will be valid till February 2028.
お知らせ • Jan 22Harmonic Inc. to Report Q4, 2024 Results on Feb 10, 2025Harmonic Inc. announced that they will report Q4, 2024 results After-Market on Feb 10, 2025
お知らせ • Nov 18Ancora Releases Presentation Highlighting the Opportunity for Significant Near-Term Value Creation at HarmonicOn November 18, 2024, Ancora Holdings Group, LLC released a presentation detailing what it believes is an opportunity for significant near-term value creation at Harmonic, Inc. Ancora plans to engage in a constructive and open dialogue with the Company to gauge the Board of Directors’ willingness to evaluate the company’s standalone prospects versus a potentially value-maximizing sale to one of the many logical acquirers in the space. Ancora contends that the Company, which trades at approximately $12, can drive share price appreciation by meeting its 2026 broadband targets or through a sale process that could deliver around $20 per share. Ancora argues that poor investor communication has caused the Company to trade at a depressed multiple despite strong financials, best-in-class products, and market-leading innovation. Ancora urges the Company’s refreshed Board to consider both the company’s standalone prospects and viable sale options, and hopes fellow investors provide feedback ahead of the company’s proxy statement filing for the 2025 Annual Meeting of Shareholders.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €11.58, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 19x in the Communications industry in Europe. Total returns to shareholders of 24% over the past three years.
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: US$0.19 (vs US$0.058 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.19 (up from US$0.058 loss in 3Q 2023). Revenue: US$195.8m (up 54% from 3Q 2023). Net income: US$21.7m (up US$28.2m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 29Harmonic Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024Harmonic Inc. provided earnings guidance for the fourth quarter and full year 2024. For the quarter, the company expected net revenue of $205 million to $220 million. Net income of $30 million to $36 million. Net income per share of $0.26. to $0.31. For the year, the company expected net revenue of $662 million to $677 million. Net income of $31 million to $37 million. Net income per share of $0.27 to $0.32.
お知らせ • Oct 15Harmonic Inc. to Report Q3, 2024 Results on Oct 28, 2024Harmonic Inc. announced that they will report Q3, 2024 results After-Market on Oct 28, 2024
Board Change • Sep 05High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Dan Whalen was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 30Harmonic Inc. Set to Showcase A Wide Range of Cloud and Software-Based Innovations At IBC2024Harmonic Inc. is set to showcase a wide range of cloud and software-based innovations at IBC2024, reinforcing its position as the worldwide leader in video processing and delivery. The company will demonstrate innovations for production and playout, broadcast and distribution, live sports streaming and content monetization to help service providers and broadcasters boost their revenues, elevate viewing experiences and minimize video infrastructure costs. Driving Revenue Growth and Viewer Engagement: Harmonic will showcase several advancements for video streaming, including new AI-powered capabilities, allowing video service providers and broadcasters to: Boost advertising revenues: In-stream advertising features on Harmonic's VOS 360 Ad SaaS create new premium inventory to monetize high- and low-action moments in sports events. Enrich video workflows: New AI-powered content processing technologies on VOS360 Media SaaS include cutting-edge speech-to-text capability for closed captioning and voice cloning for on-the-fly audio commentary translation of live video content. Personalize live sports streaming: Harmonic's VOS360 Media SaaS enables service providers to rapidly and automatically create personalized sports highlights, fueling fan engagement. Minimizing Video Infrastructure Costs: Harmonic will showcase advancements designed to lower video infrastructure costs for service providers and broadcasters: Next-generation XOS and Spectrum X platforms: Harmonic's flagship XOS advanced media processor enables 50% more channel encoding/transcoding than the previous generation, and the Spectrum X media server doubles channel density for certain workflows. Playout to delivery: Attendees can check out a groundbreaking playout-to-delivery capability on the XOS media processor and VOS360 Media SaaS, combining advanced playout, sophisticated branding and premium encoding in a single software-based solution or SaaS offering. Dynamic frame rate encoding: Harmonic's new AI-based dynamic frame rate encoding algorithm reduces CPU resources and bandwidth by 20% and 15%, respectively, while maintaining exceptional video quality. Encoder stress performance gauge: Service providers can now measure CPU resource consumption and the video quality of channels encoded by the server in real time to maximize the number of encoded channels and preserve video quality.
お知らせ • Aug 14Harmonic Amps Up Primary Distribution with New SaaS-Based Management SystemHarmonic announced DMS X, a new SaaS-based version of its Distribution Management System™ for the company's XOS advanced media processor. Running on the public cloud, DMS X elevates primary distribution, enabling broadcasters and content providers to securely distribute video content over satellite, managed IP and open internet delivery networks. With DMS X, content providers have the flexibility to remotely manage advanced playout workflows; download clips, graphics and playlists; monitor edge devices and distribute high-quality video content to affiliates via internet, satellite and hybrid primary distribution. Using DMS X, content providers can control 10,000-plus XOS media processors from a centralized user interface. The DMS X SaaS is based on a flexible business model that allows content providers to only pay for what they use, while ensuring the system is always up to date and globally accessible. With 24/7 monitoring by a dedicated DevOps team, the system guarantees high reliability. The DMS X SaaS offers several features, such as centralized playout management for ad insertion and program localization, HTML graphic insertion, edge playout management, the ability to schedule blackout events with unparalleled scalability, remote device and service configuration and monitoring. The DMS X SaaS provides all of these capabilities for any network and any content format up to 4K HDR.
Recent Insider Transactions • Aug 04Insider recently sold €533k worth of stockOn the 31st of July, Neven Haltmayer sold around 40k shares on-market at roughly €13.32 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.
お知らせ • Jul 31Harmonic Inc. Reaffirms Earnings Guidance for the Third Quarter and Full Year of 2024Harmonic Inc. reaffirmed earnings guidance for the third quarter and full year of 2024. For the third quarter of 2024, the company expects net revenue of $175 million to $190 million, net income of $16 million to $22 million and net income per share of $0.14 to $0.19, income from operations of $24 million to $32 million. For the full year 2024, the company expects net revenue of $645 million to $695 million, net income of $23 million to $45 million and net income per share of $0.19 to $0.38, income from operations of $36 million to $65 million.
Reported Earnings • Jul 30Second quarter 2024 earnings released: US$0.11 loss per share (vs US$0.014 profit in 2Q 2023)Second quarter 2024 results: US$0.11 loss per share (down from US$0.014 profit in 2Q 2023). Revenue: US$138.7m (down 11% from 2Q 2023). Net loss: US$12.5m (down US$14.1m from profit in 2Q 2023). Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 24Harmonic Appoints Neel Dev to its Board of DirectorsHarmonic announced it has expanded the company's board of directors with the appointment of Neel Dev. Mr. Dev currently serves as the chief financial officer and chief revenue officer of Congruex, a communications network infrastructure design, engineering and construction company. At Congruex, Mr. Dev is responsible for financial planning, accounting, tax, treasury, procurement and supply chain management. He also oversees the sales and commercial services organizations, and processes related to revenue generation activities and go-to-market strategy. Prior to Congruex, Mr. Dev served as executive vice president and chief financial officer of Lumen Technologies, and he previously held various finance leadership roles at Level 3 Communications, MCI (now Verizon Business), and MFS Communications. Mr. Dev. holds a bachelor of arts degree in mathematics from the University of Delhi (India) and an MBA from the University of Arizona, and is a CFA® charter holder.
お知らせ • Jul 17Harmonic Unleashes Fiber Broadband Innovation At Fiber Connect 2024Harmonic Inc. announced that the company will demonstrate its latest fiber broadband innovations for high-speed broadband service delivery at Fiber Connect 2024 in Nashville, Tennessee. Harmonic's market-leading cOS™ virtualized broadband platform and versatile portfolio of network edge devices enable service providers to simplify and save on multigigabit fiber deployments and upgrades. Harmonic will highlight several fiber broadband innovations at Fiber Connect that enable service providers to: Streamline fiber deployments: Harmonic will demonstrate the power of its market-leading cOS platform to ease control and management of network edge devices, ensuring high performance on the network, enhancing the quality of experience for subscribers. With easy to install, versatile R-OLT and shelf modules, Harmonic's fiber solutions enable fast time to market of services and unlock savings on operations, construction and real estate. Optimize equipment capital and interoperability: Harmonic's fiber solutions offer an open approach to ONU/ONT selection, allowing operators to adopt the customer premise equipment of their choice. This unique approach enables operators to break free from vendor lock-in, benefit from competitive ONU/ONT pricing and simplify network evolution. Enable future-readiness and simplify upgrades: Harmonic's cOS platform enables upgrades at the speed of software with a single solution for GPON, XGS-PON, Combo PON, 25G and beyond. Harmonic will showcase how operators can cost-effectively address rural, suburban, urban and MDU deployments with a single solution. Simplify QoE end-to-end: Harmonic will demonstrate multivendor fiber interoperability with Incognito, Kaon Broadband, Sercomm and Bitdefender. The demonstration will showcase Harmonic's cOS platform and Pier OLT shelf, Incognito's Fiber Service Orchestration solution and ONU/ONTs from multiple vendors, illustrating how to achieve best-in-class fiber service from the headend to the home.
お知らせ • Jul 16Harmonic Inc. to Report Q2, 2024 Results on Jul 29, 2024Harmonic Inc. announced that they will report Q2, 2024 results After-Market on Jul 29, 2024
お知らせ • May 15Harmonic Inc. Launches New High-Density Remote OLT to Simplify Fiber Broadband ServiceHarmonic Inc. announced the launch of its new the Pearl Remote Optical Line Termination (R-OLT) module for fiber broadband service delivery from Harmonic's versatile Ripple and Oyster node enclosures. Pearl R-OLT is Harmonic's latest innovation and joins the company's broad ecosystem of fiber and DOCSIS edge devices powered by the cOS™? virtualized core. Harmonic's new high-density R-OLT helps operators simplify their fiber upgrades, enabling them to accelerate time to market of high-speed fiber broadband. The Pearl R-OLT leverages multiple fiber technologies simultaneously, including GPON, ComboPON and XGS-PON. With Pearl inside Harmonic's outdoor node enclosures, operators can easily address a variety of network topologies, either by placing in underground vaults, compact pedestals or in aerial configurations. Pearl R-OLT empowers operators to adapt and accommodate installation requirements, ease permitting and minimize property or new construction costs. The compact Pearl R-OLT module offers a simplified solution to enhance subscriber quality of experience and increase subscriber retention by enabling targeted deployment of fiber over-builds in greenfield and existing service areas. Integrating long-range OLT optics, the Pearl R-OLT also creates additional potential revenue opportunities, facilitating cost-effective edge out strategies to reach new communities and underserved areas with greater agility. With up to 8 XGS-PON per Pearl R-OLT, the compact, power-efficient module offers performance to bring 10G fiber services to any location, in any density, providing flexibility and capacity for the future. Harmonic's market-leading cOS virtualized broadband platform powers next-gen broadband services to more than 28 million homes for service providers worldwide, including leading operators in the North America, Europe, Latin America and Asia. Harmonic will showcase its powerful cOS broadband platform and the new Pearl R-OLT device at the 2024 ANGA COM Conference in Cologne, May 14-16, at hall 8, stand C35.
お知らせ • May 09Harmonic to Showcase Its Latest Broadband Access Innovations for Fiber and DOCSIS Networks At ANGA COM in GermanyHarmonic announced that it will showcase its latest broadband access innovations for fiber and DOCSIS networks at ANGA COM in Germany. These advancements empower operators with increased speeds and enhanced network reliability, unlocking new revenue opportunities and improving subscriber retention. Leading the Charge for Brilliant Broadband Networks: At ANGA COM, Harmonic will highlight the following broadband access innovations, enabling operators to: Maximize broadband speeds and enhance service quality: Harmonic will demonstrate its new Beacon intelligent speed maximizer (ISM) application for DOCSIS networks running on the cOS™ virtualized broadband platform that maximizes upstream and downstream speeds, mitigates network impairments and drives subscriber retention. Facilitate fiber migrations and service delivery: Harmonic will unveil a new remote Optical Line Terminal (R-OLT) device powered by the cOS platform supporting GPON, XGS-PON, ComboPON and more to economically address multiple use cases, market needs and broadband access architectures. Experience the freedom of an Open ONU: With an Open ONU strategy, Harmonic will show how its cOS platform integrates with a broad range of operator-selected ONUs, that allows operators to break free from vendor lock-in, benefit from competitive ONU pricing and simplify network evolution. Gain flexibility to address diverse market needs: Harmonic solutions leverage fiber and DOCSIS technologies simultaneously to boost speeds, increase quality of subscriber experience and ease network evolutions for a variety of scenarios. Enable future readiness: Harmonic's cOS platform with DOCSIS 4.0 extended spectrum DOCSIS (ESD) achieves record downstream speeds of over 9Gbps, significantly increased upstream speeds and improved security.
Recent Insider Transactions • May 07Senior Vice President of Global Sales recently sold €540k worth of stockOn the 2nd of May, Ian Graham sold around 53k shares on-market at roughly €10.24 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €581k. Insiders have been net sellers, collectively disposing of €2.6m more than they bought in the last 12 months.
New Risk • May 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (4.7% increase in shares outstanding). Significant insider selling over the past 3 months (€581k sold).
お知らせ • May 01Harmonic Inc., Annual General Meeting, Jun 11, 2024Harmonic Inc., Annual General Meeting, Jun 11, 2024, at 09:00 Pacific Standard Time. Agenda: To elect seven directors to serve until the earlier of the 2025 annual meeting of stockholders or until their successors are elected and qualified or until their earlier resignation or removal; to hold an advisory vote to approve named executive officer compensation; To approve an amendment to the 2002 Employee Stock Purchase Plan to increase the number of shares of common stock reserved for issuance thereunder by 400,000 shares; ?To ratify the appointment of Ernst & Young LLP as the independent registered public accounting firm of the Company for its fiscal year ending December 31, 2024; and to consider other matters.
Reported Earnings • Apr 30First quarter 2024 earnings released: US$0.072 loss per share (vs US$0.046 profit in 1Q 2023)First quarter 2024 results: US$0.072 loss per share (down from US$0.046 profit in 1Q 2023). Revenue: US$122.1m (down 23% from 1Q 2023). Net loss: US$8.09m (down 259% from profit in 1Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 30+ 1 more updateHarmonic Extends Cos Broadband Platform with Breakthrough Intelligent Speed MaximizerHarmonic Inc. announced the new Beacon intelligent speed maximizer (ISM) application integrated on the cOS™ virtualized broadband platform alongside its market-leading vCMTS and fiber applications. The Beacon ISM provides greater spectrum efficiency to maximize upstream and downstream speeds on a per-subscriber basis, enhancing quality of experience (QoE) and contributing to subscriber revenue growth and retention. The Beacon ISM is a breakthrough edge compute application on the cOS platform offering increased scalability, security and network reliability compared to traditional profile management applications (PMA) and enabling operators to gain maximum value from their DOCSIS 3.1 networks. By streamlining profile management, the Beacon ISM simplifies deployment end to end and overcomes traditional PMA lag times for faster responsiveness. By dynamically mitigating network impairments that cause subscriber traffic fluctuations, Beacon enables operators to proactively address service-impacting issues caused by network interference, translating to maximizing speeds, fewer truck rolls and lower OPEX. Leveraging the cOS platform's field-proven, horizontally scalable software architecture, Beacon takes cOS further with advanced artificial intelligence and machine learning technologies. Working in conjunction with the cOS Central Analytics service, operators gain real-time visibility into network health and performance. The Beacon application is the latest example of Harmonic's commitment to simplifying operations and enhancing broadband networks. Harmonic's Emmy Award-winning cOS platform is the industry's most deployed virtualized core software, powering next-gen broadband services to more than 28 million homes for over 110 service providers worldwide, including leading operators in the U.S., Europe, Latin America and Asia.
お知らせ • Apr 27Scopia Capital Management L P Engages with Harmonic IncOn April 26, 2024, Scopia Capital Management LP announced that it has engaged and intend to continue to engage in communications with Harmonic Inc’s Board of Directors and management team regarding opportunities to enhance stockholder value.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €10.16, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Communications industry in Europe. Total returns to shareholders of 46% over the past three years.
New Risk • Apr 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Significant insider selling over the past 3 months (€2.1m sold).
お知らせ • Apr 10Harmonic Introduces In-Stream Advertising for Live Sports StreamingHarmonic Inc. announced an advancement in live sports streaming monetization with the introduction of in-stream advertising with new split-screen ad formats on its VOS®360 Ad SaaS. This innovative feature creates a new premium inventory for live sports streaming, enabling advertisers to reach viewers without disrupting the viewing experience while simultaneously empowering publishers to optimize monetization strategies for their sports content. VOS360 Ad offers in-stream advertising through server-side insertion of new addressable ad formats such as double-box and dynamic L-bars. These split-screen ads can be strategically placed at high- and low-action moments of the games, either through manual operation or by automated triggering from external data feeds. This dynamic integration of split-screen inventory within live programming not only amplifies brand awareness but also maximizes monetization opportunities for live sports streaming. With a strong focus on quality and user experience, VOS360 Ad delivers in-stream ads with significantly lower latency compared to other solutions. The new split-screen ad formats are fully compatible with the programmatic advertising ecosystem, including traditional ad servers for impression-based selling. Harmonic's VOS360 Ad SaaS is a cloud-native, stand-alone server-side ad insertion solution, enabling personalized ad delivery to millions of concurrent viewers. With an expanding ad tech partner ecosystem, VOS360 Ad simplifies monetization for service providers by leveraging the strengths of industry leaders such as Google Ad Manager, Mirriad and Equativ alongside new partners Bitmovin and RYFF.
お知らせ • Apr 09+ 3 more updatesHarmonic Inc. to Report Q1, 2024 Results on Apr 29, 2024Harmonic Inc. announced that they will report Q1, 2024 results on Apr 29, 2024
お知らせ • Mar 13Harmonic to Showcase Fiber-Made-Simple Solutions at FTTH Conference 2024Harmonic announced the company will showcase its versatile solutions for high-speed fiber broadband service delivery at the FTTH Conference in Berlin. Harmonic's market-leading cOS®? broadband platform and unique family of network edge devices enable operators to address a variety of deployment scenarios and effectively provide reliable broadband service to more subscribers and communities. Harmonic innovations at the FTTH Conference will include: Simplifying PON migrations: With Harmonic's fiber solutions, operators can support several PON technologies simultaneously, including XGS-PON, ComboPON, GPON and 10G EPON. Empowering operators with Open ONU: Harmonic's fiber solution offers an open approach to ONU selection. Operators can leverage the customer premise equipment of their choice to provide the best in-home Wi-Fi experience or select pre-integrated CPE options. Solving MDU challenges: Harmonic's cOS broadband platform powers a broad range of uniquely versatile network edge devices to simplify equipment installations and accelerate service deployment to multi-dwelling units utilizing both fiber and coax connectivity simultaneously. Winning subscribers with an always-on broadband service: Harmonic's cOS Central provides advanced telemetry to improve network performance and foster proactive optimization. With the cOS platform, operators benefit from 99.999%+ service availability and reduce trouble tickets for fewer calls and truck rolls. Advantages of a virtualized core: Service providers can offer more affordable and resilient high-speed broadband services by leveraging the cOS virtualized core to power a portfolio of flexible, multi-purpose OTT edge devices through a unified platform. Harmonic is a proud new member of the FTTH Council Europe and shares the association's mission to advance ubiquitous full fiber-based connectivity throughout Europe. Harmonic will take center stage as a speaker during the FTTH Conference. Dan Gledhill will share insights on "Solving the MDU Wiring Challenge" on March 21, at 10 a.m. in the Open Exhibition Theater in hall 25. Harmonic's Emmy cOS virtualized core platform powers next-gen broadband services to more than 26 million homes for over 108 service providers worldwide, including leading operators in the U.S., Europe, Latin America and Asia. Harmonic's fiber innovations will be on display in hall 25, stand B18 at the FTTH Conference.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €11.97, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 19x in the Communications industry in Europe. Total returns to shareholders of 90% over the past three years.
Reported Earnings • Jan 30Full year 2023 earnings released: EPS: US$0.75 (vs US$0.27 in FY 2022)Full year 2023 results: EPS: US$0.75 (up from US$0.27 in FY 2022). Revenue: US$607.9m (down 2.7% from FY 2022). Net income: US$84.0m (up 198% from FY 2022). Profit margin: 14% (up from 4.5% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 17Harmonic Inc. to Report Q4, 2023 Results on Jan 29, 2024Harmonic Inc. announced that they will report Q4, 2023 results After-Market on Jan 29, 2024
New Risk • Nov 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.9% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (1.0% net profit margin). Shareholders have been diluted in the past year (6.4% increase in shares outstanding).
Reported Earnings • Nov 01Third quarter 2023 earnings released: US$0.058 loss per share (vs US$0.083 profit in 3Q 2022)Third quarter 2023 results: US$0.058 loss per share (down from US$0.083 profit in 3Q 2022). Revenue: US$127.2m (down 18% from 3Q 2022). Net loss: US$6.50m (down 174% from profit in 3Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 31Harmonic Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2023Harmonic Inc. provided earnings guidance for the fourth quarter and full year 2023. For the quarter, the company expected net revenue of $150 million to $175 million. Operating income of $2 million to $13 million. Net loss per share of nil to $0.02. For the year, the company expected net revenue of $591 million to $616 million. Operating income of $14 million to $25 million. Net loss per share of $0.02 to $0.03.
お知らせ • Oct 24Harmonic Brings Industry-Leading Density to 10G Fiber Networks with New OLT ShelfHarmonic announced the launch of its new high-density Pier optical line terminal (OLT) shelf, a significant addition to Harmonic's virtualized cOS™? broadband platform and family of network edge devices. Addressing the escalating demand for high-speed 10G connectivity, the Pier OLT shelf introduces new high-power OLT optics to enable downlink reach up to 60 km, streamlined plant design and simplified deployment of outdoor access networks. With its density in a temperature-hardened device, service providers can leverage the Pier OLT shelf to increase the serviceable area size for fiber-to-the-home (FTTH) broadband and minimize building infrastructure requirements to accelerate time to market. The new OLT shelf serves both indoor data centers and outdoor cabinets, offering unparalleled versatility, performance and reliability. Accommodating a diverse array of deployment scenarios, the Pier shelf supports up to 32 XGS PON, 16 Combo PON or 32 GPON service groups per rack unit, allowing operators to meet a wide spectrum of subscriber and market needs. Whether transforming legacy coax networks to unleash ultra-fast 10G broadband speeds or establishing cutting-edge fiber networks in greenfield environments, the Pier OLT shelf ushers in a new era of agility and opportunity for operators. Manufactured in the U.S., the Pier shelf also facilitates broadband build-outs subject to federal rules that are applied to Broadband, Equity, Access and Deployment (BEAD) Program fund recipients -- further simplifying deployments. The Pier OLT shelf's high density enables service providers to leverage fewer devices per subscriber. When coupled with Harmonic's Wharf switch for aggregation, the solution's extended mid-mile range facilitates more strategic placement of the network components within a defined footprint. High power output, with low power consumption, optimizes the Pier shelf to expand each location's service area reach to ensure full capitalization of all available system capacity. Device capacity and extended range enable operators to minimize construction, ultimately reducing timelines and providing practical options for evolution. The Pier OLT shelf provides broadband operators with an evolutionary pathway from GPON to XGS-PON and supports operator-selected third-party ONU and ONT customer premises equipment (CPE). Leveraging Harmonic's Emmy Award-winning virtualized broadband core, the solution achieves energy efficiency alongside critical real-time insight into system performance through Harmonic's cOS Central telemetry and AI-powered analytics solution. Harmonic's market-leading virtualized broadband core powers next-gen broadband services to more than 21 million cable modems for over 100 innovative service providers worldwide, including leading operators in the U.S., Europe, Latin America and Asia. Harmonic will demonstrate its cOS broadband platform and flexible network edge devices during Network X 2023 in Paris, Oct. 24-26 at the Icotera booth F14 and Sagemcom booth G2.
お知らせ • Oct 18Harmonic Extends Lead in Virtualized BroadbandHarmonic announced that its virtualized cOS broadband platform, previously known as CableOS, now offers a rich array of next-generation capabilities that further extend its unique market-leading position. These capabilities include unified DOCSIS 4.0, BoostD 3.1, simplified timing synchronization for DAA, hitless software upgrades, integrated Profile Management Application (PMA) intelligence, and significantly reduced data center power consumption. Enabling top-tier symmetric gigabit services, cOS now offers unified support for the DOCSIS 4.0 specification, including full duplex (FDX) and extended spectrum DOCSIS (ESD), as well as 10G fiber. Additionally, new cOS platform capability called BoostD 3.1 supports the new class of cable modems currently coming to market, allowing broadband service providers to leverage the full spectrum and deliver fiber-like speeds over DOCSIS 3.1 networks ahead of DOCSIS 4.0 roll outs. The cloud-native cOS platform has been further enhanced to optimize network operations significantly. The platform now includes a unique feature to simplify device timing synchronization across networks deployed in distributed access architectures (DAA), allowing service providers to easily circumvent requirements related to utilization of specific timing protocols when necessary. The cOS broadband software platform offers hitless software upgrades, enhancing security responsiveness. frequent and seamless system updates provide a more robust platform to service providers while ensuring a more reliable, always-on service experience for subscribers. In a move to further enhance its Profile Management Application (PMA). This integration reduces PMA cycle durations and provides operators with an advanced, automated solution to ensure optimal network performance at scale. Harmonic continues its commitment to sustainability with the consistent density and performance improvements made to the cOS platform over seven generations of commercial off-the-shelf servers. Since 2016, these improvements have resulted in a remarkable 75% reduction in power consumption, minimizing operational expenses and reducing the overall carbon footprint of Harmonic's solution. Harmonic, known for inventing the industry's first virtualized core software almost a decade ago, revolutionized the cable broadband industry with its cOS platform. The cloud-native platform supports virtualized CMTS, BNG, OT and third-party applications on the same compute infrastructure to improve network agility as more operators accelerate their software-defined network transformation and leverage network function virtualization. The Emmy Award-winning cOS platform is the only field-proven, deployed-at-scale solution on the market and has since become the industry's most deployed platform with over 100 customers worldwide serving 21 million cable modems. Harmonic will showcase the market-leading cOS broadband platform and versatile family of network edge devices at the SCTE Cable-Tec Expo, Oct. 17-19 in booth 915.
お知らせ • Oct 17Harmonic Inc. to Report Q3, 2023 Results on Oct 30, 2023Harmonic Inc. announced that they will report Q3, 2023 results After-Market on Oct 30, 2023
お知らせ • Sep 23Scopia Capital Management Engages in Discussions with HarmonicOn September 21, 2023, Scopia Capital Management LP announced that it has engaged, and intends to continue to engage, in communications with Harmonic Inc.’s Board of Directors and management team regarding opportunities to enhance stockholder value.
お知らせ • Sep 15+ 2 more updatesHarmonic Brings Innovative Playout Capabilities to its XOS Advanced Media ProcessorHarmonic announced that its XOS Advanced Media Processor now offers a complete playout-to-delivery feature set, simplifying video streaming, distribution and broadcast workflows. The expanded XOS solution lowers costs and reduces energy consumption while streamlining operations for headend and edge applications by combining broadcast-grade playout and extensive media processing features on a single software-based appliance. The new playout capabilities on the XOS processor are available through software licenses. Featuring built-in storage options, the XOS processor enables a vast range of applications, including channel origination, advanced branding using HTML-5 graphics and effects, and edge content regionalization, while reducing customers' product footprint. Built-in automation and scheduling on XOS considerably simplify the day-to-day operation of playout-enabled workflows. The XOS Advanced Media Processor powers more than 200,000 premium-quality live broadcast and streaming channels worldwide.
お知らせ • Aug 02Harmonic Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2023Harmonic Inc. provided earnings guidance for the third quarter and full year of 2023. For the third quarter of 2023, the company expects revenue of $125 million to $140 million, operating loss of $11 million to $5 million and LPS of $0.04 to $0.02.For the full year 2023, the company expects revenue of $620 million to $660 million, operating income of $29 million to $51 million and EPS of $0.08 to $0.13.
New Risk • Aug 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.4% Last year net profit margin: 5.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Profit margins are more than 30% lower than last year (3.4% net profit margin). Shareholders have been diluted in the past year (6.2% increase in shares outstanding).
Reported Earnings • Aug 01Second quarter 2023 earnings released: EPS: US$0.014 (vs US$0.14 in 2Q 2022)Second quarter 2023 results: EPS: US$0.014 (down from US$0.14 in 2Q 2022). Revenue: US$156.0m (flat on 2Q 2022). Net income: US$1.56m (down 90% from 2Q 2022). Profit margin: 1.0% (down from 9.4% in 2Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 22Harmonic Inc. to Report Q2, 2023 Results on Jul 31, 2023Harmonic Inc. announced that they will report Q2, 2023 results After-Market on Jul 31, 2023
Board Change • Jun 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Sophia Kim was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 23Harmonic Inc Appoints Walter Jankovic as Chief Financial OfficerHarmonic Inc. announced that it has appointed Walter Jankovic as chief financial officer, effective May 22, 2023. Mr. Jankovic brings over 30 years of executive experience from a range of leading technology companies. He was most recently senior vice president and general manager, datacom business unit, at Lumentum, a provider of optical and photonic products. Prior to this, he served as president, optical connectivity, at Oclaro Inc. (acquired by Lumentum). Previously, Mr. Jankovic served in a number of senior finance and leadership roles during his 13-year tenure at Celestica Inc., including vice president of finance for various business segments; senior vice president, communications and internet service provider markets; and, most recently, senior vice president, advanced industrial and health tech markets. Earlier in his career, Mr. Jankovic held several finance leadership roles at Nortel Networks, and was an engagement manager at Deloitte. He holds a B.A. in Chartered Accountancy Studies and a Master of Accounting from the University of Waterloo, and is a Chartered Professional Accountant (CPA, CA, CMA).
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €14.91, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Communications industry in Europe. Total returns to shareholders of 203% over the past three years.
お知らせ • May 10Harmonic Inc. Provides Earnings Guidance for the Second Quarter of 2023 and for the Full Year 2023Harmonic Inc. provided earnings guidance for the second quarter of 2023 and for the full year 2023. For the second quarter, the company expected revenue to be $4 million to $7 million. For the year 2023, the company expected revenue to be $705 million to $740 million, gross profit to be $357 million to $382 million and net income to be $31 million to $39 million or Diluted net income per share to be $0.26 to $0.33.
Reported Earnings • May 09First quarter 2023 earnings released: EPS: US$0.046 (vs US$0.015 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.046 (up from US$0.015 loss in 1Q 2022). Revenue: US$157.6m (up 6.9% from 1Q 2022). Net income: US$5.09m (up US$6.62m from 1Q 2022). Profit margin: 3.2% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 02Full year 2022 earnings released: EPS: US$0.27 (vs US$0.13 in FY 2021)Full year 2022 results: EPS: US$0.27 (up from US$0.13 in FY 2021). Revenue: US$625.0m (up 23% from FY 2021). Net income: US$28.2m (up 113% from FY 2021). Profit margin: 4.5% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 17+ 1 more updateHarmonic Inc. Announces Resignation of Sanjay Kalra as Senior Vice President, Effective March 3, 2023Harmonic Inc. announced that Sanjay Kalra, senior vice president, will resign from his position, effective March 3, 2023, to pursue other opportunities.
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €13.36, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 21x in the Communications industry in Europe. Total returns to shareholders of 117% over the past three years.
Board Change • Feb 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Dan Whalen was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 01Full year 2022 earnings released: EPS: US$0.27 (vs US$0.13 in FY 2021)Full year 2022 results: EPS: US$0.27 (up from US$0.13 in FY 2021). Revenue: US$625.0m (up 23% from FY 2021). Net income: US$28.2m (up 113% from FY 2021). Profit margin: 4.5% (up from 2.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.