View ValuationHarmonic 将来の成長Future 基準チェック /36Harmonic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22.1%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.Major Estimate Revision • Nov 11Consensus EPS estimates fall by 32%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$546.0m to US$551.6m. EPS estimate fell from US$0.19 to US$0.13 per share. Net income forecast to grow 9.2% next year vs 19% growth forecast for Communications industry in the US. Consensus price target up from US$10.50 to US$11.36. Share price was steady at US$10.23 over the past week.Price Target Changed • Nov 06Price target increased by 8.2% to US$11.36Up from US$10.50, the current price target is an average from 7 analysts. New target price is 12% above last closing price of US$10.18. Stock is down 15% over the past year. The company is forecast to post earnings per share of US$0.13 for next year compared to US$0.34 last year.Price Target Changed • Nov 04Price target increased by 11% to US$11.21Up from US$10.07, the current price target is an average from 7 analysts. New target price is 7.5% above last closing price of US$10.43. Stock is down 10% over the past year. The company is forecast to post earnings per share of US$0.20 for next year compared to US$0.34 last year.すべての更新を表示Recent updatesライブニュース • Jun 25Harmonic Sells Video Business for $145 Million to Focus on Virtualized BroadbandHarmonic has completed the sale of its Video Business to MediaKind for US$145 million in cash, shifting the company to a pure-play focus on virtualized broadband and tying the transaction to equity awards for Senior Vice President Neven Haltmayer, who now directly holds 185,113 Harmonic shares. The company plans to use proceeds to strengthen its balance sheet and fund broadband-focused innovation and growth initiatives, with an Investor Day scheduled in New York on 15 September 2026 to outline its technology and growth plans. Harmonic shares trade at US$14.54, with the stock up 45.1% year to date. This pivot leaves Harmonic more concentrated in one segment, which can sharpen its story but also increases reliance on execution in virtualized broadband and on how effectively divestiture proceeds are deployed.分析記事 • Jun 20Harmonic (HLIT) Stock Could Be 1.3% Undervalued as Growth Narrative BuildsRecent Performance Snapshot Harmonic (HLIT) has drawn investor attention after a recent upswing in its share price, with the stock showing gains over the past week, month and past 3 months on a total return basis. This move comes against a backdrop of reported annual revenue of US$397.34 million and net income of US$8.495 million, figures that give investors a reference point when weighing the stock’s recent strength. See our latest analysis for Harmonic. Against this backdrop, Harmonic’s...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.ナラティブの更新 • Jun 19HLIT: Broadband Refocus And Buybacks Will Drive Stronger Future Cash ReturnsHarmonic’s latest narrative update reflects a higher blended analyst price target, with recent $1 to $5 upward revisions tied to analyst views on its unchanged $20.00 fair value framework, modestly adjusted discount rate, revenue growth, profit margin assumptions, and slightly lower future P/E outlook. Analyst Commentary Recent Street research around Harmonic clusters around higher price targets that anchor to the same US$20.00 fair value framework, with analysts adjusting inputs rather than changing the overall thesis.ライブニュース • Jun 17Harmonic Stock: Video Unit Sale Sparks Renewed Focus On Broadband GrowthHarmonic has completed the sale of its Video Business to MediaKind for US$145 million in cash. The company plans to focus more heavily on its virtualized broadband segment, which it describes as the fastest-growing part of its portfolio. Management intends to use the transaction proceeds to strengthen the balance sheet and invest in broadband-related innovation and growth opportunities. This divestiture marks a clear shift in Harmonic’s business mix toward broadband. This development could change how you think about the company’s long-term revenue drivers and risk profile. Investors may want to track how efficiently the US$145 million is deployed and what returns the company ultimately earns on new broadband-focused investments.Buy Or Sell Opportunity • Jun 05Now 25% undervaluedOver the last 90 days, the stock has risen 41% to US$13.27. The fair value is estimated to be US$17.76, 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.ナラティブの更新 • Jun 04HLIT: Broadband Focus And Share Buybacks Will Support Stronger Future Cash ReturnsHarmonic's fair value estimate has been raised from $17.00 to $20.00 as analysts factor in updated assumptions on revenue growth, profitability, discount rates and future P/E, following a series of higher price targets from firms including Northland, Needham, Rosenblatt, Barclays and Jefferies. Analyst Commentary Bullish analysts are clustering around higher price targets for Harmonic, with recent moves ranging from US$1 to US$5 increases across several research updates.ライブニュース • May 28Harmonic Stock Jumps 30% After Q1 Broadband Beats and 2026 Guidance RaisedHarmonic reported Q1 2026 broadband revenue growth of 43% year over year, with results ahead of earnings and revenue expectations. The company recorded a 17% EBIT margin in Q1 and generated solid free cash flow, indicating improved profitability and cash generation. Management raised its 2026 guidance for broadband revenue and non-GAAP EPS, while progressing on plans to divest the Video business and broaden its broadband technology portfolio. This was followed by a stock price increase of more than 30% and several analyst upgrades. The core message is that Harmonic is increasingly focused on broadband infrastructure, with current results and updated guidance aligned with that focus and receiving a strong reaction from the market. For those following HLIT, the key variables to watch now are execution on the Video divestiture, uptake of the expanded broadband offerings and contracts, and whether margins and free cash flow remain in line with the higher 2026 targets.ナラティブの更新 • May 18HLIT: Record Broadband Orders And Backlog Are Expected To Support EarningsAnalysts have lifted their average price target for Harmonic from $12.71 to $15.29, citing updated assumptions on revenue growth, profitability and future P/E along with recent price target increases from several firms following strong reported broadband orders. Analyst Commentary Recent price target increases cluster around similar themes, with most of the focus on Harmonic's broadband momentum and how that might feed into future execution and valuation.Recent Insider Transactions • May 17Senior VP & GM of Video Business recently sold US$421k worth of stockOn the 13th of May, Neven Haltmayer sold around 32k shares on-market at roughly US$13.24 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 US$201k more than they bought in the last 12 months.Recent Insider Transactions Derivative • May 14Senior VP & GM of Video Business notifies of intention to sell stockNeven Haltmayer intends to sell 32k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of May. If the sale is conducted around the recent share price of US$13.24, it would amount to US$421k. Since June 2025, Neven's direct individual holding has decreased from 166.83k shares to 165.69k. Company insiders have collectively sold US$977k more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • May 13Harmonic: The Broadband Thesis Is Connecting (Rating Upgrade)Summary Harmonic Inc. is upgraded to Buy, leveraging its dominant DOCSIS infrastructure share and cOS platform as North American cable operators ramp DOCSIS 4.0 deployments. HLIT’s broadband segment posted 43% YoY revenue growth in Q1 2026, with rest-of-market bookings now over 50%, reducing historical customer concentration risk. Gross margin guidance for FY2026 is 50–51.5%, pressured by memory costs and new product ramps; historical earnings volatility remains a key risk. With the video business sale and $200M buyback authorization, HLIT’s broadband cash engine and capital allocation discipline underpin a favorable long-term thesis. Read the full article on Seeking Alpha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.Reported Earnings • May 12First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.10 (up from US$0.051 in 1Q 2025). Revenue: US$121.7m (down 8.6% from 1Q 2025). Net income: US$11.2m (up 89% from 1Q 2025). Profit margin: 9.2% (up from 4.5% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 19%. Earnings per share (EPS) also surpassed analyst estimates by 100%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 8% per year.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.ナラティブの更新 • Apr 29HLIT: Record Broadband Orders And 3.5x Book To Bill Will Support EarningsAnalysts have lifted their price target on Harmonic to $14 from $12.50, citing record Q4 broadband orders of $347m, with a 3.5x book to bill, as a key driver behind their updated view. Analyst Commentary Bullish Takeaways Bullish analysts point to the record Q4 Broadband orders of $347m as a strong indicator of customer demand, which they see as supportive of the higher $14 target price.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.ナラティブの更新 • Apr 15HLIT: Record Broadband Orders Will Support Stronger Profitability And Cash ReturnsAnalysts have raised the fair value estimate for Harmonic to $17 from $15, citing recent Street research that includes a higher $14 price target. The updated target is tied to record $347 million in Broadband orders and a 3.5x book-to-bill ratio in the latest Q4 update.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.ナラティブの更新 • Mar 31HLIT: Future Multiple Compression Will Follow Record Broadband Orders MomentumAnalysts have raised their price target on Harmonic to $14 from $12.50, citing record Q4 Broadband orders of $347m and a 3.5x book-to-bill ratio as key factors supporting their updated view. Analyst Commentary Street research points to a constructive view on Harmonic following the Q4 report, with the higher price target framed around record Broadband orders of US$347m and a 3.5x book to bill ratio.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.ナラティブの更新 • Mar 17HLIT: Future Earnings Multiple Contraction Will Follow Peak Broadband Booking MomentumAnalysts have nudged their view on Harmonic higher, with a fresh $14 price target, up from $12.50. They cite record Q4 broadband orders of $347m and a book to bill of 3.5x as key supports for the updated outlook.New Risk • Mar 11New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$314k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin). Significant insider selling over the past 3 months (US$314k sold).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.ナラティブの更新 • Mar 03HLIT: Record Broadband Orders Will Support Stronger Long Term Earnings PowerAnalysts have raised their price target on Harmonic to $14 from $12.50, citing record Q4 broadband orders of $347 million and an improved long-term profit margin outlook. This comes even as they account for a much lower expected revenue growth rate and a higher future P/E assumption.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.Reported Earnings • Feb 20Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: US$0.011 (down from US$0.34 in FY 2024). Revenue: US$360.5m (down 47% from FY 2024). Net income: US$1.22m (down 97% from FY 2024). Profit margin: 0.3% (down from 5.8% in FY 2024). Revenue missed analyst estimates by 35%. Earnings per share (EPS) also missed analyst estimates. Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Communications industry in the US are expected to grow by 12%. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.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.Recent Insider Transactions Derivative • Feb 18Senior VP & GM exercised options and sold US$194k worth of stockOn the 15th of February, Neven Haltmayer exercised options to acquire 18k shares at no cost and sold these for an average price of US$10.68 per share. This trade did not impact their existing holding. Since March 2025, Neven's direct individual holding has decreased from 156.34k shares to 149.57k. Company insiders have collectively sold US$906k more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Feb 17HLIT: Broadband And Streaming Contracts Will Support Steady Long Term ProspectsAnalysts have nudged their price target on Harmonic to $11.79, reflecting a slightly higher assumed discount rate and a modestly richer future P/E multiple in their models. What's in the News Czech Television, the public broadcaster of the Czech Republic, selected Harmonic's software-based XOS Advanced Media Processor to modernize its video streaming workflow, bringing transcoding in-house and aiming for higher control over streaming quality for millions of viewers (Key Developments).ナラティブの更新 • Feb 03HLIT: Broadband And Streaming Wins Will Support Stronger Long Term DemandAnalysts have kept their price target for Harmonic broadly steady around $11.79, with only small tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E. These adjustments help to fine tune their view rather than shift it in a big way.分析記事 • Jan 30Harmonic (NASDAQ:HLIT) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...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ナラティブの更新 • Jan 20HLIT: Future Earnings Multiple Contraction Will Outweigh Broadband And Streaming WinsAnalysts have raised their price target on Harmonic, citing updated assumptions that include a revised fair value of 8.0, adjustments to revenue growth and profit margin expectations, and a lower future P/E multiple of 6.42x compared with the previous 15.28x. What's in the News Czech Television is working with Harmonic to modernize its video streaming workflow using the XOS Advanced Media Processor, bringing transcoding in-house and using AI-powered EyeQ encoding for multi device delivery across mobile, web apps and HbbTV (Client announcement).ナラティブの更新 • Jan 05HLIT: Broadband And Streaming Wins Will Support Stronger Profitability AheadAnalysts have lifted their price target on Harmonic from US$12.50 to US$15.00, citing updated assumptions that reflect higher modeled revenue growth, a stronger profit margin profile, a slightly lower discount rate, and a reduced future P/E multiple. What's in the News Czech Television selected Harmonic's XOS Advanced Media Processor to modernize its streaming workflow, bringing transcoding in-house, adding AI-powered EyeQ encoding and supporting mobile, web and HbbTV delivery for millions of viewers, with deployment supported by local partner Smart Informatics (Client announcement).Recent Insider Transactions • Dec 16Senior VP & GM recently sold US$314k worth of stockOn the 15th of December, Neven Haltmayer sold around 30k shares on-market at roughly US$10.45 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$47k more than they sold in the last 12 months.ナラティブの更新 • Dec 13HLIT: Easing Broadband Headwinds Will Support Stronger Future Demand OutlookAnalysts have raised their price target on Harmonic by $3 to $14, citing improving industry conditions and the easing of prior headwinds following recent broadband sector insights. Analyst Commentary Bullish Takeaways Bullish analysts argue that the improved broadband demand backdrop should support a healthier order pipeline, justifying a higher valuation multiple on forward earnings.ナラティブの更新 • Nov 28HLIT: Recent Industry Tailwinds Will Drive Confidence in Broadband Demand OutlookAnalysts have raised their price target for Harmonic, increasing it by $0.43. This reflects improved sentiment as several industry headwinds have recently eased.ナラティブの更新 • Nov 13HLIT: Capital Deployment and Industry Developments Will Shape Outlook Amid Fading HeadwindsAnalysts have raised their price target for Harmonic from $11.00 to $14.00, citing renewed confidence following industry events and the easing of earlier headwinds. Analyst Commentary Industry research following key broadband events has informed recent analyst perspectives on Harmonic's performance and outlook.分析記事 • Nov 12Harmonic's (NASDAQ:HLIT) Conservative Accounting Might Explain Soft EarningsHarmonic Inc.'s ( NASDAQ:HLIT ) earnings announcement last week didn't impress shareholders. While the headline numbers...Major Estimate Revision • Nov 11Consensus EPS estimates fall by 32%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$546.0m to US$551.6m. EPS estimate fell from US$0.19 to US$0.13 per share. Net income forecast to grow 9.2% next year vs 19% growth forecast for Communications industry in the US. Consensus price target up from US$10.50 to US$11.36. Share price was steady at US$10.23 over the past week.Price Target Changed • Nov 06Price target increased by 8.2% to US$11.36Up from US$10.50, the current price target is an average from 7 analysts. New target price is 12% above last closing price of US$10.18. Stock is down 15% over the past year. The company is forecast to post earnings per share of US$0.13 for next year compared to US$0.34 last year.Reported Earnings • Nov 04Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.024 (down from US$0.19 in 3Q 2024). Revenue: US$142.4m (down 27% from 3Q 2024). Net income: US$2.69m (down 88% from 3Q 2024). Profit margin: 1.9% (down from 11% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Price Target Changed • Nov 04Price target increased by 11% to US$11.21Up from US$10.07, the current price target is an average from 7 analysts. New target price is 7.5% above last closing price of US$10.43. Stock is down 10% over the past year. The company is forecast to post earnings per share of US$0.20 for next year compared to US$0.34 last year.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.ナラティブの更新 • Oct 29Lifting Industry Headwinds Will Support Broader Demand and Market Momentum AheadNarrative Update on Harmonic: Price Target Adjustment Analysts have increased Harmonic's price target by $3, to $14 from $11, citing improved industry conditions and the resolution of earlier headwinds as key factors in their revised outlook. Analyst Commentary Analysts offered a range of perspectives on Harmonic following the recent price target adjustment.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.ナラティブの更新 • Oct 03Global Broadband Upgrades Will Spur Lasting Market ExpansionAnalysts have raised their fair value estimate for Harmonic from $10.07 to $10.50. This change reflects improved sentiment after headwinds in the company's results were seen to have eased.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.Reported Earnings • Jul 29Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.025 (up from US$0.11 loss in 2Q 2024). Revenue: US$138.0m (flat on 2Q 2024). Net income: US$2.87m (up US$15.4m from 2Q 2024). Profit margin: 2.1% (up from net loss in 2Q 2024). Revenue exceeded analyst estimates by 9.4%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.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.分析記事 • Jul 11Returns Are Gaining Momentum At Harmonic (NASDAQ:HLIT)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...分析記事 • Jun 25Why Harmonic Inc. (NASDAQ:HLIT) Could Be Worth WatchingHarmonic Inc. ( NASDAQ:HLIT ), is not the largest company out there, but it saw a double-digit share price rise of over...分析記事 • Jun 10Harmonic (NASDAQ:HLIT) Seems To Use Debt Rather SparinglyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...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.分析記事 • May 08Harmonic's (NASDAQ:HLIT) Soft Earnings Don't Show The Whole PictureThe market for Harmonic Inc.'s ( NASDAQ:HLIT ) shares didn't move much after it posted weak earnings recently. We think...お知らせ • May 01Harmonic Inc., Annual General Meeting, Jun 12, 2025Harmonic Inc., Annual General Meeting, Jun 12, 2025.Reported Earnings • Apr 29First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.051 (up from US$0.072 loss in 1Q 2024). Revenue: US$133.1m (up 9.1% from 1Q 2024). Net income: US$5.94m (up US$14.0m from 1Q 2024). Profit margin: 4.5% (up from net loss in 1Q 2024). Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Seeking Alpha • Apr 17Harmonic: Fundamentals And Upside Potential Are In HarmonySummary Harmonic Inc. shows strong topline growth and market penetration, driven by innovation and strategic partnerships, making it a promising potential addition to my portfolio. The asset-light business model and high free cash flow enhance profitability and sustainability, with a low Net Debt/EBITDA ratio of 0.25x. Despite recent downtrends, HLIT stock is undervalued with significant upside potential, supported by P/E Ratio and DCF Model analyses indicating a TP of up to $17.30. Technical analysis suggests a potential rebound, with improved momentum and buying opportunities, recommending a buy rating with a take profit at $10.48 and stop loss at $7.57. Read the full article on Seeking Alpha分析記事 • Apr 16Harmonic Inc. (NASDAQ:HLIT) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 27x Harmonic Inc. ( NASDAQ:HLIT ) may be sending very bearish signals at...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.分析記事 • Mar 17Investors Will Want Harmonic's (NASDAQ:HLIT) Growth In ROCE To PersistIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Seeking Alpha • Feb 25Harmonic: Get Ready To Buy On DipsSummary Harmonic's stock is rated a hold with a $12 price target due to near-term headwinds from the Unified DOCSIS 4.0 transition. Despite impressive 2024 earnings including record Q4 revenue and EPS growth, 2025 is expected to be a weaker year. The video segment is now profitable, with a promising partnership with Akamai poised to drive future growth. Investors should consider buying if the stock dips to $8 or below, as long-term prospects remain strong. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Feb 20Senior VP & GM exercised options and sold US$196k worth of stockOn the 15th of February, Neven Haltmayer exercised options to acquire 19k shares at no cost and sold these for an average price of US$10.06 per share. This trade did not impact their existing holding. Since June 2024, Neven's direct individual holding has decreased from 162.21k shares to 133.51k. Company insiders have collectively sold US$2.1m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Feb 11Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$0.34 (down from US$0.75 in FY 2023). Revenue: US$678.7m (up 12% from FY 2023). Net income: US$39.2m (down 53% from FY 2023). Profit margin: 5.8% (down from 14% in FY 2023). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.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.分析記事 • Jan 27If EPS Growth Is Important To You, Harmonic (NASDAQ:HLIT) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...新しいナラティブ • Jan 23HLIT Market OutlookCisco Systems: A global leader in networking and telecommunications equipment, Cisco offers video delivery and cable edge solutions that compete directly with Harmonic's offerings.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分析記事 • Jan 13These 4 Measures Indicate That Harmonic (NASDAQ:HLIT) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Dec 13Harmonic (NASDAQ:HLIT) Might Have The Makings Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...分析記事 • Nov 26Shareholders Should Be Pleased With Harmonic Inc.'s (NASDAQ:HLIT) PriceWhen close to half the companies in the Communications industry in the United States have price-to-sales ratios (or...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.Price Target Changed • Oct 30Price target decreased by 9.9% to US$14.93Down from US$16.57, the current price target is an average from 7 analysts. New target price is 29% above last closing price of US$11.58. Stock is up 11% over the past year. The company is forecast to post earnings per share of US$0.28 for next year compared to US$0.75 last year.Reported Earnings • Oct 29Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird 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 exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 192%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Communications industry in the US. 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 2% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Oct 29Q3 Gains For Harmonic, But 2025 Growth UncertainSummary Harmonic Inc. posted strong Q3 results with a Non-GAAP EPS of $0.26 and revenue of $195.76 million, driven by Broadband's DOCSIS 4.0 rollout. Despite growth, concerns include project delays, heavy reliance on major clients, and potential profit margin flattening, leading to a cautious outlook. Video segment profitability improved, but revenue dipped slightly; financials show strong cash position but expect margin fluctuations and inventory increases. Given revenue slowdowns, client setup delays, and economic pressures, I rate Harmonic Inc. as a “Hold” for now, awaiting a better entry point. Read the full article on Seeking Alpha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.分析記事 • Oct 29Is There Now An Opportunity In Harmonic Inc. (NASDAQ:HLIT)?Harmonic Inc. ( NASDAQ:HLIT ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively large...業績と収益の成長予測NasdaqGS:HLIT - 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: HLITの予測収益成長率 (年間50.1% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: HLITの収益 ( 50.1% ) はUS市場 ( 18.6% ) 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: HLIT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: HLITの収益 ( 11.7% ) US市場 ( 12.7% ) よりも低い成長が予測されています。高い収益成長: HLIT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: HLIT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2026/06/26 23:31終値2026/06/26 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.
Major Estimate Revision • Nov 11Consensus EPS estimates fall by 32%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$546.0m to US$551.6m. EPS estimate fell from US$0.19 to US$0.13 per share. Net income forecast to grow 9.2% next year vs 19% growth forecast for Communications industry in the US. Consensus price target up from US$10.50 to US$11.36. Share price was steady at US$10.23 over the past week.
Price Target Changed • Nov 06Price target increased by 8.2% to US$11.36Up from US$10.50, the current price target is an average from 7 analysts. New target price is 12% above last closing price of US$10.18. Stock is down 15% over the past year. The company is forecast to post earnings per share of US$0.13 for next year compared to US$0.34 last year.
Price Target Changed • Nov 04Price target increased by 11% to US$11.21Up from US$10.07, the current price target is an average from 7 analysts. New target price is 7.5% above last closing price of US$10.43. Stock is down 10% over the past year. The company is forecast to post earnings per share of US$0.20 for next year compared to US$0.34 last year.
ライブニュース • Jun 25Harmonic Sells Video Business for $145 Million to Focus on Virtualized BroadbandHarmonic has completed the sale of its Video Business to MediaKind for US$145 million in cash, shifting the company to a pure-play focus on virtualized broadband and tying the transaction to equity awards for Senior Vice President Neven Haltmayer, who now directly holds 185,113 Harmonic shares. The company plans to use proceeds to strengthen its balance sheet and fund broadband-focused innovation and growth initiatives, with an Investor Day scheduled in New York on 15 September 2026 to outline its technology and growth plans. Harmonic shares trade at US$14.54, with the stock up 45.1% year to date. This pivot leaves Harmonic more concentrated in one segment, which can sharpen its story but also increases reliance on execution in virtualized broadband and on how effectively divestiture proceeds are deployed.
分析記事 • Jun 20Harmonic (HLIT) Stock Could Be 1.3% Undervalued as Growth Narrative BuildsRecent Performance Snapshot Harmonic (HLIT) has drawn investor attention after a recent upswing in its share price, with the stock showing gains over the past week, month and past 3 months on a total return basis. This move comes against a backdrop of reported annual revenue of US$397.34 million and net income of US$8.495 million, figures that give investors a reference point when weighing the stock’s recent strength. See our latest analysis for Harmonic. Against this backdrop, Harmonic’s...
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.
ナラティブの更新 • Jun 19HLIT: Broadband Refocus And Buybacks Will Drive Stronger Future Cash ReturnsHarmonic’s latest narrative update reflects a higher blended analyst price target, with recent $1 to $5 upward revisions tied to analyst views on its unchanged $20.00 fair value framework, modestly adjusted discount rate, revenue growth, profit margin assumptions, and slightly lower future P/E outlook. Analyst Commentary Recent Street research around Harmonic clusters around higher price targets that anchor to the same US$20.00 fair value framework, with analysts adjusting inputs rather than changing the overall thesis.
ライブニュース • Jun 17Harmonic Stock: Video Unit Sale Sparks Renewed Focus On Broadband GrowthHarmonic has completed the sale of its Video Business to MediaKind for US$145 million in cash. The company plans to focus more heavily on its virtualized broadband segment, which it describes as the fastest-growing part of its portfolio. Management intends to use the transaction proceeds to strengthen the balance sheet and invest in broadband-related innovation and growth opportunities. This divestiture marks a clear shift in Harmonic’s business mix toward broadband. This development could change how you think about the company’s long-term revenue drivers and risk profile. Investors may want to track how efficiently the US$145 million is deployed and what returns the company ultimately earns on new broadband-focused investments.
Buy Or Sell Opportunity • Jun 05Now 25% undervaluedOver the last 90 days, the stock has risen 41% to US$13.27. The fair value is estimated to be US$17.76, 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.
ナラティブの更新 • Jun 04HLIT: Broadband Focus And Share Buybacks Will Support Stronger Future Cash ReturnsHarmonic's fair value estimate has been raised from $17.00 to $20.00 as analysts factor in updated assumptions on revenue growth, profitability, discount rates and future P/E, following a series of higher price targets from firms including Northland, Needham, Rosenblatt, Barclays and Jefferies. Analyst Commentary Bullish analysts are clustering around higher price targets for Harmonic, with recent moves ranging from US$1 to US$5 increases across several research updates.
ライブニュース • May 28Harmonic Stock Jumps 30% After Q1 Broadband Beats and 2026 Guidance RaisedHarmonic reported Q1 2026 broadband revenue growth of 43% year over year, with results ahead of earnings and revenue expectations. The company recorded a 17% EBIT margin in Q1 and generated solid free cash flow, indicating improved profitability and cash generation. Management raised its 2026 guidance for broadband revenue and non-GAAP EPS, while progressing on plans to divest the Video business and broaden its broadband technology portfolio. This was followed by a stock price increase of more than 30% and several analyst upgrades. The core message is that Harmonic is increasingly focused on broadband infrastructure, with current results and updated guidance aligned with that focus and receiving a strong reaction from the market. For those following HLIT, the key variables to watch now are execution on the Video divestiture, uptake of the expanded broadband offerings and contracts, and whether margins and free cash flow remain in line with the higher 2026 targets.
ナラティブの更新 • May 18HLIT: Record Broadband Orders And Backlog Are Expected To Support EarningsAnalysts have lifted their average price target for Harmonic from $12.71 to $15.29, citing updated assumptions on revenue growth, profitability and future P/E along with recent price target increases from several firms following strong reported broadband orders. Analyst Commentary Recent price target increases cluster around similar themes, with most of the focus on Harmonic's broadband momentum and how that might feed into future execution and valuation.
Recent Insider Transactions • May 17Senior VP & GM of Video Business recently sold US$421k worth of stockOn the 13th of May, Neven Haltmayer sold around 32k shares on-market at roughly US$13.24 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 US$201k more than they bought in the last 12 months.
Recent Insider Transactions Derivative • May 14Senior VP & GM of Video Business notifies of intention to sell stockNeven Haltmayer intends to sell 32k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of May. If the sale is conducted around the recent share price of US$13.24, it would amount to US$421k. Since June 2025, Neven's direct individual holding has decreased from 166.83k shares to 165.69k. Company insiders have collectively sold US$977k more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • May 13Harmonic: The Broadband Thesis Is Connecting (Rating Upgrade)Summary Harmonic Inc. is upgraded to Buy, leveraging its dominant DOCSIS infrastructure share and cOS platform as North American cable operators ramp DOCSIS 4.0 deployments. HLIT’s broadband segment posted 43% YoY revenue growth in Q1 2026, with rest-of-market bookings now over 50%, reducing historical customer concentration risk. Gross margin guidance for FY2026 is 50–51.5%, pressured by memory costs and new product ramps; historical earnings volatility remains a key risk. With the video business sale and $200M buyback authorization, HLIT’s broadband cash engine and capital allocation discipline underpin a favorable long-term thesis. Read the full article on Seeking Alpha
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.
Reported Earnings • May 12First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.10 (up from US$0.051 in 1Q 2025). Revenue: US$121.7m (down 8.6% from 1Q 2025). Net income: US$11.2m (up 89% from 1Q 2025). Profit margin: 9.2% (up from 4.5% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 19%. Earnings per share (EPS) also surpassed analyst estimates by 100%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 8% per year.
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.
ナラティブの更新 • Apr 29HLIT: Record Broadband Orders And 3.5x Book To Bill Will Support EarningsAnalysts have lifted their price target on Harmonic to $14 from $12.50, citing record Q4 broadband orders of $347m, with a 3.5x book to bill, as a key driver behind their updated view. Analyst Commentary Bullish Takeaways Bullish analysts point to the record Q4 Broadband orders of $347m as a strong indicator of customer demand, which they see as supportive of the higher $14 target price.
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.
ナラティブの更新 • Apr 15HLIT: Record Broadband Orders Will Support Stronger Profitability And Cash ReturnsAnalysts have raised the fair value estimate for Harmonic to $17 from $15, citing recent Street research that includes a higher $14 price target. The updated target is tied to record $347 million in Broadband orders and a 3.5x book-to-bill ratio in the latest Q4 update.
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.
ナラティブの更新 • Mar 31HLIT: Future Multiple Compression Will Follow Record Broadband Orders MomentumAnalysts have raised their price target on Harmonic to $14 from $12.50, citing record Q4 Broadband orders of $347m and a 3.5x book-to-bill ratio as key factors supporting their updated view. Analyst Commentary Street research points to a constructive view on Harmonic following the Q4 report, with the higher price target framed around record Broadband orders of US$347m and a 3.5x book to bill ratio.
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.
ナラティブの更新 • Mar 17HLIT: Future Earnings Multiple Contraction Will Follow Peak Broadband Booking MomentumAnalysts have nudged their view on Harmonic higher, with a fresh $14 price target, up from $12.50. They cite record Q4 broadband orders of $347m and a book to bill of 3.5x as key supports for the updated outlook.
New Risk • Mar 11New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$314k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.3% net profit margin). Significant insider selling over the past 3 months (US$314k sold).
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.
ナラティブの更新 • Mar 03HLIT: Record Broadband Orders Will Support Stronger Long Term Earnings PowerAnalysts have raised their price target on Harmonic to $14 from $12.50, citing record Q4 broadband orders of $347 million and an improved long-term profit margin outlook. This comes even as they account for a much lower expected revenue growth rate and a higher future P/E assumption.
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.
Reported Earnings • Feb 20Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: US$0.011 (down from US$0.34 in FY 2024). Revenue: US$360.5m (down 47% from FY 2024). Net income: US$1.22m (down 97% from FY 2024). Profit margin: 0.3% (down from 5.8% in FY 2024). Revenue missed analyst estimates by 35%. Earnings per share (EPS) also missed analyst estimates. Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Communications industry in the US are expected to grow by 12%. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
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.
Recent Insider Transactions Derivative • Feb 18Senior VP & GM exercised options and sold US$194k worth of stockOn the 15th of February, Neven Haltmayer exercised options to acquire 18k shares at no cost and sold these for an average price of US$10.68 per share. This trade did not impact their existing holding. Since March 2025, Neven's direct individual holding has decreased from 156.34k shares to 149.57k. Company insiders have collectively sold US$906k more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Feb 17HLIT: Broadband And Streaming Contracts Will Support Steady Long Term ProspectsAnalysts have nudged their price target on Harmonic to $11.79, reflecting a slightly higher assumed discount rate and a modestly richer future P/E multiple in their models. What's in the News Czech Television, the public broadcaster of the Czech Republic, selected Harmonic's software-based XOS Advanced Media Processor to modernize its video streaming workflow, bringing transcoding in-house and aiming for higher control over streaming quality for millions of viewers (Key Developments).
ナラティブの更新 • Feb 03HLIT: Broadband And Streaming Wins Will Support Stronger Long Term DemandAnalysts have kept their price target for Harmonic broadly steady around $11.79, with only small tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E. These adjustments help to fine tune their view rather than shift it in a big way.
分析記事 • Jan 30Harmonic (NASDAQ:HLIT) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
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
ナラティブの更新 • Jan 20HLIT: Future Earnings Multiple Contraction Will Outweigh Broadband And Streaming WinsAnalysts have raised their price target on Harmonic, citing updated assumptions that include a revised fair value of 8.0, adjustments to revenue growth and profit margin expectations, and a lower future P/E multiple of 6.42x compared with the previous 15.28x. What's in the News Czech Television is working with Harmonic to modernize its video streaming workflow using the XOS Advanced Media Processor, bringing transcoding in-house and using AI-powered EyeQ encoding for multi device delivery across mobile, web apps and HbbTV (Client announcement).
ナラティブの更新 • Jan 05HLIT: Broadband And Streaming Wins Will Support Stronger Profitability AheadAnalysts have lifted their price target on Harmonic from US$12.50 to US$15.00, citing updated assumptions that reflect higher modeled revenue growth, a stronger profit margin profile, a slightly lower discount rate, and a reduced future P/E multiple. What's in the News Czech Television selected Harmonic's XOS Advanced Media Processor to modernize its streaming workflow, bringing transcoding in-house, adding AI-powered EyeQ encoding and supporting mobile, web and HbbTV delivery for millions of viewers, with deployment supported by local partner Smart Informatics (Client announcement).
Recent Insider Transactions • Dec 16Senior VP & GM recently sold US$314k worth of stockOn the 15th of December, Neven Haltmayer sold around 30k shares on-market at roughly US$10.45 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$47k more than they sold in the last 12 months.
ナラティブの更新 • Dec 13HLIT: Easing Broadband Headwinds Will Support Stronger Future Demand OutlookAnalysts have raised their price target on Harmonic by $3 to $14, citing improving industry conditions and the easing of prior headwinds following recent broadband sector insights. Analyst Commentary Bullish Takeaways Bullish analysts argue that the improved broadband demand backdrop should support a healthier order pipeline, justifying a higher valuation multiple on forward earnings.
ナラティブの更新 • Nov 28HLIT: Recent Industry Tailwinds Will Drive Confidence in Broadband Demand OutlookAnalysts have raised their price target for Harmonic, increasing it by $0.43. This reflects improved sentiment as several industry headwinds have recently eased.
ナラティブの更新 • Nov 13HLIT: Capital Deployment and Industry Developments Will Shape Outlook Amid Fading HeadwindsAnalysts have raised their price target for Harmonic from $11.00 to $14.00, citing renewed confidence following industry events and the easing of earlier headwinds. Analyst Commentary Industry research following key broadband events has informed recent analyst perspectives on Harmonic's performance and outlook.
分析記事 • Nov 12Harmonic's (NASDAQ:HLIT) Conservative Accounting Might Explain Soft EarningsHarmonic Inc.'s ( NASDAQ:HLIT ) earnings announcement last week didn't impress shareholders. While the headline numbers...
Major Estimate Revision • Nov 11Consensus EPS estimates fall by 32%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$546.0m to US$551.6m. EPS estimate fell from US$0.19 to US$0.13 per share. Net income forecast to grow 9.2% next year vs 19% growth forecast for Communications industry in the US. Consensus price target up from US$10.50 to US$11.36. Share price was steady at US$10.23 over the past week.
Price Target Changed • Nov 06Price target increased by 8.2% to US$11.36Up from US$10.50, the current price target is an average from 7 analysts. New target price is 12% above last closing price of US$10.18. Stock is down 15% over the past year. The company is forecast to post earnings per share of US$0.13 for next year compared to US$0.34 last year.
Reported Earnings • Nov 04Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.024 (down from US$0.19 in 3Q 2024). Revenue: US$142.4m (down 27% from 3Q 2024). Net income: US$2.69m (down 88% from 3Q 2024). Profit margin: 1.9% (down from 11% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Price Target Changed • Nov 04Price target increased by 11% to US$11.21Up from US$10.07, the current price target is an average from 7 analysts. New target price is 7.5% above last closing price of US$10.43. Stock is down 10% over the past year. The company is forecast to post earnings per share of US$0.20 for next year compared to US$0.34 last year.
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.
ナラティブの更新 • Oct 29Lifting Industry Headwinds Will Support Broader Demand and Market Momentum AheadNarrative Update on Harmonic: Price Target Adjustment Analysts have increased Harmonic's price target by $3, to $14 from $11, citing improved industry conditions and the resolution of earlier headwinds as key factors in their revised outlook. Analyst Commentary Analysts offered a range of perspectives on Harmonic following the recent price target adjustment.
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.
ナラティブの更新 • Oct 03Global Broadband Upgrades Will Spur Lasting Market ExpansionAnalysts have raised their fair value estimate for Harmonic from $10.07 to $10.50. This change reflects improved sentiment after headwinds in the company's results were seen to have eased.
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.
Reported Earnings • Jul 29Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.025 (up from US$0.11 loss in 2Q 2024). Revenue: US$138.0m (flat on 2Q 2024). Net income: US$2.87m (up US$15.4m from 2Q 2024). Profit margin: 2.1% (up from net loss in 2Q 2024). Revenue exceeded analyst estimates by 9.4%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
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.
分析記事 • Jul 11Returns Are Gaining Momentum At Harmonic (NASDAQ:HLIT)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
分析記事 • Jun 25Why Harmonic Inc. (NASDAQ:HLIT) Could Be Worth WatchingHarmonic Inc. ( NASDAQ:HLIT ), is not the largest company out there, but it saw a double-digit share price rise of over...
分析記事 • Jun 10Harmonic (NASDAQ:HLIT) Seems To Use Debt Rather SparinglyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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.
分析記事 • May 08Harmonic's (NASDAQ:HLIT) Soft Earnings Don't Show The Whole PictureThe market for Harmonic Inc.'s ( NASDAQ:HLIT ) shares didn't move much after it posted weak earnings recently. We think...
お知らせ • May 01Harmonic Inc., Annual General Meeting, Jun 12, 2025Harmonic Inc., Annual General Meeting, Jun 12, 2025.
Reported Earnings • Apr 29First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.051 (up from US$0.072 loss in 1Q 2024). Revenue: US$133.1m (up 9.1% from 1Q 2024). Net income: US$5.94m (up US$14.0m from 1Q 2024). Profit margin: 4.5% (up from net loss in 1Q 2024). Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Seeking Alpha • Apr 17Harmonic: Fundamentals And Upside Potential Are In HarmonySummary Harmonic Inc. shows strong topline growth and market penetration, driven by innovation and strategic partnerships, making it a promising potential addition to my portfolio. The asset-light business model and high free cash flow enhance profitability and sustainability, with a low Net Debt/EBITDA ratio of 0.25x. Despite recent downtrends, HLIT stock is undervalued with significant upside potential, supported by P/E Ratio and DCF Model analyses indicating a TP of up to $17.30. Technical analysis suggests a potential rebound, with improved momentum and buying opportunities, recommending a buy rating with a take profit at $10.48 and stop loss at $7.57. Read the full article on Seeking Alpha
分析記事 • Apr 16Harmonic Inc. (NASDAQ:HLIT) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 27x Harmonic Inc. ( NASDAQ:HLIT ) may be sending very bearish signals at...
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.
分析記事 • Mar 17Investors Will Want Harmonic's (NASDAQ:HLIT) Growth In ROCE To PersistIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Seeking Alpha • Feb 25Harmonic: Get Ready To Buy On DipsSummary Harmonic's stock is rated a hold with a $12 price target due to near-term headwinds from the Unified DOCSIS 4.0 transition. Despite impressive 2024 earnings including record Q4 revenue and EPS growth, 2025 is expected to be a weaker year. The video segment is now profitable, with a promising partnership with Akamai poised to drive future growth. Investors should consider buying if the stock dips to $8 or below, as long-term prospects remain strong. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Feb 20Senior VP & GM exercised options and sold US$196k worth of stockOn the 15th of February, Neven Haltmayer exercised options to acquire 19k shares at no cost and sold these for an average price of US$10.06 per share. This trade did not impact their existing holding. Since June 2024, Neven's direct individual holding has decreased from 162.21k shares to 133.51k. Company insiders have collectively sold US$2.1m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Feb 11Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: US$0.34 (down from US$0.75 in FY 2023). Revenue: US$678.7m (up 12% from FY 2023). Net income: US$39.2m (down 53% from FY 2023). Profit margin: 5.8% (down from 14% in FY 2023). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 8.8% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
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.
分析記事 • Jan 27If EPS Growth Is Important To You, Harmonic (NASDAQ:HLIT) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
新しいナラティブ • Jan 23HLIT Market OutlookCisco Systems: A global leader in networking and telecommunications equipment, Cisco offers video delivery and cable edge solutions that compete directly with Harmonic's offerings.
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
分析記事 • Jan 13These 4 Measures Indicate That Harmonic (NASDAQ:HLIT) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Dec 13Harmonic (NASDAQ:HLIT) Might Have The Makings Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
分析記事 • Nov 26Shareholders Should Be Pleased With Harmonic Inc.'s (NASDAQ:HLIT) PriceWhen close to half the companies in the Communications industry in the United States have price-to-sales ratios (or...
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.
Price Target Changed • Oct 30Price target decreased by 9.9% to US$14.93Down from US$16.57, the current price target is an average from 7 analysts. New target price is 29% above last closing price of US$11.58. Stock is up 11% over the past year. The company is forecast to post earnings per share of US$0.28 for next year compared to US$0.75 last year.
Reported Earnings • Oct 29Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird 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 exceeded analyst estimates by 7.2%. Earnings per share (EPS) also surpassed analyst estimates by 192%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Communications industry in the US. 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 2% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Oct 29Q3 Gains For Harmonic, But 2025 Growth UncertainSummary Harmonic Inc. posted strong Q3 results with a Non-GAAP EPS of $0.26 and revenue of $195.76 million, driven by Broadband's DOCSIS 4.0 rollout. Despite growth, concerns include project delays, heavy reliance on major clients, and potential profit margin flattening, leading to a cautious outlook. Video segment profitability improved, but revenue dipped slightly; financials show strong cash position but expect margin fluctuations and inventory increases. Given revenue slowdowns, client setup delays, and economic pressures, I rate Harmonic Inc. as a “Hold” for now, awaiting a better entry point. Read the full article on Seeking Alpha
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.
分析記事 • Oct 29Is There Now An Opportunity In Harmonic Inc. (NASDAQ:HLIT)?Harmonic Inc. ( NASDAQ:HLIT ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively large...
