Tillkännagivande • May 02
Harmonic Inc Unveils Game-Changing Innovations At Fiber Connect 2026 Harmonic 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. Tillkännagivande • Apr 27
Harmonic Inc., Annual General Meeting, Jun 04, 2026 Harmonic Inc., Annual General Meeting, Jun 04, 2026. Tillkännagivande • Apr 21
Harmonic Inc. to Report Q1, 2026 Results on May 11, 2026 Harmonic Inc. announced that they will report Q1, 2026 results After-Market on May 11, 2026 Tillkännagivande • Apr 20
Harmonic Inc Enables Directv To Reimagine Nationwide Dth Service Harmonic 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. Tillkännagivande • Apr 14
Harmonic Inc Introduces Breakthrough AI Orchestration Service for Live Video Workflows Harmonic 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. Tillkännagivande • Apr 09
Harmonic Inc Announces Significant Advances to Hybrid Streaming Solution Harmonic 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. Tillkännagivande • Apr 08
Harmonic Inc Showcases Latest Fiber Advancements and Ai-Powered Network Operations Intelligence Solution Harmonic 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. Tillkännagivande • Mar 27
Harmonic Inc Announces Enhancements to Sports Streaming Solution Harmonic 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. Tillkännagivande • Mar 24
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. 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. Tillkännagivande • Mar 18
Harmonic Inc. Enhances XOS Advanced Media Processor To Streamline Next-Generation Broadcast Distribution Harmonic 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. New Risk • Mar 11
New minor risk - Insider selling There 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). Tillkännagivande • Mar 06
Harmonic Inc Introduces Significant Enhancements To Video Appliances And Saas Solutions Harmonic 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. Tillkännagivande • Feb 24
Atx Networks and Harmonic Unite to Simplify Hfc Network Management and Accelerate Docsis 4.0 Adoption ATX 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 20
Full year 2025 earnings: EPS and revenues miss analyst expectations Full 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. Tillkännagivande • Feb 20
Harmonic Inc. Provides Earnings Guidance for the First Quarter 2026 and Full Year 2026 Harmonic 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 18
Senior VP & GM exercised options and sold US$194k worth of stock On 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. Tillkännagivande • Jan 21
Harmonic Inc. to Report Q4, 2025 Results on Feb 19, 2026 Harmonic Inc. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026 Recent Insider Transactions • Dec 16
Senior VP & GM recently sold US$314k worth of stock On 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. Major Estimate Revision • Nov 11
Consensus EPS estimates fall by 32%, revenue upgraded The 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 06
Price target increased by 8.2% to US$11.36 Up 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 04
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations Third 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 04
Price target increased by 11% to US$11.21 Up 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. Tillkännagivande • Nov 04
Harmonic Inc. Announces Unaudited Earnings Guidance for Fourth Quarter 2025 Harmonic 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. Tillkännagivande • Oct 14
Harmonic Inc. to Report Q3, 2025 Results on Nov 03, 2025 Harmonic Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2025 Tillkännagivande • Oct 09
Harmonic Spotlights Fiber Breakthroughs At Network X 2025 Harmonic 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. Tillkännagivande • Sep 08
Harmonic Introduces Central Management System to Power Next-Gen Hybrid Streaming Harmonic 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. Tillkännagivande • Aug 20
Harmonic Amplifies Video Streaming and Broadcast Monetization with VOS360 Ad Enhancements Harmonic 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 29
Second quarter 2025 earnings: EPS and revenues exceed analyst expectations Second 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. Tillkännagivande • Jul 29
Harmonic Inc. Provides Earnings Guidance for the Third Quarter of 2025 Harmonic 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. Tillkännagivande • May 28
Harmonic Transforms MDU Broadband Connectivity with New SeaStar Node Harmonic 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. Tillkännagivande • May 23
Harmonic Showcases Breakthrough Solutions to Drive Premium Broadband Experiences At Fiber Connect 2025 Harmonic 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. Tillkännagivande • May 20
Harmonic Elevates the Broadband Experience with Innovations At Anga Com 2025 Harmonic 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. Tillkännagivande • May 01
Harmonic Inc., Annual General Meeting, Jun 12, 2025 Harmonic Inc., Annual General Meeting, Jun 12, 2025. Reported Earnings • Apr 29
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First 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. Tillkännagivande • Apr 15
Harmonic Inc. to Report Q1, 2025 Results on Apr 28, 2025 Harmonic Inc. announced that they will report Q1, 2025 results After-Market on Apr 28, 2025 Tillkännagivande • Apr 03
Harmonic Inc. Announces Innovations to Its Comprehensive Playout-To-Delivery Solution Harmonic 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. Tillkännagivande • Mar 26
Harmonic Leads AI and Cloud Innovation with Enhancements to VOS360 SaaS Solutions Harmonic 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. Recent Insider Transactions Derivative • Feb 20
Senior VP & GM exercised options and sold US$196k worth of stock On 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 11
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full 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. Tillkännagivande • Feb 11
Harmonic 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. Tillkännagivande • Jan 22
Harmonic Inc. to Report Q4, 2024 Results on Feb 10, 2025 Harmonic Inc. announced that they will report Q4, 2024 results After-Market on Feb 10, 2025 Tillkännagivande • Nov 18
Ancora Releases Presentation Highlighting the Opportunity for Significant Near-Term Value Creation at Harmonic On 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 30
Price target decreased by 9.9% to US$14.93 Down 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 29
Third quarter 2024 earnings: EPS and revenues exceed analyst expectations Third quarter 2024 results: EPS: US$0.19 (up from US$0.058 loss in 3Q 2023). Revenue: US$195.8m (up 54% from 3Q 2023). Net income: US$21.7m (up US$28.2m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). Revenue 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. Tillkännagivande • Oct 29
Harmonic Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024 Harmonic 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. Tillkännagivande • Oct 15
Harmonic Inc. to Report Q3, 2024 Results on Oct 28, 2024 Harmonic Inc. announced that they will report Q3, 2024 results After-Market on Oct 28, 2024 Board Change • Sep 05
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Director Dan Whalen was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Tillkännagivande • Aug 30
Harmonic Inc. Set to Showcase A Wide Range of Cloud and Software-Based Innovations At IBC2024 Harmonic Inc. is set to showcase a wide range of cloud and software-based innovations at IBC2024, reinforcing its position as the worldwide leader in video processing and delivery. The company will demonstrate innovations for production and playout, broadcast and distribution, live sports streaming and content monetization to help service providers and broadcasters boost their revenues, elevate viewing experiences and minimize video infrastructure costs. Driving Revenue Growth and Viewer Engagement: Harmonic will showcase several advancements for video streaming, including new AI-powered capabilities, allowing video service providers and broadcasters to: Boost advertising revenues: In-stream advertising features on Harmonic's VOS 360 Ad SaaS create new premium inventory to monetize high- and low-action moments in sports events. Enrich video workflows: New AI-powered content processing technologies on VOS360 Media SaaS include cutting-edge speech-to-text capability for closed captioning and voice cloning for on-the-fly audio commentary translation of live video content. Personalize live sports streaming: Harmonic's VOS360 Media SaaS enables service providers to rapidly and automatically create personalized sports highlights, fueling fan engagement. Minimizing Video Infrastructure Costs: Harmonic will showcase advancements designed to lower video infrastructure costs for service providers and broadcasters: Next-generation XOS and Spectrum X platforms: Harmonic's flagship XOS advanced media processor enables 50% more channel encoding/transcoding than the previous generation, and the Spectrum X media server doubles channel density for certain workflows. Playout to delivery: Attendees can check out a groundbreaking playout-to-delivery capability on the XOS media processor and VOS360 Media SaaS, combining advanced playout, sophisticated branding and premium encoding in a single software-based solution or SaaS offering. Dynamic frame rate encoding: Harmonic's new AI-based dynamic frame rate encoding algorithm reduces CPU resources and bandwidth by 20% and 15%, respectively, while maintaining exceptional video quality. Encoder stress performance gauge: Service providers can now measure CPU resource consumption and the video quality of channels encoded by the server in real time to maximize the number of encoded channels and preserve video quality. Tillkännagivande • Aug 14
Harmonic Amps Up Primary Distribution with New SaaS-Based Management System Harmonic announced DMS X, a new SaaS-based version of its Distribution Management System™ for the company's XOS advanced media processor. Running on the public cloud, DMS X elevates primary distribution, enabling broadcasters and content providers to securely distribute video content over satellite, managed IP and open internet delivery networks. With DMS X, content providers have the flexibility to remotely manage advanced playout workflows; download clips, graphics and playlists; monitor edge devices and distribute high-quality video content to affiliates via internet, satellite and hybrid primary distribution. Using DMS X, content providers can control 10,000-plus XOS media processors from a centralized user interface. The DMS X SaaS is based on a flexible business model that allows content providers to only pay for what they use, while ensuring the system is always up to date and globally accessible. With 24/7 monitoring by a dedicated DevOps team, the system guarantees high reliability. The DMS X SaaS offers several features, such as centralized playout management for ad insertion and program localization, HTML graphic insertion, edge playout management, the ability to schedule blackout events with unparalleled scalability, remote device and service configuration and monitoring. The DMS X SaaS provides all of these capabilities for any network and any content format up to 4K HDR. Recent Insider Transactions • Aug 04
Insider recently sold US$576k worth of stock On the 31st of July, Neven Haltmayer sold around 40k shares on-market at roughly US$14.41 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.4m more than they bought in the last 12 months. Tillkännagivande • Jul 31
Harmonic Inc. Reaffirms Earnings Guidance for the Third Quarter and Full Year of 2024 Harmonic Inc. reaffirmed earnings guidance for the third quarter and full year of 2024. For the third quarter of 2024, the company expects net revenue of $175 million to $190 million, net income of $16 million to $22 million and net income per share of $0.14 to $0.19, income from operations of $24 million to $32 million.
For the full year 2024, the company expects net revenue of $645 million to $695 million, net income of $23 million to $45 million and net income per share of $0.19 to $0.38, income from operations of $36 million to $65 million. Reported Earnings • Jul 30
Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behind Second quarter 2024 results: US$0.11 loss per share (down from US$0.014 profit in 2Q 2023). Revenue: US$138.7m (down 11% from 2Q 2023). Net loss: US$12.5m (down US$14.1m from profit in 2Q 2023). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 6.6% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Jul 24
Harmonic Appoints Neel Dev to its Board of Directors Harmonic announced it has expanded the company's board of directors with the appointment of Neel Dev. Mr. Dev currently serves as the chief financial officer and chief revenue officer of Congruex, a communications network infrastructure design, engineering and construction company. At Congruex, Mr. Dev is responsible for financial planning, accounting, tax, treasury, procurement and supply chain management. He also oversees the sales and commercial services organizations, and processes related to revenue generation activities and go-to-market strategy. Prior to Congruex, Mr. Dev served as executive vice president and chief financial officer of Lumen Technologies, and he previously held various finance leadership roles at Level 3 Communications, MCI (now Verizon Business), and MFS Communications. Mr. Dev. holds a bachelor of arts degree in mathematics from the University of Delhi (India) and an MBA from the University of Arizona, and is a CFA® charter holder. Tillkännagivande • Jul 17
Harmonic Unleashes Fiber Broadband Innovation At Fiber Connect 2024 Harmonic Inc. announced that the company will demonstrate its latest fiber broadband innovations for high-speed broadband service delivery at Fiber Connect 2024 in Nashville, Tennessee. Harmonic's market-leading cOS™ virtualized broadband platform and versatile portfolio of network edge devices enable service providers to simplify and save on multigigabit fiber deployments and upgrades. Harmonic will highlight several fiber broadband innovations at Fiber Connect that enable service providers to: Streamline fiber deployments: Harmonic will demonstrate the power of its market-leading cOS platform to ease control and management of network edge devices, ensuring high performance on the network, enhancing the quality of experience for subscribers. With easy to install, versatile R-OLT and shelf modules, Harmonic's fiber solutions enable fast time to market of services and unlock savings on operations, construction and real estate. Optimize equipment capital and interoperability: Harmonic's fiber solutions offer an open approach to ONU/ONT selection, allowing operators to adopt the customer premise equipment of their choice. This unique approach enables operators to break free from vendor lock-in, benefit from competitive ONU/ONT pricing and simplify network evolution. Enable future-readiness and simplify upgrades: Harmonic's cOS platform enables upgrades at the speed of software with a single solution for GPON, XGS-PON, Combo PON, 25G and beyond. Harmonic will showcase how operators can cost-effectively address rural, suburban, urban and MDU deployments with a single solution. Simplify QoE end-to-end: Harmonic will demonstrate multivendor fiber interoperability with Incognito, Kaon Broadband, Sercomm and Bitdefender. The demonstration will showcase Harmonic's cOS platform and Pier OLT shelf, Incognito's Fiber Service Orchestration solution and ONU/ONTs from multiple vendors, illustrating how to achieve best-in-class fiber service from the headend to the home.