Seeking Alpha·Sep 16, 2026
Harmonic Inc. (HLIT) Analyst/Investor Day TranscriptHarmonic Inc. (HLIT) Analyst/Investor Day Transcript
Harmonic is emerging from a demand trough marked by a 55.8% YoY revenue collapse in 2025Q4, with 2026Q2 showing only a -3.3% decline and Broadband growth accelerating 54% YoY, suggesting a potential cable upgrade cycle inflection. Gross margin resilience at 52...
Price trend, volume and key moving averages
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 12, 2026 | $0.24+42.6% vs $0.17 | $133M+10.4% vs $121M |
Q2 2026 May 11, 2026 | $0.17+41.7% vs $0.12 | $122M+19.1% vs $102M |
Q1 2026 Feb 19, 2026 | $0.14+40.0% vs $0.10 | $98M-30.6% vs $141M |
Q4 2025 Nov 3, 2025 | $0.12+165.7% vs $0.05 | $142M+11.3% vs $128M |
Harmonic Inc. (HLIT) Analyst/Investor Day Transcript
Showcase Spotlights Include: New cOS SensAI™ intelligence fabric unleashing data-powered insights enabling operators to proactively manage broadband operations and reduce churn. Fiber advancements offering game-changing port density and end-to-end PON network management to accelerate fiber expansion.
New Vendor-Agnostic Broadband Intelligence Fabric Reduces Operational Complexity and Improves Service Quality for Broadband Service Providers SAN JOSE, Calif., Sept. 8, 2026 /PRNewswire/ -- Harmonic (NASDAQ: HLIT) today unveiled cOS SensAI™, a vendor-agnostic software-driven intelligence fabric that unifies heterogeneous data from any source across a broadband operator's network into a single, coherent information layer.
SAN JOSE, Calif., Aug. 27, 2026 /PRNewswire/ -- Harmonic (NASDAQ: HLIT), the worldwide leader in virtualized broadband solutions, today announced that it will host an Investor Day on Tuesday, September 15, 2026, in New York City.
Benchmark HLIT against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Harmonic Inc. (HLIT)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $10.99 | $1.19B | -28.92 | -46.88% | -12.01% | -10.21% | — | |
| $36.43 | $8.99B | 242.87 | 8.39% | -2% | -3.16% | — | |
| $7.11 | $575.9M | -12.47 | 17.46% | -2.29% | -5.07% | — | |
| $34.54 | $2.17B | 132.85 | 20.26% | 4.61% | 6.54% | — | |
| $26.75 | $1.93B | 46.93 | 11.03% | 13.85% | 19.61% | — | |
| $106.43 | $419.49B | 31.96 | 11.77% | 20.95% | 27.39% | — |
Harmonic Inc. (HLIT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Harmonic Inc. (HLIT) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 12, 2026·SEC
Jun 17, 2026·SEC
Jun 8, 2026·SEC
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Harmonic Inc. (HLIT) stock FAQ — growth, dividends, profitability & financials explained
Harmonic Inc. (HLIT) reported $495.8M in revenue for fiscal year 2025. This represents a 714% increase from $60.9M in 1996.
Harmonic Inc. (HLIT) saw revenue decline by 46.9% over the past year.
Harmonic Inc. (HLIT) reported a net loss of $47.1M for fiscal year 2025.
Harmonic Inc. (HLIT) has a return on equity (ROE) of -10.2%. Negative ROE indicates the company is unprofitable.
Harmonic Inc. (HLIT) generated $53.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
