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HLIT
Harmonic Inc
13.43 USD
-3.73%

Access earnings results, analyst expectations, report, slides, earnings call, and transcript.

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HLIT Transcript

Harmonic Inc. (HLIT) Q1 2026 Earnings Call Transcript
Positive5-12

The earnings call highlights strong financial performance, with significant revenue and EPS growth, exceeding guidance. The broadband and rest-of-market segments show robust expansion, and a substantial backlog supports future visibility. Despite some supply chain concerns, the overall sentiment is positive, reinforced by a large share repurchase program. However, guidance implies no sequential growth due to macro uncertainties, slightly tempering enthusiasm. Considering the market cap, the stock price is likely to experience a positive movement, within the 2% to 8% range, over the next two weeks.

Harmonic Inc. (HLIT) Q4 2025 Earnings Call Transcript
Positive2-20

The earnings call summary and Q&A highlight strong financial performance, optimistic guidance, and strategic growth initiatives. Record high revenue, strong EBITDA, and free cash flow, coupled with positive broadband and video segment growth, are positive indicators. While memory pricing poses a risk, strategic pricing actions and multiyear agreements provide stability. The Q&A reveals confidence in Rest-of-World customer growth and a solid bookings outlook. Given the company's market cap, a positive stock price movement of 2% to 8% is anticipated.

Harmonic Inc. (HLIT) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Neutral12-11
Harmonic Inc. (HLIT) Q3 2025 Earnings Call Transcript
Positive11-3

The earnings call presented strong financial performance, with record high revenue and robust gross margins. The company's strategic partnerships, such as with Akamai and Comcast, and market confidence in DOCSIS 4.0, bolster growth prospects. Although guidance reflects short-term headwinds, the optimistic outlook for 2026 and shareholder returns via buybacks support a positive sentiment. Despite some analyst concerns about unclear timelines, the overall sentiment is positive, suggesting a stock price increase of 2% to 8%.

HLIT Slides

PDFHarmonic Q1 2026 slides: broadband revenue surges 43%, guidance raised
2026-05-11
PDFHarmonic Q3 2025 slides: Revenue beats expectations amid broadband transition
2025-11-03
PDFHarmonic Q2 2025 slides: mixed results amid strategic positioning for 2026 growth
2025-07-28

HLIT Report

HARMONIC INC 10-Q
10-Q
2025-08-01
HARMONIC INC 10-Q
10-Q
2024-11-01
HARMONIC INC 10-Q
10-Q
2024-08-02
HARMONIC INC 10-Q
10-Q
2024-05-02

Frequently Asked Questions

Where does this earnings call transcript come from?

All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.

How soon is the transcript available after the earnings call ends?

Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.

Is the transcript edited or altered in any way?

No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.

Why do some answers appear as “Unclear” or “Inaudible”?

When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.

Who creates the AI Summary and Key Q&A highlights shown above the transcript?

They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.

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