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Harmonic Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Strategic review and sale of video business
Initiated a strategic review of the video business in November 2023, initially unable to find a buyer, but later restructured and improved performance before receiving a compelling offer from MediaKind.
MediaKind's acquisition will make it a leading domestic provider of video streaming services and infrastructure, benefiting customers and employees.
The sale allows a sharper focus on broadband, leveraging market leadership in virtualized CMTS and fiber, with added capital flexibility for investment and shareholder returns.
The transaction is expected to close in the first half of 2026 due to required processes, including the France Works Council consultation.
Broadband business outlook and technology trends
Unified DOCSIS 4.0 is on track for broad market readiness in 2026, with key ecosystem components now available.
Major customers like Comcast and Charter are progressing with network upgrades, providing visibility into 2025 and 2026 growth.
Fiber solutions are gaining traction, with Comcast as a reference customer and revenue growth expected in 2025 and 2026.
Expansion into telco markets, especially tier two and three, is underway with differentiated, flexible solutions and new products like SEASTAR.
BEAD program is seen as a future upside, with compliant solutions ready for late 2026-2027 opportunities.
Customer base and revenue diversification
Over 140 customers are now on the broadband platform, reducing reliance on the top two operators over time.
Expanded relationships with Charter and other operators are expected to drive multi-year network upgrades and recurring revenue.
Competitive pressures in the market are driving operators to invest in speed, latency, and quality of service.
What are the complexities of the Video business divestiture?
What drives broadband margin improvement?
How will capital be allocated post-Video sale?
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Q4 202510 Feb, 2026
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Frequently asked questions
Harmonic Inc. provides video delivery software, products, system solutions, and broadband access solutions for media companies, service providers, and operators worldwide. Its offerings include cloud-based video streaming, video processing, and cable access platforms. Harmonic Inc. is headquartered in San Jose, California, and its shares are listed on the NASDAQ.
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