Accessibility StatementSkip Navigation "Our collaboration with Harmonic at SCTE TechExpo25 provides operators with a clear proof point that DOCSIS 4.0 is practical and accessible," said JR Walden, CTO at Mediacom. "This advanced technology brings significant benefits — such as blazing-fast speeds and greater reliability — helping to close the digital divide and ensure the communities we serve can thrive in the digital economy." The breakthrough deployment will spotlight several key industry milestones, incl ...

SAN JOSE, Calif., Sept. 23, 2025 /PRNewswire/ --Â Harmonic (NASDAQ: HLIT) today announced that German broadband operator neu-medianet is making the leap to XGS-PON fiber broadband services with Harmonic's industry-leading cOSâ"¢ virtualized broadband platform. The cOS platform enables neu-medianet to overbuild its existing network and augment its DOCSIS footprint with XGS-PON for delivering symmetric multi-gigabit broadband services. Leveraging Harmonic's solutions, neu-medianet is building a future-ready b ...

Core Insights - Harmonic has partnered with SKY Perfect JSAT Corporation to modernize its broadcast playout and delivery workflow, utilizing Harmonic's XOS Advanced Media Processor to enhance video quality and explore new business models for revenue growth [1][2]. Company Overview - Harmonic is recognized as a leader in virtualized broadband and video delivery solutions, enabling media companies to provide ultra-high-quality video streaming and broadcast services globally [4]. Technological Advancements - The XOS media processor features a cloud-native software foundation and a complete playout-to-delivery feature set, which consolidates critical broadcast functions into a single solution, enhancing operational efficiency and delivering substantial cost savings [2]. - The XOS media processor provides a 40% improvement in density compared to the previous platform, driving performance gains for SKY Perfect JSAT [2]. Market Positioning - The collaboration with SKY Perfect JSAT is seen as a strategic investment in software-centric solutions, allowing the company to expand into new market segments and launch targeted services [3].

Core Viewpoint - Akamai and Harmonic have launched Akamai Media Services Live 5 (MSL5), enhancing video delivery capabilities for streaming service providers and broadcasters, particularly for live sports [1][4]. Group 1: Product Features and Enhancements - MSL5 supports diverse media formats, advanced monetization, and improved viewing experiences, making it ideal for high-quality live streaming [1][3]. - The platform operates on Akamai Cloud, ensuring lower latency, greater reliability, and consistent performance across networks and devices [2]. - Key enhancements of MSL5 include reduced time to first byte (TTFB) for live streams, an extended live DVR window from 30 minutes to 12 hours, and streamlined user experience with faster provisioning [7]. Group 2: Market Context and Future Developments - The demand for flawless live streaming experiences is driven by massive global audiences and significant investments in streaming rights by platforms [4]. - Future updates for MSL5 will focus on efficiency and expanded monetization capabilities, including premium live transcoding and innovative ad formats [4]. - Akamai and Harmonic are showcasing MSL5 at IBC2025 in Amsterdam, indicating their commitment to industry presence and innovation [5].

Core Insights - Harmonic is set to showcase innovative broadband solutions at SCTE TechExpo25, focusing on enabling fiber-grade multi-gigabit connectivity and enhancing subscriber experiences [1][2] Group 1: Innovations in Broadband Technology - The company is introducing Unified DOCSIS 4.0, which supports both Full Duplex (FDX) and Frequency Division Duplex (FDD) technologies, allowing for ultra-high-capacity throughput and significant cost savings for operators [3] - Harmonic's cOS broadband platform, along with devices like Pearl R-OLT and Jetty remote switch, facilitates a transition from GPON to XGS-PON and up to 100G PON, addressing the demand for high-speed fiber service delivery [4] - The new AI Assistant capability in cOS Central enables smarter, self-healing networks, improving network reliability and subscriber satisfaction while reducing operating costs [5] Group 2: Enhancing User Experience - Harmonic's cOS platform features L4S capabilities that provide ultra-low-lag experiences, crucial for latency-sensitive applications such as online gaming and video conferencing [6] - The SeaStar™ optical node allows for rapid deployment of fiber-grade connectivity in lower-density MDUs, reducing capital expenses and enabling revenue expansion for operators [7] Group 3: Industry Engagement and Expertise - Harmonic will share insights on broadband trends and strategies at SCTE TechExpo25, highlighting its cOS platform's role in powering next-gen broadband services for over 35 million CPE devices globally [8] - Key executives from Harmonic will participate in various sessions at the expo, discussing topics such as next-gen networks, AI in broadband operations, and the future of FTTx [12]

Core Insights - Harmonic has introduced innovative features to its live sports streaming solution aimed at enhancing fan engagement, protecting content from piracy, and maximizing monetization for service providers and broadcasters [1][2] Group 1: Innovations in Streaming - The new live sports streaming solution includes geo-synced low latency, interactive multiview, AI-driven highlight creation, robust anti-piracy protections, and in-stream ads [1] - The solution allows for low-latency streaming with a geo-redundant architecture, achieving sub-five-second latency without compromising reliability [3] Group 2: Enhancing Fan Engagement - Harmonic is collaborating with technology providers Skreens and VisualOn to offer multiview experiences, enabling fans to watch and interact with multiple live games simultaneously [4] - The solution features automatic scene detection and AI-driven sports clipping for real-time highlight creation, further elevating fan engagement [5] Group 3: Anti-Piracy Measures - To combat sports piracy, Harmonic has integrated forensic watermarking and geo-blocking, along with CDN-level authentication and access control services [6] Group 4: Monetization Strategies - The live sports streaming solution includes in-stream advertising through server-side insertion of addressable ad formats, strategically placed during high- and low-action moments of the game [7] - Automated triggering of in-stream ads from external data feeds or AI-enhanced systems helps maintain viewer engagement and maximizes monetization opportunities for sports publishers [7] Group 5: Upcoming Demonstration - Harmonic will showcase its innovative live sports streaming solution at IBC2025, scheduled for September 12-15 [8]

Core Insights - Harmonic has announced enhanced capabilities for its VOS®360 Ad SaaS solution, focusing on AI-powered contextual ad triggering and advanced programmatic advertising to increase advertising revenue and improve viewer experience [1][2] Group 1: AI-Powered Contextual Ad Triggering - The VOS360 Ad solution introduces AI-driven real-time video analysis to identify high-value monetization moments during live sports, allowing for dynamic insertion of contextually relevant ads [2][3] - This capability transforms the monetization of live sporting events by providing innovative ad inventory to brands and agencies [3] Group 2: Programmatic Advertising - The advancements in VOS360 Ad facilitate programmatic advertising, enabling broadcasters to leverage the efficiency of the digital ad ecosystem, unlocking new demand and boosting ad revenues [4] - The solution integrates seamlessly with major demand-side and supply-side platforms, including Google Ad Manager and Magnite SpringServe, to streamline programmatic ad delivery [5] Group 3: Market Position and Future Demonstrations - Harmonic is positioned as a leader in virtualized broadband and video delivery solutions, aiming to revolutionize how media companies monetize content [7] - The latest innovations will be showcased at IBC2025, highlighting the company's commitment to advancing advertising technology [6]

Company Overview - Harmonic is a global leader in virtualized broadband and video delivery solutions, enabling media companies and service providers to deliver ultra-high-quality video streaming and broadcast services to consumers worldwide [2] - The company has revolutionized broadband networking with the industry's first virtualized broadband solution, allowing operators to deploy gigabit internet service more flexibly to consumers' homes and mobile devices [2] - Harmonic simplifies OTT video delivery through innovative cloud and software platforms, and powers the delivery of gigabit internet services, changing how media companies and service providers monetize live and on-demand content across various screens [2] Upcoming Events - Harmonic's President and CEO, Nimrod Ben-Natan, along with CFO Walter Jankovic, will host investor meetings at the Jefferies Semiconductor, IT Hardware & Communications Technology Conference in Chicago, IL, on August 26, 2025 [1]

Core Insights - Globo, Brazil's largest video streaming platform, is utilizing Harmonic's technology for low-latency live streaming during the 2025 Campeonato Brasileiro Série A, ensuring high video quality and near-real-time viewing experiences [1][2] - The partnership emphasizes Harmonic's leadership in live sports streaming technology, showcasing their commitment to enhancing viewer experiences across various platforms [3] Group 1: Technology and Implementation - Harmonic's VOS®360 Media SaaS is being used to streamline media processing and streaming delivery for over 300 matches across 38 rounds of the championship [2] - Globo's selection of Harmonic was based on a rigorous evaluation process, highlighting the need for broadcast-grade performance, cloud flexibility, and exceptional DevOps support [2] - The deployment involved collaboration between multiple teams at Globo and Harmonic, focusing on video system adjustments, CDN fine-tuning, and player compatibility [2] Group 2: Market Impact and Future Prospects - The collaboration sets a new benchmark for premium sports streaming delivery in Brazil, a country known for its passionate football culture [3] - Harmonic plans to showcase its innovative streaming solutions at upcoming industry events, including SET Expo 2025 and IBC2025, indicating ongoing engagement in the market [3][4] - Harmonic is recognized as a leader in virtualized broadband and video delivery solutions, enabling media companies to deliver ultra-high-quality streaming services globally [4]

Core Insights - Harmonic reported Q2 2025 non-GAAP earnings per share of $0.09, significantly exceeding analyst expectations of $0.018, marking a 396.5% beat [1] - The company's GAAP revenue for the quarter was $138.0 million, surpassing analyst estimates by 8%, although year-on-year revenue remained virtually flat [1][5] - Management described the quarter as one of strong execution amid volatile market conditions and tariff-related uncertainties [1] Financial Performance - Non-GAAP net income increased by 10.8% year-on-year to $10.3 million, while adjusted EBITDA grew by 5.6% to $17.0 million [2][5] - Non-GAAP gross margin improved to 54.1%, up from 53.1% in Q2 2024 [2][5] - Bookings surged over 100% year-on-year to $158.4 million, although backlog and deferred revenue decreased to $504.5 million from $613.1 million in Q2 2024 [8] Segment Analysis - The Broadband segment experienced a revenue decline of 6.5% to $86.9 million, with a non-GAAP gross margin drop to 46.5% due to unfavorable product mix and tariff costs [6] - The Video segment revenue grew by 11.6% to $51.1 million, with non-GAAP gross margin improving to 67.0% and adjusted EBITDA reaching $6.2 million [7] - Video SaaS revenue hit a record $15.4 million, driven by strong demand in live sports streaming [7] Strategic Focus - Harmonic's strategy emphasizes software-led transformation, particularly through its cOS virtualized broadband platform and VOS360 SaaS for video [4] - The company aims to innovate in rapidly evolving technologies and expand its international presence beyond North America [4] Outlook and Guidance - The company anticipates subdued revenue in the Broadband segment, with non-GAAP gross margin expected between 52.5% and 53.8% and earnings per share projected in the $0.02 to $0.07 range for Q3 2025 [12] - Harmonic withdrew its full-year 2025 guidance due to uncertainties surrounding U.S. import tariffs and macroeconomic conditions [13]