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Harmonic Earnings Calls
| Release date | Nov 03, 2025 |
| EPS estimate | $0.0452 |
| EPS actual | $0.120 |
| EPS Surprise | 165.66% |
| Revenue estimate | 127.935M |
| Revenue actual | 142.382M |
| Revenue Surprise | 11.29% |
| Release date | Jul 28, 2025 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0900 |
| EPS Surprise | 200.00% |
| Revenue estimate | 127.935M |
| Revenue actual | 138.027M |
| Revenue Surprise | 7.89% |
| Release date | Apr 28, 2025 |
| EPS estimate | $0.0500 |
| EPS actual | $0.110 |
| EPS Surprise | 120.00% |
| Revenue estimate | 127.51M |
| Revenue actual | 133.135M |
| Revenue Surprise | 4.41% |
| Release date | Feb 10, 2025 |
| EPS estimate | $0.370 |
| EPS actual | $0.450 |
| EPS Surprise | 21.62% |
| Revenue estimate | 212.451M |
| Revenue actual | 222.166M |
| Revenue Surprise | 4.57% |
Last 4 Quarters for Harmonic
Below you can see how HLIT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 10, 2025 |
| Price on release | $11.12 |
| EPS estimate | $0.370 |
| EPS actual | $0.450 |
| EPS surprise | 21.62% |
| Date | Price |
|---|---|
| Feb 04, 2025 | $11.19 |
| Feb 05, 2025 | $11.40 |
| Feb 06, 2025 | $11.35 |
| Feb 07, 2025 | $11.13 |
| Feb 10, 2025 | $11.12 |
| Feb 11, 2025 | $9.42 |
| Feb 12, 2025 | $9.51 |
| Feb 13, 2025 | $9.79 |
| Feb 14, 2025 | $10.06 |
| 4 days before | -0.626% |
| 4 days after | -9.53% |
| On release day | -15.29% |
| Change in period | -10.10% |
| Release date | Apr 28, 2025 |
| Price on release | $9.31 |
| EPS estimate | $0.0500 |
| EPS actual | $0.110 |
| EPS surprise | 120.00% |
| Date | Price |
|---|---|
| Apr 22, 2025 | $8.67 |
| Apr 23, 2025 | $8.80 |
| Apr 24, 2025 | $9.07 |
| Apr 25, 2025 | $9.21 |
| Apr 28, 2025 | $9.31 |
| Apr 29, 2025 | $9.43 |
| Apr 30, 2025 | $8.98 |
| May 01, 2025 | $9.02 |
| May 02, 2025 | $9.00 |
| 4 days before | 7.38% |
| 4 days after | -3.33% |
| On release day | 1.29% |
| Change in period | 3.81% |
| Release date | Jul 28, 2025 |
| Price on release | $9.14 |
| EPS estimate | $0.0300 |
| EPS actual | $0.0900 |
| EPS surprise | 200.00% |
| Date | Price |
|---|---|
| Jul 22, 2025 | $9.22 |
| Jul 23, 2025 | $9.06 |
| Jul 24, 2025 | $8.89 |
| Jul 25, 2025 | $9.00 |
| Jul 28, 2025 | $9.14 |
| Jul 29, 2025 | $8.72 |
| Jul 30, 2025 | $8.99 |
| Jul 31, 2025 | $8.51 |
| Aug 01, 2025 | $8.35 |
| 4 days before | -0.87% |
| 4 days after | -8.64% |
| On release day | -4.60% |
| Change in period | -9.44% |
| Release date | Nov 03, 2025 |
| Price on release | $10.67 |
| EPS estimate | $0.0452 |
| EPS actual | $0.120 |
| EPS surprise | 165.66% |
| Date | Price |
|---|---|
| Oct 28, 2025 | $10.55 |
| Oct 29, 2025 | $10.38 |
| Oct 30, 2025 | $10.65 |
| Oct 31, 2025 | $10.70 |
| Nov 03, 2025 | $10.67 |
| Nov 04, 2025 | $10.43 |
| Nov 05, 2025 | $10.44 |
| Nov 06, 2025 | $10.18 |
| Nov 07, 2025 | $10.01 |
| 4 days before | 1.14% |
| 4 days after | -6.19% |
| On release day | -2.25% |
| Change in period | -5.12% |
Harmonic Earnings Call Transcript Summary of Q3 2025
Harmonic reported Q3 2025 revenue of $142.4M, beating guidance, with strong performance across broadband ($90.5M; 47.3% gross margin) and video ($51.9M; 66.7% gross margin). Key operational highlights include 142 cOS deployments serving >37M devices, live Unified DOCSIS 4.0 deployments with Mediacom, an expanded cOS partnership with Charter, and a growing Comcast fiber collaboration (Comcast adding ~1M fiber passings/year using Harmonic tech). Video SaaS hit a record $16.1M driven by live sports and new partnerships (including Akamai integrations and AI ad-tech). Backlog and deferred revenue ended at ~$495M. Free cash flow for the quarter was $21M, cash was $127.4M, and the company repurchased roughly $16M in Q3 (total repurchases under the program ~ $66M). Q3 bookings were $133.3M with a book-to-bill of 0.9. Management reiterated a prudent near-term stance due to DOCSIS 4.0 transition timing but expressed confidence that Unified DOCSIS 4.0 and fiber ramp will drive accelerating broadband growth through 2026. Q4 non-GAAP guidance: total company EPS $0.06–$0.12; broadband revenue $85M–$95M (gross margin 48%–50%, adj. EBITDA $10M–$16M); video revenue $48M–$52M (gross margin 66%–67%, adj. EBITDA $3M–$6M). Management also highlighted expected cash tax benefits (~$50M cumulative for 2025–2026) and ongoing opportunistic share repurchases (up to $200M authorization).
