$HLIT

Harmonic Inc. (HLIT) Raises FY 2026 Revenue Outlook to $545M–$555M

Harmonic Inc. reported Q3 2026 revenue of $148.8M, up 64% year over year. The company raised its FY 2026 revenue outlook to $545M–$555M, though no prior outlook was provided for comparison. This follows the company's divestiture of its video business.

Original reporting
Published Nov 2, 2026, 9:05 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 2, 2026, 9:12 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Harmonic Inc. (HLIT) Raises FY 2026 Revenue Outlook to $545M–$555M — source image
Decision brief

The 30-second read

$HLITBullishHigh
01

Why it matters

The new revenue outlook signals continued momentum, which may attract growth‑oriented investors.

02

Market read

Guidance raise is a primary corporate event that can move HLIT's stock.

03

What to watch

Potential execution risk on post‑divestiture growth and pending video sale adjustments.

Relevance 7/10Novelty 8/10Timing: after market close

Background

Harmonic reported Q3 2026 revenue of $148.8M, a 64% YoY increase, and highlighted growth in its broadband segment after a recent divestiture.

Company-level read

Ticker impact

$HLITBullishHigh confidence
Context

Harmonic Inc. raised its FY 2026 revenue outlook to $545M–$555M, a new guidance update.

Expected impact

potential upside as investors price in higher revenue expectations

Evidence & confidence

The company disclosed a higher revenue range for FY 2026, which was not previously reported and signals improved performance.

Market effects

Positive outlook may lift other broadband and video technology peers.

Limited to U.S. tech sector.

Modest, as Harmonic is a niche player.

Counterpoint

If the guidance is already priced in, the stock could face disappointment.

Key entities

  • Harmonic Inc.

    Provider of broadband and video technology solutions.

Related articles

$HLITHigh

Harmonic Announces Third Quarter 2026 Results

HARMONIC INC. (HLIT) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 FOR IMMEDIATE RELEASE Harmonic Announces Third Quarter 2026 Results Revenue increased 64% year over year to $148.8 million, well above the high end of guidance Rest-of-Market revenue more than doubled year over year to a record 46% of total revenue Company raises ful

$HLITHighAI 9/10

Harmonic Announces Third Quarter 2026 Results

Harmonic Inc. reported Q3 2026 revenue of $148.8M, up 64% YoY, exceeding guidance. Rest-of-Market revenue doubled, now 46% of total. The company raised its full-year revenue outlook to $545M-$555M. Harmonic also announced new product launches and a $137.9M sale of its Video business.

$HLITHighAI 8/10

Harmonic (HLIT) Q2 2026 Earnings Call Transcript

Harmonic (HLIT) reported Q2 2026 revenue of $133.5M, up 54% YoY, driven by demand for its cOS platform. The company highlighted growth in fiber and DOCSIS 4.0 deployments, with bookings reaching $144M. Harmonic's customer base expanded to 161 operators, serving 48.2M devices, and it raised its full-year outlook.