SAN JOSE, Calif., Aug. 13, 2024 /PRNewswire/ -- Harmonic (NASDAQ: HLIT) today announced that Nimrod Ben-Natan, President and CEO of Harmonic, will participate in a fireside chat at the Rosenblatt 4th Annual Virtual Technology Summit, on Monday, August 19, 2024, at 11:00 a.m. PT / 2:00 p.m. ET, and will also host virtual investor meetings with Walter Jankovic, Chief Financial Officer, throughout the day. Mr. BenNatan and Mr. Jankovic will also host investor meetings at the Jefferies Semiconductor, IT Hardwar ...

THB335 Phase 1 SAD/MAD clinical trial progressing; study now on track to report clinical results in 1Q'25 Strong financial position with cash and cash equivalents totaling $255.3 million as of June 30, 2024 SAN FRANCISCO, Aug. 08, 2024 (GLOBE NEWSWIRE) -- Third Harmonic Bio, Inc. (Nasdaq: THRD), a clinical-stage biopharmaceutical company focused on advancing the next wave of medicine for dermal, respiratory and gastrointestinal inflammatory diseases, today announced financial results for the second quarter ...

Harmonic (HLIT) closed the last trading session at $13.13, gaining 9.1% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $17.17 indicates a 30.8% upside potential. The mean estimate comprises six short-term price targets with a standard deviation of $2.04. While the lowest estimate of $14 indicates a 6.6% increase from the current price level, the most optimistic analyst expects the ...

John M Lund Photography Inc Harmonic Investment Thesis After the market closed on Monday, July 29, 2024, Hamonic Inc. (NASDAQ:HLIT) released its second-quarter 2024 eamings. It beat revenue estimates by S.09 million, and its n That brought out buyers on July 30, and they bid up the share price by 21.19%: Basic 1D 60 1M 10Y MAX Advanced em Aug 01, 2024 2:50 PM 14.24 13 12 11 8.968 lllutal l t. Jul 29 Jul 31 Ava 1 Jul 30 HLIT 5-day price chart (Seeking Alpha) Should the rest of us take an interest in Harmonic ...

Harmonic's VOS360 Media SaaS-based Solution Simplifies Media Processing, Playout and Primary Distribution for New Sports Channel in Mexico SAN JOSE, Calif., July 31, 2024 /PRNewswire/ -- Harmonic (NASDAQ: HLIT) today announced that Vivo Worldwide Productions is powering Caliente TV, a new sports TV channel in Mexico, with Harmonic's comprehensive playout and distribution solution. Simplifying all stages of media processing, playout and distribution to affiliates and partners, Harmonic's VOS®360 Media SaaS a ...

Harmonic's second-quarter revenue and earnings were better than expected, and investors took notice.Shares of video-streaming technology company Harmonic (HLIT 17.15%) skyrocketed today after the company reported better-than-expected second-quarter results.Revenue and earnings surpassed Wall Street's expectations, leading to investors rushing in to buy the stock. Harmonic's shares were up by 20.1% as of 11:32 a.m. ET.Falling revenue and earnings, but ahead of estimatesHarmonic generated revenue of $138.7 mi ...

财务数据和关键指标变化 - 公司第二季度总收入为1.387亿美元,同比增长14%,处于指导范围的高端 [27][32] - 宽带业务收入为9290万美元,同比下降4%,符合公司指导 [32] - 视频业务收入为4580万美元,超出公司指导范围,同比下降22% [32] - 视频业务SaaS收入为1400万美元,同比增长3.2%,占视频业务收入的30.6% [32][33] - 总毛利率为53.1%,超出公司指导范围,反映视频业务毛利率改善 [33][34] - 宽带业务毛利率为47.6%,同比下降290个基点,受产品组合影响 [34] - 视频业务毛利率为64.4%,同比增长270个基点,主要由于SaaS和SLA业务占比提高以及成本降低 [34] - 非GAAP营业利润为1610万美元,超出公司指导范围,其中宽带业务为1630万美元,视频业务为-30万美元 [35] - 非GAAP每股收益为0.08美元,上年同期为0.12美元 [35] 各条业务线数据和关键指标变化 宽带业务 - 宽带业务收入为9290万美元,同比下降4%,但环比增长17%,达到公司指导范围的高端 [11][32] - 全球部署公司cOS解决方案的客户数量达到118家,同比增长20% [11] - 全球已服务的DOCSIS电缆调制解调器数量超过3000万台,占全球市场约18% [11] - 第二季度发货的DOCSIS 4.0户外节点创下新纪录,预计下半年将持续这一趋势 [12] - 公司的DOCSIS 4.0和3.1增强解决方案正在帮助客户提升网络速度和可靠性 [13] 视频业务 - 视频业务收入为4580万美元,同比下降22%,但环比增长6%,超出公司指导范围 [32][18] - 视频业务SaaS收入为1400万美元,同比增长3.2% [32][33] - 毛利率提升至64.4%,同比增长270个基点,环比增长280个基点,主要由于SaaS和SLA业务占比提高以及成本降低 [34] - 公司正在推进业务精简举措,以实现盈利 [19] - SaaS业务增长受益于直播体育赛事,以及新的4K沉浸式格式交付,为公司SaaS平台带来更高的比特率和观看体验 [20] - 公司新推出的广告插入解决方案正在获得更多行业关注,为广告商提供新的广告投放机会 [20] - 公司在设备业务方面也看到了Playout和压缩系统的更新周期,带来了更多来自Tier 1客户的管线和订单 [21] 各个市场数据和关键指标变化 - 公司在拉丁美洲市场取得新进展,宣布Telecentro这家领先的电信运营商选择公司的cOS宽带平台来现代化其宽带网络 [14] - 在光纤市场,公司最近宣布Paragould Utilities选择公司的cOS平台升级其网络到10G XGS,这是公司在新市场的一个重要赢单 [15] - 公司推出了新产品Pearl,这是一款基于相同技术的高密度远程OLT,已获得主要国际客户的初步订单 [16] 公司战略和发展方向及行业竞争 - 公司宽带业务保持强劲增长势头,得益于公司独特的市场地位、差异化技术优势、良好的客户关系、有利的行业动态以及丰富的新产品和服务 [17] - 公司视频业务正在通过精简业务、专注于可扩展的市场机会以及优化成本结构来实现盈利增长 [19][48][49][50] - 行业竞争加剧,电信运营商纷纷投资网络升级以提供更高速度、更可靠性、更好的客户体验和降低运营成本,这完全符合公司cOS平台的独特能力和价值主张 [11][63][64] - 公司最近增加了3名新董事,他们来自宽带和电信行业,将为公司战略执行提供宝贵的见解和指导 [22] 管理层对经营环境和未来前景的评论 - 公司年初至今的业绩、全年预测以及持续的市场动力,让公司对宽带战略的强劲多年增长充满信心 [9] - 公司视频业务的盈利能力正在提高,因为之前的精简措施已经见效,公司正专注于新的Tier 1 SaaS和大规模设备机会 [10] - 公司有信心能够保持第二季度的势头,并将其推进到2024年剩余时间和未来 [17][30] - 公司预计2025年宽带业务收入增长将加速 [30] - 公司视频业务已基本完成之前宣布的重组计划,并将维持2024财年的收入和EBITDA指引 [48][49][50] 其他重要信息 - 公司第二季度自由现金流为负2410万美元,主要由于应付账款大幅减少、应收账款增加以及重组成本 [39][40] - 公司在2023年12月完成了一笔5年期1.6亿美元的信贷融资,包括1.2亿美元的循环信贷额度和4000万美元的定期贷款 [44] - 截至第二季度末,公司总计1.613亿美元的未完成订单和递延收入,其中52%预计将在未来12个月内实现 [47] - 公司计划通过股票回购等方式,谨慎管理资产负债表,保持净负债率在2倍左右,并维持不低于1亿美元的可用流动性 [46] 问答环节重要的提问和回答 问题1 **Simon Leopold 提问** 询问视频SaaS业务的商业模式,是否与奥运会等大型赛事相关 [58][59] **Walter Jankovic 回答** 视频SaaS业务的商业模式主要基于流媒体分钟数、活动数量,如果提供内容

Harmonic (HLIT) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 100%. A quarter ago, it was expected that this video services provider would post a loss of $0.01 per share when it actually produced break-even earnings, delivering a surprise of 100%.Over the last four quarters, the com ...

业绩总结 - Q2 2024总收入为1.387亿美元，较去年同期的1.560亿美元下降11.0%[15] - Q2 2024每股收益（EPS）为0.08美元，较2023年Q2的0.12美元下降33.3%[15] - Q2 2024的调整后EBITDA为1610万美元，较去年同期的2110万美元下降23.5%[21] - 现金流为负2220万美元，较去年同期的负1650万美元有所改善[23] 用户数据 - 宽带部门收入为9290万美元，较去年同期的9710万美元下降4.3%[7] - 视频部门收入为4580万美元，较去年同期的5890万美元下降22.2%[10] - 预订金额为7240万美元，账单比率为0.5[15] 财务指导 - 2024年宽带部门全年收入指导为4.6亿至5亿美元[16] - 2024年视频部门全年收入指导为1.85亿至1.95亿美元[16] - Q3 2024宽带部门收入指导为1.3亿至1.4亿美元[24] - Q3 2024财务指导中，GAAP总收入预期为175至190百万美元，非GAAP总收入预期为175至190百万美元[41] - 2024财务指导中，GAAP总收入预期为645至695百万美元，非GAAP总收入预期为645至695百万美元[42] - Q3 2024的GAAP每股摊薄净收益预期为0.14至0.19美元，非GAAP每股摊薄净收益预期为0.19至0.24美元[41] - 2024年每股摊薄净收益的GAAP预期为0.19至0.38美元，非GAAP预期为0.56至0.75美元[42] 调整后EBITDA指导 - Q3 2024的调整后EBITDA指导为34至39百万美元，视频部门的调整后EBITDA为1至2百万美元[43] - 2024年调整后EBITDA指导中，宽带部门的调整后EBITDA预期为102至126百万美元[44]

SAN JOSE, Calif., July 29, 2024 /PRNewswire/ -- Harmonic (NASDAQ: HLIT) today announced that Telecentro, a leading telecommunications operator in Argentina, has selected Harmonic's industry-leading cOS™ broadband platform to modernize its broadband network. Harmonic's cOS virtualized core software and versatile edge devices will maximize Telecentro's investment in DOCSIS 3.1 networks, enabling reliable, high-speed internet services for its residential and corporate subscribers."Harmonic's exceptional track ...