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Upturn AI SWOT - About
HLIT 
Harmonic Inc (HLIT)
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Upturn Advisory Summary
09/17/2025: HLIT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $10.07
1 Year Target Price $10.07
| 2 | Strong Buy |
| 2 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -35.63% | Avg. Invested days 27 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.14B USD | Price to earnings Ratio 16.93 | 1Y Target Price 10.07 |
Price to earnings Ratio 16.93 | 1Y Target Price 10.07 | ||
Volume (30-day avg) 6 | Beta 1.01 | 52 Weeks Range 7.80 - 15.46 | Updated Date 09/16/2025 |
52 Weeks Range 7.80 - 15.46 | Updated Date 09/16/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.59 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.96% | Operating Margin (TTM) 4.46% |
Management Effectiveness
Return on Assets (TTM) 9.27% | Return on Equity (TTM) 16.36% |
Valuation
Trailing PE 16.93 | Forward PE 19.19 | Enterprise Value 1163496644 | Price to Sales(TTM) 1.65 |
Enterprise Value 1163496644 | Price to Sales(TTM) 1.65 | ||
Enterprise Value to Revenue 1.69 | Enterprise Value to EBITDA 10.07 | Shares Outstanding 113760000 | Shares Floating 112197606 |
Shares Outstanding 113760000 | Shares Floating 112197606 | ||
Percent Insiders 2.41 | Percent Institutions 91.76 |
Upturn AI SWOT
Harmonic Inc
Company Overview
History and Background
Harmonic Inc. was founded in 1988. It initially focused on laser technology for telecommunications and later transitioned to video delivery infrastructure. Significant milestones include the development of advanced video compression and streaming solutions, acquisitions of companies like Scopus Video Networks, and continuous innovation in cloud-native solutions for media processing and delivery.
Core Business Areas
- Video Infrastructure: Provides solutions for video compression, processing, and delivery, including encoders, transcoders, and cloud-native platforms.
- Cable Access: Offers cable access solutions for broadband network operators, including Cable Modem Termination Systems (CMTS) and Distributed Access Architecture (DAA) technologies.
- Video Streaming: Cloud-based video platform for OTT and streaming video services, focused on scalability and agility.
Leadership and Structure
Patrick Harshman is the President and CEO. The company has a functional organizational structure with departments focused on engineering, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- Competitors: AWS Elemental,MediaKind,Imagine Communications
- VOS Cloud-Native Platform: A cloud-native media processing and delivery platform that offers flexibility and scalability for video services. Market share is growing, estimated at 10-15% in the cloud media processing segment. Competitors include AWS Elemental, MediaKind, and Imagine Communications. Revenue not publicly disclosed at a granular level.
- CableOS Central: A software-based Cable Modem Termination System (CMTS) that provides high-speed broadband access. Harmonic is a key player in the virtualized CMTS market. Market share estimated at 25-30%. Competitors include CommScope, Arris (now CommScope), and Cisco.
- Competitors: CommScope,Cisco
Market Dynamics
Industry Overview
The industry is characterized by the transition to cloud-based video infrastructure, increasing demand for OTT services, and the evolution of cable access technologies towards virtualization and DAA.
Positioning
Harmonic Inc. is positioned as a leading provider of video delivery infrastructure and cable access solutions, with a focus on cloud-native platforms and software-based technologies.
Total Addressable Market (TAM)
The total addressable market is estimated to be over $20 billion, encompassing video infrastructure and cable access equipment and related services. Harmonic is positioned to capture a significant portion of this TAM through its cloud-native and software-based solutions.
Upturn SWOT Analysis
Strengths
- Strong technology leadership in video compression and streaming.
- Early mover advantage in cloud-native media processing.
- Established relationships with major cable and telecom operators.
- Innovative CableOS solution for broadband access.
Weaknesses
- Reliance on a few major customers.
- Exposure to cyclical spending patterns in the telecom and cable industries.
- Smaller scale compared to larger competitors.
- Profitability can fluctuate based on project mix
Opportunities
- Growing demand for OTT and streaming services.
- Adoption of cloud-based video infrastructure.
- Expansion into new geographic markets.
- Development of new solutions for 5G and edge computing.
Threats
- Intense competition from larger and well-funded companies.
- Rapid technological changes in the video delivery industry.
- Economic slowdowns impacting capital expenditures by telecom and cable operators.
- Disruptive technologies that could render current solutions obsolete.
Competitors and Market Share
Key Competitors
- CommScope (COMM)
- Cisco Systems (CSCO)
- MediaKind (Private Company)
- AWS Elemental (AMZN)
Competitive Landscape
Harmonic faces competition from both established players like CommScope and Cisco and emerging cloud providers like AWS Elemental. Harmonic's advantages include its technology leadership in video compression and its early mover advantage in cloud-native media processing.
Major Acquisitions
Thomson Video Networks
- Year: 2015
- Acquisition Price (USD millions): 75
- Strategic Rationale: Expanded Harmonic's video compression portfolio and customer base.
Growth Trajectory and Initiatives
Historical Growth: Harmonic has experienced steady growth over the past five years, fueled by the increasing adoption of cloud-based solutions and the expansion of broadband networks.
Future Projections: Analysts project continued revenue growth in the coming years, driven by the transition to cloud-native infrastructure and the deployment of next-generation broadband technologies. EPS is expected to grow at a faster pace than revenue due to improved operating leverage.
Recent Initiatives: Harmonic has recently focused on expanding its cloud-native portfolio, strengthening its relationships with key customers, and investing in research and development to maintain its technology leadership.
Summary
Harmonic Inc. demonstrates a strong position in the video delivery and cable access markets, driven by its innovative cloud-native solutions. Positive revenue growth and profitability improvements indicate a solid trajectory. The company must navigate competitive pressures and technological shifts while capitalizing on opportunities in OTT and 5G.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Harmonic Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Industry Reports (e.g., S&P Capital IQ)
- Analyst Estimates (e.g., Yahoo Finance)
- Company Press Releases
Disclaimers:
This analysis is based on publicly available information and represents a snapshot in time. Market conditions and company performance can change, impacting the accuracy of this information. This is not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Harmonic Inc
Exchange NASDAQ | Headquaters San Jose, CA, United States | ||
IPO Launch date 1995-05-22 | President, CEO & Director Mr. Nimrod Ben-Natan | ||
Sector Technology | Industry Communication Equipment | Full time employees 895 | Website https://www.harmonicinc.com |
Full time employees 895 | Website https://www.harmonicinc.com | ||
Harmonic Inc., together with its subsidiaries, provides broadband access solutions worldwide. The company operates through Broadband and Video segments. The Broadband segment offers software-based broadband access solution, including cOS software-based broadband access solutions to broadband operators; and cOS central cloud services, a subscription service for cOS customers. The Video segment sells video processing, production, and playout solutions and services to cable operators, and satellite and telco Pay-TV service providers, as well as to broadcast and media, including streaming media companies. Its video processing appliance solutions include network management and application software, and hardware products, such as encoders, video servers, high-density stream processing systems, and edge processors. This segment also provides VOS360 SaaS platform that provides both streaming and channel origination and distribution services; and software-as-a-service (SaaS) solutions, which enables the packaging and delivery of streaming services, including live streaming, VOD, catch-up TV, start-over TV, network-DVR and cloud-DVR services through HTTP streaming to various device along with dynamic and personal ad insertion. The company also provides technical support and professional services, such as maintenance and support, consulting, implementation, integration services, program management, technical design and planning, building and site preparation, integration and equipment installation, end-to-end system testing, and training, as well as SaaS-related support and deployment. It sells its products through its direct sales force, as well as through independent resellers and systems integrators. The company was incorporated in 1988 and is headquartered in San Jose, California.
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