Harmonic Inc Q3 2025 Earnings Call Transcript - Thomson StreetEvents

Harmonic Inc Q3 2025 Earnings Call Transcript

Harmonic Inc Q3 2025 Earnings Call Transcript - Thomson StreetEvents
Harmonic Inc Q3 2025 Earnings Call Transcript
Published Nov 03, 2025
11 pages (6337 words) — Published Nov 03, 2025
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Abstract:

Edited Transcript of HLIT.OQ earnings conference call or presentation 3-Nov-25 10:00pm GMT

  
Brief Excerpt:

...Operator Welcome to the third-quarter 2025 Harmonic earnings conference call. My name is Cherie, and I'll be your operator for today's call. (Operator Instructions) Please note that this conference is being recorded. I will now turn the call over to Scott Eckstein, Investor Relations. You may begin, Scott. Scott Eckstein ...

  
Report Type:

Transcript

Source:
Company:
Harmonic Inc
Ticker
HLIT.OQ
Time
10:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Simon Leopold - Raymond James & Associates Inc - Analyst : Thanks for taking the question. So it looks like your top customers, continuing to be on an improving trend through this year. Just wondering how you're thinking about that long term. In other words, should we expect that you're on a path now to getting back to levels you've had historically? Or would you consider the current level somewhat normalized? And just wondering, you haven't had that second 10% customer LSEG STREETEVENTS | www.lseg.com | Contact Us consent of LSEG. 'LSEG' and the LSEG logo are registered trademarks of LSEG and its affiliated companies. NOVEMBER 03, 2025 / 10:00PM, HLIT.OQ - Q3 2025 Harmonic Inc Earnings Call in a bit. We think that that customer has been absorbing inventory. Just sort of what's your expectation for when you get a second 10% customer? Thank you.


Question: Simon Leopold - Raymond James & Associates Inc - Analyst : Thank you.


Question: Taran Katta - Wolfe Research LLC - Analyst : Hi, guys. This is Taran on for George. I just wanted to get a better idea of the sizing or potential opportunity of this fiber-to-the-home opportunity, the announcement you guys made with Comcast. I would love any more detail there and how you guys think about that going forward. LSEG STREETEVENTS | www.lseg.com | Contact Us consent of LSEG. 'LSEG' and the LSEG logo are registered trademarks of LSEG and its affiliated companies. NOVEMBER 03, 2025 / 10:00PM, HLIT.OQ - Q3 2025 Harmonic Inc Earnings Call


Question: Taran Katta - Wolfe Research LLC - Analyst : Okay, great. Thank you.

Table Of Contents

Harmonic Inc at Barclays Global Technology Conference Transcript – 2025-12-10 – US$ 54.00 – Edited Transcript of HLIT.OQ presentation 10-Dec-25 10:30pm GMT

Harmonic Inc Investor Call Transcript – 2025-12-08 – US$ 54.00 – Edited Transcript of HLIT.OQ conference call or presentation 8-Dec-25 1:00pm GMT

Harmonic Inc Q2 2025 Earnings Call Transcript – 2025-07-28 – US$ 54.00 – Edited Transcript of HLIT.OQ earnings conference call or presentation 28-Jul-25 9:00pm GMT

Harmonic Inc Q1 2025 Earnings Call Transcript – 2025-04-28 – US$ 54.00 – Edited Transcript of HLIT.OQ earnings conference call or presentation 28-Apr-25 9:00pm GMT

Harmonic Inc Q4 2024 Earnings Call Transcript – 2025-02-10 – US$ 54.00 – Edited Transcript of HLIT.OQ earnings conference call or presentation 10-Feb-25 10:00pm GMT

Harmonic Inc Truth on Unified DOCSIS Transcript – 2024-12-10 – US$ 54.00 – Edited Transcript of HLIT.OQ corporate analyst meeting</ 10-Dec-24 3:00pm GMT

Harmonic Inc Q3 2024 Earnings Call Transcript – 2024-10-28 – US$ 54.00 – Edited Transcript of HLIT.OQ earnings conference call or presentation 28-Oct-24 9:00pm GMT

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Thomson StreetEvents. "Harmonic Inc Q3 2025 Earnings Call Transcript" Nov 03, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2025-Harmonic-Inc-Earnings-Call-T16530561>
  
APA:
Thomson StreetEvents. (2025). Harmonic Inc Q3 2025 Earnings Call Transcript Nov 03, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2025-Harmonic-Inc-Earnings-Call-T16530561>
  
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