Harmonic Inc.
NASDAQ•HLIT
CEO: Mr. Nimrod Ben-Natan
板块: Technology
行业: Communication Equipment
上市日期: 1995-05-23
Harmonic Inc., together with its subsidiaries, provides broadband solutions worldwide. The company operates through Broadband and Video segments. The Broadband segment sells broadband access solutions and related services, 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.
联系方式
市值
$1.11B
市盈率 (TTM)
-25.6
50.4
股息率
--
52周最高
$12.18
52周最低
$7.80
52周范围
排名60Top 89.2%
2.1
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
疲弱 • 2.1 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025
财务仪表盘
Q4 2025 数据
营业收入
$98.24M+0.00%
近4季度走势
每股收益
-$0.49+0.00%
近4季度走势
自由现金流
$9.61M+0.00%
近4季度走势
2025 Annual 财报亮点
核心亮点
SaaS Revenue Growth SaaS and Service revenue increased 6% to $57.7M, driven by expanded service offerings despite overall revenue decline.
Backlog Significantly Increases Total backlog grew 73% year-over-year to $573.8M, indicating strong future contracted revenue visibility for 2026.
Video Business Divestiture Complete Entered agreement to sell Video business for $145M cash; continuing operations now focus solely on Broadband segment.
Net Loss Post-Divestiture Reported net loss of $(43.3M) in 2025, impacted by goodwill impairment charge related to the Video disposition.
关注风险
High Customer Concentration Risk Top customer accounted for 54% of 2025 net revenue; loss of major customer severely impacts financial results.
Appliance Revenue Declines Appliance and integration revenue fell 30% to $302.8M due to customer deployment timing delays with DOCSIS 4.0.
Geopolitical Operational Exposure Facilities and outsourced engineering in Israel and Ukraine face risks from ongoing regional conflicts and instability.
Technology Transition Risks Software-based cOS initiatives face risks if competitors adopt new broadband standards faster than anticipated.
前瞻展望
Strategy Focus on cOS Solutions Strategy centers on delivering software-based access solutions to improve speed, reliability, and superior customer experience.
Timely Product Introduction Critical Future growth depends on timely development and introduction of new products meeting evolving broadband industry trends.
Managing Cash and R&D Monitoring cash position ($124.1M cash) while continuing significant investment in research and development efforts.
Broadband Segment Growth Expected Expect strong long-term growth as customers adopt virtualized DOCSIS, CMTS, and FTTH solutions going forward.
同行对比
营业收入 (TTM)
$4.70B
$1.35B
$1.18B
毛利率 (最新季度)
68.9%
68.6%
67.6%
关键指标
股票代码 | 市值 | 市盈率 (TTM) | 净资产收益率 (TTM) | 负债率 |
|---|---|---|---|---|
| FSLY | $3.55B | -28.9 | -12.9% | 28.7% |
| DGII | $2.03B | 47.6 | 6.8% | 16.8% |
| CTS | $1.57B | 24.2 | 11.9% | 16.0% |
长期趋势
近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
-9.6%
增长承压
4季度净利润复合增长率
N/M
盈利状态转变
现金流稳定性
75%
现金流波动较大
深度研究
下次财报:2026年4月27日
每股收益:$0.12
|营业收入:$102.21M
财务数据
电话会议
财务报告
新闻
利润表
资产负债表
现金流量表
财务比率
变化率
利润表 | 过去12个月 |
|---|
无数据