Harmonic Inc. (HLIT) Analyst/Investor Day Transcript

Harmonic Inc. (HLIT) Analyst/Investor Day September 15, 2026 10:00 AM EDT

Company Participants Walter Jankovic - Chief Financial Officer Nimrod Ben-Natan - President, CEO & Director Asaf Matatyaou - Senior Vice President of Product Yaniv Ben-Soussan - SVP of Cloud & Intelligence Platform Jeffrey Glahn - Senior Vice President of Global Sales & Broadband

Conference Call Participants Elad Nafshi - Comcast Corporation Carlos Eduardo Troy Goldie Pragash Pillai - Hotwire Communications, LLC Cash Hagen Eric Svenson J. Walden - Mediacom Communications Corporation Simon Leopold - Raymond James & Associates, Inc., Research Division Timothy Long - Barclays Bank PLC, Research Division George Notter - Wolfe Research, LLC

Presentation Walter Jankovic Chief Financial Officer All right. Good morning, and welcome to Harmonic's 2026 Investor Day. I'm Walter Jankovic, Chief Financial Officer. For you all that are joining us here in New York and over the webcast. Thanks for being with us. Today is a special and exciting day for us. It's been 12 years since we've done an in-person Investor Day. But more exciting, this is the first time as the new Harmonic, a pure-play broadband company with a larger market opportunity, a sharper strategy and a growth framework that we are really excited to talk to you about today. Today, you're going to hear from our leadership team. Nimrod will walk us through vision and strategy. Asaf and Yaniv will talk about the markets we serve today and the markets we'll serve in the future. I'll provide a brief financial overview, and then Jeff will host a customer panel, and then we'll wrap it up with a Q&A. Some housekeeping. We're going to make forward-looking statements today. Actuals may materially differ. Therefore, please review our SEC filings for risk factors. Now with that, I would like to introduce our President and Chief Executive Officer, Nimrod Ben-Natan.

Nimrod Ben-Natan President, CEO & Director Thanks, Walter, and