Harmonic Inc. announced that it will showcase a suite of AI‑driven enhancements to its video appliances and SaaS solutions at the 2026 NAB Show in Las Vegas, which runs from April 18‑22, 2026.
The new features include next‑generation media servers and AI‑powered workflows designed to streamline video production, reduce total cost of ownership, and unlock higher‑margin services for broadcasters and streamers. Harmonic emphasized that the upgrades will help media companies capture new revenue opportunities while simplifying live and on‑demand delivery in an increasingly IP‑ and AI‑driven environment.
The announcement comes as Harmonic continues its transition to a pure‑play broadband company. CEO Nimrod Ben‑Natan said the sale of the video business is a “decisive step that will push our growth strategy forward and transform us into a pure‑play broadband leader.” CFO Walter Jankovic noted that the company is taking a “prudent and measured approach” to revenue and margin guidance, citing current memory‑chip pricing and supply dynamics as key considerations.
Financially, Harmonic’s Q4 2025 results showed broadband revenue of $98.2 million, up 9% sequentially, and record bookings of $346.9 million. The company’s backlog rose to $573.8 million, a 73% year‑over‑year increase. EPS of $0.14 beat estimates of $0.10, while revenue of $98.2 million fell short of the $141 million consensus. For Q1 2026, Harmonic guided broadband revenue of $100 million to $105 million and EPS of $0.11 to $0.12. Full‑year 2026 guidance for broadband revenue is $440 million to $480 million, with EPS of $0.46 to $0.63.
Investors responded positively to the guidance, noting the company’s focus on profitability and the strategic shift to a broadband‑centric model. The AI‑powered enhancements align with industry trends toward cloud‑native, IP‑based workflows and are expected to reduce TCO and enable new monetization streams for media customers.
The launch of these AI‑driven features positions Harmonic to compete more effectively in the high‑growth streaming and broadcast markets. By integrating the upgrades into existing workflows, the company aims to deliver operational efficiencies that translate into higher margins and a stronger competitive edge as the industry moves toward AI‑enhanced, IP‑centric solutions.
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