NASDAQ$HLIT

Harmonic Inc · Q1 2020 earnings

Q1 2020 earnings · · Investor relations

Briefing

Harmonic's financial results were impacted by Covid-19 but the company delivered on several key business initiatives.

Harmonic Inc. announced unaudited results for the first quarter of 2020. Cable Access segment revenue grew over 85% and recurring SaaS and Service revenue grew over 10% year over year.

  • Cable Access segment revenue grew over 85% year over year.
  • SaaS and Service revenue grew over 10.5% year over year.
  • CableOS solution commercially deployed with 27 customers, up over 17% quarter over quarter.
  • Video SaaS customer base increased from 48 to 57 customers, up 19% quarter over quarter and 128% year over year.

Headline financials

Total Revenue

$78.4M

Previous: $80.1M-2.1%
EPS (adj)

-$0.10

Previous: -$0.05-100.0%
Capital Expenditures

-$11.2M

Previous: -$1.67M-570.5%
Free Cash Flow

-$33.2M

Previous: -$13M-155.6%
Net Income

-$22M

Previous: -$11.3M-94.2%
Operating Income

-$18M

Previous: -$8.41M-114.7%
Gross Profit

$36.7M

Previous: $41.8M-12.2%
Cash & Equivalents

$71.7M

Previous: $69.9M+2.6%
Total Assets

$576M

Previous: $514M+12.1%

Revenue & EPS history

Harmonic · Revenue · Quarterly

$78.4M

Q1 2020-2.1%vs Q1 2019
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Financial guidance for the second quarter of 2020 is set out in the tables below. Due to the economic uncertainties arising from the Covid-19 crisis, Harmonic is withdrawing its previously issued full-year 2020 guidance. The company will reassess this position based on the clarity of macroeconomic recovery at the end of the second quarter.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2020

Historical avgQ1 2020

+1.0%

Avg return

Earnings day

+3.2%

Avg return

5 days after

+5.5%

Avg return

30 days after

47%

32 / 68 earnings

Positive

+29.8%

Q3 2017

Best reaction

-24.9%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.8%-2.4%+13.1%
Q4 2025+1.7%-3.6%-16.1%
Q3 2025-2.1%-6.2%-10.2%
Q2 2025+4.1%+2.5%+15.7%
Q1 2025+1.3%-3.3%-1.3%
Q4 2024-15.3%-9.5%-7.4%
Q3 2024-24.9%-25.8%-15.0%
Q2 2024+18.3%+15.6%+18.4%
Q1 2024+16.7%+19.1%+28.6%
Q4 2023+5.3%+16.8%+14.7%
Q3 2023+9.1%+9.9%+12.5%
Q2 2023-22.2%-26.0%-28.4%
Q1 2023+20.1%+20.5%+34.0%
Q4 2022-10.7%-3.1%-11.5%
Q3 2022-11.3%-10.9%-2.0%
Q2 2022-0.4%+3.8%+3.1%
Q1 2022+17.0%+10.4%+19.8%
Q4 2021-10.7%-9.1%-10.4%
Q3 2021+15.8%+18.4%+16.1%
Q2 2021+20.1%+13.0%+4.0%
Q1 2021-9.8%-7.3%-10.0%
Q4 2020+1.7%-1.5%+4.6%
Q3 2020-8.6%-16.0%-4.7%
Q2 2020+25.8%+19.2%+7.3%
Q1 2020-15.4%-14.5%-12.4%
Q4 2019+1.2%-3.7%-9.7%
Q3 2019+22.1%+25.6%+27.3%
Q2 2019-5.8%-5.5%-14.4%
Q1 2019+0.4%+1.8%-6.4%
Q4 2018-6.4%+0.9%+4.9%
Q3 2018+1.1%+13.2%+7.5%
Q2 2018+2.2%+14.4%+23.3%
Q1 2018+11.3%-4.2%+9.9%
Q4 2017+17.6%+20.8%+27.5%
Q3 2017+29.8%+33.3%+52.6%
Q2 2017+2.5%+0.0%-17.5%
Q1 2017-8.2%-12.9%-12.9%
Q4 2016+7.3%+6.4%+7.3%
Q3 2016-9.1%+2.0%+4.0%
Q2 2016+21.2%+27.9%+54.6%
Q1 2016-6.3%
Q4 2015-1.9%
Q3 2015-0.7%
Q2 2015-8.5%
Q1 2015-4.8%
Q4 2014+8.7%
Q3 2014-0.3%
Q2 2014-9.0%
Q1 2014+8.1%
Q4 2013+0.3%
Q3 2013-3.1%
Q2 2013+8.5%
Q1 2013-1.7%
Q4 2012-5.3%
Q3 2012-1.0%
Q2 2012-0.9%
Q1 2012+3.6%
Q4 2008-4.7%
Q4 2011-4.7%
Q3 2011-4.5%
Q2 2011+2.1%
Q1 2011-1.9%
Q1 2010-0.3%
Q4 2010-0.3%
Q3 2010+0.4%
Q3 2009+0.4%
Q2 2010-8.1%
Q2 2009-8.1%

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