NASDAQ$HLIT

Harmonic Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported revenue at the high end of guidance, with profitability exceeding expectations in both Broadband and Video businesses.

Harmonic Inc. announced its Q2 2024 results with revenue of $138.7 million, a 14% increase quarter over quarter, reaching the high end of the company's guidance. Profitability in both the Broadband and Video segments exceeded expectations.

  • Revenue reached $138.7 million, up 14% quarter over quarter and at the high end of guidance.
  • Broadband segment revenue was $92.9 million.
  • Video segment revenue was $45.8 million.
  • The company commercially deployed its cOSTM solution with 118 customers, serving 30.1 million cable modems.

Headline financials

Total Revenue

$139M

Previous: $156M-11.0%
EPS

-$0.11

Previous: $0.12-191.7%
Non-GAAP Gross Margin

53.1%

Previous: 54.7%-2.9%
Non-GAAP Operating Income

$12.2M

No prior period
Non-GAAP Adjusted EBITDA

$16.1M

No prior period
Capital Expenditures

-$3.86M

Previous: -$3.83M-0.6%
Free Cash Flow

-$16.4M

Previous: -$2.28M-619.4%
Net Income

-$12.5M

Previous: $1.56M-905.9%
Operating Income

-$15.6M

Previous: $9.96M-256.9%
Gross Profit

$73.5M

Previous: $84.9M-13.5%
Cash & Equivalents

$45.9M

Previous: $71M-35.5%
Total Assets

$714M

Previous: $690M+3.4%
R&D Expense

$28.8M

No prior period
Stock-Based Comp

$6.95M

Previous: $6.06M+14.8%

Revenue & EPS history

Harmonic · Revenue · Quarterly

$139M

Q2 2024-11%vs Q2 2023
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Forward guidance

Harmonic anticipates revenue between $175 million and $190 million for Q3 2024, with gross profit between $91 million and $101 million.

Tailwinds

  • Q3 2024 revenue is expected to be between $175 million and $190 million.
  • Q3 2024 gross profit is projected to be between $91 million and $101 million.
  • Q3 2024 net income is forecasted to be between $16 million and $22 million.
  • 2024 revenue is expected to be between $645 million and $695 million.
  • 2024 gross profit is projected to be between $332 million and $369 million.

Headwinds

  • Q3 2024 total operating expense is anticipated to be between $67 million and $69 million.
  • Q3 2024 tax rate is expected to be 24%.
  • 2024 total operating expense is anticipated to be between $296 million and $304 million.
  • 2024 tax rate is expected to be 24%.
  • 2024 net income is projected to be between $23 million and $45 million.

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 Q2 2024

Historical avgQ2 2024

+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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