Latest Earnings Results: Q3 '26
Estimated EPS
$0.17
Reported EPS
$0.23
Surprise
+36.07%
Estimated Rev
$129.47M
Reported Rev
$148.84M
Surprise
+14.96%
• Reported GAAP EPS of $0.23 up 228.57% YoY • Reported revenue of $148.84M up 4.54% YoY • Harmonic raised FY 2026 revenue guidance to $545M-$555M, with GAAP operating profit of $93M-$99M and GAAP net income per share of $0.54-$0.57.
Bullish Takeaway
Harmonic's Rest-of-Market revenue more than doubled to a record 46% of Q3 2026 revenue; cOS served 52.6M CPE devices, and cOS SensAI secured first customer wins.
Bearish Takeaway
Harmonic's top two customers represented 54% of Q3 2026 revenue; Q3 bookings and backlog were below Q2 2026, while SaaS and service revenue was below Q3 2025.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.21 | -- | -- | N/A |
Q3 '26 | $0.17 | $0.23 | 36.07% | BEAT |
Q2 '26 | $0.17 | $0.21 | 24.75% | BEAT |
Q1 '26 | $0.12 | $0.17 | 47.83% | BEAT |
Q4 '25 | $0.10 | $0.14 | 40.76% | BEAT |