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Harmonic Q3 2026 Revenue Jumps 64% to $148.8 Million

Summarized from Earnings

Harmonic posted strong third-quarter results, beating guidance and raising its full-year 2026 revenue outlook to as much as $555 million.

Harmonic Q3 2026 Revenue Jumps 64% to $148.8 Million

Harmonic Inc. reported third-quarter 2026 revenue of $148.8 million, a 64% increase compared with the same period a year earlier and a result that surpassed the upper boundary of the company's own guidance range, the San Jose, California-based firm announced Nov. 2.

Rest-of-Market revenue was a standout driver, more than doubling year over year to account for 46% of total revenue — a record share for that segment. The milestone signals broadening demand beyond Harmonic's historically concentrated customer base, reflecting wider adoption of the company's video infrastructure and broadband technology platforms.

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On the strength of the quarterly performance, Harmonic raised its full-year 2026 revenue outlook to a range of $545 million to $555 million. The upward revision suggests management confidence that the momentum witnessed in the third quarter is sustainable through the remainder of the fiscal year.

The results underscore a period of accelerating growth for Harmonic as media and broadband operators continue to invest in next-generation streaming and cable access infrastructure. Analysts tracking the sector have pointed to ongoing industry transitions as a structural tailwind for vendors supplying core network and encoding technology.

Continue reading at Earnings.

Frequently Asked Questions

Q.What was Harmonic's revenue in Q3 2026?

Harmonic reported revenue of $148.8 million in the third quarter of 2026, representing a 64% increase compared with the same quarter a year earlier.

Q.What is Harmonic's updated full-year 2026 revenue guidance?

Following its strong third-quarter performance, Harmonic raised its full-year 2026 revenue outlook to a range of $545 million to $555 million.

Q.What is Harmonic's Rest-of-Market revenue and why is it significant?

Rest-of-Market revenue more than doubled year over year in Q3 2026 and reached a record 46% of total revenue, indicating that Harmonic is expanding its customer base beyond its historically core accounts.

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