Harmonic Inc (NAS:HLIT)
$ 11.18 -0.41 (-3.53%) Market Cap: 1.21 Bil Enterprise Value: 1.24 Bil PE Ratio: 0 PB Ratio: 3.41 GF Score: 79/100

Harmonic Inc at Barclays Global Technology Conference Transcript

Dec 10, 2025 / 10:30PM GMT
Release Date Price: $10.63 (+1.72%)
Tim Long
Barclays Services Corp - Equity Analyst

Hello, everybody, thanks for joining, Tim Long, Barclay's IT hardware comm-equipment analyst. Happy to start this session on harmonic. Walter, thanks for coming. Appreciate it. Thanks for having me. A lot of news recently, so we have some things to talk about here.

Unidentified Company Representative

Absolutely. It's been an.

Tim Long
Barclays Services Corp - Equity Analyst

Eventful week. Yes. So, Maybe we'll start off on the video business maybe, talk a little bit high level about, I mean, obviously this was a process that was looked at a year or two ago, didn't materialize now it did so just kind of walk us through. The logic behind the the deal?

Unidentified Company Representative

Yes, certainly, yeah, back in, November of 2023 we had kicked off a strategic review of the video business. At that time, we exited out of that process back in the spring of 2024. And we had looked at selling that business and at that point in time we did

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