Harmonic INC.: insider trades · United States · SEC (Form 4)

About Harmonic INC.

Harmonic Inc. is a U.S.-listed technology company traded on the NASDAQ under the ticker HLIT. Headquartered in San Jose, California, United States, the company was originally incorporated in California in June 1988 and later reincorporated in Delaware in May 1995. Over time, Harmonic has evolved into a global specialist in broadband access and video delivery infrastructure, serving cable operators, telecommunications providers, and media companies. For investors, the company sits at the intersection of two long-duration themes: the upgrade cycle in broadband networks and the continued shift in video distribution toward software-defined, cloud-enabled, and more efficient delivery architectures. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0000851310/000119312526067506/hlit-20251231.htm?utm_source=openai)) Harmonic’s business is now organized primarily around two areas: Broadband and Video. The Broadband business provides broadband access solutions and related services, centered on its cOS software-based platform. This platform is designed to help operators deploy high-speed internet more efficiently for data, voice, and video services, across cable, fiber, and virtualized network environments. Harmonic positions itself as a worldwide leader in virtualized broadband, emphasizing operational efficiency, lower deployment complexity, and faster service innovation. The Video business historically supplied video delivery software, systems, and services for broadcast and streaming workflows, including encoding, playout, and content delivery applications. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0000851310/000119312526067506/hlit-20251231.htm?utm_source=openai)) From a competitive standpoint, Harmonic is best viewed as a focused infrastructure vendor rather than a broad hardware conglomerate. Its differentiation comes from software-led network architecture, virtualization expertise, and its ability to help operators transition to multi-gigabit and fiber broadband services. In its 2025 annual results, the company said its cOS solution was commercially deployed with 146 customers, serving 41.3 million cable modems, which underscores the scale of its installed base. Geographically, Harmonic generates the vast majority of revenue from the Americas, while also maintaining a meaningful footprint in EMEA and APAC through sales, R&D, and system integration capabilities. ([investor.harmonicinc.com](https://investor.harmonicinc.com/news-releases/news-release-details/harmonic-announces-fourth-quarter-and-fiscal-2025-results/?utm_source=openai)) Recent corporate developments have been particularly important. In late 2025, Harmonic entered into a put option agreement to sell its Video business to Leone Media Inc. (d/b/a MediaKind), and by February 2026 the company was reporting that the divestiture process was proceeding as expected. This strategic move signals a sharper focus on Broadband, where management has highlighted stronger bookings, growing backlog visibility, multi-year customer commitments, and accelerating adoption outside the United States. For investors, Harmonic’s NASDAQ listing in the United States provides exposure to a structural broadband upgrade cycle and a potentially cleaner long-term operating profile as the company continues to simplify its portfolio. ([investor.harmonicinc.com](https://investor.harmonicinc.com/news-releases/news-release-details/harmonic-announces-fourth-quarter-and-fiscal-2025-results/?utm_source=openai))