Harmonic (NASDAQ: HLIT) unveiled a new long-term strategy at its 2026 Investor Day. The company is transitioning into a pure-play broadband technology business focused on connectivity, network intelligence, and edge compute.
Management targets a total addressable market of $7 billion by 2030. The financial plan projects a compound annual growth rate (CAGR) between 10% and 13%. Harmonic aims for operating margins to exceed 20%.
Core broadband operations will drive the majority of this growth. New ventures in fiber and artificial intelligence-driven solutions offer significant upside potential.