Alcom Elevates Headend Video Service with Harmonic to Drive Growth

Rhea-AI Summary

Harmonic (NASDAQ: HLIT) announced that Alcom will deploy Harmonic's XOS Advanced Media Processor as the foundation for its Play+ white-label IPTV headend service across Finland and Sweden. The software-based solution consolidates playout, branding and premium encoding and uses AI-powered EyeQ encoding for up to 50% bitrate savings.

The integration with Agile TV origin and media server aims to improve operational efficiency, scalability and video quality, supporting Alcom's expansion of higher-value streaming and broadcast services in the Nordic market.

Positive

• AI-powered EyeQ encoding offers up to 50% bitrate savings
• Consolidates playout, branding and encoding into a single appliance
• Supports expansion of white-label services across Finland and Sweden

Negative

• None.

Key Figures

Bitrate savings: 50%

1 metrics

Bitrate savings 50% AI-powered EyeQ content-aware encoding for Alcom’s video services

Market Reality Check

Price: $10.44 Vol: Volume 1,676,188 is 1.63x...

high vol

$10.44 Last Close

Volume Volume 1,676,188 is 1.63x the 20-day average of 1,027,719, indicating elevated interest ahead of and around this announcement. high

Technical Shares at $10.44 are trading above the 200-day MA of $9.73 and about 14.29% below the 52-week high of $12.18.

Peers on Argus

HLIT gained 1.46% with several peers also positive (e.g., TSAT +7.23%, AAOI +6.3...

HLIT gained 1.46% with several peers also positive (e.g., TSAT +7.23%, AAOI +6.37%, ADTN +2.82%), while NTGR was slightly negative (-0.1%). The momentum scanner, however, does not flag a coordinated sector move.

Historical Context

5 past events · Latest: Feb 19 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 19	Broadband deployment win	Positive	+0.6%	izzi selects Harmonic platform for multi-year fiber expansion in Mexico.
Feb 19	Earnings & guidance	Positive	+0.6%	Q4/FY2025 results, strong backlog growth and 2026 Broadband guidance.
Jan 20	Earnings date notice	Neutral	+3.0%	Announces timing for Q4 and full-year 2025 earnings release and webcast.
Dec 16	XOS deployment	Positive	-0.4%	Czech TV adopts XOS and EyeQ to modernize AI-powered streaming workflow.
Dec 08	Business sale deal	Positive	+6.4%	Agreement to sell Video business to MediaKind for about <b>$145M</b>.

Pattern Detected

Recent partnership and strategic announcements with broadly positive tone have mostly seen modest positive price alignment, with only one small divergence.

Recent Company History

Over the last few months, Harmonic has reported several milestones: the planned sale of its Video business for $145M, strengthening broadband-focused backlog to $573.8M, and Q4/FY2025 results with Broadband revenue of $98.2M in Q4 and guidance of $440–$480M for 2026. Operational wins include deployments with izzi in Mexico and Czech TV using the XOS Advanced Media Processor. The new Alcom deployment continues this pattern of international video and broadband infrastructure wins on top of the strategic portfolio shift.

Market Pulse Summary

This announcement highlights Harmonic’s continued expansion of its XOS and AI-powered EyeQ technolog...

Analysis

This announcement highlights Harmonic’s continued expansion of its XOS and AI-powered EyeQ technologies through Alcom’s headend video service in the Nordic region. It follows prior broadband and video workflow wins and sits against a backdrop of divesting the legacy Video business and emphasizing Broadband growth. Investors may watch how deployments like this contribute to backlog, revenue mix, and the company’s ability to sustain high-quality, efficient video delivery for regional operators.

Key Terms

ai-powered encoding, iptv, white-label

3 terms

ai-powered encoding technical

"AI-powered EyeQ™ content-aware encoding provides up to 50% bitrate savings"

AI-powered encoding is the use of artificial intelligence to transform raw data—like text, audio, or images—into compact, meaningful representations that computers can store, search, or analyze more efficiently. For investors, it matters because this capability can lower storage and processing costs, speed up product features such as search or recommendation, and create competitive advantages or new revenue opportunities while also raising questions about model accuracy, data privacy, and regulatory compliance.

iptv technical

"foundation for our Play+ white-label IPTV architecture for its unparalleled performance"

IPTV is the delivery of television shows and channels over internet networks rather than through traditional broadcast, satellite, or cable lines; viewers stream live channels or on-demand programs through apps or set-top boxes much like watching videos on a website. Investors care because IPTV shifts where consumers spend on entertainment, creating subscription and advertising revenue opportunities while changing demands for network capacity, content rights, and devices—similar to how email replaced much postal mail.

white-label technical

"next-generation white-label headend video service with Harmonic's"

A white-label product or service is made by one company but sold under another company's brand so the reseller can offer it as if they created it. Think of it like a supermarket selling a generic cereal that was produced in the same factory as national brands. For investors, white-label arrangements can boost revenue and speed market entry with lower development costs, but they also concentrate reliance on third-party suppliers and can limit differentiation and pricing power.

AI-generated analysis. Not financial advice.

Harmonic's XOS Advanced Media Processor Leverages AI-Powered Encoding to Deliver Exceptional Video Quality to Alcom Customers

SAN JOSE, Calif., Feb. 25, 2026 /PRNewswire/ -- Harmonic (NASDAQ: HLIT) today announced that Alcom, a leading telco operator in Finland, is powering its next-generation white-label headend video service with Harmonic's award-winning XOS™ Advanced Media Processor. Leveraging Harmonic's media processor, Alcom is enabling mid-size operators across Finland and Sweden to deliver broadcast and streaming services with outstanding video quality and efficiency. The XOS media processor strengthens Alcom's market position by enabling the operator to expand its service portfolio, deliver higher-value services and capture new revenue opportunities in the Nordic region.

"We chose Harmonic's XOS media processor as the foundation for our Play+ white-label IPTV architecture for its unparalleled performance and rich feature set, enabling us to deliver exceptional video quality," said Patrik Pada, TV team leader at Alcom. "The software-based playout-to-delivery solution ensures flexibility and scalability as we further expand our white-label service across the region."

By consolidating a wide range of media processing tasks such as playout, branding and premium encoding into a single appliance, the XOS media processor unlocks increased operational efficiency for Alcom. Moreover, AI-powered EyeQ™ content-aware encoding provides up to 50% bitrate savings while maintaining outstanding video quality, ensuring viewer satisfaction.

Harmonic's XOS media processor is integrated with Agile TV's Origin and Media Server. Using the Agile TV solution, Alcom can provide efficient, scalable and high-quality video services.

"Alcom is strengthening its market position in the Nordic region with vast reach and promising growth opportunities," said Koldo Unanue, CEO at Agile TV. "By combining our origin server expertise with Harmonic's renowned video quality, we're empowering Alcom to maximize revenue opportunities through its white-label video service."

"Alcom's headend service is empowering regional operators in the Nordic market to differentiate their service by delivering crystal-clear video experiences," said Tony Berthaud, senior vice president, sales, APAC and EMEA at Harmonic. "With unparalleled density and AI-driven encoding, Harmonic's XOS media processor is helping Alcom set a higher standard for video quality in the Nordic market."

More information about Harmonic and the company's solutions is available at www.harmonicinc.com.

About Harmonic
Harmonic (NASDAQ: HLIT), the worldwide leader in virtualized broadband and video delivery solutions, enables media companies and service providers to deliver ultra-high-quality video streaming and broadcast services to consumers globally. The company revolutionized broadband networking via the industry's first virtualized broadband solution, enabling operators to more flexibly deploy gigabit internet services to consumers' homes and mobile devices. Whether simplifying OTT video delivery via innovative cloud and software platforms, or powering the delivery of gigabit internet services, Harmonic is changing the way media companies and service providers monetize live and on-demand content on every screen. More information is available at www.harmonicinc.com. 

Legal Notice Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Statements concerning Harmonic's business and the anticipated capabilities, advantages, reliability, efficiency, market acceptance, market growth, specifications and benefits of Harmonic products, services and technology are forward-looking statements. These statements are based on our current expectations and beliefs and are subject to risks and uncertainties, including the risks and uncertainties more fully described in Harmonic's filings with the Securities and Exchange Commission, including its Annual Report on Form 10-K for the year ended Dec. 31, 2024, its Quarterly Reports on Form 10-Q and its Current Reports on Form 8-K. The forward-looking statements in this press release are based on information available to Harmonic as of the date hereof, and Harmonic disclaims any obligation to update any forward-looking statements.

Harmonic, the Harmonic logo and other Harmonic marks are owned by Harmonic Inc. or its affiliates. All other trademarks referenced herein are the property of their respective owners.

View original content to download multimedia:https://www.prnewswire.com/news-releases/alcom-elevates-headend-video-service-with-harmonic-to-drive-growth-302696437.html

SOURCE Harmonic Inc.

FAQ

What did Harmonic announce on February 25, 2026 about HLIT and Alcom?

Harmonic announced that Alcom will use the XOS Advanced Media Processor as its Play+ white-label headend. According to Harmonic, the deployment consolidates playout, branding and encoding and integrates with Agile TV to deliver scalable IPTV and streaming services in the Nordic region.

How does Harmonic's EyeQ encoding benefit Alcom's Play+ service (HLIT)?

EyeQ provides content-aware AI encoding that can reduce bitrate needs while preserving quality. According to Harmonic, EyeQ enables up to 50% bitrate savings, improving bandwidth efficiency and viewer experience for Alcom's white-label IPTV offering.

Which markets will Alcom target with Harmonic's XOS media processor (HLIT)?

Alcom will scale its Play+ white-label service across Finland and Sweden using the XOS media processor. According to Harmonic, the solution enables mid-size operators in those Nordic markets to offer broadcast and streaming services with higher video quality and efficiency.

What components are integrated with Harmonic's XOS for Alcom's headend (HLIT)?

The XOS media processor is integrated with Agile TV's Origin and Media Server to form the headend stack. According to Harmonic, this combination delivers efficient, scalable playout-to-delivery workflows for Alcom's white-label IPTV architecture.

How will the XOS deployment affect Alcom's operational efficiency and service portfolio (HLIT)?

XOS consolidates multiple media-processing tasks into one appliance, reducing complexity and operational overhead. According to Harmonic, this consolidation unlocks increased efficiency while enabling Alcom to expand its service portfolio and pursue new revenue opportunities.

Does Harmonic claim any specific video-quality advantages for Alcom using XOS (HLIT)?

Harmonic emphasizes improved video quality through its advanced media processing and AI encoding. According to Harmonic, the XOS solution delivers outstanding video quality and density, helping Alcom differentiate its headend services in the Nordic market.