Harmonic Inc. (HLIT) seeks brief extension for 10-Q after Video Business sale

Rhea-AI Filing Summary

Harmonic Inc. filed a notification that it will not submit its Quarterly Report on Form 10-Q for the fiscal quarter ended July 3, 2026 within the original deadline. The company cites the recently completed sale of its Video Business and the need for additional time to complete consolidated financial statements, and it intends to file the Form 10-Q within the five calendar-day extension permitted under Rule 12b-25. It also includes customary cautionary language regarding forward-looking statements about the expected filing date.

Key Figures

Reporting period: Fiscal quarter ended July 3, 2026 Extension period: five calendar-day period

2 metrics

Reporting period Fiscal quarter ended July 3, 2026 Period covered by the delayed Quarterly Report on Form 10-Q

Extension period five calendar-day period Time under Rule 12b-25 to file the Form 10-Q after the due date

Key Terms

Rule 12b-25, Quarterly Report on Form 10-Q, consolidated financial statements, forward-looking statements

4 terms

Rule 12b-25 regulatory

"the five calendar-day period permitted pursuant to Rule 12b-25"

Rule 12b-25 is an SEC filing provision that lets a company notify regulators and the public that it cannot file a required periodic report (like a quarterly or annual report) on time and explains the reason for the delay. For investors, the notice is a formal heads-up that financial information will arrive late—similar to a company calling to say it will be late turning in homework—so it signals increased uncertainty and may affect trading and risk assessments until the filing is available.

Quarterly Report on Form 10-Q regulatory

"unable to file its Quarterly Report on Form 10-Q for the fiscal quarter"

A quarterly report on Form 10-Q is a standardized financial filing public companies must submit to U.S. regulators every three months, summarizing recent financial results, cash flows, balance sheet changes, operations and material risks or legal developments. Investors treat it like a company report card that shows up-to-date facts rather than marketing copy, helping them track performance, spot trends, reassess risk and make buy or sell decisions.

consolidated financial statements financial

"requires additional time to complete its consolidated financial statements due to the recently"

Consolidated financial statements combine the financial results of a parent company and all the companies it controls into one set of reports, like showing the whole family’s budget instead of each person’s separate accounts. For investors this matters because it gives a complete picture of assets, debts, revenue and cash flow across the entire group, helping assess true size, risk and profitability without missing or double-counting related activity.

forward-looking statements regulatory

"This Form 12b-25 includes “forward-looking statements” within the meaning of Section 27A"

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/12/2026 - 04:12 PM Accepted by SEC EDGAR 08/12/2026 - 04:12 PM Learn about SEC filing dates

FAQ

Why did Harmonic Inc. (HLIT) delay filing its Form 10-Q?

Harmonic Inc. delayed filing its Form 10-Q because it needs more time to complete its consolidated financial statements following the recently completed sale of its Video Business. The company states that filing on time would have required unreasonable effort or expense.

Which reporting period is affected by Harmonic Inc. (HLIT) filing Form 12b-25?

The delay relates to Harmonic Inc.’s Quarterly Report on Form 10-Q for the fiscal quarter ended July 3, 2026. This notification covers that specific period and does not itself mention delays for any other periodic reports.

How long of an extension is Harmonic Inc. (HLIT) seeking for its Form 10-Q?

Harmonic Inc. indicates it intends to file the Form 10-Q within the five calendar-day period allowed under Rule 12b-25 for a late quarterly report. This extension runs from the report’s original prescribed due date.

What event contributed to Harmonic Inc. (HLIT) needing more time for its 10-Q?

Harmonic Inc. attributes the need for extra time primarily to the recently completed sale of its Video Business. This transaction requires additional work to finalize the company’s consolidated financial statements for the affected quarter.

Does Harmonic Inc. (HLIT) provide any assurance about when the Form 10-Q will be filed?

Harmonic Inc. states it intends to file the Form 10-Q within the five calendar-day extension. However, it characterizes this timing as a forward-looking statement subject to risks, including completion of matters necessary to permit the filing.

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 12b-25

NOTIFICATION OF LATE FILING

(Check One)	☐ Form 10-K ☐ Form 20-F ☐ Form 11-K ☒ Form 10-Q ☐ Form 10-D ☐ Form N-SAR ☐ Form N-CSR
	For Period Ended: July 3, 2026
	☐ Transition Report on Form 10-K
	☐ Transition Report on Form 20-F
	☐ Transition Report on Form 11-K
	☐ Transition Report on Form 10-Q
	☐ Transition Report on Form N-SAR
	For the Transition Period Ended:
Nothing in this form shall be construed to imply that the Commission has verified any information contained herein.

If the notification relates to a portion of the filing checked above, identify the Item(s) to which the notification relates:

PART I — REGISTRANT INFORMATION

Harmonic Inc.

(Full Name of Registrant)

N/A

(Former Name if Applicable)

2590 Orchard Parkway

(Address of Principal Executive Office (Street and Number))

San Jose, CA 95131

(City, State and Zip Code)

PART II — RULES 12b-25(b) AND (c)

If the subject report could not be filed without unreasonable effort or expense and the registrant seeks relief pursuant to Rule 12b-25(b), the following should be completed. (Check box if appropriate)

☒	(a)	The reason described in reasonable detail in Part III of this form could not be eliminated without unreasonable effort or expense;
	(b)	The subject annual report, semi-annual report, transition report on Form 10-K, Form 20-F, Form 11-K, Form N-SAR or Form N-CSR, or portion thereof, will be filed on or before the fifteenth calendar day following the prescribed due date; or the subject quarterly report or transition report on Form 10-Q or subject distribution report on Form 10-D, or portion thereof, will be filed on or before the fifth calendar day following the prescribed due date; and
	(c)	The accountant’s statement or other exhibit required by Rule 12b-25(c) has been attached if applicable.

PART III — NARRATIVE

State below in reasonable detail why Forms 10-K, 20-F, 11-K, 10-Q, 10-D, N-SAR, N-CSR, or the transition report or portion thereof, could not be filed within the prescribed time period.

Harmonic Inc. (“Harmonic” or the “Company”) was unable to file its Quarterly Report on Form 10-Q for the fiscal quarter ended July 3, 2026 (the “Form 10-Q”) within the prescribed time period without unreasonable effort or expense as the Company requires additional time to complete its consolidated financial statements due to the recently completed sale of its Video Business. The Company intends to file the Form 10-Q within the five calendar-day period permitted pursuant to Rule 12b-25.

Forward-Looking Statements

This Form 12b-25 includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended that involve risks and uncertainties, including statements regarding the Company’s expected date of filing the Form 10-Q. Forward looking statements are based on current expectations, but are subject to risks and uncertainties that could cause actual results to differ materially from those indicated, including but not limited to risks and uncertainties related to the completion of matters necessary to permit the filing of the Form 10-Q. There can be no assurance that these forward-looking statements will be achieved, and actual results could differ materially from those suggested by such forward-looking statements.

PART IV — OTHER INFORMATION

(1)	Name and telephone number of person to contact in regard to this notification
Walter Jankovic		(408)		542-2500
(Name)		(Area Code)		(Telephone Number)
(2)	Have all other periodic reports required under Section 13 or 15(d) of the Securities Exchange Act of 1934 or Section 30 of the Investment Company Act of 1940 during the preceding 12 months or for such shorter period that the registrant was required to file such report(s) been filed? If answer is no, identify report(s). ☒ Yes ☐ No
(3)	Is it anticipated that any significant change in results of operations from the corresponding period for the last fiscal year will be reflected by the earnings statements to be included in the subject report or portion thereof? ☐ Yes ☒ No If so, attach an explanation of the anticipated change, both narratively and quantitatively, and, if appropriate, state the reasons why a reasonable estimate of the results cannot be made.

Harmonic Inc.

(Name of Registrant as Specified in Charter)

has caused this notification to be signed on its behalf by the undersigned hereunto duly authorized.

Date	August 12, 2026	By	/s/ Walter Jankovic
			Walter Jankovic
			Chief Financial Officer

INSTRUCTION: The form may be signed by an executive officer of the registrant or by any other duly authorized representative. The name and title of the person signing the form shall be typed or printed beneath the signature. If the statement is signed on behalf of the registrant by an authorized representative (other than an executive officer), evidence of the representative’s authority to sign on behalf of the registrant shall be filed with the form.

ATTENTION
Intentional misstatements or omissions of fact constitute Federal Criminal Violations
(See 18 U.S.C. 1001).