Vecima Networks Q3 Earnings Call Highlights

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Sat, May 16, 2026 astatine 1:09 PM CDT 7 min read

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Vecima raised its calendar 2026 outlook, present expecting gross maturation of 22.5% to 30% versus 2025, up from 20% to 30%, with an adjusted EBITDA borderline people of 20%. Management said improving lawsuit acquisition orders and broadband upgrade request are driving the stronger forecast.
Broadband demand, particularly from Charter, is fueling the upgrade cycle, including deployments of Vecima’s Entra Remote PHY and fibre entree products and a caller multi-year DOCSIS 4.0 agreement. The institution said its rollout is underway and could enactment a caller quarterly gross precocious successful the adjacent term.
Third-quarter results were mixed but margins improved: gross roseate 1.3% twelvemonth implicit twelvemonth to CAD 64.8 million, portion adjusted EBITDA borderline accrued to 17.4% and adjusted gross borderline reached 50.7%. Vecima inactive posted a tiny nett loss, but currency travel from operations improved sharply and the committee approved a quarterly dividend.

Vecima Networks (TSE:VCM) said it raised its calendar 2026 maturation outlook arsenic lawsuit request for broadband web upgrade products strengthens, portion reporting fiscal third-quarter gross that was somewhat higher than a twelvemonth earlier but little sequentially.

President and CEO Sumit Kumar said the institution present expects calendar 2026 gross maturation of 22.5% to 30% compared with calendar 2025, up from its anterior anticipation of 20% to 30%. Vecima besides expects an adjusted EBITDA borderline of 20%, which Kumar said would connote year-over-year adjusted EBITDA maturation of 74% to 85%.

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“With accrued request coalescing, our raised outlook is underpinned by lawsuit acquisition orders and forecasts with wide visibility into accrued volumes successful the adjacent term,” Kumar said. He added that the institution is seeing gross momentum entering the 4th fourth of fiscal 2026 that positions it “to scope a caller quarterly precocious successful the adjacent term,” with sustained maturation expected afterward.

Broadband Demand Drives Updated Outlook

Kumar said Vecima’s outlook is being supported by respective broadband maturation drivers, including proviso to Charter Communications arsenic Charter expands its distributed entree architecture, oregon DAA, web deployment utilizing Vecima’s cablegram and fibre entree technologies.

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The programs see Vecima’s Entra Remote PHY products, specified arsenic its EN9000 GAP node and ERM RPD platforms, arsenic good arsenic its Entra Optical fibre entree portfolio, including fiber-to-the-home Remote OLT nodes. Kumar said the rollout was “fully underway” arsenic of the 3rd 4th and is driving “significant semipermanent waves of demand.”

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