finance
Vecima Networks Raises Fiscal 2026 Revenue and EBITDA Outlook
Vecima Networks increased its calendar 2026 revenue growth forecast to between 22.5% and 30% year over year, with adjusted EBITDA growth projected at 74% to 85%. The company cited stronger customer demand and purchase orders during its third quarter fiscal 2026 earnings call. Executives said the company expects to reach a new quarterly revenue high in the near term.
May 14, 1:28 PM·2m read1 source
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Vecima Networks raised its outlook for calendar 2026 after confirming and expanding expectations for customer demand. The company now projects revenue growth of 22.5% to 30% compared with calendar 2025, along with an adjusted EBITDA margin of 20% that would produce adjusted EBITDA growth of 74% to 85% for the period.
The updated forecast is supported by customer purchase orders and forecasts that provide visibility into higher volumes. The company reported that revenue momentum has already begun to materialize and is expected to continue into the fourth quarter of fiscal 2026, positioning it to achieve a new quarterly revenue high with sustained growth thereafter.
On the broadband side, the company is supplying one of its largest customers as that operator expands its distributed access architecture network deployment. The programs use next-generation cable and fiber access technologies, including specific remote node and optical line terminal platforms.
The company has also launched several new products that are contributing to its revenue base across multiple customers. These include a smaller version of an existing gap node, a standalone module, and power holdover modules. On the commercial video side, the company is preparing to roll out its next-generation platform as a lead customer begins a wholesale upgrade of its national commercial video network.
The multiyear program covers upgrades to thousands of existing accounts and supports new properties added on an ongoing basis.
During the third quarter ended March 31, 2026, the company signed a major multiyear DOCSIS 4.0 agreement with one of its largest customers for its operations. This agreement is in addition to an existing major network upgrade program already under way.
