Vecima Networks Raises Fiscal 2026 Revenue and EBITDA Outlook

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.

Executives stated that while the raised outlook focuses on calendar 2026, the growth trajectory for the company extends well beyond that period. The earnings call included standard cautionary language noting that forward-looking statements involve risks and uncertainties that could cause actual results to differ from projections.

The full transcript of the call, along with the company's unaudited interim financial statements for the three and nine months ended March 31, 2026 and 2025, are available on its website under the Investor Relations section and on SEDAR.