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Haivision Systems (HAI) investor relations material
Haivision Systems Planet MicroCap Showcase: TORONTO 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Planet MicroCap Showcase: TORONTO 2025 summary22 Oct, 2025
Business overview and market positioning
Specializes in mission-critical real-time streaming and networking for media, enterprise, military, and defense markets.
Two-thirds of revenue comes from mission-based customers, including major U.S. government agencies; one-third from broadcast clients like major sports leagues and media companies.
Recognized as a technology leader and innovator, notably for inventing and open-sourcing the SRT streaming protocol.
Products are essential for high-reliability, low-latency applications, with a focus on quality and security.
Operates globally with five R&D offices and a strong history of self-funded growth and acquisitions.
Financial performance and outlook
Market cap of $150 million, with $11 million in cash and $15 million in debt and leases.
Fiscal 2026 estimates project 14% revenue growth and a doubling of adjusted EBITDA.
Gross margins have improved from 66% to 72–73% after exiting low-margin businesses.
EBITDA positive for 18 of the last 21 years, with strong cash flow and minimal debt.
Double-digit revenue and EBITDA growth expected to continue for the next three to four years.
Strategic initiatives and growth drivers
Shifted focus to higher-margin business by exiting low-margin segments and transforming the control room business from integration to manufacturing.
Positioned as a leader in 5G private networking and low-latency video transmission, with unique technology for both fixed line and cellular bonded solutions.
Major contract wins include an $80 million U.S. Navy deal and a significant Warner Bros. contract, leveraging recent acquisitions.
Acquisitions of CineMassive and Aviwest have enabled cross-regional synergies and expanded market reach.
New product launches and manufacturing efficiencies are expected to further improve margins.
What specific factors fuel mission segment growth?
How did CineMassive enable the $80M US Navy win?
How will Haivision achieve 20%+ EBITDA margins?
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Next Haivision Systems earnings date
Q4 202514 Jan, 2026
Next Haivision Systems earnings date
Q4 202514 Jan, 2026
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Frequently asked questions
Haivision Systems Inc provides real-time video streaming and networking solutions for broadcasters, enterprises, and government organizations. Its products include video encoders, decoders, and cloud-based video management platforms. Haivision serves the media, enterprise, and defense sectors by enabling high-performance video delivery. The company is headquartered in Montreal, Canada, and its shares are listed on the TSX.
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