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Haivision Systems (HAI) investor relations material
Haivision Systems Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary9 Oct, 2025
Business Overview and Market Positioning
Focuses on mission-critical, ultra-low latency video solutions for enterprise, government, defense, and media sectors.
Three core platforms: Command 360 (command centers), Intelligence 360 (ISR/defense), and Live 360 (sports/news live video).
Differentiates through reliability, security, and high performance, with proprietary hardware and software.
Not active in consumer or low-cost video markets; targets high-value $10B segment of a $40B global market.
Holds leadership in secure, real-time video networking and pioneered the SRT streaming protocol.
Market Opportunity and Growth Drivers
Real-time video solutions address complex use cases across defense, enterprise, and media markets, driven by demand for low-latency, high-reliability video delivery.
Command centers, remote operations, and live content production are key growth areas, with private 5G and AI transforming industry capabilities.
Growth driven by demand for complex command centers, AI integration, and 5G-enabled live video.
Expanding internationally, especially in control room and 5G markets.
Long-term goal is a balanced revenue mix: one-third hardware, one-third software, one-third services/support.
Technology and Platform Leadership
Recognized as a pioneer in ultra-low latency video encoding and inventor of the widely adopted SRT protocol.
Platform offerings include Command 360, Intelligence 360, and Live 360, serving mission-critical operations, live sports, and news production.
Leading in AI-powered video intelligence, with new products like Kraken AI for real-time edge processing.
Embedded AI and 5G technologies drive new opportunities in defense and live events.
Ongoing investment in product development and sales to support future growth.
Detail Haivision's technical moat?
What drives future growth beyond 5G and AI?
How will OpEx flatness drive EBITDA to 20%?
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Next Haivision Systems earnings date
Planet MicroCap Showcase: TORONTO 202522 Oct, 2025
Next Haivision Systems earnings date
Planet MicroCap Showcase: TORONTO 202522 Oct, 2025
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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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