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Vecima Networks (VCM) investor relations material
Vecima Networks Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary13 Nov, 2025
Executive summary
Achieved Q1 FY26 revenue of $71.1M, up 3.4% sequentially but down from $81.9M year-over-year, with 119% top-line growth from Q1 2022 to Q1 2026.
Adjusted EBITDA rose 71.2% quarter-over-quarter to $11.5M, with margin increasing to 16.2% from 9.8%.
78% of revenue attributed to Distributed Access (Fiber + Cable Broadband), with strong performance in video, broadband, and content delivery.
Maintained leadership in remote OLTS and MACPHY devices, with major agreements and new product launches driving growth.
Strategic focus on next-generation broadband, content delivery, and telematics, with strong customer engagement and product innovation.
Financial highlights
Q1 FY26 revenue was $71.1M, up 3.4% from Q4 FY25, but down from $81.9M in Q1 FY25.
Gross margin improved to 42.1%, up from 27.3% in Q4 FY25, with adjusted gross margin at 43.9%.
Adjusted EBITDA was $11.5M, up from $6.7M in Q4 FY25, but slightly down from $12.1M in Q1 FY25.
Working capital at $53.8M, net debt reduced to $60.7M from $92M in Q3 FY24.
Net income was $0.2M ($0.01 per share), compared to $2.1M ($0.09 per share) a year ago.
Outlook and guidance
Expect continued strong financial and operational performance in FY26, led by Entra product rollouts and growing demand for IPTV and DAI solutions.
Positioned to benefit from $65B+ in North American broadband subsidies and major new agreements.
Anticipate improved gross margins and strong adjusted EBITDA for the full year.
Industry consolidation may cause timing lumpiness, shifting demand acceleration into early FY27.
Ongoing investments in DAA and IPTV expected to drive long-term growth and profitability.
vCMTS Tier 1 customer deployment progress
Consolidation impact on Q3/Q4 revenue timing
Open Caching monetization timeline
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Next Vecima Networks earnings date
Q2 202612 Feb, 2026
Next Vecima Networks earnings date
Q2 202612 Feb, 2026
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Frequently asked questions
Vecima Networks Inc. provides technology solutions that empower network service providers and content providers to connect people and enterprises to information and entertainment worldwide. Vecima's VoIP value added services and Asterisk based open source software enable its customers to deliver applications easily and reliably over their IP networks, resulting in lower costs, higher quality of service, consistent user experience, simplified provisioning and increased customer satisfaction. Vecima's VoIP implementation services deliver complete turnkey solutions for all major VoIP providers. The company is based in Victoria, Canada.
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