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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Vecima Networks
Vecima Networks (VCM) investor relations material
Vecima Networks Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary24 Sep, 2026
Executive summary
Achieved record Q4 revenue of CAD 91 million, up 36% year-over-year, and record adjusted EBITDA of $18.9 million (20.8% margin), reflecting the early returns of a long-term growth strategy and market leadership in broadband and video solutions.
Full-year revenue reached $295.0 million, a 6% increase from the prior year, with adjusted EBITDA up 91% to $50.4 million.
Divested the telematics business in July to focus on broadband access and streaming video, and made key executive appointments to support strategic growth.
Expanded customer base to 150 broadband engagements, with significant wins in both cable and fiber segments, and continued leadership in Remote OLT technology.
Entering a new phase of accelerated growth, leveraging AI-driven broadband trends and a higher-margin recurring revenue mix.
Financial highlights
Q4 consolidated revenue reached a record $91 million, up 36% year-over-year and 45% sequentially, with gross margin at 45.4% and adjusted EBITDA of $18.9 million (20.8% of sales).
Adjusted EBITDA increased 186% year-over-year and 70% quarter-over-quarter.
Operating income was $12.3 million, a $29.4 million improvement from a loss last year; net income was $5.4 million, up from a $13.3 million loss.
Working capital at year-end was $62.6 million; net debt reduced to $40.7 million from $54.4 million in Q3.
$61.2 million CAD returned to shareholders in dividends since October 2014.
Outlook and guidance
Raised 2026 revenue growth outlook to 27%–32% over 2025; fiscal 2027 revenue growth expected at 30%–35% over 2026.
Adjusted EBITDA margin anticipated at approximately 20% for both calendar 2026 and fiscal 2027.
Growth to be led by Video and Broadband Solutions segment, with new products and platforms expected to drive future performance.
Minimal contribution from vCMTS and XGS-PON expected in fiscal 2027; these are seen as major growth drivers for fiscal 2028 and beyond.
vCMTS expected to become a significant growth driver in FY27 as customer engagements increase.
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Latest events from Vecima Networks
- 2026 outlook raised with strong revenue and EBITDA growth, led by broadband and fiber upgrades.VCM
Q3 2026 - Q2 FY26 revenue up 3.5% YoY, gross margin 44.9%, strong growth outlook for next year.VCMQ2 2026
- All AGM resolutions, including auditor and director approvals, passed with strong shareholder representation.VCMAGM 2025
- Q1 FY26 revenue up 3.4% sequentially, gross margin 42.1%, adjusted EBITDA up 71%.VCMQ1 2026
- Q4 revenue rose 7.5% sequentially, with new products and contracts driving growth in fiscal 2026.VCMQ4 2025
- Record Q4 revenue and Entra DAA growth set the stage for strong FY25 momentum.VCMQ4 2024
- Q1 FY2025 revenue up 33% year-over-year, driven by Distributed Access and Falcon V acquisition.VCMQ1 2025
- Revenue up 15% YoY, but margin and profit pressured by restructuring and FX losses.VCMQ2 2025
- Gross margin and EBITDA rebounded as CDS and Telematics growth offset VBS volatility.VCMQ3 2025
Next Vecima Networks earnings date
Q1 202712 Nov, 2026
Vecima Networks
Next Vecima Networks earnings date
Q1 202712 Nov, 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.