Haivision Systems (HAI) Investor presentation summary

Vision and market drivers

• Real-time video revolution driven by ubiquitous bandwidth, AI, and cloud, enabling complex use cases across industries.

• Demand for low-latency video delivery is increasing in sectors like defense, public safety, sports, and news.

• Mission-critical events require real-time video solutions for operational monitoring and decision-making.

• Market growth fueled by global threats, AI at the edge, and the shift to private 5G and cloud production.

Platform offerings and customer applications

• Command 360 powers global operations centers for major enterprises and government agencies, including Meta and Maersk.

• Technology deployed in U.S. Department of Defense, NASA, and NYSE for real-time situational awareness and live video distribution.

• Live 360 platform supports live sports and news production for ESPN, CNN, and Olympic Broadcasting Services.

• Solutions enable ultra-low latency video for mission-critical operations, live events, and enterprise communications.

Market opportunity and financial highlights

• Targets a $10B high-value TAM within a $38B global video infrastructure market, focusing on government, defense, enterprise, and media.

• FY2025 revenue reached $138M with approximately 70% gross margin and 19 years of positive Adjusted EBITDA.

• Repeat customers account for about 75% of sales, reflecting strong client retention.

• Market capitalization as of January 2026 is $150 million, with $17.1 million in cash and $5.1 million in debt.