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Vecima Networks
Vecima Networks (VCM) investor relations material
Vecima Networks Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary12 Feb, 2026
Executive summary
Achieved Q2 FY26 revenue of $73.7M, up 3.5% year-over-year and 3.7% sequentially, with gross margin rising to 44.9% from 36.4% a year ago.
Adjusted EBITDA reached $10.6M, a significant improvement from a loss of $0.3M in Q2 FY25.
Nearing a major growth inflection, driven by industry-wide transition to next-generation DAA technology and large-scale customer deployments.
Achieved 128% top-line revenue growth from Q1 2022 to Q2 2026, with 78% of revenue attributed to Distributed Access (Fiber + Cable Broadband).
Over $1.3B in sales since FY 2021, accumulating market share in both fiber and cable access segments.
Financial highlights
Q2 FY26 revenue grew 3.5% year-over-year to $73.7M; gross margin improved 850 basis points year-over-year to 44.9%.
Adjusted EBITDA reached $10.6M (14.4% margin); net income was $0.1M, up from a net loss of $7.9M last year.
Working capital at $49.3M, net debt reduced to $66.9M.
$58.6M returned to shareholders in dividends since October 2014.
Market cap approximately $255.5M CAD as of December 31, 2025.
Outlook and guidance
Expects 20%-30% revenue growth and Adjusted EBITDA margin above 20% for the next 12 months.
Adjusted EBITDA growth of 70%-85% year-over-year anticipated.
Positioned to benefit from $65B+ in North American broadband subsidies, with significant growth expected in fiber deployments through 2029.
Q3 FY26 may see modest delivery constraints due to industry consolidation, but demand expected to ramp sharply in Q4.
vCMTS not yet factored into guidance, representing further upside.
Capitalize on vCMTS market share?
Timeline for Tier 1 DAA ramp-up?
Sustain margin expansion via product mix?
What sustains growth beyond lead DAA ramp?
vCMTS market share target by 2029
Explore share repurchases or M&A timing
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Next Vecima Networks earnings date
Q3 202614 May, 2026
Vecima Networks
Next Vecima Networks earnings date
Q3 202614 May, 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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