When looking at the revenue picture at Harmonic in the fourth quarter of 2022, much of it is coming up Comcast.

As Harmonic’s only 10%-or-greater revenue customer in the period, Comcast contributed a whopping 48% of Harmonic’s total Q4 revenues of $163.3 million, equal to about $78.38 million. That’s well above a 35% run-rate from Q1 2022 to Q3 2022, according to Raymond James analyst Simon Leopold.

Source: Comcast drove 48% of Harmonic’s revenue in Q4 | Light Reading