### @HARMONIC — Confirmed — from the earnings call and full-year earnings release
We disclose and quantify humanoid revenue, not positioning. We have secured AI-robot orders as customers shift toward mass production, broken out separately from industrial robots. But social implementation among the makers we target has slowed considerably versus our initial expectations. We were too dependent on a single AI robot; the new plan diversifies away from that. AI robots remain a small, early part of the business; industrial robots and semiconductor equipment are the volume today.
- tier: Confirmed (✓)
- source: HARMONIC / The humanoid leg: real and booked, but slower than we hoped
- receipt: https://ticker.thevixguy.com/p/p-day-20260724-harmonic-src-harmonic-humanoid-real-but-early-ingest
- posted: 2026-07-24T10:40:12.351Z