Slide 1: Investor Overview FY2026 – Q3 Results
Investor Overview FY2026 – Q3 RESULTS Ending March 31, 2026 VECIMA NETWORKS (TSX: VCM) May 14, 2026 © 2025 Vecima Networks. Confidential & Proprietary. All rights reserved.
Slide 2: Safe Harbour
SAFE HARBOUR Forward-Looking Statements Certain statements in this presentation may constitute forward-looking statements within the meaning of applicable securities laws. All statements other than statements of historical fact are forward-looking statements. These statements include but are not lim
Slide 3: Dynamics accelerating Network Expansion
Dynamics accelerating Network Expansion Bandwidth-intensive Apps 4K & 8K, AR, VR & XR, Cloud Gaming & AI 10+ GBPS Data Rates 25G/50G Symmetrical services with <5ms latency 25% CAGR Network Traffic Up to 3,300 EB/m by 2030 $Billions in Broadband Stimuli Bridging the digital divide accelerates growt
Slide 4: Expansion is driving network Evolution
Expansion is driving network Evolution + Analog Hubs and Digital Hub & Nodes Nodes Network Digitization (RPD, RMD, OLT) Network Virtualization Virtualized Systems Integrated CMTS (vCMTS & vPON) Limited Fiber Roll- Fiber Evolution & 10G+ Speeds and Acceleration of Fiber outs Expansion Deployments Bun
Slide 5: This Evolution Drives Capital Spending
This Evolution Drives Capital Spending $9,000.0 vCMTS/RPD, XGS & 50G $8,000.0 dominate the TAM $7,000.0 $6,000.0 70% of Vecima resources $5,000.0 focused on these programs $4,000.0 $3,000.0 Vecima has invested >$500M $2,000.0 $1,000.0 $0.0 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 in prepara
Slide 6: Spending Translating to Vecima’s Growth
Spending Translating to Vecima’s Growth Distributed Access Commercial Video IPTV Telematics Other $100 Supply Chain Turbulence & New Technology Adoption Process $80 100% Growth in top-line revenues $60 1Q-2022 vs 3Q-2026 $40 $20 ~76% Revenue attributed to Distributed Access $ (Fiber + Cable Broadban
Slide 7: Investment has Created the Widest Next-Gen Portfolio
Investment has Created the Widest Next-Gen Portfolio Cloud / Data Center / Hubsite Access Network / Outside Plant Residential / Enterprise Combo XGS R-OLT 2, 4 & 8 port Fiber PON vPON OLT 8, 16 & 32 10G Shelf & node- DPoE port EPON based 8, 16, 32 2, 4, 8 broadband delivery for Commercial video comm
Slide 8: Strategic investment & innovation spanning 35+ years
Strategic investment & innovation spanning 35+ years 3 11 612 ~65% Core Offices Employees Engineers Businesses worldwide globally and R&D Strategic acquisitions strengthen portfolio Acquires Acquires Falcon V, Acquires Nokia Vecima Concurrent deepening software Cable Business, founded for IP Video a
Slide 9: Proudly serving 100+ Operators and 100M people globally
Proudly serving 100+ Operators and 100M people globally 147 OPERATOR +15.7% YoY ENGAGEMENTS FIBER 282 OPPORTUNITIES +15.1% YoY ACTIVE CABLE AMERICAS EMEA APAC © 2025 Vecima Networks. Confidential & Proprietary. All rights reserved. 9
Slide 10: Three Businesses in the early stages of growth
Three Businesses in the early stages of growth Video & Content Broadband Delivery Telematics Solutions 80.6% of business & Storage 16.5% of business 2.9% of business Business segment percentages based on Q3 Fiscal 2026 results © 2025 Vecima Networks. Confidential & Proprietary. All rights reserved.
Slide 11: Accelerating next-generation broadband networks
Accelerating next-generation broadband networks Video & Broadband Solutions • Announced a major, multi-year DOCSIS 4.0 agreement with Charter Communication's Spectrum • Achieved highest quarterly revenue for Entra Optical products in over three years, led by Vecima's industry- leading SF-4X remote o
Slide 12: Transforming next-gen Broadband Networks
Transforming next-gen Broadband Networks Cloud / Data Center / Hubsite Access Network / Outside Plant Residential / Enterprise Combo 2021-2025 XGS PON Fiber R-OLT 2, 4 & 8 port Commercial video vPON OLT 8, 16 & 32 port 10G EPON DPoE Shelf & node- 8, 16, 32 2, 4, 8 based broadband delivery for commer
Slide 13: Huge and growing Rural Broadband FTTH Investment
Huge and growing Rural Broadband FTTH Investment More than $65B in subsidies pouring into North American Broadband Networks Rural Digital Opportunity Fund (RDOF) Broadband Equity Access & Deployment (BEAD) • $42.45B to expand high-speed internet via $20.4B program: planning, infrastructure, and adop
Slide 14: $1.4B+ in Sales Since FY 2021 & Accumulating Market Share
$1.4B+ in Sales Since FY 2021 & Accumulating Market Share BSP Network Incumbency $1,400 Cable Access Millions $1,200 $1,000 2021-2025 $800 $600 $400 Fiber Access $200 $0 2021-2025 2021 2022 2023 2024 2025 2026 © 2025 Vecima Networks. Confidential & Proprietary. All rights reserved. Source: Dell’Oro
Slide 15: vCMTS, DOCSIS 4.0 & XGS are the next frontiers
vCMTS, DOCSIS® 4.0 & XGS are the next frontiers Cable Access Fiber Access All New SAM Accumulating All New SAM $400 Millions Millions Millions $900 $7,000 $350 $800 $6,000 $300 $700 $5,000 $600 $250 $500 $4,000 $200 $400 $3,000 $150 $300 $100 $2,000 $200 $50 $100 $1,000 $0 $0 $0 Virtual CMTS/CCAP 1
Slide 16: Exceptional video experiences, new revenue streams
Exceptional video experiences, new revenue streams Content Delivery & Storage • Successfully deployed Phase 2 of Vecima's targeted Dynamic Ad Insertion solution with Hotwire Communications • Selected by a Tier 2 customer to replace a competitor's solution with MediaScale Origin, a unified origin sys
Slide 17: Lower costs, higher video quality and revenues
Lower costs, higher video quality and revenues RESIDENTIAL CLOUD ACCESS NETWORK / OUTSIDE PLANT / ENTERPRISE ORIGIN COMMUNITY / STORAGE Managed IPTV Platform for Service Providers MICRO-CACHE TRANSCODE OPTIMIZE CACHE MONETIZE COMMERCIAL VIDEO CACHE GATEWAYS CACHE Video Platform for Commercial Servic
Slide 18: Igniting new experiences, revenues & loyalty
Igniting new experiences, revenues & loyalty • Improve video stream quality, reduce bitrates + + + + by up to 80% • Dramatically improved OTT QoE Open CDN + + + + • Reduced network loading NEW SOLUTIONS • New revenue streams Dynamic Content & + + + + • Pinpoint ad targeting and reduced ad-waste • Ne
Slide 19: Real-time asset tracking, anywhere in the world
Real-time asset tracking, anywhere in the world Telematics • Cloud-based tracking & monitoring of vehicles, assets, and people • Added 12 new customers for the NERO asset tracking platform during the quarter, booking 137 new subscriptions and bringing total asset tags under management to approximate
Slide 20: GPS Fleet & Equipment Management Software
GPS Fleet & Equipment Management Software Equipment in warehouse Access data at home, in the office, or on the go Fleet vehicles Equipment Equipment on vehicles on jobsites Data-driven, full visibility Faster deployment and asset ROI Automation © 2025 Vecima Networks. Confidential & Proprietary. All
Slide 21: Focused on growth and profitability
Focused on growth and profitability © 2025 Vecima Networks. Confidential & Proprietary. All rights reserved. 21
Slide 22: Core focus on growth and profitability
Core focus on growth and profitability Cash, net of rev. loc ($CAD) Short & long-term debt ($CAD) 56% management ($22.9M) $37.3M … / insiders 44% institutional retail / others Working capital ($CAD) Shareholder’s equity ($CAD) 24.3M Basic Shares $51.8M $212.3M Outstanding Total assets ($CAD) Employe
Slide 23: Strong, consistent financial performance
Strong, consistent financial performance ($7.0) Inv. $73.7 allowances $33.1 $71.1 $30.5 Non-cash $29.9 $30.7 $68.8 $11.5 $64.8 $10.3 $10.6 $11.3 $64.0 QUARTERLY $18.8 $6.7 48% 27% 42% 45% 47% 3Q25 4Q25 1Q26 2Q26 3Q26 3Q25 4Q25 1Q26 2Q26 3Q26 3Q25 4Q25 1Q26 2Q26 3Q26 $303.4 $291.0 $285.9 $147.0 $141.
Slide 24: Stewarding another high-growth era for Vecima
Stewarding another high-growth era for Vecima © 2025 Vecima Networks. Confidential & Proprietary. All rights reserved. 24
Slide 25: Unique in the market, strong competitive edge
Unique in the market, strong competitive edge Most open & Most Industry- Widest Solution Global Sales Strong Industry Interoperable Focused Vendor Ecosystem Team Reputation To better deliver $500M+ R&D Cable, Fiber Scale, Invented on customer accumulated IP Video and Knowledge & Developed expectatio
Slide 26: In summary
In summary Bandwidth-intensive Opportunities to Broadband Service More than $65B in apps and competitive improve monetization Providers (BSPs) must government subsidies pressures are driving for both Managed IPTV upgrade and digitize will continue to drive utilization, network & OTT content will the
Slide 27: Executive Management Team
Executive Management Team Sumit Kumar Judd Schmid Dean Rockwell Clay McCreery Colin Howlett Bjorn Roos PRESIDENT & CEO CHIEF FINANCIAL EXECUTIVE VICE CHIEF OPERATING CHIEF TECHNOLOGY HEAD OF LEGAL & OFFICER PRESIDENT OFFICER OFFICER CORPORATE SECRETARY 30 years of C-level 35 years of finance & 30+ y
Slide 28: Board of Directors
Board of Directors Surinder Kumar Sumit Kumar James Blackley Scott Edmonds Samuel Chernak David Rowat CHAIRMAN PRESIDENT & CEO INDEPENDENT INDEPENDENT INDEPENDENT INDEPENDENT DIRECTOR DIRECTOR DIRECTOR DIRECTOR Founder, 30 years of C-level Vecima Networks and executive 2020 Cable Hall Advisor to the
Slide 29: Thank you.
Thank you. 201-771 Vanalman Avenue, Victoria, BC, Canada V8Z 3B8 Tel: (250) 881-1982 Fax: (250) 881-1974 invest@vecima.com vecima.com © 2025 Vecima Networks. Confidential & Proprietary. All rights reserved.
Slide 30: © 2025 Vecima Networks. Confidential & Proprietary. All rights reserved.
© 2025 Vecima Networks. Confidential & Proprietary. All rights reserved. 30