Haivision Systems Inc. (HAI) Q2 2026 Earnings Call

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WEBVTT 00:00:01.600 -- 00:00:05.786 Thank you all for standing by. At this time, I would like to welcome everyone to the 00:00:05.786 -- 00:00:09.511 High Vision second quarter 2026 earnings call. 00:00:09.511 -- 00:00:13.056 All lines have been placed on mute to prevent any background noise. 00:00:13.056 -- 00:00:16.781 After the speaker's remarks, there will be a question and answer session. 00:00:16.781 -- 00:00:21.688 If you would like to ask a question, please press star one to raise your hand. 00:00:21.688 -- 00:00:24.031 To withdraw your question, press star one again. 00:00:24.031 -- 00:00:29.579 I would now like to turn the call over to Mirko Wicca, President, CEO, and Chairman. 00:00:29.579 -- 00:00:32.100 You may now begin. 00:00:32.566 -- 00:00:34.348 Thank you, Tracy. 00:00:34.348 -- 00:00:38.314 Good morning, everyone, and thank you for joining us 00:00:38.314 -- 00:00:43.401 for our earnings call to discuss the second quarter of fiscal 26, which ended in 00:00:43.401 -- 00:00:45.263 April 30th. 00:00:45.263 -- 00:00:50.290 Our second quarter unfolded against one of the most complex global 00:00:50.290 -- 00:00:53.254 operating environments we've seen in recent years. 00:00:53.254 -- 00:00:57.981 In heightened geopolitical tensions, including the conflict in the Middle East, ongoing 00:00:57.981 -- 00:01:03.172 supply chain volatility, component availability challenges, And customer procurement 00:01:03.172 -- 00:01:08.399 delays have created uncertainty across many of the markets we serve. 00:01:08.399 -- 00:01:13.285 As a result, some customer programs and capital spending decisions have shifted to the 00:01:13.285 -- 00:01:18.131 right, impacting the timing of some revenue recognition. 00:01:18.131 -- 00:01:22.557 Now, while these short-term headwind...