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HAI.TO · Technology · Software - Infrastructure · Market cap $102M

1 fund in our archive has pitched Haivision — most recently Pernas Research in December 2024.

Company profile

Haivision Systems Inc. provides infrastructure solutions worldwide. It offers Makito Series, a range of products designs to encode and decode 4K/UHD HEVC and H.264 video formats, and low latency end-to-end streaming over IP suitable for live and interactive video applications; KB Series, a software encoder and transcoder that delivers high-quality video streaming for resolutions up to 4K/UHD; Kraken, a software-based high-low latency tactical live video encoder and transcoder for video streams to traverse different networks and feed enterprise distribution networks; Haivision Media Platform, a software platform provides low latency and live video distribution; Haivision/CineMassive CineNet, a software platform for situational awareness and real-time decision making in mission-critical command and control environments; Haivision Element Management System, a cloud software-based solution which enables the streamlined management and monitoring of geographically distributed edge devices within a single web-based graphical user interface; Haivision SRT Gateway, a hybrid software-based solution for secure routing of live video streams across different types of IP networks; Haivision Hub, a cloud-based service for live and low latency media routing across the Microsoft Azure network; Haivision Connect, a cloud software as a service platform for delivering live and on-demand content to video portals and web sites; Haivision Connect DVR, a cloud-based service that connects multi-site ministries; and SRT Streaming Protocol that optimizes streaming performance across unpredictable networks. It also provides playing back and displaying solutions; and online streaming services. It serves broadcast, enterprise, government, house of worship, medical, and military and defense industries. The company was formerly known as Hajtek Vision Inc. and changed its name to Haivision Systems Inc. in June 2004. The company was incorporated in 2004 and is headquartered in Montreal, Canada.

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1
Reported positions
0
Bought
1
Sold
2
Letters

Position history

Between Q4 2024 and Q1 2026, 1 fund letter reported a position in Haivision1 trimmed or exited.

Fund letters reporting a position in Haivision, by quarter
QuarterLettersBoughtSoldTheses
Q1 20261010
Q4 20240001

Fund activity · 1 position · 1 move

  • TrimmedAtai Capital Management
    March 2026
    The portfolio’s top contributor for the quarter was Haivision, which we subsequently trimmed as it approached our estimate of fair value – we still own Haivision, but in much smaller size.
    Read the letterHaivision

Fund coverage · 1 thesis

  • Pernas Research
    December 2024

    Haivision is a speculative investment opportunity, focusing on essential hardware and software for live monitoring and broadcasting, with a growing emphasis on defense applications and recent significant contracts boosting future growth prospects.

    Read the full thesis

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