Video compression competitors Harmonic and Ateme have each filed first quarter 2023 financial results, giving us an opportunity to assess the story that the smaller French rival is encroaching on Harmonic’s domestic US patch. For Harmonic, Q1 2023 saw a continuation of the trend of revenues flowing away from video and towards broadband. For Ateme, Q1 2023 saw the vendor grow to more than half the size of Harmonic, in pure video revenue terms, for the first time. Harmonic reported record quarterly revenues of $157.6 million, up 7% year on year. Video segment revenue accounted for $57.3 million, a decline of 13%, while broadband segment revenue increased by a steady 23%, to $100.4 million. That swings the balance further in…