Cambium Networks Corp (NASDAQ:CMBM) Q3 2021 Earnings Conference Call November 4, 2021 4:30 PM ET Company Participants Peter Schuman - Senior Director, IR Atul Bhatnagar - President, CEO & Director Stephen Cumming - CFO Conference Call Participants Joseph Cardoso - JPMorgan Chase & Co. Roderick Hall - Goldman Sachs Group Simon Leopold - Raymond James & Associates George Notter - Jefferies Scott Searle - ROTH Capital Partners Erik Suppiger - JMP Securities Huang Howe - Barrington Research Associates Jonathan ...

Cambium Networks Corporation (NASDAQ:CMBM) Q2 2021 Earnings Conference Call August 9, 2021 4:30 AM ET Company Participants Peter Schuman - Senior Director, Investor and Industry Analyst Relations Atul Bhatnagar - President and Chief Executive Officer Stephen Cumming - Chief Financial Officer Conference Call Participants Rod Hall - Goldman Sachs Scott Searle - ROTH Capital Simon Leopold - Raymond James George Notter - Jefferies Samik Chatterjee - JP Morgan Erik Suppiger - JMP Securities Tim Savageaux - North ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from Commission File Number: 001-38952 CAMBIUM NETWORKS CORPORATION (Exact Name of Registrant as Specified in its Charter) Cayman Islands Not Applicable (State or oth ...

Cambium Networks Corporation (NASDAQ:CMBM) Q1 2021 Earnings Conference Call May 6, 2021 4:30 PM ET Company Participants Peter Schuman – Senior Director-Investor and Industry Analyst Relations Atul Bhatnagar – President and Chief Executive Officer Stephen Cumming – Chief Financial Officer Conference Call Participants Rod Hall – Goldman Sachs George Notter – Jefferies Scott Searle – ROTH Capital Simon Leopold – Raymond James Erik Suppiger – JMP Securities Jon Lopez – Vertical Group Operator Good afternoon. My ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from Commission File Number: 001-38952 CAMBIUM NETWORKS CORPORATION (Exact Name of Registrant as Specified in its Charter) Cayman Islands Not Applicable (State or ot ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-38952 CAMBIUM NETWORKS CORPORATION (Exact name of Registrant as specified in its Charter) Cayman Islands Not Applicable (State or oth ...

Cambium Networks Corporation (NASDAQ:CMBM) Q4 2020 Earnings Conference Call February 18, 2021 4:30 PM ET Company Participants Peter Schuman - Investor Relations Atul Bhatnagar - President & Chief Executive Officer Stephen Cumming - Chief Financial Officer Conference Call Participants Paul Koster - JP Morgan Simon Leopold - Raymond James Rod Hall - Goldman Sachs Scott Searle - ROTH Capital John Roy - Water Tower Research Tim Savageaux - Northland Capital Operator Good afternoon. My name is Daphne and I will ...

Financial Data and Key Metrics Changes - Cambium Networks achieved revenues of $73 million for Q3 2020, exceeding the high end of the previous outlook of $64 million to $67 million and matching the preliminary revenues announced earlier [8][26] - Non-GAAP diluted EPS was $0.29, surpassing the high end of the previous outlook of $0.14 per diluted share [8][26] - Revenues increased by 17% quarter-over-quarter and 11% year-over-year from $65.7 million [26][27] - Non-GAAP gross margin was 49.7%, up 100 basis points year-over-year and 50 basis points sequentially [29][30] - Non-GAAP operating margin improved to 14.6%, up from 8.8% in Q3 2019 and 10.4% in Q2 2020 [31] Business Line Data and Key Metrics Changes - Point to Multipoint (PMP) business grew 7% sequentially and 12% year-over-year, driven by strong demand for CBRS solutions [8][9] - Point to Point (PTP) business improved 43% quarter-over-quarter and 12% year-over-year, reflecting rising demand for backhaul and federal business [9][27] - Enterprise cloud-based Wi-Fi business grew 30% sequentially, aided by the success of new Wi-Fi 6 solutions [9][27] Market Data and Key Metrics Changes - North America represented 53% of revenues, growing 19% sequentially, while EMEA decreased 1% quarter-over-quarter [28] - CALA region achieved record revenues, growing 96% quarter-over-quarter, while APAC revenues grew 4% sequentially [28] Company Strategy and Development Direction - Cambium Networks is focusing on expanding its product portfolio with new Wi-Fi 6 and 60-gigahertz solutions, aiming to deliver fiber-like performance at lower costs [5][6] - The company is entering urban markets for the first time, expanding its serviceable available market (SAM) [6][7] - Cambium aims for long-term top-line growth in the mid-teens and adjusted EBITDA in the upper teens as a percentage of revenues [38][39] Management's Comments on Operating Environment and Future Outlook - Management noted that demand for broadband communications remains strong due to work-from-home trends accelerated by COVID-19 [5][6] - The company expects continued growth driven by new product introductions and the adoption of CBRS-compatible solutions [38][39] - Management expressed confidence in achieving mid-teens growth in 2021, despite uncertainties in the macro environment [56][58] Other Important Information - Cambium Networks added over 540 new channel partners sequentially and over 2,100 year-over-year, representing a 33% increase [25] - The company plans to launch a premium version of its cnMaestro cloud management software, named cnMaestro X, which will be subscription-based [24] Q&A Session Summary Question: Can you discuss the sequential progression of different product lines and the impact of 60-gigahertz? - Management indicated that PTP remains lumpy but is showing strength due to increased backhaul demand, while 60-gigahertz is in early deployment stages with a strong pipeline [41][42] Question: Is there a material contribution from 60-gigahertz in Q4? - Management stated that while there will be some contribution from 60-gigahertz, significant revenue acceleration is expected in 2021 as trials convert to deployments [46][47] Question: What are the key drivers for growth in 2021? - Management highlighted the demand for quality broadband, the transition to next-generation architecture, and the introduction of new products as key growth drivers [56][58]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from Commission File Number: 001-38952 CAMBIUM NETWORKS CORPORATION (Exact Name of Registrant as Specified in its Charter) Cayman Islands Not Applicable (State o ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from Commission File Number: 001-38952 CAMBIUM NETWORKS CORPORATION (Exact Name of Registrant as Specified in its Charter) Cayman Islands Not Applicable (State or oth ...