Financial Performance - Consolidated net sales for Q3 2025 were $1.63 billion, a 50.6% increase year-over-year from $1.08 billion in Q3 2024[5] - Non-GAAP adjusted EBITDA for Q3 2025 was $402.5 million, representing a 97.1% increase from $204.2 million in Q3 2024[14] - GAAP income from continuing operations was $106.9 million, compared to a loss of $96.7 million in the prior year[13] - RemainCo net sales reached $516.3 million, a 49.4% increase from $345.5 million in Q3 2024[5] - Net sales for Q3 2025 reached $1,629.7 million, a significant increase from $1,082.2 million in Q3 2024, representing a growth of approximately 50.7%[33] - Gross profit for Q3 2025 was $667.8 million, compared to $435.1 million in Q3 2024, indicating a gross margin improvement from 40.3% to 41.0%[33] - Operating income for the nine months ended September 30, 2025, was $670.9 million, a substantial increase from $138.9 million in the same period of 2024[33] - The company reported a net income attributable to common stockholders of $91.1 million in Q3 2025, compared to a net loss of $49.4 million in Q3 2024[33] - Basic earnings per share for Q3 2025 was $0.41, recovering from a loss of $0.23 in Q3 2024[33] - Net income for Q3 2025 was $108.4 million, a significant improvement from a net loss of $33.0 million in Q3 2024[37] Cash Flow and Liquidity - Cash flow generated by operations was $151.4 million, with free cash flow of $135.0 million after capital expenditures[25] - Total liquidity at the end of Q3 2025 was approximately $1.28 billion, with $705 million in cash and cash equivalents[25] - Cash and cash equivalents increased to $705.3 million as of September 30, 2025, up from $564.9 million at the end of 2024[35] - The company reported a total of $151.4 million in net cash generated by operating activities for Q3 2025, compared to $122.2 million in Q3 2024[37] Debt and Assets - Total assets decreased to $7,939.1 million as of September 30, 2025, down from $8,747.5 million at the end of 2024[35] - Long-term debt was reduced to $7,254.9 million as of September 30, 2025, compared to $9,238.4 million at the end of 2024, reflecting a decrease of approximately 21.5%[35] - The company’s long-term debt repayment for the nine months ended September 30, 2025, was $2,049.0 million, compared to $24.0 million in the same period of 2024[37] Segment Performance - ANS and RUCKUS segments achieved a combined non-GAAP adjusted EBITDA of $344 million, a 135% increase year-over-year[11] - The ANS segment saw a remarkable 77.2% increase in net sales, reaching $337.8 million in Q3 2025 compared to $190.6 million in Q3 2024[48] - The RUCKUS segment achieved net sales of $178.5 million in Q3 2025, a 15.2% increase from $154.9 million in Q3 2024[48] - The CCS segment reported net sales of $1,113.4 million for Q3 2025, reflecting a 51.1% increase from $736.7 million in Q3 2024[48] Future Outlook - The company raised its 2025 consolidated adjusted EBITDA guidance to between $1.30 billion and $1.35 billion[9] - The outlook for consolidated adjusted EBITDA in 2025 is projected to be between $1,300 million and $1,350 million[61] - RemainCo adjusted EBITDA for 2025 is expected to range from $350 million to $375 million[62] - The CCS segment is expected to close in Q1 2026, with plans for a special dividend to common shareholders post-transaction[10] Risks and Challenges - The company is currently facing risks related to the proposed acquisition by Amphenol Corporation, which may impact ongoing business operations and customer relationships[29] - Future performance may be affected by economic downturns, inflation, and the ability to implement price increases on products and services[30]

Oct 30, 2025 6:30 AM Eastern Daylight Time CommScope Reports Third Quarter 2025 Results Share Third Quarter Highlights * RemainCo financial measures reflect the results of the RUCKUS and Access Network Solutions (ANS) segments, in the aggregate, and exclude the results and performance of the Connectivity and Cable Solutions (CCS) segment. RemainCo financial measures also exclude general corporate costs that were previously allocated to the Outdoor Wireless Networks (OWN) segment and Distributed Antenna Syst ...

Washington, D.C. 20549 FORM 10-Q (Mark One) UNITED STATES SECURITIES AND EXCHANGE COMMISSION ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 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 001-36146 CommScope Holding Company, Inc. (Exact name of registrant as specified in its charter) Delaware 27-4332098 (State or o ...

Key Takeaways CommScope reports Q3 2025 results Oct. 30, with consensus at $1.42B revenues and 37 cents EPS.Earnings estimates have slipped for 2025 and 2026, reflecting softer growth expectations.Record DOCSIS 4.0 speeds and the Comcast partnership could bolster ANS and Ruckus segments. CommScope Holding Company, Inc. (COMM) is scheduled to report third-quarter 2025 earnings on Oct. 30, 2025. The Zacks Consensus Estimate for revenues and earnings is pegged at $1.42 billion and 37 cents per share, respectiv ...

Group 1 - Amphenol Corporation is acquiring more assets from CommScope Holding Company, indicating a strategic move to enhance its datacom capabilities [1] - This acquisition marks the second M&A deal between Amphenol and CommScope, suggesting a continued interest in consolidating resources within the datacom sector [1] - The investing group "Value In Corporate Events" focuses on identifying opportunities in major corporate events such as M&A, IPOs, and earnings reports, providing insights for potential investments [1] Group 2 - The article emphasizes the importance of actionable ideas in the context of corporate events, highlighting the group's commitment to covering significant developments in the market [1] - Coverage includes approximately 10 major events per month, aimed at finding the best investment opportunities for members [1]

Core Insights - CommScope Holding Company, Inc. (COMM) is experiencing strong net sales growth due to its diverse portfolio offerings and strategic partnerships [1][3][7] Group 1: Financial Performance - In Q2 2025, CommScope reported $90.9 million in research and development expenses, an increase from $72.6 million in the same quarter last year, indicating a focus on innovation [1] - The company's shares have increased by 153% over the past year, outperforming the industry growth of 86.1% [6] - Earnings estimates for 2025 have decreased by 0.77% to $1.29 per share, while estimates for 2026 have fallen by 1.22% to $1.62 [9][7] Group 2: Product and Innovation - The company launched the SYSTIMAX Constellation edge-based power and connectivity platform, which supports 10G or higher speed networks with reduced costs and space requirements [2] - CommScope is focusing on high-growth opportunities in fiber optic connectivity, including FTTX, Wi-Fi 7, DOCSIS 4.0, and GPON [1] Group 3: Strategic Partnerships - CommScope has partnered with Nokia to enhance fiber deployment in the Asia Pacific region and is collaborating with Comcast to roll out DOCSIS 4.0 amplifiers [3] - These partnerships are expected to drive innovation and improve commercial prospects for the company [3] Group 4: Competitive Landscape - CommScope faces competition from Corning Incorporated and Harmonic Inc. in the communication infrastructure market, with Harmonic gaining traction through the adoption of DOCSIS 4.0 [4][5] - Corning's broad portfolio in communication infrastructure, including fiber broadband and AI data centers, positions it well for long-term growth [5] Group 5: Valuation Metrics - CommScope's shares currently trade at a price/sales ratio of 0.6, which is lower than the industry average of 0.9, indicating potential undervaluation [8]

A seasoned consulting specialist at a leading Central Asian bank, the author behind Novo Capital brings half a decade of experience delivering strategic insight and analysis for the banks clientele within private banking branch. Launching their career back in 2020 after graduating from a top CA university, Novo Capitals analyst developed a resilient methodology forged amidst global market volatility, focusing on corporate valuation, due diligence for investment opportunities, and crafting spot-on forecasts ...

​CommScope Holding Company, Inc. (NASDAQ:COMM) is one of the Hot Growth Stocks to Invest in Now. On October 13, CommScope Holding Company, Inc. (NASDAQ:COMM) and Nokia announced their joint initiative to streamline FTTH deployments in APAC. ​The joint initiative aims to streamline deployments in the APAC region by integrating CommScope Holding Company, Inc.’s (NASDAQ:COMM) FLX ODN terminals with Nokia’s Broadband Easy digital automation platform. Both companies anticipate that the combined solution will e ...

Core Points - CommScope Holding Company, Inc. announced that 70% of its outstanding stockholders approved the sale of its Connectivity and Cable Solutions (CCS) business to Amp [1] Summary by Category Company Announcement - The approval for the sale was based on the voting of stockholders as of the September 8, 2025 record date, with common stock and Series A Preferred Stock voting together as a single class [1]

Core Insights - The focus is on providing a clear and disciplined analysis of companies, emphasizing the importance of understanding what is working and what isn't in the market [1] Company Analysis - The analysis aims to give individual investors an honest view of potential risks and opportunities without chasing narratives [1] Market Perspective - The approach is grounded in following numerical data and the underlying business performance rather than speculative stories [1]