Core Viewpoint - CommScope Holding Company, Inc. is set to report its first-quarter 2025 earnings, with revenue and earnings estimates showing a decline in expectations over the past 60 days [1][2]. Earnings Estimates - The Zacks Consensus Estimate for Q1 2025 revenues is $1.11 billion and earnings at 8 cents per share [1]. - Earnings estimates for 2025 have decreased from 89 cents to 87 cents per share, and for 2026 from $1.14 to $1.09 per share [1][2]. - The earnings surprise history shows an average surprise of 73% over the last four quarters, with a notable 350% surprise in the last reported quarter [2]. Earnings Whispers - The current Earnings ESP for CommScope is 0.00%, and it holds a Zacks Rank of 3 (Hold), indicating no prediction for an earnings beat [3]. Factors Influencing Results - CommScope has partnered with the National Content & Technology Cooperative to enhance broadband access in remote areas, which may positively impact revenue [4]. - The launch of the Propel XFrame solution aims to meet the demands of data centers and high-performance computing, likely contributing to incremental revenues [5]. - The divestiture of the Outdoor Wireless Networks and Distributed Antenna Systems businesses has allowed CommScope to focus on core operations and repay outstanding debts [6]. Price Performance - Over the past year, CommScope's stock has increased by 340.7%, significantly outperforming the industry growth of 35.3% and competitors like Bandwidth Inc. and Anterix Inc. [7]. Valuation Metrics - CommScope's shares are trading at a price/sales ratio of 0.17, which is lower than the industry average of 0.52 and the company's historical mean of 0.20, indicating a relatively cheaper valuation [10]. Investment Considerations - The company is focusing on cost-cutting measures and core operations while pursuing inorganic growth to enhance its portfolio [11]. - CommScope is developing solutions for wireline and wireless network convergence, which is crucial for the success of 5G technology [12]. - Despite the attractive valuation metrics, decreasing earnings estimates have led to negative investor sentiment [13].

CommScope Holding Company, Inc. (COMM) and Corning Incorporated (GLW) are major players in the communication infrastructure industry. CommScope is a premier provider of infrastructure solutions, including wireless and fiber optic solutions, for the core, access and edge layers of communication networks. The company has created a niche market for itself, helping customers scale network capacity, delivering better network response time and performance, and simplifying technology migration.Corning’s competitiv ...

Group 1: Option Care Health, Inc. (OPCH) - Option Care Health is a home and alternate site infusion services company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 33.3% over the last 60 days [1] - The company has a PEG ratio of 1.67 compared to the industry average of 2.36 and possesses a Growth Score of B [1] Group 2: CommScope Holding Company, Inc. (COMM) - CommScope is an infrastructure solutions provider for communications, data center, and entertainment networks, also holding a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 56.1% over the last 60 days [2] - The company has a PEG ratio of 0.20 compared to the industry average of 0.74 and possesses a Growth Score of A [2] Group 3: JD.com (JD) - JD.com operates as an online direct sales company in China and carries a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 6.7% over the last 60 days [3] - The company has a PEG ratio of 0.24 compared to the industry average of 0.53 and possesses a Growth Score of B [3]

Buoyed by a holistic growth model, CommScope Holding Company, Inc. (COMM) has surged 193.5% over the past year compared with the industry’s growth of 31.5%. It has also outperformed its peers like Bandwidth Inc. (BAND) and Anterix Inc. (ATEX) . Bandwidth has declined 31.2% and Anterix is down 0.4% over this period. Both Bandwidth and Anetrix appear to be hindered by intense competitive pressure from bigger rivals, who enjoy sufficient operating flexibility to respond to evolving technological changes and bu ...

Group 1: CommScope Holding Company, Inc. (COMM) - CommScope Holding Company is a network infrastructure provider with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 72.3% over the last 60 days [1] - The company has a PEG ratio of 0.34, significantly lower than the industry average of 0.83, and possesses a Growth Score of A [1] Group 2: Option Care Health, Inc. (OPCH) - Option Care Health provides infusion and home care management solutions and also carries a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 33.3% over the last 60 days [2] - The company has a PEG ratio of 1.85 compared to the industry average of 2.61, with a Growth Score of B [2] Group 3: JD.com, Inc. (JD) - JD.com is a supply chain-based technology and service provider with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 6.7% over the last 60 days [3] - The company has a PEG ratio of 0.27, lower than the industry average of 0.51, and possesses a Growth Score of B [3]

CommScope Holding Company has a PEG ratio of 0.34 compared with 0.83 for the industry. The company possesses a Growth Score of A. Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, April 1: CommScope Holding Company, Inc. (COMM) : This network infrastructure provider carriesa Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 72.3% over the last 60 days. Option Care Health has a PEG ratio of 1.20 compare ...

Core Insights - CommScope Holding Company, Inc. has divested its Virtual Converged Cable Access Platform Evolution (vCCAP Evo) and E6000 shelves to Vidanet, facilitating Vidanet's transition to a Distributed Access Architecture (DAA) network [1][2] Group 1: Deal Overview - The divestiture aims to enhance Vidanet's network capabilities by deploying CommScope's vCCAP Evo solution, which will manage the transition to a DAA network [2] - The vCCAP Evo solution allows Vidanet to shift data management from specialized hardware to the E6000 series Remote PHY (R-PHY) shelves, promoting operational simplicity [2][3] Group 2: Technological Advancements - CommScope's vCCAP Evo solution provides flexibility for operators, enabling cost-effective cluster layouts and scalable data capacity without affecting other customers [3] - The deployment includes an intelligent access controller for Vidanet, offering features like zero-touch activation, fault management, and disaster recovery [4] Group 3: Market Position and Financial Outlook - CommScope is positioned as a preferred partner in the telecommunications sector, especially as the industry transitions towards 5G and converged network structures [5] - The virtualization of Vidanet's CMTS core with CommScope's solution is expected to attract more customers and enhance revenue, potentially boosting CommScope's stock performance [6] - CommScope's stock has increased by 375.5% over the past year, significantly outperforming the industry growth of 56.6% [7]

CommScope Holding Company, Inc. (COMM) recently enhanced its Propel portfolio with the launch of the Propel XFrame solution. This cutting-edge floor-mounted fiber frame solution is designed to meet the growing demands of data centers and high-performance computing facilities, providing scalable solutions for an evolving infrastructure landscape. Key Takeaways From COMM’s LaunchAs data centers continue to evolve rapidly, there is an increasing demand for flexible solutions that make the best use of limited s ...

CommScope Holding Company, Inc. (COMM) reported impressive fourth-quarter 2024 results, wherein earnings and revenues surpassed the respective Zacks Consensus Estimate. Find the latest EPS estimates and surprises on Zacks Earnings Calendar.The company’s revenues increased year over year, driven by solid demand across all segments. Management’s strong focus on innovations, strategic expansions and core business also drove the top line.Net IncomeOn a GAAP basis, the net loss in the December quarter was $9.9 m ...

Financial Data and Key Metrics Changes - In Q4 2024, CommScope reported core net sales of $1.17 billion, a year-over-year increase of 27%, and core adjusted EBITDA of $240 million, a year-over-year increase of 69% [7][34] - For the full year 2024, core CommScope delivered net sales of $4.21 billion, a decrease of 8% from the prior year, with core adjusted EBITDA of $756 million, flat compared to the prior year [8][31] - The company ended the year exceeding its provided core adjusted EBITDA range of $700 million to $750 million [9] Business Line Data and Key Metrics Changes - The CCS segment saw a revenue growth of 36% in Q4, with adjusted EBITDA increasing by 110% [13][37] - The core NICS segment's revenue was up 13% in Q4, with adjusted EBITDA increasing by 285% [20][41] - ANS segment net sales increased by 12% in Q4, but adjusted EBITDA decreased by 27% due to lower software revenue and unfavorable product mix [43][44] Market Data and Key Metrics Changes - The enterprise fiber business within CCS grew 73% year-over-year, representing 22% of CCS revenue in 2024 [14][39] - The data center market is projected to grow at over 30% annually, driven by demand for AI-focused data centers [15][39] - The company expects strong growth in broadband and structured cabling as customer inventory normalizes [18][19] Company Strategy and Development Direction - CommScope is focused on business growth, free cash flow generation, and deleveraging following the sale of its OWN and DAS businesses [11] - The company is investing in new capacity and product development to meet projected market growth, particularly in the data center segment [16][19] - The strategy includes enhancing market share through new product launches and improved customer support [28][60] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in recovery, citing sequential quarterly improvements and positive customer conversations [66][67] - The company anticipates a strong rebound in 2025, with projected core adjusted EBITDA in the range of $1.0 billion to $1.05 billion [10][55] - Management acknowledged challenges in the ANS segment but remains optimistic about upcoming upgrade cycles and product launches [24][45] Other Important Information - The company generated $278 million from cash flow from operations in Q4, with free cash flow of $271 million [47] - CommScope ended the quarter with $663 million in cash and total available liquidity of approximately $1.1 billion [49][50] - The net leverage ratio improved to 7.8x, down from 9.1x in the prior quarter [52] Q&A Session Summary Question: Guidance on core adjusted EBITDA for next year - Management indicated confidence in the recovery, with expectations of over $950 million adjusted EBITDA going forward, driven by data center business and FDX launch [66][67] Question: Market share gains in enterprise fiber business - Management highlighted strong growth in the enterprise fiber business, driven by new products and market demand, with expectations of continued share gains [71][74] Question: Data center business split between hyperscale and traditional enterprise - The data center business is weighted towards hyperscalers, but growth is also coming from other cloud data center customers [82][83] Question: Anticipated rollout of FDX amplifiers - Management expects to ship approximately $300 million worth of FDX amplifiers in 2025, with a significant ramp-up expected in Q2 and Q3 [97][99] Question: Strategic activity post-OWN and DAS sale - Management is focused on running the business and capitalizing on growth opportunities in the data center market and new product launches [103]