Core Viewpoint - Commscope (COMM.US) shares surged over 68% to $13.11 following the announcement of a $10.5 billion acquisition deal by Amphenol (APH.US) for its Connectivity and Cable Solutions (CCS) business [1] Group 1: Acquisition Details - Amphenol confirmed the acquisition of Commscope's CCS business for $10.5 billion [1] - The acquisition aims to expand Amphenol's fiber optic product portfolio and other interconnect solutions [1] - This move is expected to enhance Amphenol's capabilities in the information technology data communications market, particularly through the provision of AI-driven fiber optic products and data center applications [1]

Core Viewpoint - Commscope (COMM.US) shares surged over 68% to $13.11 following the announcement of a $10.5 billion acquisition deal by Amphenol (APH.US) for Commscope's Connectivity and Cable Solutions (CCS) business [1] Group 1: Acquisition Details - Amphenol confirmed the acquisition of Commscope's CCS business for a total of $10.5 billion [1] - The acquisition aims to expand Amphenol's fiber optic product portfolio and other interconnect product solutions [1] - This deal is expected to enhance Amphenol's capabilities in the information technology data communications market, particularly through the provision of AI-driven fiber optic products and data center applications [1]

"脆弱就业"拉响政策转向警报!本周财报成市场情绪试金石。上周五，美国股市从历史高点暴跌，原因是最新就业数据揭示美国 劳动力市场根基不如预期稳固。市场定价和经济学家认为，上周五的报告很可能改变整体经济叙事以及美联储未来的政策走 向。根据芝商所美联储观察工具(CME FedWatch Tool)的数据，在周五就业报告发布后，市场对美联储9月降息的概率预期从之 前一天的38%飙升至83%。尽管经济增长担忧给市场蒙上阴影，但在此之前，大型科技公司的财报显示人工智能(AI)领域的投资 不会在短期内停止，市场原本度过了积极的一周。凯投宏观高级市场经济学家James Reilly在给客户的报告中写道，上周五的市 场抛售很可能"过头了"，因为AI仍将是全球股市的"关键驱动力"。而在本周，经济数据面相对清淡，市场将迎来122家标普500 成分股密集披露财报，包括Palantir(PLTR.US)、礼来(LLY.US)和迪士尼(DIS.US)等行业巨头。 大摩继续看涨美股：盈利前景强劲，建议逢低买入。摩根士丹利策略师Michael Wilson周一表示，由于未来一年的企业盈利前景 强劲，投资者应该趁美国股市抛售之际买入。Wils ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 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, 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 other ...

(1) See "Non-GAAP Financial Measures" and "Reconciliation of GAAP Measures to Non-GAAP Adjusted Measures" below. (2) The cash flows related to discontinued operations have not been segregated. Accordingly, this cash flow information includes the results of continuing and discontinued operations. CommScope Reports Second Quarter 2025 Results Second Quarter Highlights Exhibit 99.1 CLAREMONT, NC, August 4, 2025 — CommScope Holding Company, Inc. (NASDAQ: COMM), a global leader in network connectivity solutions, ...

Group 1 - Amphenol (APH.US) is set to acquire CommScope's (COMM.US) broadband connectivity division for approximately $10.5 billion, including debt, marking Amphenol's largest acquisition to date [1] - The acquisition is expected to be completed as early as Monday, following reports in May that CommScope was considering selling the division to pay down debt [1] - Amphenol specializes in the design of products such as fiber optic connectors, antennas, and specialty cables for data centers, with a recent surge in demand for AI-related products [1] Group 2 - CommScope's CCS division primarily sells data center connectivity products and network infrastructure equipment [1] - Last year, Amphenol acquired CommScope's mobile network business for $2.1 billion in cash [1]

Group 1 - Amphenol, a manufacturer of electronic and fiber optic connectors, is nearing a deal to acquire the broadband business of CommScope Holding, valued at approximately $10.5 billion [1]

智通财经8月4日电，安费诺（Amphenol）接近达成收购康普（CommScope）宽带业务部门的协议。 ...

Core Insights - CommScope Holding Company, Inc. (NASDAQ: COMM) is undergoing a significant transformation that the market has not fully recognized yet [1] Company Overview - The company has historically been hindered by excessive debt, which has impacted its performance [1] - The focus is on providing a clear and disciplined analysis of the company's operations and financials, emphasizing transparency for individual investors [1] Market Position - There is an opportunity for investors to identify what is working and what is not within the company, as well as to assess the associated risks and opportunities [1]

Core Insights - Value investing focuses on identifying stocks trading below their intrinsic value, allowing investors to benefit as market prices align with true company value over time [1] - Earnings yield, calculated as earnings per share divided by stock price, is a useful metric for identifying undervalued stocks, with a higher yield indicating potential undervaluation [2][4] - A screening criterion of an earnings yield greater than 10% is established, alongside other parameters like estimated EPS growth and average daily volume [6][7] Company Highlights - IAMGOLD Corporation (IAG) is a gold exploration and mining company with projected earnings growth of 44% and 40% for 2025 and 2026, respectively, and currently holds a Zacks Rank 1 [9] - Plains GP Holdings (PAGP) is involved in crude oil and refined products transportation, with earnings growth estimates of 206% and 24% for 2025 and 2026, respectively, also holding a Zacks Rank 1 [10][11] - Hope Bancorp (HOPE) provides commercial banking services, with earnings growth estimates of 12% and 40% for 2025 and 2026, and holds a Zacks Rank 1 [12] - CommScope Holding Company, Inc. (COMM) offers communication network infrastructure solutions, with an extraordinary earnings growth estimate of 3,167% for 2025 and 28% for 2026, holding a Zacks Rank 2 [13] - Harmony Biosciences Holdings Inc. (HRMY) focuses on therapies for rare neurological disorders, with earnings growth estimates of 22% and 32% for 2025 and 2026, and holds a Zacks Rank 2 [14]