Key Takeaways Image Source: Zacks Investment Research By dynamically routing data via GEO relay satellites over L-band, Ka-band, or optical links—with speeds ranging from tens of Kbps to more than 10 Gbps—HaloNet ensures secure, resilient and adaptable data transport. With its comprehensive, multi-band and multi-path solutions, HaloNet is positioned to meet the evolving demands of both government and commercial missions, delivering reliable connectivity and real-time capabilities for critical scientific, de ...

Group 1 - InterDigital (IDCC) has shown strong year-to-date performance, returning 39.5%, significantly outperforming the average return of 12.2% for the Computer and Technology sector [4] - The Zacks Rank for InterDigital is currently 1 (Strong Buy), indicating a positive outlook based on earnings estimates and revisions [3] - Over the past 90 days, the Zacks Consensus Estimate for InterDigital's full-year earnings has increased by 4.8%, reflecting improved analyst sentiment [4] Group 2 - InterDigital is part of the Wireless Equipment industry, which ranks 87 in the Zacks Industry Rank, and has outperformed the average industry gain of 9.7% year-to-date [6] - In comparison, Corning (GLW), another strong performer in the sector, has returned 34.6% year-to-date and belongs to the Communication - Components industry, which is ranked 162 [5][6] - Both InterDigital and Corning are expected to maintain their solid performance moving forward, making them attractive to investors in the Computer and Technology sector [7]

Core Insights - Clearfield (CLFD) reported quarterly earnings of $0.11 per share, exceeding the Zacks Consensus Estimate of $0.05 per share, compared to a loss of $0.04 per share a year ago, representing an earnings surprise of +120.00% [1] - The company achieved revenues of $49.9 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.84% and showing an increase from $48.79 million year-over-year [2] - Clearfield has outperformed the S&P 500, with shares increasing approximately 41.7% since the beginning of the year, compared to the S&P 500's gain of 7.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.18 on revenues of $53.4 million, and for the current fiscal year, it is $0.19 on revenues of $183.65 million [7] - The estimate revisions trend for Clearfield was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Wireless Equipment industry, to which Clearfield belongs, is currently ranked in the top 41% of over 250 Zacks industries, suggesting that companies in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8] - Another company in the same industry, AST SpaceMobile, Inc. (ASTS), is expected to report a quarterly loss of $0.19 per share, with revenues projected to be $5.15 million, reflecting a significant year-over-year increase of 472.2% [9]

Company Performance - ViaSat reported quarterly earnings of $0.17 per share, exceeding the Zacks Consensus Estimate of a loss of $0.05 per share, and improved from a loss of $0.26 per share a year ago [1] - The earnings surprise was +440.00%, contrasting with a previous quarter where a loss of $0.02 was reported against an expectation of $0.03, resulting in a surprise of -166.67% [2] - Revenues for the quarter ended June 2025 were $1.17 billion, surpassing the Zacks Consensus Estimate by 3.71%, and up from $1.13 billion year-over-year [3] Stock Performance - ViaSat shares have increased approximately 138.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.6% [4] - The current consensus EPS estimate for the upcoming quarter is -$0.09 on revenues of $1.15 billion, and for the current fiscal year, it is $0.06 on revenues of $4.64 billion [8] Industry Outlook - The Wireless Equipment industry, to which ViaSat belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, indicating potential challenges ahead [9] - Ubiquiti Inc., another company in the same industry, is expected to report quarterly earnings of $1.94 per share, reflecting a year-over-year change of +11.5%, with revenues anticipated to be $615.07 million, up 21.2% from the previous year [10]

Core Viewpoint - InterDigital (IDCC) reported quarterly earnings of $6.52 per share, significantly exceeding the Zacks Consensus Estimate of $3.36 per share, and showing an increase from $4.57 per share a year ago, resulting in an earnings surprise of +94.05% [1] Financial Performance - The company achieved revenues of $300.6 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 56.06%, compared to $223.49 million in the same quarter last year [2] - Over the last four quarters, InterDigital has exceeded consensus EPS estimates three times and topped revenue estimates four times [2] Stock Performance - InterDigital shares have increased approximately 26.6% since the beginning of the year, outperforming the S&P 500's gain of 8.2% [3] Future Outlook - The company's earnings outlook will be crucial for determining the sustainability of its stock price movement, with current consensus EPS estimates at $2.15 for the coming quarter and $11.72 for the current fiscal year [4][7] - The estimate revisions trend for InterDigital was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Wireless Equipment industry, to which InterDigital belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, suggesting that the industry outlook could materially impact stock performance [8]

Industry Overview - The Zacks Wireless Equipment industry is experiencing healthy demand trends due to rapid 5G deployment and upgrades to cloud and fiber network infrastructure [1] - The industry includes companies providing networking solutions, wireless telecom products, and related services for voice and data communications [3] - Key products include integrated circuit devices, system software, two-way radios, satellite telecommunications, and security products [3] Future Trends - Network convergence is a significant trend, with operators combining voice, video, and data communications into a single network, which is expected to reduce service delivery costs and enhance broadband competition [4] - The industry is focused on supporting high user volumes and minimizing performance degradation through scalable solutions [4] Profitability Challenges - Short-term profitability is at risk due to high costs associated with first-generation 5G products, geopolitical tensions, and supply chain disruptions [5] - Elevated customer inventory levels and macroeconomic challenges are additional headwinds affecting profitability [5] Growth Drivers - The demand for advanced wireless products and services is driven by the need for network optimization and the rapid pace of 5G deployment [6] - The expansion of fiber optic networks and the growth of cloud networking solutions are acting as tailwinds for the industry [6] Market Performance - The Zacks Wireless Equipment industry has outperformed the S&P 500 and the broader Zacks Computer and Technology sector, with a growth of 34.9% over the past year compared to 17.2% and 22.8% respectively [10] - The industry currently has a Zacks Industry Rank of 96, placing it in the top 39% of over 250 Zacks industries, indicating positive prospects [8] Valuation Metrics - The industry is trading at a trailing 12-month EV/EBITDA of 25.07X, higher than the S&P 500's 17.85X and the sector's 18.23X [13] Notable Companies - **Ubiquiti Inc. (UI)**: Gained 160.3% over the past year, with strong growth opportunities in both emerging and developed economies [16][20] - **InterDigital Inc. (IDCC)**: Achieved an 87.6% increase in stock price, with a long-term earnings growth expectation of 15% [19][20] - **Clearfield, Inc. (CLFD)**: Gained 12.1% over the past year, benefiting from strong demand in fiber optic products and regional service provider verticals [23]

Core Insights - Motorola (MSI) is positioned to potentially continue its earnings-beat streak in the upcoming report, having a history of beating earnings estimates, particularly in the last two quarters with an average surprise of 5.16% [1][2] Earnings Performance - For the last reported quarter, Motorola achieved earnings of $3.18 per share, exceeding the Zacks Consensus Estimate of $3.01 per share, resulting in a surprise of 5.65% [2] - In the previous quarter, Motorola was expected to report earnings of $3.86 per share but delivered $4.04 per share, leading to a surprise of 4.66% [2] Earnings Estimates and Predictions - Recent estimates for Motorola have been increasing, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat, especially when combined with its Zacks Rank [4][7] - The Zacks Earnings ESP is calculated by comparing the Most Accurate Estimate to the Zacks Consensus Estimate, suggesting that analysts revising their estimates close to the earnings release may have more accurate information [6] Statistical Insights - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced a positive surprise nearly 70% of the time, indicating a high probability of beating consensus estimates [5] - Currently, Motorola has an Earnings ESP of +0.55%, reflecting a bullish sentiment among analysts regarding its near-term earnings potential [7]

For Corning, the consensus EPS estimate for the current year has increased 0.8% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy). Looking more specifically, InterDigital belongs to the Wireless Equipment industry, a group that includes 11 individual stocks and currently sits at #163 in the Zacks Industry Rank. Stocks in this group have gained about 8.6% so far this year, so IDCC is performing better this group in terms of year-to-date returns. Investors interested in Computer ...

Company Performance - AST SpaceMobile, Inc. (ASTS) stock increased by 2.95% to $52.63, outperforming the S&P 500's gain of 0.32% [1] - Over the last month, ASTS shares rose by 27.48%, significantly exceeding the Computer and Technology sector's gain of 7.22% and the S&P 500's gain of 4.51% [1] Earnings Expectations - Analysts expect AST SpaceMobile, Inc. to report earnings of -$0.19 per share, reflecting a year-over-year decline of 35.71% [2] - The consensus estimate for revenue is $5.15 million, which represents a substantial increase of 472.22% from the same quarter last year [2] Fiscal Year Projections - For the entire fiscal year, Zacks Consensus Estimates predict earnings of -$1 per share and revenue of $62.5 million, indicating changes of -51.52% and +1314.58% respectively from the previous year [3] Analyst Forecast Revisions - Recent revisions to analyst forecasts for AST SpaceMobile, Inc. are important as they reflect changes in short-term business dynamics [4] - Upward revisions in estimates indicate analysts' positive outlook on the company's operations and profit generation capabilities [4] Zacks Rank and Industry Position - The Zacks Rank system currently rates AST SpaceMobile, Inc. as 4 (Sell), with a 1.01% decrease in the consensus EPS estimate over the last 30 days [6] - The Wireless Equipment industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 211, placing it in the bottom 15% of over 250 industries [7]

Core Insights - Nokia has launched three advanced network APIs on Google Cloud Marketplace to facilitate global developer access to telecom capabilities [1][10] - The APIs include Quality of Service on Demand, Number Verification, and Device Location Verification, aimed at enhancing application development [5][10] - This initiative aligns with Nokia's strategic focus on software and enterprise growth, targeting high-margin vertical markets [7][10] Group 1: API Offerings - The Quality of Service on Demand API provides guaranteed high-performance connectivity for specific durations, suitable for live streaming in crowded venues [5] - The Number Verification API confirms phone number ownership, crucial for industries like finance and retail to prevent fraud [5] - The Device Location Verification API enhances transaction security by validating device usage from registered locations [5] Group 2: Strategic Positioning - Nokia's APIs are designed to simplify access to mobile network features, allowing developers to create innovative services without dealing with complex infrastructure [2][3] - The APIs adhere to global standards such as GSMA's Open Gateway and CAMARA, ensuring interoperability and scalability across Nokia's network of CSP partners [4] - Nokia is experiencing strong momentum in software and enterprise sectors, which is expected to boost its licensing business and facilitate growth in high-capacity AirScale products [7]