CLAREMONT, N.C.--(BUSINESS WIRE)--CommScope (NASDAQ: COMM), a global leader in network connectivity, has announced three industry-leading Open RAN (Radio Access Network) advances to its network portfolio—facilitating open, sustainable, and converged 5G indoor networks. CommScope is introducing support for third-party Open RAN Distributed Units (O-DUs) on its flagship all- digital ERA® DAS (distributed antenna system) as well as the award-winning Open RAN-compliant ONECELL® small cell. Additionally, CommScop ...

Vantiva公司管理变动 - Vantiva公司宣布任命Brian Shearer为董事会主席[3] - Brian Shearer取代Richard Moat成为Vantiva董事会主席[6] Vantiva公司收购及董事会情况 - Vantiva完成对CommScope Home Networks部门的收购[4] - TPG Angelo Gordon和CommScope Holding Company, Inc.代表加入董事会[2] - Vantiva董事会现有12名董事，其中60%为独立董事，女性占比50%[11]

CLAREMONT, N.C.--(BUSINESS WIRE)--Together, CommScope (NASDAQ: COMM), a global leader in network connectivity, and Boldyn Networks (Boldyn), a leading neutral host provider in the United States and globally, today announced the deployment of Wi-Fi 7 indoor access points in selected areas of Camping World Stadium in Orlando, Florida. A 65,000-seat venue, Camping World Stadium is home to world-class events including sporting games and concerts. Initially deployed in press and VIP areas, the RUCKUS® R770 Wi-Fi ...

CLAREMONT, N.C.--(BUSINESS WIRE)--CommScope Holding Company, Inc., a global leader in network connectivity, plans to release its fourth quarter and full year 2023 financial results on Thursday, February 29, before the market opens. The release will be followed by an 8:30 a.m. Eastern conference call in which management will discuss the results. The live, listen-only audio of the call will be available through a link on the Events and Presentations page of CommScope’s Investor Relations website. The webcast ...

CommScope Holding Company, Inc. (COMM) recently upgraded its SYSTIMAX portfolio to launch SYSTIMAX 2.0 to provide improved solutions to better handle the evolving network infrastructure challenges. The portfolio improvement is likely to give the company an edge over other players in the market. SYSTIMAX solutions have been known for providing high-performance connectivity solutions for data centers, enterprise networks and telecommunications over the past four decades. The brand offers a wide range of struc ...

CLAREMONT, N.C.--(BUSINESS WIRE)--CommScope (NASDAQ: COMM), a global leader in network connectivity, announces SYSTIMAX® 2.0 enhancements, the next generation of its SYSTIMAX building and data center connectivity portfolio which provides customers with the latest structured cabling solutions and support to meet the challenges of today and tomorrow. Inside buildings, data centers and across campuses, technology disruption and operational demands are intensifying. Therefore, it’s more important than ever to d ...

November 9, 2023 Third Quarter 2023 Results Important information Caution Regarding Forward Looking Statements This presentation or any other oral or written statements made by us or on our behalf may include forward-looking statements that reflect our current views with respect to future events and financial performance. These statements may discuss targets, intentions or expectations as to future plans, trends, events, results of operations or financial condition or otherwise, in each case, based on curre ...

财务数据和关键指标变化 - 公司第三季度合并收入为16亿美元,同比下降33% [2][8] - 公司第三季度调整后EBITDA为2.49亿美元,同比下降28% [2][8] - 公司第三季度调整后每股收益为0.13美元,同比下降74% [22] - 公司核心业务第三季度收入为13.5亿美元,同比下降32% [7][22] - 公司核心业务第三季度调整后EBITDA为2.45亿美元,同比下降30% [22][23] - 公司核心业务第三季度末订单量为15.56亿美元,较上季度末下降19% [23] 各条业务线数据和关键指标变化 CCS业务 - CCS业务第三季度收入为6.33亿美元,同比下降37% [23] - CCS业务第三季度调整后EBITDA为0.79亿美元,同比下降58% [23] - CCS业务第四季度和2024年预计收入和EBITDA将进一步下降 [23] Mix业务 - Mix业务第三季度收入为2.89亿美元,同比增长12% [24][25] - Mix业务第三季度调整后EBITDA为0.63亿美元,同比增长155% [25] - Mix业务过去12个月调整后EBITDA为2.52亿美元,同比提升2.5亿美元 [25] OWN业务 - OWN业务第三季度收入为2.1亿美元,同比下降45% [27] - OWN业务第三季度调整后EBITDA为0.45亿美元,同比下降45% [27] - 2024年OWN业务预计与2023年相当 [27] A&S业务 - A&S业务第三季度收入为2.18亿美元,同比下降36% [28] - A&S业务第三季度调整后EBITDA为0.58亿美元,基本持平 [28] - 部分客户调整订单和项目延迟将影响未来几个季度的业绩 [28][29] Home业务 - Home业务第三季度收入为2.49亿美元,同比下降36% [31] - Home业务第三季度调整后EBITDA为300万美元,同比改善 [31] - 公司已宣布将Home业务出售给Vantiva [31] 各个市场数据和关键指标变化 - 公司客户普遍正在调整库存,导致订单大幅下降 [9][23][27][28] - 客户资本支出也有所减少,对公司业务造成负面影响 [9][23][27] - 宏观经济环境不确定性加大,对公司业务造成负面影响 [7][9] 公司战略和发展方向及行业竞争 - 公司在CCS、OWN和A&S等业务中保持领先地位,有望在市场复苏时受益 [12][18][29] - 公司持续推出新产品,如RUCKUS One和WiFi 7,以保持竞争力 [14][15] - 公司正在加大成本管控力度,实施约1.5亿美元的成本削减措施 [11][13][17] - 公司计划在2024年第一季度前再实施1亿美元的额外成本削减 [11] 管理层对经营环境和未来前景的评论 - 管理层表示,尽管当前市场环境充满挑战,但公司长期增长前景依然看好 [10][20] - 管理层认为,政府基础设施投资、电缆升级等将为公司带来长期增长机会 [12] - 管理层表示,短期内市场复苏时间存在不确定性,但公司正采取措施提高效率 [10][37] - 管理层预计,2024年公司业绩可能与2023年相当,但有望在之后实现复苏 [36][37] 问答环节重要的提问和回答 问题1 **Simon Leopold 提问** 询问A&S业务中放大器业务的占比及未来发展 [44] **Chuck Treadway 回答** 放大器业务是A&S业务的重要组成部分,公司在DOCSIS 4.0升级中处于领先地位 [45] 问题2 **Meta Marshall 提问** 询问2024年是否与2023年Q3水平相当,以及Mix业务的整体情况 [50][53] **Kyle Lorentzen和Chuck Treadway回答** 2024年整体情况预计与2023年相当,但需要从目前的低位有所恢复 [51][53] Mix业务保持良好增长势头,得益于专注垂直市场和新产品投放 [53] 问题3 **Tal Liani 提问** 询问A&S业务在分布式CMTS技术方面的竞争力 [56] **Chuck Treadway回答** 公司凭借在传统CMTS技术的优势,以及对客户网络的深入了解,在分布式CMTS技术方面保持领先地位 [57][58]

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 September 30, 2023 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 ...

CommScope Holding Company, Inc. (NASDAQ:COMM) Q2 2023 Earnings Conference Call August 3, 2023 8:30 AM ET Company Participants Massimo Disabato - Vice President, Investor Relations Charles Treadway - President and Chief Executive Officer Kyle Lorentzen - EVP and Chief Financial Officer Conference Call Participants George Notter - Jefferies Meta Marshall - Morgan Stanley Tal Liani - Bank of America Matthew Niknam - Deutsche Bank Shannon Cross - Credit Suisse Samik Chatterjee - JP Morgan Operator Thank you for ...