CommScope Holding Company Inc
NASDAQ:COMM

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CommScope Holding Company Inc Logo
CommScope Holding Company Inc
NASDAQ:COMM
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Price: 19.94 USD 0.05% Market Closed
Market Cap: 4.4B USD

CommScope Holding Company Inc
Investor Relations

In the bustling realm of telecommunications, CommScope Holding Company Inc. has quietly entrenched itself as a pivotal player that shapes the infrastructure of connectivity. Nestled in the suburban corridors of Hickory, North Carolina, the company began its journey catering to the burgeoning cable television industry in the late 1970s. Over the decades, it has gracefully evolved, leaving behind its roots as a humble cable manufacturer to embrace a broader role as an architect of network solutions. CommScope's prowess lies in its ability to seamlessly weave together the physical and digital fabrics that form the backbone of modern communication networks. Through a strategic blend of organic growth and calculated acquisitions, it has amassed a comprehensive portfolio that spans everything from fiber-optic and copper cables to wireless infrastructure, facilitating reliable, expansive network access for a multitude of sectors, including telecommunications, enterprise, and even government.

CommScope's business model thrives on its capacity to address the ever-expanding data demand and the relentless pace of technological advancement, positioning itself as an indispensable ally to major telecom operators and enterprises. The company's revenues stem from its diverse segments, including broadband, venue and campus, and wireless, which reflect its multifaceted approach to modern infrastructure needs. By providing critical components for 5G deployment, smart homes, and data centers, CommScope carves out its market share through bespoke, scalable solutions designed to enhance connectivity and optimize network performance. It is this ability to adapt and innovate in the face of rapid technological shifts that keeps CommScope at the forefront of an industry where change is the only constant, making it a cornerstone of the digital age's nerve center.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 30, 2025
AI Summary
Q3 2025

Record Results: CommScope reported Q3 net sales of $1.63 billion, up 51% year-over-year, and adjusted EBITDA of $402 million, up 97%, marking the sixth straight quarter of sequential EBITDA improvement.

Guidance Raised: Full-year 2025 adjusted EBITDA guidance was lifted to $1.3–1.35 billion for CommScope and $350–375 million for RemainCo (ANS and RUCKUS), reflecting strong performance and visibility.

Business Segment Strength: All segments contributed to growth, with ANS net sales up 77% and RUCKUS up 15% year-over-year. Record performance was noted in DOCSIS 4.0 amplifier shipments and Wi-Fi 7 adoption.

CCS Sale Update: The divestiture of the CCS segment to Amphenol is expected to close in Q1 2026, with proceeds to be used to repay all debt and issue a special dividend to shareholders.

Liquidity & Cash Flow: The company ended Q3 with $705 million in cash, up $134 million in the quarter. Free cash flow was $135 million and cash from operations was $151 million.

Positive Market Outlook: Management cited early innings for both DOCSIS 4.0 and Wi-Fi 7 cycles, expecting multi-year growth driven by new products and technology upgrades.

Key Financials
Net Sales
$1.63 billion
Adjusted EBITDA
$402 million
Adjusted EBITDA margin
24.7%
Adjusted EPS
$0.62 per share
RemainCo Net Sales (ANS and RUCKUS)
$516 million
RemainCo Adjusted EBITDA
$91 million
ANS Net Sales
$338 million
ANS Adjusted EBITDA
$54 million
RUCKUS Net Sales
$179 million
RUCKUS Adjusted EBITDA
$36 million
CCS Net Sales
$1.1 billion
CCS Adjusted EBITDA
$312 million
CCS Adjusted EBITDA Margin
28%
Backlog
$1.32 billion
Operating Cash Flow
$151 million
Free Cash Flow
$135 million
Cash Balance
$705 million
Total Liquidity
$1.28 billion
Net Leverage Ratio
5.5x
Earnings Call Recording
Other Earnings Calls

Management

Mr. Charles L. Treadway
President, CEO & Director
No Bio Available
Mr. Kyle D. Lorentzen
Executive VP & CFO
No Bio Available
Mr. Justin C. Choi
Senior VP, Chief Legal Officer & Secretary
No Bio Available
Mr. Bartolomeo A. Giordano
Senior VP and President of Networking, Intelligent Cellular & Security Solutions
No Bio Available
Ms. Jennifer L. Crawford CPA
Senior Vice President & Chief Accounting Officer
No Bio Available
Mr. Praveen Jonnala
Senior VP & Chief Information Officer
No Bio Available
Ms. Robyn T. Mingle
Senior VP & Chief Human Resources Officer
No Bio Available
Mr. Koen ter Linde
Senior VP and President of Connectivity & Cable Solutions
No Bio Available
Mr. Boris Kokotovic
Senior Vice President of Operational Excellence & Corporate Quality
No Bio Available
Mr. Farid Firouzbakht
Senior VP & President of Outdoor Wireless Networks
No Bio Available

Contacts

Address
NORTH CAROLINA
Hickory
1100 Commscope Pl SE
Contacts
+18283242200.0
ir.commscope.com