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communications: Archive
SANM Gains From Diverse Portfolio Offering: Will It Boost Prospects?
by Aritra Chatterjee
SANM's diversified end-market reach and vertically integrated model drive resilience, flexibility, and rising estimates, signaling potential for further upside.
JBLPositive Net Change CLSPositive Net Change SANMPositive Net Change
communications tech-stocks
Can Strong Optical Demand Continue Driving Ciena's Revenue Growth?
by Shivangi Deora
CIEN rides AI-fueled network demand to record $1.43B in revenue, with backlog surging to $7B as optical growth accelerates future visibility.
CSCOPositive Net Change CIENPositive Net Change ANETPositive Net Change
communications tech-stocks
Zacks Investment Ideas feature highlights: SK Telecom, AT&T and NVIDIA
by Zacks Equity Research
SK Telecom emerges as an AI contender, leveraging data centers, Agentic AI, and a surging Anthropic stake to fuel growth and investor interest.
TNegative Net Change NVDAPositive Net Change SKMNegative Net Change
communications
Workday Rides on Subscription Revenue Growth: Will it Sustain?
by Zacks Equity Research
WDAY rides subscription revenue growth and AI-driven innovation, but slowing estimates and stock decline raise questions about sustainability.
SAPNegative Net Change ORCLNegative Net Change WDAYNegative Net Change
artificial-intelligence communications tech-stocks
Can IBM's AI Innovation for the Masters Tournament Benefit Its Shares?
by Zacks Equity Research
IBM unveils AI-powered Vault Search and enhanced Hole Insights, transforming how fans explore Masters history and track every shot in real time.
MSFTNegative Net Change IBMPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing communications computers tech-stocks
ASTS Gearing Up for BlueBird 7 Launch: Can it Drive its Growth Engine?
by Supriyo Bose
AST SpaceMobile eyes BlueBird 7 launch as a key catalyst to advance its space-based mobile network and strengthen its position in direct-to-device broadband.
VSATPositive Net Change IRDMPositive Net Change ASTSPositive Net Change
communications iot mobile tech-stocks
ONDS Q4 Loss Widens, Sales Surge 629% Y/Y, Stock Up on Bold 2026 View
by Zacks Equity Research
Ondas incurs wider Q4 2025 loss on a warrant charge, but explosive revenue growth and a solid 2026 outlook highlight its autonomous systems push.
CIENPositive Net Change NTGRNegative Net Change LITENegative Net Change ONDSNegative Net Change
aerospace business-services communications earnings robotics tech-stocks
Can Workday's Collaboration With Harness Fuel Its Shares?
by Zacks Equity Research
WDAY expands AI-driven software delivery through its partnership with Harness, boosting automation, security validation and faster innovation for enterprise systems.
CRMNegative Net Change ORCLNegative Net Change WDAYNegative Net Change
artificial-intelligence cloud-computing communications computers saas tech-stocks
Can Lumen Achieve Its $1B Cost Reduction Target by 2027?
by Zacks Equity Research
LUMN targets $1B cost cuts by 2027 after topping 2025 savings goals, with ERP upgrades and restructuring driving efficiency and margin expansion.
TNegative Net Change CCOIPositive Net Change LUMNPositive Net Change
communications tech-stocks
Is Momentum in NaaS and PCF Strengthening Lumen's Growth Prospects?
by Shreya Majumder
Lumen's NaaS and PCF deals, fiber expansion and AI-driven network demand are fueling growth, with billions in deals and rising enterprise adoption.
VZNegative Net Change CCOIPositive Net Change LUMNPositive Net Change
artificial-intelligence business-services communications tech-stocks utilities