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communications: Archive

Zacks Equity Research

Can Keysight's Solutions Accelerate Advanced IC Development?

KEYS' EDA solutions are accelerating advanced chip design, cutting cycles by over 50% and enabling AI chips to reach tape-out in under six weeks.

KEYSPositive Net Change VISNPositive Net Change VIAVNegative Net Change

Aritra Chatterjee

WDAY's Operating Margin Expands: Will the Improvement Continue?

Workday's operating margin jumped as subscription growth and AI adoption strengthened profitability, but sustaining the gains remains key.

WDAYNegative Net Change GLWNegative Net Change SANMPositive Net Change

Aritra Chatterjee

AT&T Benefits From Margin Expansion: Can the Trend Last?

T's expanding margins are fueled by 5G and fiber scale, cost savings and service bundling. But can the trend last?

TNegative Net Change VZNegative Net Change TMUSNegative Net Change

Zacks Equity Research

Can Motorola's Advanced Security Solutions Make Future Events Safer?

MSI powers communications and AI-enabled security across 46 venues at the 2026 Central American and Caribbean Games.

MSINegative Net Change AXONNegative Net Change CSAINegative Net Change

Zacks Equity Research

VIAV Gains From Diverse Portfolio Offering: Will it Boost Prospects?

VIAVI Solutions' diverse portfolio is driving growth across data centers and aerospace, while new capabilities broaden its market reach.

VIAVNegative Net Change JBLPositive Net Change KEYSPositive Net Change

Zacks Equity Research

Nokia Rides on Portfolio Diversification: Can it Boost Growth?

NOK's diversified connectivity portfolio and growing AI & Cloud business strengthen its growth prospects despite telecom and competitive pressures.

NOKNegative Net Change ERICPositive Net Change ANETPositive Net Change

Zacks Equity Research

SK Telecom's SK Horizon Spinoff: A New AI Growth Engine for SKM?

SKM's SK Horizon spin-off targets AI data center growth with KRW 3.08 trillion from KKR and IMM, reshaping its infrastructure strategy.

SKMNegative Net Change MSFTNegative Net Change CRWVPositive Net Change

Supriyo Bose

Should IDCC Stock Be in Your Portfolio After Solid Q2 Results?

InterDigital's solid second-quarter results, record recurring revenues, Amazon licensing deal and raised 2026 outlook strengthen its growth prospects.

IDCCNegative Net Change AMZNNegative Net Change AVNWNegative Net Change CMTLNegative Net Change

Supriyo Bose

4 Cloud Computing Stocks to Profit Amid Intense Market Volatility

GOOGL, MSFT, AMZN and ANET stand out as cloud computing plays as AI, scalability and cost efficiency fuel enterprise adoption.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change ANETPositive Net Change

Shivangi Deora

Ciena Stock Ahead of Q3 Earnings: Buy, Sell, or Wait for the Results?

CIEN heads into Q3 earnings with AI-driven connectivity demand, a $7.7B backlog and cloud momentum, while supply constraints remain a key risk.

CIENPositive Net Change NOKNegative Net Change CSCOPositive Net Change ANETPositive Net Change