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communications: Archive
What Comtech Does and Why Its Mix Shift Matters to Investors
by Supriyo Bose
CMTL shifts toward higher-margin satellite platforms and NG911 software, boosting margins despite lower sales as backlog and modem ramps set up key tests.
AVNWNegative Net Change CMTLNegative Net Change CLFDNegative Net Change
communications iot tech-stocks telecom
Comtech 2026 Watchlist for Investors: EDIM, Modems, and NG911 Cloud
by Supriyo Bose
CMTL's 2026 watch hinges on EDIM deliveries, modem ramps, and NG911 cloud momentum as execution and backlog conversion drive margin and cash flow progress.
AVNWNegative Net Change CMTLNegative Net Change CLFDNegative Net Change
communications iot tech-stocks telecom
Is CMTL Stock a Buy at 0.2x Sales? A Deep Dive at Catalysts and Risks
by Supriyo Bose
Comtech trades near 0.2x sales, but execution on modem ramps, backlog conversion and cash flow will determine if its margin recovery story holds.
AVNWNegative Net Change CMTLNegative Net Change CLFDNegative Net Change
communications tech-stocks telecom valuation
Implied Volatility Surging for Sonos Stock Options
by Zacks Equity Research
Investors need to pay close attention to SONO stock based on the movements in the options market lately.
SONONegative Net Change
communications tech-stocks
IBM Expands watsonx Capability With Voice AI: Can it Fuel User Growth?
by Aritra Chatterjee
IBM teams with ElevenLabs to add voice AI to watsonx Orchestrate, aiming to boost enterprise adoption as agentic AI demand surges globally.
MSFTNegative Net Change IBMNegative Net Change GOOGLNegative Net Change
artificial-intelligence communications tech-stocks
AT&T 5G Powers New York's Subway Connectivity: Will it Drive Revenues?
by Aritra Chatterjee
T expands 5G into NYC subway tunnels with Boldyn, tackling connectivity gaps and eyeing subscriber growth from first-mover advantage.
TPositive Net Change VZNegative Net Change TMUSNegative Net Change
communications tech-stocks
INTC & CrowdStrike Team Up to Secure AI Adoption: Will it Fuel Growth?
by Aritra Chatterjee
Intel teams up with CrowdStrike to secure AI PCs, targeting safer AI adoption as threats rise. Can the move strengthen its growth trajectory?
INTCNegative Net Change QCOMNegative Net Change AMDNegative Net Change
communications semiconductor tech-stocks
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.
JBLNegative Net Change CLSPositive Net Change SANMNegative 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.
CSCONegative Net Change CIENPositive Net Change ANETNegative 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.
TPositive Net Change NVDANegative Net Change SKMPositive Net Change
communications