CommScope – Long-term Growth Drivers & Strategic Outlook

  • Public Equity
  • TMT
  • North America


Former VP at CommScope Holding Co Inc


  • Trends and developments impacting CommScope’s (NASDAQ: COMM) operating environment
  • Near-to-medium-term growth drivers in CCS (Connectivity and Cable Solutions) and NICS (Networking, Intelligent Cellular and Security Solutions) segments, plus long-term opportunities around 5G demand trends
  • Competitive dynamics – CommScope vs Harmonic (NASDAQ: HLIT) and others
  • Supply chain analysis and mitigation efforts to contain external costs and rising OPEX pressures
  • Mid-to-long-term growth outlook


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