Has the U.S. Communications Equipment Industry valuation changed over the past few years?

Investors are relatively neutral on the industry at the moment, indicating that they anticipate long term growth rates to remain steady. The industry is trading close to its 3-year average PE ratio of 25.3x.

How does U.S. Communications Equipment compare with similar industries?

There is insufficient data on the sub-industries of this industry.

U.S. Communications Equipment Industry Analysis

Date	Market Cap	Revenue	Earnings	PE
Sun, 29 May 2022	US$552.7b	US$108.7b	US$16.3b	23.4x
Tue, 26 Apr 2022	US$313.7b	US$84.2b	US$14.2b	23.9x
Thu, 24 Mar 2022	US$334.1b	US$84.2b	US$14.2b	24.5x
Sat, 19 Feb 2022	US$358.1b	US$84.8b	US$14.4b	27.5x
Mon, 17 Jan 2022	US$401.3b	US$93.3b	US$14.1b	27.4x
Wed, 15 Dec 2021	US$389.1b	US$93.3b	US$14.1b	27.1x
Fri, 12 Nov 2021	US$378.5b	US$92.1b	US$13.2b	22.6x
Sun, 10 Oct 2021	US$333.3b	US$89.8b	US$12.6b	27.3x
Tue, 07 Sep 2021	US$349.3b	US$92.0b	US$12.7b	19x
Thu, 05 Aug 2021	US$338.6b	US$92.0b	US$12.8b	20.6x
Sun, 09 May 2021	US$308.0b	US$88.3b	US$11.7b	31.6x
Wed, 10 Feb 2021	US$279.5b	US$87.5b	US$11.0b	33.6x
Tue, 03 Nov 2020	US$218.0b	US$87.4b	US$10.5b	24.4x
Fri, 07 Aug 2020	US$276.3b	US$88.5b	US$11.0b	28.5x
Thu, 30 Apr 2020	US$249.7b	US$90.5b	US$10.5b	25x
Sun, 02 Feb 2020	US$267.9b	US$93.2b	US$10.9b	22.3x
Wed, 06 Nov 2019	US$277.5b	US$92.5b	US$11.3b	19.3x
Sat, 10 Aug 2019	US$328.0b	US$91.9b	US$12.7b	25.4x


US Market	5.92%
Tech	7.59%
Communications	5.95%
Communications Equipment	5.95%

Company	Last Price	7D	1Y	Valuation
CSCO Cisco Systems	US$45.62	6.2% +US$10.5b	-13.8%	PS15.7x
MSI Motorola Solutions	US$223.01	6.1% +US$2.1b	8.6%	PS29.4x
UI Ubiquiti	US$267.15	6.9% +US$1.0b	-11.4%	PS36.6x
ANET Arista Networks	US$105.87	3.1% +US$995.7m	24.8%	PS35x
JNPR Juniper Networks	US$31.22	8.1% +US$759.3m	18.6%	PS29.7x

May 28

Lantronix, Inc. to Display Open-Q SOMs and MicroSOMs at HANNOVER MESSE

Lantronix Inc. announced that it will display its Open-Q™ SOMs and µSoMs at Hannover Messe at the Qualcomm Technologies Inc. booth Number E34 in Hall 5, being held in Hannover, Germany, May 30–June 2, 2022. Based on Qualcomm Technologies’ leading IoT solutions, Lantronix’s Open-Q SOMs and µSoMs bring power and versatility to industrial IoT solutions, including the Youbiquo Leonardo Smart Glasses, which will be demonstrated at the Qualcomm Technologies booth. Along with the smart glasses, Lantronix’s in-booth demonstrations will show the capabilities of Lantronix’s Open-Q SOMs and µSoMs for Industry 4.0 and manufacturing environments by showcasing animated CAD models of mechanical equipment and virtual tags for applying carbon sheets on 3D-printed car parts. Built on Qualcomm Technologies’ IoT solutions, Lantronix Open-Q SOMs and µSoMs bring powerful benefits to support developer success, including the abilities to: Quickly build a market-ready prototype, Reduce total cost of development, Easily customize capabilities for different user types, Get to production and market faster, Simplify delivering a comprehensive, globally certified solution. Built upon the Qualcomm® SDA845 SoC, the LantronixOpen-Q 845 µSoM supported the development of Youbiquo’s Leonardo Augmented Reality Smart Glasses. The Qualcomm SDA845’s advanced µSoM technology delivered the power, performance and affordability needed to create a market-ready prototype. The smart glasses give highly technical maintenance and construction technicians a powerful tool to improve the speed, safety and quality of their work. With Youbiquo’s smart glasses, technicians can access documentation, log relevant data and remotely communicate with others via video conferencing, all without disrupting workflow. Based on the Qualcomm® QCS8250 SoC, the LantronixOpen-Q 8250CS production-ready SOM delivers a powerful platform for edge-computing products that need to effectively collect, connect, compute, comprehend and control information. Its development software package supports multiple concurrent decode/encode sessions, 2A sync for 2 cameras, UVC/UAC source mode for video collaboration bars to function as a USB class device, low-latency MS codecs, MS Teams video extensions and other exciting camera and video features. Based on the powerful Qualcomm® QRB5165 SoC, the LantronixOpen-Q 5165RB SOM is an ultra-compact (50mm x 29mm), production-ready computing module. Designed to accelerate time to market for innovative new products requiring the highest AI-processing performance in low-power embedded situations, such as robotics applications, it utilizes Qualcomm Technologies’ heterogenous compute expertise. It has multiple specialized processing cores, including the 5th generation Qualcomm® AI Engine, hardware video analytics engine, Qualcomm Spectra™ ISP, Qualcomm® Adreno™ GPU and Qualcomm® Hexagon™ DSP. It also features Wi-Fi® 6 connectivity, advanced camera features and high-speed interfaces. Based on the Qualcomm® QCS610 SoC with Neural Processing Engine for on-device edge AI capabilities, the Open-Q 610 µSoM is a compact yet powerful µSoM that is ideal for advanced visual intelligence applications with the smarts and connectivity to power AI camera products. Its ultra-compact size (50mm x 25mm) delivers an excellent price-to-performance ratio.

May 26

COMSovereign Receives Notice from Nasdaq Regarding Delayed Quarterly Report

COMSovereign Holding Corp. announced that it has received a letter from the Listing Qualifications Department of the Nasdaq Stock Market ("Nasdaq") stating that the Company is not in compliance with Nasdaq Listing Rule 5250(c)(1) (the "Rule") because the Company failed to timely file its Annual Report on Form 10-K for the year ended December 31, 2021 (the "Form 10-K") and its Quarterly Report on Form 10-Q for the period ended March 31, 2022, with the Securities and Exchange Commission (the "SEC"). As previously disclosed in the Form 12b-25 filed on March 31, 2022 by the Company with the SEC, the Company was unable to file the Form 10-K by the required due date of March 31, 2022 due to the six acquisitions completed by the Company during the last fiscal year, two of which are based outside of the United States, requiring complex outside valuations and purchase price allocations in order to comply with U.S. GAAP accounting principles. In addition, the Company is obtaining appraisals of impairment of goodwill, which has taken more time than expected. Under Nasdaq rules, the Company has until June 20, 2022, to submit a plan to regain compliance with respect to these delinquent reports. If Nasdaq accepts the Company's plan, it may grant an exception of up to 180 calendar days from the Filing's due date, or until October 12, 2022, for it to regain compliance. As previously disclosed in the Form 12b-25 filed on March 31, 2022 by the Company with the SEC, the Company was unable to file the Form 10-K by the required due date of March 31, 2022 due to the six acquisitions completed by the Company during the last fiscal year, two of which are based outside of the United States, requiring complex outside valuations and purchase price allocations in order to comply with U.S. GAAP accounting principles. In addition, the Company is obtaining appraisals of impairment of goodwill, which has taken more time than expected. Under Nasdaq rules, the Company has until June 20, 2022, to submit a plan to regain compliance with respect to these delinquent reports. If Nasdaq accepts the Company's plan, it may grant an exception of up to 180 calendar days from the Filing's due date, or until October 12, 2022, for it to regain compliance.

U.S. Communications Equipment Industry Analysis

Industry Valuation and Performance

Industry Comparison

Top Stock Gainers and Losers

Latest News

LTRX

Lantronix, Inc. to Display Open-Q SOMs and MicroSOMs at HANNOVER MESSE

CSCO

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CIEN

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CALX

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COMS

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FFIV

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JNPR

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ASNS

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MINM

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FKWL

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RBBN

Insider notifies of intention to sell stock