Companies wrap image

Cambium Networks

    We have discontinued coverage of Cambium Networks.


    Cambium Networks

    Company Overview

    Cambium Networks provides wireless broadband networking infrastructure solutions for network operators, including medium-sized wireless Internet service providers, enterprises, and government agencies.

    The company’s scalable, reliable, and high-performance solutions create a purpose-built wireless fabric which connects people, places, and things across distances ranging from two meters to more than 100 kilometers, indoors and outdoors, using licensed and unlicensed spectrum, at attractive economics.

    Headquartered outside Chicago and with R&D centers in the US, UK, and India, the company sells through a range of distributors overseas.

Analyst

John Roy, PhD
Managing Director

Recent Sector Insights

TECHNOLOGY
Cambium Networks (NASDAQ: CMBM)
3FQ21 Results: Stock Rebounds 12% After 23% Drop on Supply-Driven Negative Preannouncement
· Update Note · 05 Nov 2021

The company’s October 21 negative preannouncement drove the stock from $35.76 down to $27.40, a 23% drop. Supply chain issues were the problem, and CEO Atul Bhatnagar expects supply chain issues to continue into calendar 2022. The company is changing some designs to make use of more common and/or...

TECHNOLOGY
Cambium Networks (NASDAQ: CMBM)
Preliminary 2FQ21 Results: Beats on Top and Bottom Lines, But Guidance is Mixed
· Update Note · 10 Aug 2021

Cambium Networks’ recorded revenue of $93 million, beating consensus of $88 million, up 49% YoY. Non-GAAP EPS of $0.45 also beat consensus of $0.33 as non-GAAP gross margin rose 80 bps YoY to 50.0%. The rise was attributed to mix and increased volume.

TECHNOLOGY
Cambium Networks (NASDAQ: CMBM)
Preliminary 1FQ21 Results: 46% YoY Revenue Growth Drives Beat and Raise
· Update Note · 06 May 2021

Cambium Networks’ record revenue seems to confirm its view that “wireless is the new fiber.” Wireless, be it Wi-Fi or other fixed wireless, is becoming cost competitive with fiber, without the need to lay cable in the ground. As we outlined in our Wi-Fi and 60GHz industry reports, fixed wireless ...

TECHNOLOGY
Cambium Networks (NASDAQ: CMBM)
After Record Quarter, CEO sees 60 GHz, Wi-Fi 6, 5G Backhaul, and RDOF as Positive Trends in 2021
· Management Series · 05 Mar 2021

On February 25th we hosted Atul Bhatnagar, President & CEO of Cambium Networks on our Water Tower Research Fireside Chat Series. The event replay is available to all.

TECHNOLOGY
Cambium Networks (NASDAQ: CMBM)
Preliminary F4Q20 Results: Record Revenue and Above Consensus Guidance
· Update Note · 18 Feb 2021

President and CEO Atul Bhatnagar indicated that Cambium’s record results reflect “the strong demand for wireless broadband connectivity and the increased need for improved networking infrastructure.” Bhatnagar went on to say that demand for infrastructure projects “remain[s] robust, driven by wor...

TECHNOLOGY
Cambium Networks (NASDAQ: CMBM)
Fireside Chat Series: Cambium Networks President & CEO Atul Bhatnagar On Thursday, February 25th, 11:30 am EST
· Fireside Chat Invitation · 09 Feb 2021

We will be hosting Atul Bhatnagar, President & CEO of Cambium Networks in our Water Tower Research Fireside Chat Series on Thursday, February 25th at 11:30 am EST (8:30am PST). The event is open to all investors.

TECHNOLOGY
Cambium Networks (NASDAQ: CMBM)
Record Revenue as Fixed Wireless Moves Toward Mainstream
· Initiation Of Coverage Report · 19 Jan 2021

Cambium Networks (CMBM) is widely viewed as being well positioned for mid-market wireless and 5G growth. The company sees its strengths being its RF algorithms and software. Some investors view Cambium as a mini-Ubiquiti (UI) as they have some overlap, but Cambium currently serves enterprise and ...

Cookies help us deliver our services. By using our services, you agree to our use of cookies.