In its upcoming report, Cambium (CMBM) is predicted by Wall Street analysts to post quarterly loss of $0.23 per share, reflecting a decline of 195.8% compared to the same period last year. Revenues are forecasted to be $45.57 million, representing a year-over-year decrease of 41.1%.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Prior ...

New collaboration enables solution providers to take the pain out of delivering great Wi-Fi experiences in select European markets HOFFMAN ESTATES, Ill., May 2, 2024 /PRNewswire/ -- Cambium Networks (NASDAQ: CMBM), a leading global provider of networking solutions, today announced a strategic partnership with Exertis Enterprise, a global technology distributor and specialist service provider. While the partnership also includes activities in the NORDIC and UK/Ireland regions, the primary emphasis will be on ...

HOFFMAN ESTATES, Ill., April 22, 2024 /PRNewswire/ -- Cambium Networks Corporation ("Cambium Networks") (NASDAQ: CMBM), a leading provider of wireless networking infrastructure solutions, today announced that it plans to report financial results the first quarter 2024 ended March 31, 2024, on Thursday, May 9, 2024. Conference Call and Webcast Cambium Networks will host a live webcast and conference call to discuss its financial results and Q&A at 4:30 p.m. ET, on Thursday, May 9, 2024. On the call will be M ...

HOFFMAN ESTATES, Ill., April 2, 2024 /PRNewswire/ -- Cambium Networks Corporation ("Cambium Networks") (NASDAQ: CMBM), a leading provider of wireless networking infrastructure solutions, today announced the appointment of Jacob Sayer as Chief Financial Officer, effective April 8, 2024.  He will be responsible for Cambium's financial strategies and will lead the global finance organization, including planning, treasury, tax, reporting, and investor relations. Jacob will succeed John Becerril, who is currentl ...

Cambium Networks (CMBM) recently introduced an advance Wi-Fi 7 access point called the X7-35X. The solution, powered by Qualcomm Technologies’ leading Wi-Fi 7 networking platform, boasts a range of innovative features.The X7-35X leverages Cambium’s cnMaestro Network Management, which is accessible on both cloud and on-premise environments. The cnMaestro provides a user-friendly interface that simplifies controls from core to edge devices. This reduces training and troubleshooting time by streamlining networ ...

The X7-35X access point delivers industry-leading price-performance, empowering customers of all types to benefit from Wi-Fi 7's superior speed, latency, and connection reliability ROLLING MEADOWS, Ill., March 21, 2024 /PRNewswire/ -- Cambium Networks (NASDAQ: CMBM), a leading global provider of networking solutions, today announced the next evolution in Wi-Fi with the launch of its new mass market Wi-Fi 7 access point. The X7-35X is a tri-radio, tri-band 2+2+2 solution, powered by Qualcomm Technologies' le ...

Remaining performance obligations In applying the statutory tax rate in the effective income tax rate reconciliation, the Company used the statutory U.S. federal income tax rate of 21% rather than the Cayman Islands zero percent rate. The table below reconciles the Company's tax (benefit) provision for income taxes based on the statutory U.S. federal income tax rate to its effective tax rate for the years ended December 31, 2021, 2022 and 2023 (in thousands): | --- | --- | --- | --- | --- | --- | --- | |--- ...

Cambium Networks Corporation (CMBM) reported soft fourth-quarter 2023 results, with the top and bottom lines missing the Zacks Consensus Estimate. The leading wireless solutions provider recorded a year-over-year revenue contraction due to a decline in net sales in the Enterprise business, high inventory levels and macroeconomic headwinds. High incentives and discounts to distributors also contributed to lower revenues year over year.Net IncomeOn a GAAP basis, the company reported a net loss of $39.1 millio ...

营收情况 - Cambium (CMBM)在2023年12月结束的季度报告中，营收为4021万美元，同比下降了52.4%[1]。 产品类型收入表现 - 产品类型的收入-点对多点为2258万美元，低于预估，同比下降23.9%[4]。 - 产品类型的收入-其他为124万美元，高于预估，同比下降22%[5]。 - 产品类型的收入-企业为-548万美元，低于预估，同比下降117.1%[6]。 - 产品类型的收入-点对点为2187万美元，高于预估，同比增长2.8%[7]。 股票表现 - Cambium股票在过去一个月中回报率为-8.4%，而Zacks S&P 500综合指数为+4.6%[8]。

财务数据和关键指标变化 - 2023年全年收入为2.202亿美元,较2022年下降26% [15] - 2023年全年非GAAP毛利率为33.8%,较2022年的49.5%下降 [29] - 2023年第四季度非GAAP毛利率为负19.4%,主要由于提供给分销商的11百万美元价格优惠以及约18.9百万美元的存货计提 [27] - 2023年全年非GAAP净亏损为3070万美元,或每股亏损1.10美元,而2022年全年非GAAP净利润为2690万美元,或每股收益0.94美元 [31] 各条业务线数据和关键指标变化 - 2023年PTP业务收入增长20%,创历史新高,突破8000万美元大关 [15] - 2023年PMP业务收入下降17% [15] - 2023年Enterprise业务收入下降64% [15] - 第四季度PTP业务收入环比增长38%,同比增长3% [12] - 第四季度PMP业务收入环比下降4%,同比下降24% [12] - 第四季度Enterprise业务收入环比下降8百万美元,同比下降37.5百万美元 [13] 各个市场数据和关键指标变化 - 第四季度北美地区PMP和PTP业务收入增长被EMEA地区PMP业务收入下降所抵消 [13] - 第四季度EMEA地区PMP业务收入下降,主要由于第三季度大量的28 GHz固定5G出货 [13] 公司战略和发展方向及行业竞争 - 公司正在努力将产品整合到更少的平台上,这是一个渐进的过程 [44] - 公司正在改善与分销商和增值经销商的互动,以确保向终端客户展示Cambium的价值主张 [45] - 行业普遍存在的库存消化问题正在影响公司的收入,但公司正在采取措施来管理这一问题 [41][42] - 公司的PMP业务已准备好利用6 GHz频谱批准后的增长机会 [43] 管理层对经营环境和未来前景的评论 - 公司已经大幅降低了运营成本,同时支持大量现有客户和产品,并开发未来平台 [44] - 公司对2024年第二半年Enterprise业务的恢复持乐观态度 [36] - 公司对国防业务的增长和新产品开发计划感到兴奋 [36] 问答环节重要的提问和回答 问题1 **Simon Leopold 提问** 如何看待Enterprise或WiFi业务的建模?在3月的预测中,是否仍在回收产品,何时能恢复正常? [49] **Morgan Kurk 和 John Becerril 回答** - 预计到2024年上半年末,Enterprise渠道库存将恢复到疫情前水平 [50][51] - 2024年Enterprise业务收入将逐季改善,但全年仍将同比下降 [51][52] - 公司目前看到的Enterprise业务的渠道销售额为每季度15-20百万美元 [53] 问题2 **George Notter 提问** 请概述一下公司的整体战略规划,产品策略的演变,未来重点业务方向 [61] **Morgan Kurk 回答** - 公司内部重点是完善产品线和提升运营效率,外部重点是改善渠道销售 [62][63] - 将继续支持点对点政府业务,在点对多点业务上着重于产品平台化 [63] - 在Enterprise业务上,主要是通过改善渠道销售来提升市场份额 [63] - 整体战略方向没有太大变化,正处于执行阶段 [64] 问题3 **John Roy 提问** 如果6 GHz频谱批准推迟,公司会采取什么措施来控制成本? [74] **Morgan Kurk 回答** - 公司目前的成本控制和营运资金管理处于良好状态,如果6 GHz批准推迟,公司将采取必要措施来维持强有力的成本控制 [76]