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    CommScope Holding Company Inc (COMM)

    CommScope Holding Company, Inc. (COMM) is a global provider of infrastructure solutions for communication, data center, and entertainment networks. The company enables service providers and enterprises to deliver media, voice, IP data services, and Wi-Fi to their subscribers, maintaining constant connectivity across complex networking environments. CommScope sells a diverse range of products, including fiber optic and copper connectivity solutions, wireless networks, and cable modem termination systems.

    1. Connectivity and Cable Solutions (CCS) - Provides fiber optic and copper connectivity and cable solutions for telecommunications, cable television, residential broadband networks, data centers, and business enterprises. Includes indoor and outdoor network solutions such as optical fiber, structured cable solutions, intelligent infrastructure management hardware/software, and network rack and cabinet enclosures.

    2. Access Network Solutions (ANS) - Offers cable modem termination systems, video infrastructure, distribution and transmission equipment, and cloud solutions for residential and metro distribution networks. Supports facility-based service providers in constructing state-of-the-art residential and metro distribution networks.

    3. Networking, Intelligent Cellular & Security Solutions (NICS) - Provides wireless networks for enterprises and service providers. Includes indoor cellular solutions, Wi-Fi and LTE access points, IoT suite, cloud-based control systems, and software-as-a-service applications for security, location, and analytics.

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    NamePositionExternal RolesShort Bio

    Charles L. Treadway

    ExecutiveBoard

    President, Chief Executive Officer, and Director

    Charles L. Treadway has served as CommScope's President, Chief Executive Officer, and Director since October 2020, driving the company's strategic direction. He previously held executive roles at The Carlyle Group, Accudyne Industries, and Thomas & Betts Corporation.

    View Report →

    Bartolomeo A. Giordano

    Executive

    Senior Vice President & President of the Networking, Intelligent Cellular and Security Solutions (NICS) segment

    Bartolomeo A. Giordano is the Senior Vice President & President of the NICS segment at CommScope since 2023, previously serving as the general manager of the RUCKUS business unit from 2021 to 2023 and leading RUCKUS worldwide sales from 2018 to 2021.

    Guy Sucharczuk

    Executive

    Senior Vice President & President, Access Network Solutions

    Guy Sucharczuk has served as Senior Vice President & President, Access Network Solutions at CommScope since 2022 and previously served as Senior Vice President and General Manager, Access Technologies from 2014 to 2021, along with founding Aurora Networks where he served as President and CEO from 1999 to 2013.

    Jennifer L. Crawford

    Executive

    Segment CFO for the Connectivity & Cable Solutions segment

    Jennifer L. Crawford is a financial executive at CommScope, currently serving as the Segment CFO for the Connectivity & Cable Solutions segment since April 1, 2025. Previously, she held roles as Senior Vice President and Chief Accounting Officer from April 2024 and served as Segment CFO in other business units from 2018 to 2021, as well as working in investor relations from 2014 to 2018.

    Koen ter Linde

    Executive

    Senior Vice President & President, Connectivity & Cable Solutions (CCS)

    Koen ter Linde is Senior Vice President & President, Connectivity & Cable Solutions (CCS) at CommScope since 2023. He previously served as head of the Network Cable and Connectivity business (2021-2023) and as Chief Marketing Officer (2020-2021).

    Kyle D. Lorentzen

    Executive

    Executive Vice President and Chief Financial Officer

    Kyle D. Lorentzen is the Executive Vice President and Chief Financial Officer at CommScope since November 2021. He previously served as Senior Vice President and Chief Transformation Officer starting January 2021.

    Robyn T. Mingle

    Executive

    Senior Vice President and Chief Human Resources Officer

    Robyn T. Mingle has been the Senior Vice President and Chief Human Resources Officer at CommScope since 2016, where she leads HR initiatives. Previously, she served as Chief Human Resource Officer at Xylem Inc. from 2011 to 2015 and as Senior Vice President, Human Resources at Hovnanian Enterprises from 2003 to 2011.

    Claudius E. Watts IV

    Board

    Chairman of the Board

    Founding Partner at Meeting Street Capital, LLC; Senior Advisor at The Carlyle Group LP

    Claudius E. Watts IV has served as the Chairman of the Board at CommScope since October 2020 and as a Director since 2011. He also holds active external positions as Founding Partner at Meeting Street Capital, LLC and as Senior Advisor at The Carlyle Group LP (both since 2018).

    Derrick A. Roman

    Board

    Director

    Member of the Audit and Finance Committees at WEX, Inc. (since 2021); Board Member at FINRA (since 2023); Trustee at The Skillman Foundation Board of Trustees (since 2022); Board Observer at Pangeo Holdings LLC (since 2022)

    Derrick A. Roman has been a Director at CommScope Holding Company, Inc. since 2021, serving as Chair of the Audit Committee and a member of the Nominating and Corporate Governance Committee. He has extensive experience in auditing and consulting from his long tenure at PwC from 1997 to 2020.

    Joanne M. Maguire

    Board

    Director

    Director at Visteon Corporation ; Member of UCLA’s Samueli School of Engineering Dean’s Executive Board ; Member of National Academy of Engineering

    Joanne M. Maguire has been a Director at CommScope Holding Company, Inc. since 2016 and serves as Chair of the Nominating and Corporate Governance Committee.

    L. William Krause

    Board

    Director

    President of LWK Ventures; Senior Advisor to The Carlyle Group LP; Board Partner at Andreessen Horowitz; Director at Arctera, Inc.; Director at Forward Networks; Director at Smartcar, Inc.

    L. William Krause has served as a Director at CommScope since 2011 and brings extensive leadership experience from roles including CEO of 3Com Corporation, President of LWK Ventures, and board memberships at major organizations. He also holds active roles at several other companies, demonstrating his broad expertise across technology and investment sectors.

    Patrick R. McCarter

    Board

    Director

    Partner and Head of Global Technology, Media, and Telecommunications Sector at The Carlyle Group LP (2017-present); Member of McCormick School of Engineering Advisory Council at Northwestern University (2018-present); Director at Saama (2022-present); Director at Ampere Computing LLC (2017-present); Director at Veritas Technologies LLC (2016-present)

    Patrick R. McCarter has been a director at CommScope since 2020. He serves on the Nominating and Corporate Governance Committee and was designated as a director by Carlyle Partners VII.

    Scott H. Hughes

    Board

    Director

    Chief Operating Officer, Corporate Private Equity Americas at The Carlyle Group LP; Director at Novolex

    Scott H. Hughes is a Director at CommScope, elected to the Board and appointed to the Compensation Committee on February 19, 2024. He has a strong background in private equity, serving as COO at The Carlyle Group and as a director at Novolex.

    Stephen C. Gray

    Board

    Director

    Founder and Chair at Gray Venture Partners, LLC; Chair – Compensation Committee at INAP Holdings, LLC; Board member at Ark Data Centers (f/k/a Involta); Board member at Wyyerd Group, LLC

    Stephen C. Gray is a Director at CommScope Holding Company, Inc. since 2011 and serves as the Chair of the Compensation Committee. He has extensive leadership experience, including serving as Founder and Chair at Gray Venture Partners, LLC and as President and CEO at Syniverse Holdings, Inc.

    Thomas J. Manning

    Board

    Director

    Executive-in-Residence at the Booth School of Business; Chairman of the Board at Cresco Labs, Inc.

    Thomas J. Manning has been a Director at CommScope Holding Company, Inc. since 2014 and serves on its Audit Committee. He holds external roles such as Executive-in-Residence at the Booth School of Business since 2018 and Chairman of the Board at Cresco Labs, Inc. since 2016.

    Timothy T. Yates

    Board

    Lead Independent Director

    Blue Goji: Director since 2014; Jay Heritage Center: Director since 2019; Soapply, Inc.: Director since 2021; Seaboard Associates: Director since 1975; Cyndx, Inc.: Director since 2017

    Timothy T. Yates has been a Director at CommScope since 2013 and has served as Lead Independent Director since 2020, which underscores his governance and oversight role. He has an extensive background in leadership, having held executive roles such as CEO, CFO, and EVP at Monster Worldwide from 2007 to 2016.

    1. Given the projected tariff impact of $10–15 million in Q2, can you detail the specific measures you are taking to mitigate higher costs from materials such as steel and aluminum while maintaining margin performance?
    2. With the sequential decline in core net adjusted EBITDA in Q2 due to one-time inventory adjustments and incentive compensation, how do you plan to stabilize EBITDA growth for the remainder of 2025?
    3. As you plan to add capacity in CCS to meet strong data center demand, what are the key milestones and cost implications for these expansions, and how will they impact your margin sustainability?
    4. Despite Ruckus demonstrating significant year-over-year revenue growth, how are you managing the risks related to channel inventory normalization and competitive pressures, particularly in light of recent merger speculation among competitors?
    5. Given that revenue for the unified amplifier is expected to shift to 2026, what strategies are in place to ensure market share and continued customer engagement in your ANS segment as customers navigate their upgrade cycles in 2025?
    Program DetailsProgram 1
    Approval Date2025
    End Date/DurationN/A
    Total additional amount$50 million
    Remaining authorization amountN/A
    DetailsEquity believed to be undervalued; aims to reduce debt to adjusted EBITDA ratio below 6x by end of 2026

    Competitors mentioned in the company's latest 10K filing.

    CompanyDescription

    A major competitor in the CCS segment, competing in the dynamic and highly competitive markets requiring companies to react quickly to capitalize on opportunities.

    A competitor in the CCS segment, operating in markets characterized by rapid technological change and requiring innovative solutions.

    Competes in the CCS segment, focusing on delivering solutions in a competitive market environment.

    A competitor in both the CCS and NICS segments, known for its broad product offerings and market presence.

    Sterlite Technologies Limited

    A competitor in the CCS segment, operating in a market that demands rapid adaptation to technological changes.

    A competitor in both the NICS and ANS segments, offering a wide range of networking and communication solutions.

    Comba Telecom Systems Holdings Limited

    A competitor in the NICS segment, participating in the competitive telecommunications market.

    Competes in the NICS segment, focusing on innovative networking solutions.

    A competitor in the NICS segment, known for its extensive product offerings in enterprise networking.

    Huawei Technologies Co., Ltd.

    A competitor in the NICS segment, operating globally with significant resources and market presence.

    JMA Wireless

    Competes in the NICS segment, focusing on wireless communication solutions.

    A competitor in the NICS segment, offering advanced networking solutions.

    SOLiD, Inc.

    A competitor in the NICS segment, participating in the competitive telecommunications market.

    Competes in the NICS segment, focusing on innovative networking and communication solutions.

    ATX Networks Corp.

    A competitor in the ANS segment, operating in the broadband and access network solutions market.

    Casa Systems, Inc.

    A competitor in the ANS segment, focusing on virtual cable modem termination systems and passive optical network product offerings.

    A competitor in the ANS segment, participating in the broadband and video delivery solutions market.

    Technetix Group Limited

    Competes in the ANS segment, focusing on broadband access solutions.

    Teleste Oyj

    A competitor in the ANS segment, operating in the broadband and video delivery solutions market.

    Vecima Networks Inc.

    A competitor in the ANS segment, focusing on broadband access and video delivery solutions.

    CustomerRelationshipSegmentDetails

    Comcast Corporation

    Cable/Broadband

    ANS

    Accounts receivable: 12% as of Dec 31, 2024 ; 16% as of Dec 31, 2023. Net sales: <10% for 2024.

    Charter Communications

    Cable/Broadband

    ANS

    Accounts receivable: 12% as of Dec 31, 2023. Net sales: <10% for 2024.

    Notable M&A activity and strategic investments in the past 3 years.

    CompanyYearDetails

    Casa Systems, Inc. and its subsidiaries

    2024

    CommScope completed its acquisition of certain assets for $45.1 million in cash on June 7, 2024, acquiring key assets such as accounts receivable, inventories, property, plant & equipment, goodwill, and identifiable intangible assets, while assuming specified liabilities under a Chapter 11 bankruptcy process; the deal is strategically integrated into its Access Network Solutions segment to enhance virtual CMTS and PON products and support distributed access architecture solutions.

    Recent press releases and 8-K filings for COMM.

    CommScope to Sell Connectivity and Cable Solutions Segment to Amphenol
    $COMM
    M&A
    • CommScope Holding Company, Inc. entered into a Purchase Agreement with Amphenol Corporation on August 3, 2025, to sell its Connectivity and Cable Solutions (CCS) reporting segment.
    • The sale price for the CCS segment is approximately $10.5 billion in cash.
    • The transaction is expected to close in the first half of 2026 and is subject to conditions including stockholder approval and regulatory consents.
    • Following the closing, CommScope expects to redeem its outstanding preferred stock and repay and discharge indebtedness under its existing credit facility and indentures.
    Aug 7, 2025, 12:00 AM