CommScope Holding Company, Inc. (Comm): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No cenário em rápida evolução da infraestrutura de telecomunicações, a CommScope Holding Company, Inc. (Comm) surge como um jogador fundamental, orquestrando soluções de rede sofisticadas que alimentam a conectividade global. Ao integrar perfeitamente tecnologias inovadoras nas redes de fibra óptica, sem fio e corporativas, o CommScope transforma desafios tecnológicos complexos em ecossistemas de infraestrutura simplificados e de alto desempenho. Sua Canvas de modelo de negócios meticulosamente criada revela uma abordagem estratégica que não apenas atende às demandas de telecomunicações atuais, mas antecipa futuras paradigmas tecnológicas, posicionando a empresa como um facilitador crítico da transformação digital em diversos setores da indústria.

CommScope Holding Company, Inc. (Comm) - Modelo de Negócios: Parcerias -chave

Aliança estratégica com os principais fabricantes de equipamentos de telecomunicações

A CommScope mantém parcerias estratégicas com os principais fabricantes de equipamentos de telecomunicações, incluindo:

Parceiro	Foco em parceria	Detalhes da colaboração
Sistemas Cisco	Infraestrutura de rede	Desenvolvimento conjunto de soluções de rede corporativa
Nokia	Tecnologia sem fio	Colaboração de infraestrutura de rede 5G
Ericsson	Equipamento de telecomunicações	Integração tecnológica da rede de acesso a rádio (RAN)

Colaboração com provedores de infraestrutura de rede globalmente

As parcerias de infraestrutura de rede global da CommScope incluem:

• AT&T - parceiro de receita de US $ 168,9 bilhões
• Verizon - parceiro de receita de US $ 133,7 bilhões
• Deutsche Telekom - Parceiro de receita de € 84,5 bilhões
• China Mobile - ¥ 845,7 bilhões de receita Parceiro

Parceria com fibra óptica e inovadores de tecnologia sem fio

Parceiro de tecnologia	Área de colaboração	Foco em tecnologia
Corning	Soluções de fibra óptica	Tecnologias avançadas de rede óptica
Qualcomm	Tecnologias sem fio	Sistemas de comunicação 5G e MMWave

Joint ventures com empresas de infraestrutura em nuvem e data centers

As principais parcerias de infraestrutura em nuvem e data center da CommScope:

• Microsoft Azure - Integração de infraestrutura em nuvem
• Amazon Web Services (AWS) - Soluções de rede de data centers
• Plataforma do Google Cloud - Serviços de conectividade corporativa

Impacto total da receita da parceria: Aproximadamente US $ 4,6 bilhões em soluções de tecnologia colaborativa para 2023

CommScope Holding Company, Inc. (Comm) - Modelo de negócios: Atividades -chave

Projetar e fabricar equipamentos de infraestrutura de rede

A CommScope produz uma gama abrangente de equipamentos de infraestrutura de rede com as seguintes especificações importantes:

Categoria de produto	Volume anual de produção	Quota de mercado
Soluções de fibra óptica	12,4 milhões de componentes de fibra óptica	18,5% de participação de mercado global
Equipamento de rede sem fio	8,7 milhões de unidades de infraestrutura sem fio	15,3% de participação de mercado global
Soluções de rede de cobre	6,2 milhões de componentes de rede de cobre	22,1% de participação de mercado global

Pesquisa e desenvolvimento de tecnologias de telecomunicações

CommScope investe significativamente em P&D com as seguintes métricas:

• Despesas anuais de P&D: US $ 324 milhões
• Número de patentes ativas: 2.786
• Pessoal de P&D: 1.542 engenheiros e pesquisadores

Engenharia de produtos para soluções de fibra óptica e sem fio

Os recursos de engenharia incluem:

Domínio de engenharia	Capacidades técnicas	Produção anual de inovação
Engenharia de fibra óptica	Tecnologias de transmissão óptica de alta velocidade	37 Desenvolvimentos de novos produtos
Engenharia de soluções sem fio	5G e infraestrutura sem fio avançada	24 novas implementações de tecnologia sem fio

Conectividade de rede e serviços de implantação de infraestrutura

Recursos de implantação de infraestrutura:

• Projetos totais de implantação global: 1.247 em 2023
• Cobertura geográfica: 58 países
• Escala média do projeto: US $ 4,6 milhões por implantação

CommScope Holding Company, Inc. (Comm) - Modelo de negócios: Recursos -chave

Experiência avançada de engenharia de telecomunicações

CommScope possui Mais de 4.000 patentes ativas em tecnologias de infraestrutura de rede. A equipe de engenharia da empresa consiste em Aproximadamente 1.200 profissionais de pesquisa e desenvolvimento.

Categoria de recursos de engenharia	Detalhes quantitativos
Total de engenheiros de P&D	1,200
Patentes ativas	4,000+
Investimento anual de P&D	US $ 250 milhões

Extenso portfólio de patentes em infraestrutura de rede

O portfólio de propriedade intelectual da CommScope cobre vários domínios de tecnologia:

• Tecnologias de rede sem fio
• Sistemas de comunicação de fibra óptica
• Soluções de infraestrutura a cabo
• Equipamento de rede corporativa

Instalações de fabricação e distribuição globais

Local de fabricação	Número de instalações
Estados Unidos	7
China	4
Europa	3
Total de instalações globais	14

Equipes técnicas e de pesquisa qualificadas

CommScope emprega Aproximadamente 8.500 funcionários totais, com concentração significativa em papéis técnicos.

• Pesquisadores no nível de doutorado: 120
• Engenheiros de mestrado: 450
• Bacharel em Profissionais Técnicos: 1.100

Ativos robustos de propriedade intelectual

Avaliação total da propriedade intelectual estimada em US $ 1,2 bilhão, com investimento contínuo em inovação tecnológica.

Categoria de ativo IP	Valor quantitativo
Valor da portfólio de patentes	US $ 1,2 bilhão
Investimento anual de IP	US $ 75 milhões
Receita de licenciamento de tecnologia	US $ 45 milhões

CommScope Holding Company, Inc. (Comm) - Modelo de Negócios: Proposições de Valor

Soluções de infraestrutura de rede de ponta a ponta abrangentes

A CommScope registrou US $ 4,68 bilhões em receita total para o ano fiscal de 2022. As soluções de infraestrutura de rede compreendiam aproximadamente 65% de seu portfólio de produtos.

Categoria de solução de infraestrutura	Contribuição da receita
Networking Enterprise	US $ 1,2 bilhão
Soluções do provedor de serviços	US $ 1,8 bilhão
Infraestrutura sem fio	US $ 1,1 bilhão

Tecnologias de conectividade de alto desempenho

A CommScope investiu US $ 258 milhões em pesquisa e desenvolvimento em 2022, com foco em soluções avançadas de conectividade.

• Connectividade de fibra óptica Participação de mercado: 22%
• Portfólio de patentes de conectividade sem fio: 3.500+ patentes ativas
• Implantação de infraestrutura de rede global: mais de 150 países

Produtos inovadores de redes sem fio e de fibra óptica

As linhas de produtos sem fio e fibra da CommScope geraram US $ 2,3 bilhões em receita em 2022.

Categoria de produto	Penetração de mercado	Receita anual
Infraestrutura 5G	18%	US $ 850 milhões
Soluções de fibra óptica	25%	US $ 750 milhões
Equipamento de rede corporativa	15%	US $ 700 milhões

Equipamentos de telecomunicações escaláveis ​​e confiáveis

Classificação de confiabilidade do equipamento de telecomunicações da CommScope: 99,99% de tempo de atividade entre as implantações globais.

• Índice de confiabilidade de equipamentos de rede: 4.9/5
• Ciclo de vida médio do equipamento: 7-10 anos
• Cobertura de infraestrutura de telecomunicações globais: mais de 80 milhões de terminais

Soluções tecnológicas avançadas para provedores de empresas e serviços

O segmento de fornecedores de empresas e serviços representou US $ 2,5 bilhões em receita para 2022.

Tipo de solução	Segmentos de clientes	Receita anual
Soluções de infraestrutura em nuvem	Grandes empresas	US $ 750 milhões
Serviços de rede gerenciados	Provedores de telecomunicações	US $ 1,1 bilhão
Networking de segurança cibernética	Governo/instituições financeiras	US $ 650 milhões

CommScope Holding Company, Inc. (Comm) - Modelo de Negócios: Relacionamentos do Cliente

Serviços de suporte técnico e consulta

A CommScope fornece serviços de suporte técnico com uma equipe de suporte global de mais de 1.200 especialistas técnicos. A empresa oferece consulta técnica 24/7 em vários segmentos de infraestrutura de comunicação.

Canal de suporte	Volume de suporte anual	Tempo médio de resposta
Suporte telefônico	45.000 interações com os clientes	Menos de 2 horas
Portal de suporte on -line	82.000 solicitações de suporte digital	Dentro de 4 horas
Consulta técnica no local	1.200 visitas ao cliente corporativo	Agendamento de 24-48 horas

Parcerias de clientes da empresa de longo prazo

A CommScope mantém parcerias estratégicas com as principais empresas de telecomunicações e infraestrutura de rede.

• Os 5 principais clientes corporativos representam 22% da receita anual
• Duração média da parceria: 7,3 anos
• Taxa repetida do cliente: 86% no segmento corporativo

Soluções de engenharia personalizadas para necessidades específicas do cliente

A CommScope oferece soluções de engenharia personalizadas com investimentos dedicados a pesquisas e desenvolvimento.

Tipo de solução de engenharia	Projetos anuais	Valor médio do projeto
Design de infraestrutura de rede	340 projetos personalizados	US $ 1,2 milhão por projeto
Otimização de rede sem fio	210 implementações especializadas	US $ 850.000 por projeto

Suporte on -line e plataformas de engajamento digital

A CommScope opera infraestrutura abrangente de suporte digital com vários canais de engajamento.

• Usuários da plataforma de suporte digital: 65.000 clientes corporativos registrados
• Artigos da base de conhecimento on -line: 4.200 documentos técnicos
• Interações médias mensais da plataforma digital: 22.000

Treinamento contínuo de produto e assistência de implementação

O CommScope fornece suporte extensivo de treinamento e implementação ao longo do ciclo de vida do produto.

Programa de Treinamento	Participantes anuais	Formatos de treinamento
Online on -line on -line	3.600 participantes	Viva e sob demanda
Workshops de implementação prática	1.200 clientes corporativos	Pessoalmente e virtual
Programas de certificação	750 profissionais de rede	Certificação técnica avançada

CommScope Holding Company, Inc. (Comm) - Modelo de Negócios: Canais

Equipe direta de vendas para clientes corporativos

A CommScope mantém uma força global de vendas diretas direcionadas aos clientes de infraestrutura de rede corporativa. A partir de 2023, a empresa registrou aproximadamente 300 profissionais de vendas empresariais dedicadas em várias regiões.

Região de vendas	Número de representantes de vendas	Vendas anuais médias por representante
América do Norte	125	US $ 2,7 milhões
Europa	85	US $ 2,3 milhões
Ásia -Pacífico	90	US $ 2,5 milhões

Plataformas online de comércio eletrônico

A CommScope utiliza canais de vendas digitais com as seguintes características:

• Catálogo de produtos on -line B2B com mais de 4.500 produtos de infraestrutura de rede
• Plataforma digital gerando aproximadamente US $ 180 milhões em vendas anuais online
• Plataforma de comércio eletrônico que suporta 37 países

Distribuidores de equipamentos de telecomunicações

A CommScope faz parceria com 127 distribuidores de equipamentos de telecomunicações autorizados em todo o mundo, representando 42% da receita total do canal em 2023.

Categoria de distribuidor	Número de distribuidores	Receita anual de distribuição
Distribuidores de Nível 1	18	US $ 425 milhões
Distribuidores de Nível 2	59	US $ 276 milhões
Distribuidores especializados	50	US $ 193 milhões

Feiras de tecnologia e conferências de tecnologia

A CommScope participa de 22 principais eventos internacionais de tecnologia anualmente, com um investimento estimado em marketing de US $ 3,2 milhões.

• Participação do Congresso Mundial Mobile
• Engajamento da conferência BICSI
• Eventos da Sociedade de Comunicações IEEE

Recursos de Marketing Digital e Informação Técnica

O ecossistema de marketing digital da CommScope inclui:

• Site técnico com mais de 250.000 visitantes mensais
• 5 séries de webinar técnicas dedicadas
• Biblioteca de conteúdo digital com 1.200 mais de documentos técnicos
• Alcance de mídia social de 85.000 seguidores profissionais

CommScope Holding Company, Inc. (Comm) - Modelo de negócios: segmentos de clientes

Provedores de serviços de telecomunicações

A CommScope atende aos principais provedores de telecomunicações globalmente com soluções de infraestrutura de rede.

Tipo de cliente	Quota de mercado	Investimento anual de rede
Operadores de telecomunicações globais	42%	US $ 187,6 bilhões
Operadores de rede móvel	35%	US $ 126,3 bilhões

Departamentos de Infraestrutura de Rede Enterprise

A CommScope fornece soluções abrangentes de rede para ambientes corporativos.

• FORTUNE 500 CLIENTES EMPRESÍVEIS: 68%
• Investimento médio de rede corporativa anual: US $ 14,2 milhões
• Principais indústrias: finanças, saúde, tecnologia

Operadores de data center

A CommScope suporta requisitos críticos de infraestrutura de data center.

Segmento de data center	Penetração de mercado	Gastos anuais de infraestrutura
Data Centers de Hypercale	53%	US $ 86,4 bilhões
Data Centers da empresa	47%	US $ 62,7 bilhões

Organizações do governo e do setor público

A CommScope fornece soluções de rede especializadas para entidades governamentais.

• Clientes do governo federal: 22%
• Clientes do governo estadual/local: 18%
• Investimento anual de rede do governo: US $ 42,5 bilhões

Desenvolvedores de infraestrutura de rede em larga escala

A CommScope suporta grandes projetos de desenvolvimento de infraestrutura em todo o mundo.

Tipo de infraestrutura	Cobertura de mercado	Investimento anual
Projetos de cidade inteligente	37%	US $ 56,3 bilhões
Redes de transporte	29%	US $ 33,6 bilhões

CommScope Holding Company, Inc. (Comm) - Modelo de Negócios: Estrutura de Custo

Investimentos de pesquisa e desenvolvimento

No ano fiscal de 2022, a CommScope registrou despesas de P&D de US $ 272 milhões, representando aproximadamente 4,6% da receita total.

Ano	Despesas de P&D	Porcentagem de receita
2022	US $ 272 milhões	4.6%
2021	US $ 301 milhões	5.1%

Despesas de fabricação e produção

Os custos totais de fabricação da CommScope em 2022 foram de aproximadamente US $ 3,1 bilhões, com as principais instalações de produção localizadas em:

• Estados Unidos
• China
• México
• República Tcheca

Gerenciamento global da cadeia de suprimentos

As despesas operacionais anuais da cadeia de suprimentos para o CommScope foram estimadas em US $ 425 milhões em 2022, com foco estratégico em:

• Consolidação do fornecedor
• Otimização de logística
• Gerenciamento de inventário

Custos de força de trabalho e aquisição de talentos

Categoria de custo	Despesa anual
Total de despesas de pessoal	US $ 1,2 bilhão
Custos de recrutamento	US $ 18,5 milhões
Treinamento e desenvolvimento	US $ 22,3 milhões

Manutenção de infraestrutura de tecnologia

A CommScope alocou US $ 156 milhões para manutenção de infraestrutura de tecnologia em 2022, cobrindo:

• Atualizações de sistemas de TI
• Investimentos de segurança cibernética
• Infraestrutura de rede

Estrutura de custo total: aproximadamente US $ 5,1 bilhões em 2022

CommScope Holding Company, Inc. (Comm) - Modelo de negócios: fluxos de receita

Vendas de equipamentos de infraestrutura de rede

Em 2023, a CommScope registrou vendas líquidas totais de US $ 2,088 bilhões. O equipamento de infraestrutura de rede representou uma parcela significativa desta receita.

Categoria de produto	Receita (2023)
Soluções de rede de banda larga	US $ 857 milhões
Soluções de rede sem fio ao ar livre	US $ 612 milhões
Soluções de rede sem fio internas	US $ 419 milhões

Licenciamento da solução de conectividade

A CommScope gera receita por meio de acordos de licenciamento de tecnologia com empresas de telecomunicações e redes.

• Portfólio de licenciamento de patentes avaliado em aproximadamente US $ 200 milhões anualmente
• Mais de 3.500 patentes de tecnologia ativa
• Receita de licenciamento de tecnologias sem fio e de rede

Serviços de instalação profissional

Os serviços de instalação contribuíram com aproximadamente US $ 345 milhões para a receita de 2023 da CommScope.

Tipo de serviço	Receita média
Instalação de rede celular	US $ 156 milhões
Instalação da rede corporativa	US $ 129 milhões
Instalação do data center	US $ 60 milhões

Contratos de Suporte Técnico e Manutenção

O segmento técnico de suporte e manutenção da CommScope gerou US $ 278 milhões em 2023.

• Valor anual do contrato de manutenção: US $ 75 a US $ 100 milhões
• Duração média do contrato: 2-3 anos
• Serviços de suporte que cobrem soluções de infraestrutura de rede e conectividade

Taxas de serviço de consultoria e engenharia

Os serviços de consultoria e engenharia representaram US $ 187 milhões da receita de 2023 da CommScope.

Categoria de consultoria	Contribuição da receita
Consultoria de design de rede	US $ 82 milhões
Serviços de implementação de tecnologia	US $ 65 milhões
Planejamento estratégico de rede	US $ 40 milhões

CommScope Holding Company, Inc. (COMM) - Canvas Business Model: Value Propositions

You're looking at the core value CommScope Holding Company, Inc. delivers to its customers right now, late in 2025, especially as the company pivots following major asset sales. It's all about enabling the next generation of connectivity, both for the massive cable operators and for enterprise/multi-dwelling unit (MDU) customers.

High-speed network infrastructure via DOCSIS 4.0 products

CommScope Holding Company, Inc. is a key enabler for the shift to multi-gigabit symmetrical speeds over Hybrid Fiber-Coaxial (HFC) networks. The value here is providing the physical layer technology that makes DOCSIS 4.0 a reality. Analysts estimate that cable operators plan to spend around $10 billion over the next five years just on these HFC network upgrades. CommScope Holding Company, Inc. has a proven Full Duplex DOCSIS (FDX) amplifier already live in Comcast's network, which is a concrete example of this value in action. The Access Network Solutions (ANS) segment, which houses this technology, saw its net sales surge by 77% year-over-year in the third quarter of 2025. While widespread rollout is projected for 2026-2028, the Connectivity and Cable Solutions (CCS) segment, which supplies much of this hardware, reported Q1 2025 revenue of $724 million, up 19.7% year-over-year, showing early momentum.

Intelligent, secure enterprise Wi-Fi 7 and switching solutions

For enterprise and property owners, the value proposition centers on deploying the latest wireless standards for superior performance and management. Strong demand for Wi-Fi 7 products and associated subscription services is clearly driving the RUCKUS segment, which posted sales growth of 15.2% in Q3 2025. The new RUCKUS solutions, like the H670 Indoor AP, are positioned as the industry's first AI-driven, wall-mounted, tri-band Wi-Fi 7 Access Points. To put the technology leap in perspective, one executive suggested that Wi-Fi 7 is four times better than its predecessor, Wi-Fi 6, in terms of speed and latency. The overall Wi-Fi 7 market is anticipated to exceed several billion dollars in value by the end of 2025.

Reduced complexity through integrated RUCKUS MDU suite

For Multi-Dwelling Unit (MDU) stakeholders, CommScope Holding Company, Inc. is offering simplified, automated network management, which directly translates to lower operating costs and better resident satisfaction. The new RUCKUS MDU 360 platform, built on the RUCKUS One AI-driven platform, provides a unified view of network health and resident experience across entire property portfolios. This is not just about hardware; it's about intelligence. A key feature is the RUCKUS Digital System Engineer (DSE), an AI assistant using a chat interface to turn complex analytics into simple, natural-language answers for property operators. This focus on automation and AI is intended to reduce manual troubleshooting.

End-to-end solutions for cable and telecom operators

CommScope Holding Company, Inc. provides a full stack of connectivity solutions, from the core network to the last mile. This is evidenced by the performance across its segments leading up to the planned divestiture of CCS. In Q3 2025, consolidated net sales reached $1.63 billion, a 50.6% increase year-over-year, showing broad-based demand across its offerings. The ANS segment, focused on access networks, saw its sales grow by 77.2% in that same quarter. The company's ability to service these large operators is reflected in its raised 2025 consolidated Adjusted EBITDA guidance, now projected between $1.30 billion and $1.35 billion.

Strategic deleveraging to strengthen the balance sheet

The most critical value proposition for investors and creditors is the aggressive strengthening of the balance sheet, which has significantly de-risked the company. You've seen the results of the asset sales, including the Outdoor Wireless Networks (OWN) and Distributed Antenna Systems (DAS) units for $2.1 billion, which were used to clear near-term debt. This move, combined with a comprehensive refinancing announced in late 2024, means there are no major debt maturities until 2027. As of September 30, 2025, the company held $705.3 million in cash and cash equivalents against $7.25 billion in long-term debt. The planned sale of the CCS segment for $10.5 billion, expected to close in Q1 2026, is set to further accelerate this. Management's goal is to drive the total debt-to-Adjusted EBITDA ratio below 6.00:1.00 by the end of 2026. This financial restructuring has clearly resonated with the market, as the stock delivered a 278.1% gain year-to-date as of early December 2025.

Here's a quick look at the financial context supporting these value drivers as of late 2025:

Metric	Value (Latest Reported)	Context/Period
Consolidated Net Sales	$1.63 billion	Q3 2025
Consolidated Adjusted EBITDA	$402.5 million	Q3 2025
Adjusted EPS (Non-GAAP)	$0.62 per diluted share	Q3 2025
ANS Segment Net Sales Growth	77.2% Year-over-Year	Q3 2025
RUCKUS Segment Sales Growth	15.2% Year-over-Year	Q3 2025
Cash and Cash Equivalents	$705.3 million	End of Q3 2025
Long-Term Debt	$7.25 billion	As of September 30, 2025
2025 Consolidated Adjusted EBITDA Guidance (Raised)	$1.30B to $1.35B	Full Year 2025 Projection

CommScope Holding Company, Inc. (COMM) - Canvas Business Model: Customer Relationships

You're looking at how CommScope Holding Company, Inc. (COMM) manages its connections with the entities buying its infrastructure and software. It's a mix of direct, high-touch service for the biggest players and a broad network for everyone else. This structure is key, especially as the company focuses on its RemainCo business-the RUCKUS and Access Network Solutions (ANS) segments-which posted combined net sales of $516.3 million in the third quarter of 2025.

Dedicated sales teams for major telecom and cable operators

For the largest telecom and cable operators, CommScope Holding Company, Inc. deploys dedicated sales resources. This is where the consultative approach really shines, particularly with Multiple System Operators (MSOs) navigating complex network modernization. The ANS segment, which saw net sales surge by 77.2% year-over-year to $337.8 million in Q3 2025, is heavily involved here, pushing DOCSIS 4.0 amplifier and node products. The company explicitly rejects a "one size fits all" strategy, recognizing that each customer's geography, network age, and homes passed require tailored solutions. This direct engagement is crucial for securing large-scale technology transitions.

Automated, self-service tools for RUCKUS software subscriptions

The RUCKUS segment, focused on enterprise and wireless, leans more toward scalable, automated interactions for software. RUCKUS net sales reached $178.5 million in Q3 2025, marking a 15.2% increase, partly due to improved channel inventory and demand for things like WiFi 7 products and subscription services. While the sales team drives large enterprise deals, the ongoing subscription revenue stream is supported by tools designed for self-service, helping customers manage their deployments efficiently without constant direct sales intervention. The focus here is on ease of use for recurring revenue streams.

Long-term, consultative relationships with MSOs for network upgrades

The relationship with MSOs is fundamentally long-term and consultative, centered on multi-year upgrade cycles, like the ongoing shift to unified DOCSIS 4.0. CommScope Holding Company, Inc. teams work closely with these service providers to maximize the value of their existing access network investments while planning for next-generation tech. This consultative work is about ensuring continuity and scalability, especially as governmental funding for broadband deployment extends into 2025 and beyond. The goal is to be a trusted partner shaping tomorrow's networks together.

Partner-managed relationships via global channel network

A significant portion of CommScope Holding Company, Inc.'s business flows through its global channel network, managed under the PartnerPRO® Network. This network is structured to support various levels of engagement, ensuring broad market reach and specialized deployment capabilities that complement direct sales efforts. The company requires Channel Partners to meet entry criteria, offering benefits in return for their investment in selling the solutions.

Here's a quick look at the structure of the PartnerPRO® Network:

• Distributors handle warehousing, sales, and logistics support.
• Solution Providers design, install, and support post-service deployments.
• EcoSystem partners collaborate, design, and integrate solutions.
• Alliance partners add strategic value to the community or customers.

This tiered partner structure is vital for delivering solutions across different geographies, with specific guidelines noted for regions like USA & Canada (NAR), Asia Pacific, Central & Latin America, and EMEA/India.

The reliance on this channel is evident in the RUCKUS segment's performance, where improved channel inventory positions contributed to its Q3 2025 sales growth.

To give you a sense of the scale of the customer base being served, even after the planned divestiture of the Connectivity and Cable Solutions (CCS) segment, the remaining business is still substantial, with Q3 2025 consolidated net sales at $1.63 billion. The company ended Q3 2025 with $705.3 million in cash and cash equivalents, positioning it to manage relationships and investments post-divestiture.

Here's a snapshot of the key revenue drivers related to customer segments as of late 2025:

Segment/Metric	Q3 2025 Net Sales (in millions)	Year-over-Year Change	Primary Customer Focus
RUCKUS (NICS ex-DAS)	$178.5	15.2% increase	Enterprise, Mobile Service Operators (via channel)
ANS	$337.8	77.2% increase	Telecom/Cable Operators (MSOs)
United States Net Sales (Consolidated)	$1,220.0 (approx.)	70.7% increase	All Segments (Largest Market)

Finance: draft the Q4 2025 partner incentive accrual by next Tuesday.

CommScope Holding Company, Inc. (COMM) - Canvas Business Model: Channels

You're looking at how CommScope Holding Company, Inc. gets its products and services into the hands of customers as of late 2025. The mix involves direct engagement for the biggest players and a broad network for everyone else.

Direct sales force for large-scale service providers

The direct sales team focuses on the largest accounts, such as major service providers and hyperscale data center operators, which are driving significant growth. The Connectivity and Cable Solutions (CCS) segment, which serves enterprise and data center businesses, reported net sales of $724.1 million in the first quarter of 2025. Within CCS, enterprise fiber revenue accounted for 29% of that segment's revenue in Q1 2025. The overall consolidated net sales for CommScope Holding Company, Inc. reached $1.63 billion in the third quarter of 2025.

Independent distributors and specialized resellers

A significant portion of product movement relies on the established channel partner ecosystem, which includes distributors and specialized resellers. CommScope formally recognizes these partners through its Infrastructure Distributor Program, which includes an Elite tier. The scale of this channel is exemplified by partners like Anixter, which historically utilizes a global distribution network to ship 99 percent of copper, fiber, and wireless solutions within 24 hours from more than 100 warehouses across three different continents. The Networking, Intelligent Cellular and Security Solutions (NICS) segment, which includes the RUCKUS brand often sold through resellers, saw net sales of $163.1 million in Q1 2025.

The structure of the channel network is defined by partner types and status:

• Partner Type: Distributor, Solution Provider, Eco System Partner, Alliance, Sales Agent.
• Partner Status Tiers: Premier, Elite, Prestige, Select.
• Specialized Expertise Certifications include: Data Center Specialist and GigaREACH XL Certified.

System integrators for complex enterprise deployments

System integrators are key for complex enterprise and data center deployments, often utilizing CommScope's SYSTIMAX and NETCONNECT solutions. The growth in the enterprise space is a clear indicator of this channel's activity. The CCS segment saw its data center revenue grow by 88% year-over-year in Q1 2025. The company's third quarter 2025 consolidated non-GAAP adjusted EBITDA reached $402.5 million.

Here's a look at the segment performance that these channels support, as of the latest reported quarter:

Segment	Q3 2025 Net Sales (in millions)	YOY % Change (Q3 2025 vs Q3 2024)
Connectivity and Cable Solutions (CCS)	(Not explicitly broken out for Q3 2025 RemainCo)	(Implied in Consolidated Growth)
RUCKUS (Part of NICS/RemainCo)	(Part of RemainCo Net Sales)	(Implied in RemainCo Growth)
Access Network Solutions (ANS) (Part of RemainCo)	(Part of RemainCo Net Sales)	(Implied in RemainCo Growth)
RemainCo Consolidated Net Sales	$516.3 million	49.4%

Cloud-based RUCKUS One platform for software delivery

The RUCKUS One platform is the vehicle for delivering software and Network as a Service (NaaS) solutions, simplifying management across multi-access networks. The RUCKUS brand, which utilizes this platform, saw its segment net sales increase by 46.5% in the second quarter of 2025. The platform delivers network assurance, service delivery, and business intelligence through a unified dashboard. The RUCKUS Edge platform, built upon RUCKUS One, extends this cloud-based management to the network edge for rapid service deployment.

The platform enables new consumption models:

• Network as a Service (NaaS) for subscription-based consumption.
• Template-Based Configuration Management for large-scale, compliant deployments.
• Integration with third-party solutions, such as Nokia's optical LAN network management.

The RUCKUS segment is benefiting from strong demand for Wi-Fi 7 products and subscription services in 2025.

Finance: review Q3 2025 segment revenue against 2024 channel revenue contribution by Friday.

CommScope Holding Company, Inc. (COMM) - Canvas Business Model: Customer Segments

You're looking at CommScope Holding Company, Inc.'s customer base as of late 2025, right in the middle of a major strategic shift with the planned sale of the Connectivity and Cable Solutions (CCS) segment. This means the customer focus is rapidly pivoting to the remaining Access Network Solutions (ANS) and RUCKUS businesses.

The company's revenue structure in the third quarter of 2025 showed consolidated net sales hitting $1.63 billion, a 50.6% increase year-over-year, demonstrating strong demand across the board before the CCS sale closes in the first quarter of 2026. The U.S. market is definitely the engine, with Q3 2025 net sales there reaching $1.22 billion, a 70.7% jump from the prior year. Globally, sales outside the U.S. were down slightly in Q3 2025, except for the Caribbean and Latin America region, which saw a 4.8% decline.

Here's a look at the revenue contribution from the segments that map to your customer groups, using the latest available figures:

Customer-Relevant Segment	Latest Reported Net Sales	Reporting Period
Connectivity and Cable Solutions (CCS)	$875.4 million	Q2 2025
Access Network Solutions (ANS)	$337.8 million	Q3 2025
RUCKUS (part of NICS)	$178.5 million	Q3 2025
Total Consolidated Net Sales	$1.63 billion	Q3 2025

Tier 1 and Tier 2 Telecom Operators

These operators are primarily served through the Access Network Solutions (ANS) segment, which is crucial for broadband infrastructure upgrades. The ANS segment saw its net sales surge by 77.2% year-over-year in Q3 2025, reaching $337.8 million. This growth is directly tied to the deployment of DOCSIS 4.0 amplifier and node products. Field trials of virtual CCAP (Converged Cable Access Platform) solutions have resulted in wins with Tier 1 global customers. The segment also benefits from legacy license sales.

Cable Operators and Multiple System Operators (MSOs)

MSOs are a key part of the CCS customer base, driving the demand for physical infrastructure. The CCS segment, which is slated for sale, delivered net sales of $875.4 million in Q2 2025, up 20.2% year-over-year. The strong performance here is supported by a major upgrade cycle, especially with the successful rollout of DOCSIS 4.0 products, which is a direct play into MSO infrastructure modernization.

Data Center Managers (partially via CCS until Q1 2026)

This is a high-growth area within the CCS segment, fueled by generative AI demands. The enterprise fiber revenue within CCS grew by 88% year-over-year in Q1 2025, reaching $213 million. In Q1 2025, enterprise fiber represented 29% of the total CCS revenue, up from 27% in Q4 2024. CommScope approved investments in incremental capacity specifically to capitalize on this data center market growth.

Business Enterprises (e.g., hospitality, education) for RUCKUS

The RUCKUS brand, part of the Networking, Intelligent Cellular and Security Solutions (NICS) segment, targets enterprise and education markets with advanced Wi-Fi. RUCKUS net sales in Q3 2025 were $178.5 million, a 15.2% rise, driven by demand for Wi-Fi 7 solutions and subscription services. The RUCKUS segment saw a 46.5% increase in net sales in Q2 2025. Specific enterprise customers mentioned include organizations in the hospitality and education sectors.

• RUCKUS introduced the MDU suite targeting multi-dwelling unit operators.
• The IntentAI solution is part of the RUCKUS One platform for network assurance.
• The segment benefits from normalized channel inventory levels.

Network Service Providers globally

This is a broad category encompassing the telecom and MSO customers mentioned above, but also includes mobile service operators. The NICS segment, which includes RUCKUS, is seeing adoption from mobile service operators due to its cloud-based RUCKUS AI platform. Furthermore, CommScope secured U.S. federal government certification, allowing sales to government agencies, which is another facet of the broader network service provider landscape.

Finance: draft 13-week cash view by Friday.

CommScope Holding Company, Inc. (COMM) - Canvas Business Model: Cost Structure

You're looking at the hard numbers that drive CommScope Holding Company, Inc.'s (COMM) expenses as of late 2025, right before the big Connectivity and Cable Solutions (CCS) segment sale closes. Understanding this cost base is key to valuing the remaining entity, which is now heavily weighted toward the Access Network Solutions (ANS) and RUCKUS businesses.

The single largest component of direct cost is the Cost of Revenue, which for the third quarter of 2025 stood at $961.9 million. This figure, against consolidated net sales of $1,629.7 million in the same period, resulted in a gross profit of $667.8 million for Q3 2025. The resulting gross margin for the quarter was approximately 40.3%.

Beyond the direct cost of goods sold, the operating cost base is substantial. Total Operating Expenses for Q3 2025 were reported at $375.5 million. This total is comprised of several key buckets:

• Selling, general and administrative expenses were $226.8 million in Q3 2025.
• GAAP Research and development investment for next-gen technologies, which supports the growth in DOCSIS 4.0 and Wi-Fi 7, was $95.3 million in Q3 2025.
• Amortization of purchased intangible assets accounted for $51.7 million in the quarter.

The debt load remains a major cost factor, even with the planned deleveraging from the CCS sale. As of September 30, 2025, CommScope Holding Company, Inc.'s Long-Term Debt & Capital Lease Obligation was $7,255 million. This debt structure results in a significant ongoing drain, with the Interest Expense for the three months ended in September 2025 reported at $-155 million. This level of interest expense, relative to the Operating Income of $294 million for the same quarter, highlights the financial pressure before the planned debt repayment.

Manufacturing and global logistics costs are managed through a flexible footprint, though external pressures like tariffs create variable costs. For instance, management noted an estimated tariff-related growth impact of $10-$15 million for the second quarter of 2025, which they planned to mitigate. The company's ability to manage these supply chain costs is tied to its global manufacturing base, with RUCKUS products largely manufactured in Vietnam and Taiwan.

Here's a quick look at the key expense components for Q3 2025:

Cost Component	Amount (in millions USD)	Period
Cost of Revenue	961.9	Q3 2025
Total Operating Expenses	375.5	Q3 2025
Research and Development (GAAP)	95.3	Q3 2025
Interest Expense	-155.0	3 Months Ended Sep. 2025

The cost structure reflects a company in transition; the high fixed cost of debt service contrasts with the variable nature of manufacturing and logistics, which the company is actively managing via portfolio optimization. Finance: draft 13-week cash view by Friday.

CommScope Holding Company, Inc. (COMM) - Canvas Business Model: Revenue Streams

You're looking at the revenue streams for CommScope Holding Company, Inc. (COMM) as of late 2025, focusing on the core businesses that will remain post-divestiture, often referred to as RemainCo. This is where the immediate, recurring, and forward-looking revenue is concentrated.

The top-line performance for the third quarter of 2025 shows significant momentum. Consolidated net sales hit $1.63 billion for Q3 2025, marking a substantial 50.6% increase compared to the prior year period. This strong showing led management to raise the full-year outlook.

For the full year 2025, CommScope Holding Company, Inc. guided its consolidated Adjusted EBITDA to be between $1.30 billion and $1.35 billion. This upward revision reflects the strength seen in the underlying revenue drivers, particularly within the RemainCo segments.

The revenue streams are heavily weighted toward product sales from the Access Network Solutions (ANS) segment and the RUCKUS networking equipment business. Here's a look at the Q3 2025 segment revenue contributions:

Revenue Stream Component	Q3 2025 Net Sales (in millions)	Year-over-Year Growth
Access Network Solutions (ANS) Product Sales	$337.8	77.2%
RUCKUS Networking Equipment Product Sales	$178.5	15.2%
RemainCo (ANS + RUCKUS) Total Net Sales	$516.3	49.4%

Product sales from Access Network Solutions (ANS) hardware are clearly a major component. ANS net sales in Q3 2025 reached $337.8 million. This surge was primarily fueled by the ongoing DOCSIS upgrade cycle, specifically the deployment of DOCSIS 4.0 amplifier and node products.

For the RUCKUS networking equipment business, product sales contributed $178.5 million in net sales for the third quarter. This growth is tied to several factors that represent the service/software component of the revenue stream as well. The RUCKUS segment's growth was driven by:

• Strong demand for Wi-Fi 7 products.
• Increased subscription services revenue.
• Successful go-to-market initiatives.

While the exact dollar amount for Subscription and software-as-a-service (SaaS) revenue within RUCKUS isn't itemized separately from product sales in the top-line segment number, the mention of subscription services as a key driver confirms its role in the revenue mix. The profitability of this segment supports the recurring nature of some revenue; RUCKUS Adjusted EBITDA was $36 million in Q3 2025, representing a 38% increase year-over-year.

The overall health of these two segments, which form the future CommScope (RemainCo), is reflected in their combined profitability. RemainCo (ANS and RUCKUS) generated Adjusted EBITDA of $90.6 million in Q3 2025, which was up 95% versus the third quarter of 2024. Finance: draft 13-week cash view by Friday.