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Connectivity '24: Enterprise Network Infra
5 tickers · $464.49B total market cap
Group: Connectivity
The investment thesis for the Connectivity '24: Enterprise Network Infrastructure subtheme is cautiously bullish as of Spring 2025. The anticipated recovery in telecom spending, driven by factors such as government stimulus and enterprise investment in software-defined networking (SDN), positions these companies for growth. While the technological advancements in network infrastructure and emerging technologies offer significant opportunities, potential regulatory hurdles and the pace of adoption remain concerns.
Connectivity '24: Enterprise Network Infra tracks 5 publicly listed stocks in this theme: CALX, CSCO, EXTR, RBBN, VISN. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Cisco Systems, Inc.CSCO | 05/13/2026 (AMC) | 05/13/2026 (AMC) | -10.16% | 16.36% | 32.56% | -0.13% | $455.88B | 20.0000 |
Extreme Networks, Inc.EXTR | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -2.24% | 29.56% | 18.65% | 6.56% | $3.08B | 20.0000 |
Calix, Inc.CALX | 04/21/2026 (AMC) | 04/21/2026 (AMC) | -15.65% | -17.26% | 10.99% | -6.54% | $2.54B | 20.0000 |
Vistance Networks, Inc.VISN | 04/30/2026 | 04/30/2026 | -1.40% | 13.94% | 49.24% | -6.37% | $2.52B | 20.0000 |
Ribbon Communications Inc.RBBN | 04/28/2026 (AMC) | 04/28/2026 (AMC) | -27.94% | -10.53% | 32.65% | 11.76% | $468.5M | 20.0000 |
| Average | -11.48% | 6.41% | 28.82% | 1.06% | $92.90B | 20.0000 | ||
| Median | -10.16% | 13.94% | 32.56% | -0.13% | $2.54B | 20.0000 | ||
| Std Dev | 9.77% | 17.54% | 13.17% | 7.20% | $181.49B | 0.0% | ||
| Min | -27.94% | -17.26% | 10.99% | -6.54% | $468.5M | 20.0000 | ||
| Max | -1.40% | 29.56% | 49.24% | 11.76% | $455.88B | 20.0000 | ||
| % Positive Tickers | 0.00% | 60.00% | 100.00% | 40.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.