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Connectivity '24: Mission Critical Comms
5 tickers · $130.65B total market cap
Group: Connectivity
An AI-driven rebound in telecom capex is underway, catalyzed by hyperscaler demand for high-bandwidth, low-latency networks to interconnect data centers and edge nodes. Mission-critical communications infrastructure—including satcom, tactical wireless, and secure transceivers—is transitioning from cyclical troughs to secular growth, fueled by sovereign resilience, OpenRAN proliferation, and satellite-first rural broadband initiatives.
Connectivity '24: Mission Critical Comms tracks 5 publicly listed stocks in this theme: CMTL, HO.PA, MSI, TSAT.TO, VSAT. See the constituent table for details.
Thesis update: 2025-04-17
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 |
|---|---|---|---|---|---|---|---|---|
Motorola Solutions, Inc.MSI | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 9.65% | -11.45% | -6.18% | 3.84% | $66.19B | 20.0000 |
Thales S.A.HO.PA | 03/03/2026 (BMO) | — | -3.07% | — | -9.57% | — | $53.97B | 20.0000 |
Viasat, Inc.VSAT | 02/05/2026 (AMC) | — | 11.38% | — | 70.14% | — | $9.64B | 20.0000 |
Telesat CorporationTSAT.TO | 05/05/2026 (BMO) | 05/05/2026 (BMO) | 12.71% | 1.27% | 21.54% | 2.12% | $745.5M | 20.0000 |
Comtech Telecommunications Corp.CMTL | 03/16/2026 (AMC) | — | -30.10% | — | 1.09% | — | $110.0M | 20.0000 |
| Average | 0.11% | -5.09% | 15.40% | 2.98% | $26.13B | 20.0000 | ||
| Median | 9.65% | -5.09% | 1.09% | 2.98% | $9.64B | 20.0000 | ||
| Std Dev | 16.12% | 6.36% | 29.42% | 0.86% | $28.19B | 0.0% | ||
| Min | -30.10% | -11.45% | -9.57% | 2.12% | $110.0M | 20.0000 | ||
| Max | 12.71% | 1.27% | 70.14% | 3.84% | $66.19B | 20.0000 | ||
| % Positive Tickers | 60.00% | 50.00% | 60.00% | 100.00% |
* 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%.