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Connectivity '24: Network Measure & Delivery
5 tickers · $73.28B total market cap
Group: Connectivity
The current thesis for Connectivity '24: Network Measure & Delivery is mixed as of Spring 2025. There is optimism due to increasing demand for network testing and optical solutions driven by AI-driven data center expansions and government broadband initiatives. However, challenges include potential over-reliance on cyclical capital expenditures and competitive pressures from global players. This sector's success hinges on ongoing technological innovation and adaptation to emerging market needs.
Connectivity '24: Network Measure & Delivery tracks 5 publicly listed stocks in this theme: CCOI, HLIT, KEYS, SPIR, VIAV. 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 |
|---|---|---|---|---|---|---|---|---|
Keysight Technologies, Inc.KEYS | 05/19/2026 (AMC) | 05/19/2026 (AMC) | 10.42% | 1.07%* | 24.88% | 14.14% | $59.02B | 20.0000 |
Viavi Solutions Inc.VIAV | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 16.31% | 21.38% | 86.14% | -5.95% | $11.40B | 20.0000 |
Harmonic Inc.HLIT | 05/11/2026 (AMC) | 05/11/2026 (AMC) | 1.58% | 1.09% | 17.71% | -5.02% | $1.33B | 20.0000 |
Cogent Communications Holdings, Inc.CCOI | 05/04/2026 (BMO) | 05/04/2026 (BMO) | -29.36% | -22.02% | 24.62% | -2.10% | $885.4M | 20.0000 |
Spire Global, Inc.SPIR | 05/13/2026 (AMC) | 05/13/2026 (AMC) | 13.78% | 3.29% | 50.33% | 4.99% | $641.4M | 20.0000 |
| Average | 2.55% | 0.96% | 40.73% | 1.21% | $14.66B | 20.0000 | ||
| Median | 10.42% | 1.09% | 24.88% | -2.10% | $1.33B | 20.0000 | ||
| Std Dev | 16.71% | 13.79% | 25.28% | 7.52% | $22.55B | 0.0% | ||
| Min | -29.36% | -22.02% | 17.71% | -5.95% | $641.4M | 20.0000 | ||
| Max | 16.31% | 21.38% | 86.14% | 14.14% | $59.02B | 20.0000 | ||
| % Positive Tickers | 80.00% | 80.00% | 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%.