Vistance Networks, Inc. Common Stock

VISN

Market cap $4.3B

COMM sells its CCS unit for $10.5B, plans to clear all debt and pay at least $10 dividend a share, while rebranding to focus on Ruckus and Aurora growth.

Arista and CommScope are both gaining ground, but the former's software-driven edge may give it the upper hand in infrastructure.

RICHARDSON, Texas--(BUSINESS WIRE)-- #CommScope--CommScope (NASDAQ: COMM) announced the closing of transaction to sell its Connectivity & Cable Solutions segment to Amphenol Corporation (NYSE: APH).

WALLINGFORD, Conn.--(BUSINESS WIRE)--Amphenol Corporation (NYSE: APH) today announced that it has completed its previously announced acquisition of CommScope's (NASDAQ: COMM) Connectivity and Cable Solutions (CCS) business. “The acquisition of the CCS business adds significant fiber optic interconnect capabilities for the IT datacom and communications networks markets as well as a diverse range of industrial interconnect products for the building infrastructure connectivity market,” said Amphen.

Commscope jumps 241.7% in a year as estimate revisions, portfolio reshuffling and network convergence drive momentum.

COMM launches a production-ready secure bootloader signing solution for TI???s AM6x processors, boosting device security and compliance.

RICHARDSON, Texas--(BUSINESS WIRE)-- #BootloaderSecurity--CommScope (NASDAQ: COMM) announced a fully tested, out-of-the-box bootloader signing solution for Texas Instruments' Arm-based AM6x processor family.

COMM pushes fiber-optic innovation with high-performance solutions for data centers and edge networks, targeting faster, reliable 40G/100G connectivity.

CommScope nearly doubles adjusted EBITDA as margins hit 24.7%, fueled by surging ANS, RUCKUS and CCS sales and higher full-year guidance.

CommScope (COMM) remains a Buy, with transformational divestitures, margin expansion, and a $10.5B CCS sale set to unlock significant shareholder value. Post-CCS, ANS and Ruckus drive growth, with DOCSIS 4.0 and Wi-Fi 7 upgrades fueling 49% Q3 sales growth and record 24.7% EBITDA margins. Management plans to use CCS proceeds to nearly eliminate debt and issue a substantial special dividend, supporting a fair value 20–30% above current levels.