Computer Communications Equipment

Computer Communications Equipment

The Computer Communications Equipment sector under SIC 3576 builds the routers, switches, optical transport gear, Wi‑Fi and private 5G radios, and security appliances that move traffic between devices, data centers, and clouds for telecom carriers, hyperscalers, enterprises, and public-sector networks. Buyers demand high throughput, low latency, and strong encryption, while managing tight capex cycles and rapid technology refreshes. Key risks include semiconductor supply volatility, export controls on advanced silicon, cybersecurity vulnerabilities, spectrum and interoperability rules from bodies like the FCC and ITU, and evolving data privacy requirements. In 2024-2025, vendors are rolling out 400G/800G optical links, Wi‑Fi 7 for dense campuses, open RAN and private 5G for industrial sites, AI-driven network automation, and more energy-efficient designs to meet sustainability goals as chip availability improves. To see how leaders in this space are navigating these dynamics, view their live SEC filings on Earnings Feed.

Source: Earnings Feed research · Nov 23