Communications Equipment, NEC

The Communications Equipment, NEC sector (SIC 3669) covers specialized hardware and software that sit outside mainstream telephony: satellite earth stations, microwave backhaul radios, broadcast transmitters, secure tactical radios, fiber-optic termination gear, signal processing modules, and emerging satellite-to-device interfaces. Customers span wireless and cable carriers modernizing 5G/6G-ready networks, broadcasters, defense and public safety agencies, aerospace primes, and industrial enterprises deploying private networks. Revenue depends on capex cycles, spectrum deployments, and government procurement; key risks include semiconductor supply volatility, export controls (ITAR/EAR), FCC certification, cybersecurity standards, and rapid obsolescence driven by software-defined architectures. 2024-2025 trends include direct-to-phone satellite connectivity, Open RAN adoption, AI-driven network optimization, quantum-resistant encryption demand, and integration of cloud-managed, low-power edge nodes. Companies that pair secure, interoperable hardware with recurring software and service layers are best positioned. For up-to-date disclosures, view SEC filings on Earnings Feed and monitor sector momentum.

Source: Earnings Feed research · Nov 23, 2025

• Accepted (ET)
• Oct 8 17:00SCHEDULE 13DESE
  ESCO TECHNOLOGIES INC256.0 KB
  SEC(opens sec.gov)
• Oct 7 19:50SCHEDULE 13GAMPG
  AmpliTech Group, Inc.100.3 KB
  SEC(opens sec.gov)
• Oct 7 09:156-KMTEK
  Maris Tech Ltd.33.5 KB
  SEC(opens sec.gov)
• Oct 6 17:32SCHEDULE 13GAMPG
  AmpliTech Group, Inc.26.9 KB
  SEC(opens sec.gov)
• Oct 6 16:068-KREKR
  Rekor Systems, Inc.171.7 KB
  SEC(opens sec.gov)
• Oct 6 08:44SCHEDULE 13G/AMTEK
  Maris Tech Ltd.6.1 KB
  SEC(opens sec.gov)
• Oct 5 09:156-KMTEK
  Maris Tech Ltd.22.1 KB
  SEC(opens sec.gov)
• Oct 28-KESE
  ESCO TECHNOLOGIES INC220.1 KB
  SEC(opens sec.gov)
• Oct 1SCHEDULE 13DINSG
  INSEEGO CORP.341.0 KB
  SEC(opens sec.gov)
• Oct 1144LITE
  Lumentum Holdings Inc.4.7 KB
  SEC(opens sec.gov)
• Oct 18-KINSG
  INSEEGO CORP.772.7 KB
  SEC(opens sec.gov)
• Sep 30SCHEDULE 13G/AMTEK
  Maris Tech Ltd.6.7 KB
  SEC(opens sec.gov)
• Sep 29144LITE
  Lumentum Holdings Inc.23.3 KB
  SEC(opens sec.gov)
• Sep 296-KMTEK
  Maris Tech Ltd.27.8 KB
  SEC(opens sec.gov)
• Sep 28144LITE
  Lumentum Holdings Inc.22.6 KB
  SEC(opens sec.gov)
• Sep 286-KMTEK
  Maris Tech Ltd.23.6 KB
  SEC(opens sec.gov)
• Sep 25144LITE
  Lumentum Holdings Inc.21.9 KB
  SEC(opens sec.gov)
• Sep 24144LITE
  Lumentum Holdings Inc.21.2 KB
  SEC(opens sec.gov)
• Sep 23144LITE
  Lumentum Holdings Inc.20.5 KB
  SEC(opens sec.gov)
• Sep 22144LITE
  Lumentum Holdings Inc.19.9 KB
  SEC(opens sec.gov)
• Sep 228-KKSCP
  Knightscope, Inc.173.4 KB
  SEC(opens sec.gov)
• Sep 21144LITE
  Lumentum Holdings Inc.19.2 KB
  SEC(opens sec.gov)
• Sep 218-KKSCP
  Knightscope, Inc.258.4 KB
  SEC(opens sec.gov)
• Sep 18144LITE
  Lumentum Holdings Inc.18.5 KB
  SEC(opens sec.gov)
• Sep 17144LITE
  Lumentum Holdings Inc.17.8 KB
  SEC(opens sec.gov)
• Sep 16144LITE
  Lumentum Holdings Inc.17.1 KB
  SEC(opens sec.gov)
• Sep 168-KAIOT
  Powerfleet, Inc.554.7 KB
  SEC(opens sec.gov)
• Sep 15144LITE
  Lumentum Holdings Inc.16.4 KB
  SEC(opens sec.gov)
• Sep 158-KRSKIA
  GEORGE RISK INDUSTRIES, INC.315.7 KB
  SEC(opens sec.gov)
• Sep 148-KREKR
  Rekor Systems, Inc.157.3 KB
  SEC(opens sec.gov)
• Sep 14144LITE
  Lumentum Holdings Inc.16.3 KB
  SEC(opens sec.gov)
• Sep 148-KINSG
  INSEEGO CORP.189.2 KB
  SEC(opens sec.gov)
• Sep 1410-QRSKIA
  GEORGE RISK INDUSTRIES, INC.3.2 MB
  SEC(opens sec.gov)
• Sep 11144LITE
  Lumentum Holdings Inc.15.0 KB
  SEC(opens sec.gov)
• Sep 10144LITE
  Lumentum Holdings Inc.14.3 KB
  SEC(opens sec.gov)
• Sep 9144LITE
  Lumentum Holdings Inc.13.6 KB
  SEC(opens sec.gov)
• Sep 8144LITE
  Lumentum Holdings Inc.13.0 KB
  SEC(opens sec.gov)
• Sep 48-KKSCP
  Knightscope, Inc.176.5 KB
  SEC(opens sec.gov)
• Sep 4144LITE
  Lumentum Holdings Inc.12.3 KB
  SEC(opens sec.gov)
• Sep 3144LITE
  Lumentum Holdings Inc.11.6 KB
  SEC(opens sec.gov)

• 5BARz International, Inc.CIK 0001454124
• Ability Inc.CIK 0001652866
• ACTELIS NETWORKS INCCIK 0001141284ASNS
• ACTIVECARE, INC.CIK 0001429896
• AEGIS ASSESSMENTS INCCIK 0001183075
• ALPINE 4 HOLDINGS, INC.CIK 0001606698
• ALR TECHNOLOGIES INC.CIK 0001087022
• AMERICAN TOWER CORPCIK 0000932455
• AML COMMUNICATIONS INCCIK 0001003640
• AmpliTech Group, Inc.CIK 0001518461AMPG
• ANDA NETWORKS INCCIK 0001112683
• ANV SECURITY GROUP INC.CIK 0000353681

SIC code

3669

Total issuers

155

Recent filings

40

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