earnings
confidence high
sentiment negative
materiality 0.65
Cambium Q3 rev $75.9M (-18% QoQ); Q4 rev guide $73.5-77.5M
Cambium Networks Corp
2021-Q3 EPS reported
$1.25
revenue$257,144,000
- GAAP net income $4.6M ($0.16/dil) vs $5.6M ($0.21) YoY; non-GAAP net income $6.7M ($0.23) vs $7.8M ($0.29).
- Adj EBITDA $9.6M (12.6% revs) vs $11.4M (15.6%) YoY; revenue down 18% QoQ, up 4% YoY.
- Supply constraints hurt shipments; PMP rev $50.1M (+16% YoY), PTP $13.9M (-23%), Wi-Fi $10.7M (+8%).
- Q4 guidance: rev $73.5-77.5M, non-GAAP EPS $0.11-0.17, adj EBITDA margin 7.9%-10.1%.
- Cash $58.6M; debt paydown $27.1M; CEO cites strong demand but supply chain issues.