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Vistance Networks, Inc.
🏹 Trader: 🎯 Near 52W High 💎 VCP Breakout | BRS 60 Forming View all →
$1.4B
Market Cap
1.9
P/E
2.49
PEG
1.4%
ROCE
-33.2%
ROE
26.69
D/E
5.3%
OPM
-11.7%
% from 52W High
72
α RS
🔍 VISN is showing a sector-leadership setup because Sector RRG has Technology in the Leading quadrant with the trail still rolling over, RS Rating is 72, and it's within 11.7% of its 52-week high. The main caution: deleveraging's Backtest win rate is only 44%. Net: Mixed signal stack, not a recommendation. ? RRG RS Rating 52W High Backtest
Sources
Technology in Leading quadrant · RS Rating 72 · 11.7% from 52W high · Backtest win rate 44%
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🌏 Global Investor Returns
Currency-adjusted total returns for VISN including FX impact
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📈 Price History
Ratio Health
Excellent
Good
Average
Poor
By Category
📊 Sector Averages
About

Vistance Networks, Inc. provides infrastructure solutions for communications, data center, and entertainment networks in the United States, Europe, the Middle East, Africa, the Asia Pacific, Caribbean, and Latin America. The company operates in two segments: RUCKUS and Aurora Networks. The RUCKUS segment offers indoor cellular solutions, such as public key infrastructure solutions, indoor and outdoor Wi-Fi and long-term evolution access points, and access and aggregation switches; an Internet of Things suite; on-premises and cloud-based control and management systems; and software and software-as-a-service applications addressing security, location, reporting, and analytics. The Aurora Networks segment offers cable modem termination systems, video infrastructure, distribution and transmission equipment, and cloud solutions that enable facility-based service providers to construct residential and metro distribution network. It also provides technical support, and systems design and integration. The company serves telecommunications operators, data center managers, cable television providers, and multi-system operators. It offers its products and services through independent distributors, specialized resellers and distributors, wireless and wireline operators, original equipment manufacturers, and system integrators, as well as directly to customers. Vistance Networks, Inc. was formerly known as CommScope Holding Company, Inc. and changed its name to Vistance Networks, Inc. in January 2026. The company was founded in 1976 and is based in Richardson, Texas.

Key Ratios Snapshot
📈 Growth Pattern
📊 Quick Scorecard
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⭐ Superinvestors Holding VISN
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 2.33M $42.4M 0.07% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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3-Statement Financial Model
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📊 MIXED Vistance Networks Q1 2026: Revenue $472M (+22%), sells RUCKUS for $1.846B
Revenue & Profitability
Q1 2026 net sales: $472M (up 22% YoY). Core adjusted EBITDA: $87M (up 38% YoY). Adjusted EPS: $0.34 (up 209% YoY). Aurora segment: $298M revenue (+33%), $50M EBITDA (+32%). Core RUCKUS: $173M revenue (+14%), $37M EBITDA (+54%). Backlog at quarter end: $843M (up 33% from Q4 2025). Cash on hand: $2.5B; no outstanding debt.
Outlook
Management sees strong demand from DOCSIS 4.0 upgrade cycles, with multiple years of deployment ahead. The industry faces headwinds from DDR4 memory chip tight supply and higher pricing, as well as tariff-related revenue pulls. Visibility beyond Q2 2026 on memory is limited. The company expects Aurora adjusted EBITDA to decline in 2026 vs 2025 due to legacy declines, stranded costs, and memory chip drag.
Growth Drivers
Key growth drivers are DOCSIS 4.0 amplifier and node products (FDX with Comcast, ESD with multiple MSOs), the unified node and amplifier platforms, and the vCCAP solution with Vodafone Germany. RUCKUS growth is driven by Wi-Fi 7 upgrade cycle, vertical market strategies, and the RUCKUS One subscription model. PON and vBNG solutions are also expanding with a tier-1 CALA customer.
Balance Sheet & CapEx
Not discussed in this earnings call.
Margins
Vistance Networks Q1 adjusted EBITDA margin was 18.5%, up 230 bps YoY, driven by stronger leverage in RUCKUS but partially offset by lower Aurora product mix and stranded costs. Aurora EBITDA margin was 16.9% (flat YoY). Core RUCKUS EBITDA margin improved 600 bps to 21.3%. Q2 2026 adjusted EBITDA is expected to be flat with Q1.
Key Risks
Risks include tight DDR4 memory chip supply and pricing, which may affect both businesses. Aurora's project-driven nature causes quarterly volatility. Legacy product revenue and EBITDA are declining. Stranded costs from the CCS transaction ($30M total, half to Aurora) and pending RUCKUS sale will need to be reduced over several quarters. Tariffs caused revenue pull-ahead in Q2 2025, creating a difficult YoY comparison.
Generated by AI · Q1 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-06
Q2 saw the completion of the RUCKUS sale, enabling a $5/share special distribution and full debt redemption. Aurora's revenue and EBITDA declined year-over-year due to memory chip issues and lower legacy sales, prompting a lowered full-year EBITDA outlook. Significant cash reserves position the company for investment and buybacks.
Q1 2026 Q1 2026 2026-04-30
Q1 2026 saw 22% revenue and 38% adjusted EBITDA growth, driven by Aurora and RUCKUS segments. The RUCKUS sale for $1.846B will unlock shareholder value and enable a special distribution, while Aurora will focus on DOCSIS 4.0 growth and potential acquisitions.
Q4 2025 Q4 2025 2026-02-26
Revenue and adjusted EBITDA grew sharply in 2025, driven by Aurora's DOCSIS 4.0 and Ruckus Wi-Fi 7 momentum. The CCS sale enabled debt repayment and a planned $10+ per share special distribution. 2026 guidance anticipates stable EBITDA, with Ruckus growth offsetting Aurora margin normalization.
Q3 2025 Q3 2025 2025-10-30
Q3 2025 saw net sales rise 51% and adjusted EBITDA nearly double, with all segments contributing to growth. Guidance for full-year adjusted EBITDA was raised, and the CCS sale is set to close in Q1 2026, enabling significant debt repayment and a special dividend.
Q2 2025 Q2 2025 2025-08-04
Announced sale of CCS business for $10.5B, with proceeds to repay debt, redeem preferred equity, and pay a significant dividend. Q2 saw 32% revenue growth and 79% adjusted EBITDA growth, with strong ANS and RUCKUS performance. Full-year EBITDA guidance raised.
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📊 Analysis Methodology

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
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No Investment Recommendation:
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Information Sources:
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