About Cabling Installation & Maintenance

Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
  • Data Center: Cabling Installation & Maintenance takes an in-depth look at design and installation workmanship issues as well as the unique technology being deployed specifically for data centers.
  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

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Institutions Are Buying Ambarella, Should You?

Institutions Are Buying Ambarella, Should You?

Ambarella (NASDAQ: AMBA) shares are down more than 65% from their post-pandemic highs and may move lower. The Q4 results were good but guidance is on the weak side. That may weigh on share prices, but that's a good thing. Ambarella stock is up off of its recent lows and at a high 68x valuation, so a pullback in prices could be an opportunity for investors.

Based on the institutional activity over the past 12 months, it shouldn't surprise you when the stock doesn’t move down to a new low. The institutions have been very active in this name over the past year but bullish activity is more than double bearish activity. The bulls netted 18% of the stock based on the recent market cap. Their total holdings are up to 77% of the stock and growing, which is a solid foundation for a rally to build. 

Insiders and Analysts Holding on to Ambarella 

The insiders own about 6.6% of Ambarella and haven’t been selling the stock this year. The last major sales were in Q1 and the activity since is small and broad-based and in line with the periodic liquidation of share-based compensation. Some major shareholders on the institutional end include Vanguard and BlackRock, which own a little more than 15% of the company between them. They have the stock pegged at a "moderate buy." The price target trends lower but still implies more than 45% of upside at the midpoint consensus mark. The only major analyst report out since the Q3 release is from Deutsche Bank, which held and holds the new low target of $60.

Ambarella had a tough quarter in Q3 and offers weak guidance, but take that with a grain of salt. The results are as expected on the revenue end and margins came in better than expected, driving solid results on the bottom line. The $83.1 million in revenue is down about 10% from last year but that is in relation to a tough comp and suffering from the downturn in the semiconductor industry. The guidance is the worst part of the report. The top end of the revenue range is below the consensus figure, but the company has made material progress on its revenue pipeline. This will drive results over the long term. 

“Our Q3 results were mostly as expected, despite the material headwinds from the semiconductor industry cyclical downturn,” said Fermi Wang, president and CEO. “We maintained a high level of focus on developing our edge AI endpoint products which we see continuing to offer very favorable secular growth opportunities. Continental AG was the first company to announce the integration of CV3 into their ADAS product lines and more CV3 updates are anticipated in the next several quarters. Our projected automotive revenue funnel grew approximately 28% from a year ago.”

Ambarella: Well-Positioned for the Downturn 

Not only are Ambarella products at the cutting edge of today’s technology and in demand, but the company is in a good position to weather the semiconductor downturn. The cash balance is down year-over-year due to the Occuli acquisition but rising on a sequential basis. It allows the company to invest in securities and restrengthen its overall position. 

Shares of Ambarella are down in early trading and confirming resistance at the 150-day moving average but the downtrend is more than likely over. The stock may retreat to find firm support before it rebounds again but that support should kick in around the $60 range if not higher, assuming the institutions will buy on the dip. Longer term, this stock should move higher once the general outlook for semiconductors clears a bit. 

Institutions Are Buying Ambarella, Should You?

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