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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The 5 Most Interesting Analyst Questions From Penguin Solutions’s Q3 Earnings Call

PENG Cover Image

Penguin Solutions’ fourth quarter and full year results were met with a significant negative market reaction, reflecting concerns about topline performance and future visibility. While the company delivered year-over-year revenue growth and maintained operating margins, management attributed the underperformance to shifts in customer demand, particularly the winding down of its Penguin Edge business and reduced hardware sales to hyperscale customers. CEO Mark Adams acknowledged that these factors created a challenging environment, noting, “It wasn’t really a choice of should we stay in it strategically or not—it was two large customers that we’re winding down on a prior generation of a product and that they were not renewing.”

Is now the time to buy PENG? Find out in our full research report (it’s free for active Edge members).

Penguin Solutions (PENG) Q3 CY2025 Highlights:

  • Revenue: $337.9 million vs analyst estimates of $342.5 million (8.6% year-on-year growth, 1.3% miss)
  • Adjusted EPS: $0.43 vs analyst estimates of $0.37 (14.7% beat)
  • Adjusted EBITDA: $43.42 million vs analyst estimates of $41.72 million (12.8% margin, 4.1% beat)
  • Adjusted EPS guidance for the upcoming financial year 2026 is $2 at the midpoint, missing analyst estimates by 4.7%
  • Operating Margin: 3.7%, in line with the same quarter last year
  • Inventory Days Outstanding: 96, up from 73 in the previous quarter
  • Market Capitalization: $1.17 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Penguin Solutions’s Q3 Earnings Call

  • Kevin Cassidy (Rosenblatt Securities) sought clarity on hyperscale hardware revenue and its outlook. CEO Mark Adams confirmed there will be no hardware revenue from these customers next year, though service relationships remain.
  • Michael Ng (Goldman Sachs) asked about the Penguin Edge segment’s wind-down and its impact on growth. CFO Nate Olmstead explained the decision was driven by customer attrition, not strategy, and quantified the revenue headwind for advanced computing.
  • Samik Chatterjee (JPMorgan) questioned the drivers behind memory segment growth and margin implications. Olmstead noted price increases affect revenue but not profit, as memory operates on a value-add basis, and most upside is tied to backlog rather than commodity pricing.
  • Ananda Baruah (Loop Capital Markets) inquired about underlying growth rates after adjusting for business exits. Olmstead clarified that, excluding Penguin Edge and hyperscale hardware, implied growth would be around 20%.
  • Matthew Calitri (Needham & Company) asked about differentiation in the memory business as market dynamics shift. Adams responded that Penguin’s advantage lies in system-level design and reliability, not commodity memory pricing.

Catalysts in Upcoming Quarters

In the coming quarters, the StockStory team will monitor (1) the pace at which enterprise and government AI infrastructure projects progress from pipeline to bookings, (2) the success of the company’s customer diversification efforts—especially in non-hyperscale verticals, and (3) the rate at which next-generation memory products like CXL and OMA achieve commercial traction. Execution on operational discipline and margin management will also be critical markers.

Penguin Solutions currently trades at $22.45, down from $26.95 just before the earnings. Is there an opportunity in the stock?See for yourself in our full research report (it’s free for active Edge members).

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