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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 Top 5 Analyst Questions From Applied Digital’s Q3 Earnings Call

By: StockStory

APLD Cover Image

Applied Digital's third quarter results were well received by the market, as the company surpassed Wall Street’s expectations for both revenue and adjusted earnings per share. Management attributed the outperformance to accelerated demand for AI and high-performance computing infrastructure, as well as expanded long-term lease agreements with major hyperscale customers. CEO Wes Cummins emphasized that the company’s ability to secure and deliver on large-scale data center projects, particularly through its partnership with CoreWeave, drove a significant ramp in contracted revenue and operational integration.

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

Applied Digital (APLD) Q3 CY2025 Highlights:

  • Revenue: $64.22 million vs analyst estimates of $54.59 million (84.3% year-on-year growth, 17.6% beat)
  • Adjusted EPS: -$0.03 vs analyst estimates of -$0.16 (80.6% beat)
  • Adjusted EBITDA: $537,000 vs analyst estimates of $2.01 million (0.8% margin, 73.3% miss)
  • Operating Margin: -32%, down from 3.2% in the same quarter last year
  • Market Capitalization: $10.56 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 Applied Digital’s Q3 Earnings Call

  • Nick Giles (B. Riley Securities) asked about the timeline and structure of project financing for both buildings at Polaris Forge One, with CFO Saidal Mohmand confirming efforts to secure facility-wide financing and noting it is one of the largest tenant-backed deals in the market.
  • Rob Brown (Lake Street Capital Markets) inquired about the pace of negotiations with new hyperscalers for additional campus sites. CEO Wes Cummins responded that ongoing discussions are expected to be a constant feature, reflecting accelerating market demand.
  • Mike Randolph (Northland Securities) questioned how the Macquarie financing structure would affect future capital needs, with Cummins stating it enables scaling up without repeated equity raises and provides clarity on expected dilution.
  • Logan (Craig-Hallum, for George Sutton) asked if large-scale, gigawatt-level site capacity is becoming standard for hyperscaler leases, and Cummins confirmed that most customers now require rapid initial capacity with the ability to scale to a gigawatt or more over time.
  • Michael Donovan (Compass Point) sought clarification on supply chain constraints for long-lead equipment, with Cummins explaining that Applied Digital pre-secured manufacturing capacity, mitigating risks from industry-wide lead time inflation.

Catalysts in Upcoming Quarters

In the coming quarters, our team will be watching (1) the pace at which Applied Digital converts its development pipeline into signed long-term leases with new hyperscaler customers, (2) updates on the timing and execution of ongoing construction projects, particularly at Polaris Forge One and Two, and (3) management’s ability to maintain efficient cost structures and project financing as expansion accelerates. Progress on divesting the cloud services business and developments in supply chain partnerships will also be critical markers of execution.

Applied Digital currently trades at $37.95, up from $29.25 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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