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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.

Amtech Earnings: What To Look For From ASYS

ASYS Cover Image

Semiconductor production equipment provider Amtech Systems (NASDAQ: ASYS) will be reporting earnings tomorrow afternoon. Here’s what to look for.

Amtech beat analysts’ revenue expectations by 1.5% last quarter, reporting revenues of $24.11 million, down 13% year on year. It was a softer quarter for the company, with revenue guidance for next quarter missing analysts’ expectations and a significant miss of analysts’ EPS estimates.

Is Amtech a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting Amtech’s revenue to decline 6.7% year on year to $23.25 million, a reversal from the 15.6% increase it recorded in the same quarter last year.

Amtech Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Amtech has missed Wall Street’s revenue estimates twice over the last two years.

Looking at Amtech’s peers in the semiconductor manufacturing segment, some have already reported their Q4 results, giving us a hint as to what we can expect. KLA Corporation delivered year-on-year revenue growth of 23.7%, beating analysts’ expectations by 4.5%, and Lam Research reported revenues up 16.4%, topping estimates by 1.4%. KLA Corporation’s stock price was unchanged after the results, while Lam Research was up 7.3%.

Read our full analysis of KLA Corporation’s results here and Lam Research’s results here.

Stocks, especially growth stocks where cash flows further in the future are more important to the story, have had a good 2024. An economic soft landing (so far), the start of the Fed's rate cutting campaign, and the election of Donald Trump were positives for the market, and while some of the semiconductor manufacturing stocks have shown solid performance, the group has generally underpeformed, with share prices down 4.6% on average over the last month. Amtech is down 12% during the same time and is heading into earnings with an average analyst price target of $6 (compared to the current share price of $5).

Today’s young investors won’t have read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.

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