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 Broadcom’s Q2 Earnings Call

AVGO Cover Image

Broadcom’s second quarter results were well received by the market, as management highlighted strong demand for AI-related semiconductors and ongoing momentum in its infrastructure software segment. CEO Hock Tan attributed the 22% year-over-year revenue growth primarily to accelerated adoption of custom AI accelerators and robust bookings in both AI semiconductors and VMware. Tan noted, “Demand for custom AI accelerators from our three customers continued to grow as each of them journeys at their own pace towards compute self-sufficiency.” The company also saw improvement in operating margins, supported by product mix and disciplined cost controls.

Is now the time to buy AVGO? Find out in our full research report (it’s free).

Broadcom (AVGO) Q2 CY2025 Highlights:

  • Revenue: $15.95 billion vs analyst estimates of $15.9 billion (22% year-on-year growth, in line)
  • Adjusted EPS: $1.69 vs analyst estimates of $1.66 (1.6% beat)
  • Adjusted EBITDA: $10.7 billion vs analyst estimates of $10.46 billion (67.1% margin, 2.3% beat)
  • Revenue Guidance for Q3 CY2025 is $17.4 billion at the midpoint, above analyst estimates of $17.05 billion
  • Operating Margin: 36.9%, up from 29% in the same quarter last year
  • Inventory Days Outstanding: 54, down from 56 in the previous quarter
  • Market Capitalization: $1.74 trillion

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 Broadcom’s Q2 Earnings Call

  • Ross Seymore (Deutsche Bank) asked if the acceleration in AI revenue was solely due to the new customer or also stronger demand from existing clients. CEO Hock Tan said both factors contributed, with the fourth customer providing immediate and substantial demand.
  • Harlan Sur (JPMorgan) questioned the outlook for non-AI semiconductor recovery and whether recent order trends pointed to a cyclical upturn. Tan replied that while bookings are up year-over-year, recovery is slow and uneven, with broadband showing the most promise.
  • Vivek Arya (Bank of America) sought clarification on the AI revenue growth rate for next year and the evolving mix between custom and networking products. Tan indicated growth should accelerate further, with XPUs making up a larger share of AI revenue.
  • Stacy Rasgon (Bernstein Research) probed the composition of Broadcom’s $110 billion backlog. Tan noted that at least half is semiconductors, and most of that is AI-related, though he declined to break down the specifics further.
  • Carl Ackerman (BNP Paribas) asked about adoption rates for VMware Cloud Foundation among major enterprise clients. Tan responded that over 90% of top accounts have purchased licenses, but full deployment will take time and is a key focus for the next two years.

Catalysts in Upcoming Quarters

For the next several quarters, our analysts will focus on (1) the pace of new AI XPU customer onboarding and expansion; (2) the adoption and rollout of VMware Cloud Foundation across Broadcom’s enterprise base; and (3) signs of sustained recovery in non-AI semiconductor segments, particularly broadband and storage. Developments in networking technology and service attach rates will also be closely monitored as indicators of future performance.

Broadcom currently trades at $370.60, up from $305.92 just before the earnings. Is there an opportunity in the stock?Find out in our full research report (it’s free).

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