NASDAQ$CMBMF

Cambium Networks Corporation · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Cambium Networks' Q3 2024 financial results were announced, showing a sequential decrease in revenues but improvements in gross margin and cash flow.

Cambium Networks reported Q3 2024 revenues of $43.7 million, a 5% sequential decrease. However, gross margin improved, and the company generated positive cash from operations and $5.2 million in free cash flow. The Enterprise portfolio of products continued to grow.

  • Revenues decreased 5% sequentially to $43.7 million.
  • Gross margin increased to 39.9%, and non-GAAP gross margin reached 42.3%.
  • Operating loss improved to $8.1 million, with a non-GAAP operating loss of $3.6 million.
  • Net cash from operating activities was $8.9 million, and the company held $46.5 million in cash.

Headline financials

Total Revenue

$43.7M

Previous: $43M+1.6%
EPS

-$0.34

Previous: -$0.44+22.7%
Non-GAAP Gross Margin

42.3%

Previous: 27.7%+52.7%
Adjusted EBITDA Margin

-5.3%

Previous: -33.5%+84.2%
Gross Margin

39.9%

Previous: 25.5%+56.5%
Capital Expenditures

-$6.21M

Previous: -$3.36M-84.7%
Free Cash Flow

-$15.9M

Previous: -$29.6M+46.3%
Net Income

-$9.68M

Previous: -$26.2M+63.1%
Operating Income

-$8.06M

Previous: -$22.1M+63.5%
Gross Profit

$17.4M

Previous: $11M+59.2%
Cash & Equivalents

$46.5M

Previous: $27.5M+68.9%
Total Assets

$223M

Previous: $246M-9.5%
R&D Expense

$9.1M

Previous: $13.2M-30.8%
Stock-Based Comp

$2.5M

Previous: $2.85M-12.3%

Revenue & EPS history

Cambium Networks · Revenue · Quarterly

$43.7M

Q3 2024+1.6%vs Q3 2023
Beat estimate in 3 of 12 quarters(25%)
ActualEstimate

Revenue by segment

Cambium Networks · $44.6M total across 4 segments · Q1 2026

  • Point-to-Multi-Point
    $17.4M
  • Enterprise
    $16.2M
  • Point-to-Point
    $10.3M
  • Other
    $637K

Forward guidance

Cambium Networks anticipates revenues between $40.0 and $45.0 million for the fourth quarter ending December 31, 2024.

Tailwinds

  • GAAP gross margin is expected to be between 40.0% and 42.0%.
  • Non-GAAP gross margin is anticipated to be between 42.5% and 44.5%.
  • GAAP operating loss is projected to be between $7.0 and $9.0 million.
  • Non-GAAP operating loss is expected to be between $3.0 and $5.0 million.
  • Adjusted EBITDA loss is forecasted to be between $1.0 and $3.0 million.

Headwinds

  • Adjusted EBITDA margin is expected to be between (2.0)% and (7.0)%.
  • The financial outlook does not include the potential impact of any possible future financial transactions.
  • The financial outlook does not include the potential impact of acquisitions.
  • The financial outlook does not include the potential impact of pending legal matters.
  • Actual results may differ materially from the outlook.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-2.9%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-0.4%

Avg return

30 days after

39%

11 / 28 earnings

Positive

+20.7%

Q3 2022

Best reaction

-29.8%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+11.8%+11.8%
Q3 2025+0.0%+158.7%+180.0%
Q2 2025-5.6%-21.8%-31.1%
Q1 2025-7.4%-5.6%+10.7%
Q4 2024-13.8%-0.8%-27.2%
Q3 2024-9.9%-3.1%-24.4%
Q2 2024-4.0%-6.2%-5.6%
Q1 2024-13.9%-13.5%-24.0%
Q4 2023+5.5%-3.9%+0.5%
Q3 2023-3.0%-8.9%+0.6%
Q2 2023-29.8%-38.5%-43.1%
Q1 2023-0.3%+3.0%+22.9%
Q4 2022+4.1%-5.2%-18.0%
Q3 2022+20.7%+17.9%+21.4%
Q2 2022+0.1%+1.7%-3.9%
Q1 2022-19.0%-17.6%-14.0%
Q4 2021+12.9%+3.9%+3.7%
Q3 2021-7.8%-7.1%-19.4%
Q2 2021+1.6%-12.4%-19.7%
Q1 2021+3.2%-13.2%-15.2%
Q4 2020+3.5%+4.3%+19.0%
Q3 2020+14.7%-0.3%+14.4%
Q2 2020+4.5%+4.8%+12.2%
Q1 2020-17.8%-25.3%+0.9%
Q4 2019-6.1%-12.9%-34.2%
Q3 2019-16.5%-15.3%-31.2%
Q4 2018-4.2%+1.1%+12.8%
Q2 2019-4.9%-8.9%+1.7%
Q1 2019
Q3 2018
Q2 2018
Q1 2018
Q1 2017

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