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Stock impact report

CommScope And Microsoft: Linking IoT And The Cloud [Seeking Alpha]

CommScope Holding Company, Inc. (COMM) 
Last commscope holding company, inc. earnings: 2/20 06:30 am Check Earnings Report
US:NASDAQ Investor Relations: ir.commscope.com
Company Research Source: Seeking Alpha
PeopleImages/iStock via Getty ImagesInvestment ThesisCommScope (NASDAQ:COMMteaming upMSFTcan continue to sell its communications hardware to clients, and it now has Azure Cloud support to drive advancements in usability, data aggregation, and efficiency. This is important as more and more manufacturers and businesses leverage smart devices, automation, and wireless features. While beneficial for both parties, I believe CommScope, which has had a lull in performance of late, will benefit the most. Therefore, I believe there is a strong argument for a turnaround play in COMM, and residual bullish implications for Microsoft's Azure revenues.'We see a tremendous opportunity to transform workforce efficiency by making it easy to deploy and develop private wireless that can underpin agile factories,' said Shriraj Gaglani, GM for Azure for Operators at Microsoft. 'We collaborated with CommScope to implement use cases that increase worker and production line efficiency, and to help incubate a Show less Read more
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