AcquisitionsThe pending acquisition of CommScope’s related businesses will be further additive, providing a broad call option on mobile data, plus estimated ~5% pro-forma EPS accretion.
Financial PerformanceOrders in 2Q24 were $4,061 million, up 33% year over year, resulting in a book-to-bill ratio of 1.12.
Technology LeadershipBlow-out AI/IT Datacomm results (+56% organic y/y), improving visibility into Industrial inflection (key ~25% exposure), and already materializing upside in Mobile Devices/Mobile Networks.