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Radio & Tv Broadcasting & Communications Equipment SIC 3663
18 companies filing with the SEC under SIC 3663. Median revenue growth +13% year on year in Q2 2026 (middle half -3% to +58%, 17 companies). The growth model expects the industry's combined revenue to grow +4% in Q3 2026. 15 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- MSI → U.S. government 8% of the supplier's revenue, $935M
- VISN → CMCSA 35% of the supplier's revenue, $676M
- ARM → QCOM 9% of the supplier's revenue, $443M
- BKTI → U.S. government 29% of the supplier's revenue, $25.0M
- CMTL → U.S. government 9% of the supplier's revenue, $22.5M
- MSFT → BKSY
- VISN → CHTR
- VISN → SNX
- AMZN → BKSY
- MSI → BKTI
- AAPL → BKTI
- GOOGL → BKTI
- AMKR → QCOM
- PL → usgov
- BKSY → usgov
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +3.9% | $17.8B | $13.6B – $22.1B |
| Q4 2026 | +8.5% | $18.9B | $13.9B – $23.8B |
| Q1 2027 | +10.4% | $16.7B | $12.2B – $21.2B |
| Q2 2027 | +11.0% | $16.5B | $12.1B – $21.0B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| QCOM Qualcomm | $10.3B | -4% | mature |
| MSI Motorola Solutions | $3.4B | +13% | transition |
| UI Ubiquiti | $1.0B | +23% | transition |
| VISN Vistance Networks | $320M | -77% | contraction |
| HLIT Harmonic | $149M | -3% | mature |
| AVNW Aviat Networks | $121M | +5% | mature |
| PL Planet Labs PBC | $116M | +58% | transition |
| CMTL Comtech Telecommunications | $106M | — | contraction |
| ONDS Ondas | $83.8M | 13× | expansion |
| BKSY BlackSky Technology | $42.8M | +50% | reacceleration |
| BKTI BK Technologies | $23.4M | +11% | transition |
| SATL Satellogic | $15.9M | +259% | expansion |
| UMAC Unusual Machines | $13.9M | +687% | expansion |
| AIRG Airgain | $13.7M | +0.6% | mature |
| KUST Kustom Entertainment | $5.4M | -4% | mature |
| WATT Energous | $3.1M | +217% | deceleration |
| CRVW CareView Communications | $2.8M | +20% | reacceleration |
| VUZI Vuzix | $1.1M | -14% | contraction |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.