Filing Flows › Industries › Technology › Communications Equipment, NEC
Communications Equipment, NEC SIC 3669
12 companies filing with the SEC under SIC 3669. Median revenue growth +10% year on year in Q2 2026 (middle half +2% to +17%, 12 companies). The growth model expects the industry's combined revenue to grow +48% in Q3 2026. 5 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.
- INSG → TMUS 89% of the supplier's revenue, $148M
- INSG → VZ 76% of the supplier's revenue, $126M
- TBCH → WMT
- TBCH → AMZN
- TBCH → BBY
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 | +48.0% | $1.8B | $1.6B – $2.0B |
| Q4 2026 | +41.8% | $1.9B | $1.6B – $2.1B |
| Q1 2027 | +36.5% | $1.9B | $1.7B – $2.2B |
| Q2 2027 | +32.0% | $2.2B | $1.9B – $2.5B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| LITE Lumentum Holdings | $1.3B | +109% | expansion |
| ESE ESCO Technologies | $339M | +14% | transition |
| AIOT Powerfleet | $111M | +6% | deceleration |
| TBCH Turtle Beach | $84.7M | -0.7% | mature |
| NSSC Napco Security Technologies | $50.0M | +10% | transition |
| INSG Inseego | $33.3M | +9% | mature |
| REKR Rekor Systems | $12.7M | +2% | deceleration |
| TRCK Track Group | $9.1M | -0.1% | mature |
| KSCP Knightscope | $9.0M | +228% | expansion |
| AMPG AmpliTech Group | $8.1M | -27% | contraction |
| RSKIA George Risk Industries | $6.8M | +16% | transition |
| ASNS Actelis Networks | $1.1M | +20% | deceleration |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.