UTSI UTStarcom Holdings Corp - Ordinary Shares
About UTStarcom Holdings Corp - Ordinary Shares Company overview from Wikipedia
UTStarcom Holdings Corp. (UT斯达康) is a Chinese global telecom infrastructure provider headquartered in Beijing. The company develops and supplies a broad range of telecommunication devices to communications service providers and network operators including fixed and mobile network operators, as well as to enterprises. Traditionally, the company had focused on markets in China, Japan, and India, but has expanded to markets in Africa, Central and Latin America, and the Middle East.
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UTStarcom Holdings Corp. (UT斯达康) is a Chinese global telecom infrastructure provider headquartered in Beijing. The company develops and supplies a broad range of telecommunication devices to communications service providers and network operators including fixed and mobile network operators, as well as to enterprises. Traditionally, the company had focused on markets in China, Japan, and India, but has expanded to markets in Africa, Central and Latin America, and the Middle East.
The company's products are designed to work with existing telecommunications infrastructure to provide low-cost voice and data services for access to both wireless (Wi-Fi) and fixed line products, optimized for mobile backhaul, metro aggregation, broadband access and Wi-Fi data. As of 2015, the company focuses on two core areas: broadband and next-generation network (NGN).
The company has offices worldwide with business and R&D centers located in China, Japan, South Korea, India, the Middle East and Europe. It is listed on the NASDAQ since 2000.
## History
The company was founded in 1995 as a merger between Unitech and Starcom Networks to form UTStarcom. Unitech was founded in 1991 by Hong Liang Lu (陆弘亮), a Chinese entrepreneur with a BS degree from UC Berkeley, as Unitech Telecom. It was focused on the telecommunications markets in China, Japan, United States and India, with its initial presence in China established in 1993 in Hangzhou, Zhejiang. Starcom Networks was founded in 1991 by Ying Wu (吴鹰) and a team who had worked together at the Bell Labs in New Jersey, United States.
After several years of trying to expand its business globally, UTStarcom launched the Personal Handy-phone System, also known as the Personal Access System, a technology originally developed in Japan.
In March 2000, UTStarcom went public on the NASDAQ.
In July 2008, UTStarcom sold its Personal Communications Division to AIG.
== References ==
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
UTSI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
UTSI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
UTSI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 2 28.6%
- Buy 4 57.1%
- Hold 1 14.3%
- Sell 0 0.0%
- Strong Sell 0 0.0%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| Dec. 31, 2019 | $-0.40 | $-0.12 | -0.28% |
| Sept. 30, 2019 | $-0.24 | $-0.20 | -0.04% |
| June 30, 2019 | $0.24 | $-0.37 | 0.61% |
| March 31, 2019 | $0.08 | $-0.20 | 0.28% |
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Institutional owners (13F) 11 filers · $210K total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 1 (-1 vs prior Q) | 2 (+2 vs prior Q) | 1 (+1 vs prior Q) | 1 (-1 vs prior Q) | -6 |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | $133,185 | 53,488 | 63.54% | Shares |
| CITADEL ADVISORS LLC | $39,790 | 15,980 | 18.98% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $30,467 | 12,236 | 14.54% | Shares |
| N.E.W. Advisory Services LLC | $4,358 | 1,750 | 2.08% | Shares |
| SBI Securities Co., Ltd. | $1,036 | 416 | 0.49% | Shares |
| UBS Group AG | $605 | 243 | 0.29% | Shares |
| MORGAN STANLEY | $72 | 29 | 0.03% | Shares |
| GABLES CAPITAL MANAGEMENT INC. | $62 | 25 | 0.03% | Shares |
| OSAIC HOLDINGS, INC. | $19 | 8 | 0.01% | Shares |
| JPMORGAN CHASE & CO | $12 | 5 | 0.01% | Shares |
| CWM, LLC | $2 | 1 | 0.00% | Shares |
Company insiders 31 insiders · 14 officers · 13 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Ying (Jack) Lu | CEO & President | June 24, 2011 J | 0 | 0 | 0 | $0 |
| Peter Blackmore | CEO & President | Aug. 3, 2010 S | 1,015,972 | 0 | 0 | $0 |
| Edmond Cheng | Senior VP and CFO | June 24, 2011 J | 0 | 0 | 0 | $0 |
| Viraj J Patel | Int CFO, VP, Controller & CAO | March 2, 2010 S | 63,846 | 0 | 0 | $0 |
| Kenneth Luk | Senior VP and CFO | Dec. 31, 2009 A | 300,000 | 0 | 0 | $0 |
| Philip Christopher | President, UTS Personal Comm. | Feb. 29, 2008 M | 26,123 | 0 | 0 | $0 |
| Michael J Sophie | Executive VP & COO | Feb. 28, 2006 A | 30,466 | 0 | 0 | $0 |
| Shao Ning J Chou | Sr. Ex. VP and COO of China | Jan. 20, 2004 A | 50,421 | 0 | 0 | $0 |
| Henry Li | SVP and General Counsel | May 31, 2010 A | 200,000 | 0 | 0 | $0 |
| Susan Marsch | SVP and General Counsel | Sept. 8, 2009 S | 22,211 | 0 | 0 | $0 |
| Mark Green | SVP, Human Resources | March 5, 2009 S | 123,648 | 0 | 0 | $0 |
| David Aj King | SVP, Int'l Sales & Marketing | Aug. 11, 2008 S | 175,000 | 0 | 0 | $0 |
| Gerald S Soloway | Sr. VP of Engineering | Jan. 20, 2004 A | 1,969 | 0 | 0 | $0 |
| David A Robison | VP of International Sales | Nov. 17, 2003 S | 123 | 0 | 0 | $0 |
| Sean Shao | Director | March 31, 2026 S | 13,898 | 0 | 3 | $-47,911 |
| William Shiu Kau Wong | Director | June 24, 2011 J | — | 0 | 0 | $0 |
| Xiaoping Li | Director | June 24, 2011 J | 0 | 0 | 0 | $0 |
| Linzhen Xie | Director | June 24, 2011 J | 0 | 0 | 0 | $0 |
| Baichuan Du | Director | June 24, 2011 J | — | 0 | 0 | $0 |
| Thomas J Toy | Director | June 24, 2011 J | 0 | 0 | 0 | $0 |
| Hong Liang Lu | Director | June 24, 2011 J | 0 | 0 | 0 | $0 |
| Bruce J Ryan | Director | Sept. 30, 2010 A | 76,838 | 0 | 0 | $0 |
| HORNER LARRY D /FA | Director | Sept. 30, 2008 A | 65,336 | 0 | 0 | $0 |
| Ying Wu | Director | June 27, 2007 G | 1,340,687 | 0 | 0 | $0 |
| Betsy S Atkins | Director | Aug. 27, 2004 A | 0 | 0 | 0 | $0 |
| Shah Capital Management | — | March 25, 2014 P | 346,391 | 0 | 0 | $0 |
| Jeff Clarke | — | Sept. 30, 2009 A | 87,249 | 0 | 0 | $0 |
| Allen U Lenzmeier | — | Sept. 30, 2009 A | 136,278 | 0 | 0 | $0 |
| Francis P Barton | — | Aug. 31, 2008 M | 1,040,121 | 0 | 0 | $0 |
| Bill X Huang | — | Dec. 29, 2006 D | 780,180 | 0 | 0 | $0 |
| Howard Kwock | — | Jan. 5, 2004 M | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 8 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Shah Capital Opportunity Fund LP, Himanshu H. Shah, Hong Liang Lu, Lu Charitable Remainder Trust, Lu Family Trust Hong Liang Lu & Lucy Lu TTEES, The Lu Family Limited Partnership, Hong Lu and Lucy Lu JTWROS, Hong Liang Lu IRA ×5 filings | Sept. 6, 2019 | — | Initial filing | Board campaign | SEC |
| Tonghao (Cayman) Limited, Tonghao Information Technology (Shanghai) Co., Ltd., Tongding Interconnection Information Co., Ltd., TongDing Group Co., Ltd. ×5 filings | Sept. 5, 2019 | — | Initial filing | Board campaign | SEC |
| GU GUOPING, Phicomm (Shanghai) Co., Ltd., Phicomm Technology (Hong Kong) Co., Limited, The Smart Soho International Limited, Talent Transmission Limited, JIN WEI ×12 filings | Dec. 4, 2017 | — | Initial filing | — | SEC |
| Shah Capital Management (2), Shah Capital Opportunity Fund LP (2), Himanshu H. Shah (2) ×13 filings | Nov. 10, 2016 | — | Initial filing | — | SEC |
| Shah Capital Management, Inc., Shah Capital Opportunity Fund LP, Himanshu H. Shah, Hong Liang Lu, Lu Charitable Remainder Trust, Lu Family Trust, The Lu Family Limited Partnership ×5 filings | Dec. 11, 2015 | — | Initial filing | — | SEC |
| Undisclosed reporting person | Oct. 4, 2010 | — | Initial filing | Board campaign | SEC |
| Undisclosed reporting person | Sept. 17, 2010 | — | Initial filing | Board campaign | SEC |
| UTSTARCOM, INC., I.R.S IDENTIFICATION NO: N/A | June 21, 2004 | — | Initial filing | M&A / sale | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.