Adtran Inc Stock Price, News & Analysis

ADTRAN Holdings (NASDAQ: ADTN) reported strong Q2 2025 financial results, with revenue reaching $265.1 million, up 17% year-over-year. The company achieved a GAAP gross margin of 37.3% and non-GAAP gross margin of 41.4%, while operating margins were -5.0% (GAAP) and 3.0% (non-GAAP).

The company generated $32.2 million in operating cash flow and ended the quarter with $106.3 million in cash, up $5.0 million sequentially. For Q3 2025, ADTRAN expects revenue between $270.0-$280.0 million with non-GAAP operating margin of 3.0-7.0%.

Management highlighted growth across all major revenue categories and market share gains in key areas, attributing success to strategic product investments and increased customer demand for cloud, AI, and edge computing solutions.

NextNav (NYSE:NN) has announced a strategic partnership with Oscilloquartz, an Adtran company, to develop resilient timing solutions that complement and backup GPS systems. The collaboration aims to create a 5G-powered terrestrial Positioning, Navigation, and Timing (PNT) solution integrated with Oscilloquartz's synchronization technology.

The partnership focuses on providing reliable timing services for critical infrastructure including data centers, utilities, and emergency services. By leveraging existing 5G infrastructure, the solution will distribute accurate, UTC-aligned time both indoors and outdoors, reducing dependence on GPS and enhancing national security through improved PNT resilience.

ADTRAN Holdings (NASDAQ: ADTN) has announced preliminary Q2 2025 revenue expected to exceed previous guidance, with projected revenue between $262.5 million to $267.5 million, surpassing the earlier guidance range of $247.5 million to $262.5 million.

CEO Tom Stanton attributed the overperformance to strengthening business conditions, improved market conditions, and growing customer demand for products and services. The company will release final Q2 2025 results on August 4, 2025, followed by a conference call on August 5, 2025.

Adtran (NASDAQ:ADTN) has partnered with Arcadiz to deploy its FSP 3000 open optical transport technology for Cegeka's data center interconnect (DCI) infrastructure in Belgium. The solution connects Cegeka's existing facilities to its new Brussels data center, featuring ConnectGuard™ optical-layer encryption and real-time fiber monitoring via Adtran's ALM platform.

The deployment provides quantum-safe encryption, ultra-low latency connectivity, and supports multiple SAN and DCI protocols. Built partially on Arcadiz's existing fiber infrastructure across eight diverse routes, the solution offers enhanced security, reliability, and operational efficiency for Cegeka's cloud and IT services.

Adtran has expanded its Oscilloquartz atomic clock portfolio with two new optical cesium solutions: the OSA 3200 SP and OSA 3250 ePRC. These lower-cost models leverage advanced optical pumping technology, offering a 10-year service life and improved holdover capabilities compared to traditional magnetic cesium clocks. The solutions share 95% of electronics with Adtran's flagship models and feature simplified maintenance with laser components outside the vacuum chamber. Designed for telecom operators, data centers, power utilities, and defense networks, these clocks provide secure remote management, multiple timing outputs, and integration with Mosaic Sync Director for centralized control. The OSA 3200 SP serves as a cost-optimized PRC-class clock with standard performance, while the OSA 3250 ePRC caters to PNT applications requiring enhanced holdover capabilities.

Adtran (ADTN) has launched its new SDG 9000 Series Wi-Fi 7 service delivery gateways, expanding its portfolio to deliver secure, high-performance connectivity across residential, small business, and multi-dwelling unit (MDU) applications. The series features a 10Gbit/s PoE+ switch router and Wi-Fi 7 access points, offering speeds up to 10Gbit/s.

The product line includes the dual-band IP55-rated SDG 9712o for outdoor coverage and the tri-band SDG 9732i for indoor high-density environments. All devices integrate with Adtran's Intellifi® cloud-management platform and run on the open SmartOS platform, enabling containerized applications and enhanced security features.

ADTRAN Holdings (NASDAQ: ADTN) has announced the rescheduling of its previously postponed 2025 annual meeting of stockholders. The Annual Meeting will now take place on Thursday, July 24, 2025. The company plans to file a revised definitive proxy statement with the SEC to reflect the new meeting date and record date. ADTRAN will distribute new meeting notices and proxy cards to all eligible stockholders who are entitled to vote based on the new record date.

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ADTRAN Holdings (NASDAQ: ADTN) has announced the rescheduling of its previously postponed 2025 annual meeting of stockholders. The Annual Meeting will now take place on Thursday, July 24, 2025. The company has established a new record date of May 29, 2025 for stockholder voting eligibility. ADTRAN plans to file a revised definitive proxy statement with the SEC and will distribute new meeting notices and proxy cards to eligible stockholders. The company had previously filed its original proxy statement on March 31, 2025.

Adtran (ADTN) has launched its Ensemble Cloudlet vRouter, a cloud-managed solution that combines virtual routing, servers, and cloud orchestration in a single subscription model. The platform aims to help service providers replace aging edge routers and increase enterprise Average Revenue Per User (ARPU). The solution features high-performance Layer 3 managed services with 2.5Gbit/s and 10Gbit/s SFP+ connectivity options, plus optional 5G wireless support.

The vRouter, powered by 6WIND technology, offers zero-touch provisioning, remote lifecycle management, and cloud-hosted orchestration services. It scales from 4-core systems for basic routing to 8-core configurations supporting additional virtual network functions and enterprise workloads. Key features include dynamic Layer 3 routing, VPN, DNS, DHCP, QoS, stateful firewall capabilities, and IPsec security.

[ "Offers a lower-cost alternative to proprietary appliances", "Enables faster service rollout and improved monetization", "Features flexible scaling from 4-core to 8-core configurations", "Includes zero-touch provisioning and remote management capabilities", "Supports high-speed connectivity with 2.5Gbit/s and 10Gbit/s options" ]