Adtran Inc Stock Price, News & Analysis

Adtran (NASDAQ:ADTN) on October 14, 2025 launched Mosaic One Clarity, an AI-driven network operations module built on its REAL AI platform to provide predictive maintenance, explainable insights, guided remediation and continuous learning across multi-vendor access and in-home networks.

The solution is already in several customer trials and aims to reduce site visits, shorten repair times and improve service quality without major infrastructure changes. A trial customer projects up to 75% fewer trouble tickets per month based on early results.

Adtran (NASDAQ:ADTN) showcased its open networking capabilities at the OIF's ECOC 2025 demonstration, featuring its FSP 3000 open line system (OLS) and coherent pluggable transceivers. The company demonstrated a 300km multi-span link supporting speeds from 100Gbit/s to 800Gbit/s in a multi-vendor environment.

The showcase included Adtran's 100ZR+ and 400ZRE coherent pluggables, which were validated across multiple hosts and platforms during the OIF Plugfest. The FSP 3000 OLS supports data rates up to 1.6Tbit/s and features high-resolution flexgrid, colorless ROADMs, and automated monitoring capabilities.

ADTRAN Holdings (NASDAQ: ADTN) has priced an upsized offering of $175.0 million convertible senior notes due 2030, increased from the initially announced $150.0 million. The notes will carry a 3.75% interest rate, payable semi-annually, with an initial conversion price of $11.52 per share, representing a 30% premium over the current stock price.

The company will use approximately $15.3 million for capped call transactions and $152.8 million to repay outstanding borrowings under the Wells Fargo Credit Agreement. The notes include provisions for early conversion, redemption, and repurchase under specific conditions. To mitigate potential dilution, ADTRAN has entered into capped call transactions with a cap price of $15.51 per share.

ADTRAN Holdings (NASDAQ: ADTN) has announced plans to offer $150 million in convertible senior notes due 2030 through a private offering to qualified institutional buyers. The company also granted an option for an additional $22.5 million in notes. The notes will be senior, unsecured obligations with semi-annual interest payments.

The notes will be convertible under certain conditions, with ADTRAN settling conversions through a combination of cash and common stock. The company plans to use the proceeds to fund capped call transactions and repay existing credit agreement borrowings. The capped call transactions are designed to reduce potential dilution from note conversions and offset potential cash payments above the principal amount.

Adtran (NASDAQ:ADTN) has launched the OSA 5401XG SyncPlug™, an innovative SFP-based grandmaster clock designed for precise timing in 10Gbit/s edge and access networks. The device delivers PTP and NTP synchronization in a compact, plug-in form factor that integrates directly into existing infrastructure.

The new solution features multi-band GNSS support, PRTC‑B compliance, and consumes less than 2.5W of power. Key capabilities include advanced spoofing and jamming detection, extended holdover, and support for up to 500,000 NTP transactions per second. The device is targeted at various sectors including telecom, energy, defense, and enterprise networks.

Adtran (NYSE:ADTN) announced that Australia's Defence Science and Technology Group (DSTG) has selected its OSA 3300 HP optical cesium clock for positioning, navigation and timing (PNT) research at its Adelaide facility. This marks the first integration of optical cesium technology in Australian defense research.

The OSA 3300 HP, delivered in partnership with CoverTel, features optical pumping technology that measures 100 times more atoms than traditional magnetic cesium clocks, offering superior frequency stability and precision. The device boasts a 10-year operational lifespan and will support DSTG's research into new strategies for assured PNT, particularly in environments where GNSS jamming and spoofing are concerns.

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.