Adtran Inc Stock Price, News & Analysis

ADTRAN Holdings (NASDAQ: ADTN) has announced the postponement of its 2025 annual meeting of stockholders, originally scheduled for May 14, 2025. The delay is due to ongoing financial restatements for fiscal years 2023, 2024, and certain interim periods in 2024. According to CFO Tim Santo, the company expects to file the restatements by May 19, 2025.

The company emphasized that the restatements are not expected to materially differ from the preliminary earnings release dated May 7, 2025. The postponement aims to provide stockholders adequate time to review the restated financial statements before the annual meeting. A new meeting date will be announced after the restatements are filed with the SEC.

Adtran (ADTN) has unveiled its new AI Network Cloud (AINC)-interconnect solution, a fiber networking platform that integrates with Dell's AI Factory to optimize AI workloads. The solution delivers impressive performance metrics, including 50x performance acceleration, 20% GPU utilization improvements, and 50% transport cost reduction.

The platform dynamically adjusts optical networking capacity for real-time AI workloads, enabling high-speed connectivity between data centers and from core to edge. Key features include support for tokenized, sovereign AI networks, dynamic compute allocation, and the FSP 3000 platform for ultra-low latency. The solution offers Fast-TRX for core deployments and Fast Ramp-TRX for edge acceleration, targeting hyperscalers, federal agencies, SLED organizations, and enterprises scaling AI services.

Adtran announced that eCommunity™ Fiber is implementing its fiber access platform to power the City of Morrow's smart city initiative. The open-access deployment provides high-speed connectivity through GPON technology to municipal services, businesses, and residents, with future expansion capabilities to XGS-PON.

The network supports various smart city services, including public Wi-Fi, advanced surveillance systems, and Ethernet connectivity for local businesses. The carrier-neutral solution enables competition among service providers, potentially leading to better pricing and improved service quality. Unlike typical municipal broadband projects, this initiative is privately funded, ensuring long-term sustainability.

ADTRAN Holdings (NASDAQ: ADTN) reported strong Q1 2025 financial results with revenue of $247.7 million, up 10% year-over-year. The company achieved a GAAP gross margin of 38.5% and non-GAAP gross margin of 42.6%. While reporting a GAAP diluted loss per share of $0.13, non-GAAP diluted earnings were $0.03 per share. Operating cash flow reached $41.6 million, with cash and equivalents increasing by $23.8 million to $101.3 million. Looking ahead to Q2 2025, ADTRAN expects revenue between $247.5-262.5 million and non-GAAP operating margin of 0-4%. CEO Tom Stanton highlighted the company's improved operating efficiency, globally diverse supply chain, and strong customer relationships as key strengths.

ADTRAN Holdings (NASDAQ: ADTN, FSE: QH9) has announced it will release its first quarter 2025 financial results after market close on Wednesday, May 7, 2025. The company will host a conference call to discuss the quarterly results on Thursday, May 8, 2025, at 9:30 a.m. Central Time.

Investors can access the earnings call through a webcast on the company's investor relations site or dial in using 1-888-330-2391 (US Toll-Free) or 1-240-789-2702 with Conference ID 8936454. A replay and transcript of the call will be available on the Investor Relations site for at least 12 months following the call.

Highland Broadband has transformed internet connectivity in Halkirk, Scotland, previously the UK's slowest broadband location with speeds of just 2.8Mbit/s, using Adtran's XGS-PON fiber technology. The new network delivers Gigabit speeds up to 10Gbit/s to homes and businesses.

The deployment features Adtran's 631 ONTs and 8733 Wi-Fi 7 residential gateways for whole-home coverage, alongside AI-driven Mosaic One software for remote monitoring and optimization. This transformation demonstrates that rural fiber expansion is both achievable and commercially viable, providing a blueprint for bringing digital inclusion to underserved communities.

Adtran (ADTN) has partnered with 6WIND to deliver virtual broadband network gateway (vBNG) and virtual carrier-grade NAT (vCGNAT) solutions, integrating them into Adtran's Mosaic software suite. This collaboration enables service providers to replace expensive hardware-based BNGs with a scalable, software-driven alternative.

The solution runs as a virtual machine on commercial off-the-shelf servers, supporting key functions like RADIUS authentication, CGNAT, and dynamic routing. The partnership builds on previous collaboration that has already delivered over 12,000 6WIND routers as the Ensemble vRouter.

The integrated solution offers:

• Non-blocking BNG performance at multigigabit speeds
• Automated provisioning and subscriber monitoring
• Scalability from small networks to millions of subscribers
• Lower operational costs compared to traditional hardware

Adtran has secured two FTTH Innovation Awards at the FTTH Conference 2025 for its groundbreaking fiber technologies. The company's SDX 6405 optical line terminal (OLT) won in the 'Active infrastructure – central network' category, while its ALM fiber monitoring platform was recognized in the 'Installation equipment, tools, test & measurement instruments' category.

The SDX 6405 OLT supports simultaneous GPON, XGS-PON, and 50G PON on each port, enabling seamless network scaling and multigigabit services delivery over a single fiber. Its modular design allows providers to gradually expand 50G capabilities without disrupting existing infrastructure.

The ALM platform introduces deep PON assurance capability, providing real-time, in-service monitoring across the optical plant without requiring demarcation reflectors. This innovation helps operators detect and resolve issues proactively, improving service reliability while reducing operational costs.

Adtran has launched AccessWave50™, the industry's first full C-band tunable 50Gbit/s SFP56 DWDM PAM4 pluggable transceiver, designed for expanding 5G fronthaul capacity. The innovative solution replaces two 25Gbit/s transceivers with a single 50Gbit/s unit, featuring:

• Power consumption below 3W
• Zero-touch provisioning and auto-tuning capabilities
• 15km transmission range over SMF28 fiber
• Full C-band tunability
• Compliance with I-temp requirements for outdoor applications

The technology will be demonstrated live at OFC 2025, showcasing its ability to address growing bandwidth demands at the mobile network edge while optimizing fiber utilization and reducing operational costs for mobile network operators.