Actelis Networks Receives Significant Expansion Order from Major U.S. Carrier, Accelerating Legacy T1 Modernization Deployment

Rhea-AI Summary

Actelis Networks (NASDAQ: ASNS) announced approximately $200,000 in new orders from a major U.S. carrier, expanding a December 2025 deployment across more than 20 states and following recent FAA and City of Chino infrastructure wins.

The orders expand use of the MetaLIGHT 650SV platform, with several hundred units supplied and a multi‑year addressable opportunity spanning hundreds of thousands of additional T1 conversion points.

News Market Reaction – ASNS

+3.99% 14.3x vol

31 alerts

+3.99% News Effect

+15.3% Peak Tracked

-26.6% Trough Tracked

+$148K Valuation Impact

$4M Market Cap

14.3x Rel. Volume

On the day this news was published, ASNS gained 3.99%, reflecting a moderate positive market reaction. Argus tracked a peak move of +15.3% during that session. Argus tracked a trough of -26.6% from its starting point during tracking. Our momentum scanner triggered 31 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $148K to the company's valuation, bringing the market cap to $4M at that time. Trading volume was exceptionally heavy at 14.3x the daily average, suggesting very strong buying interest.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

New carrier orders: $200,000 Units deployed: Several hundred MetaLIGHT 650SV units Carrier footprint: More than 20 states +1 more

4 metrics

New carrier orders $200,000 Follow-on orders from major U.S. telecommunications carrier

Units deployed Several hundred MetaLIGHT 650SV units Supplied to the carrier to date in initial and expansion phases

Carrier footprint More than 20 states Operating footprint of the major U.S. telecommunications carrier

Modernization candidates Hundreds of thousands of points Additional network points that may be upgraded from T1 to fiber

Market Reality Check

Price: $0.3300 Vol: Volume 250,108 is below t...

low vol

$0.3300 Last Close

Volume Volume 250,108 is below the 20-day average of 942,086 (relative volume 0.27). low

Technical Price at 0.4609 is trading below the 200-day MA of 4.68 and far under the 52-week high of 14.1.

Peers on Argus

ASNS fell 9.63% while peers showed mixed moves: SONM up 5.19%, SYNX down 5.36%, ...

ASNS fell 9.63% while peers showed mixed moves: SONM up 5.19%, SYNX down 5.36%, and others modestly negative. This points to stock-specific trading rather than a sector-wide move.

Historical Context

5 past events · Latest: Jan 26 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 26	Municipal deployment win	Positive	-3.2%	Order for Chino, CA infrastructure modernization using Actelis networking equipment.
Jan 15	Federal order completion	Positive	+9.5%	Completion of roughly $0.5M FAA air traffic control modernization order.
Jan 13	Shareholder letter	Neutral	-8.1%	CEO outlined 2025 challenges and 2026 execution and growth priorities.
Dec 17	Public equity offering	Negative	-16.7%	Pricing of $5M offering of shares and warrants at $0.80 per unit.
Dec 17	Technology partnership	Positive	-16.7%	Partnership with VITEC to deliver IPTV over existing RF coax infrastructure.

Pattern Detected

Positive commercial and partnership announcements have sometimes been followed by negative price reactions, while financing news aligned with a selloff.

Recent Company History

Over the last few months, Actelis reported several commercial wins and financings. A FAA modernization order on Jan 15, 2026 saw the stock rise 9.47%, but an order for Chino, CA on Jan 26, 2026 and a CEO letter on Jan 13, 2026 were followed by declines of 3.16% and 8.08%, respectively. A $5.0 million public offering and a partnership announcement on Dec 17, 2025 each coincided with a 16.67% drop. Today’s carrier expansion news fits into this pattern of operational momentum amid a pressured share price.

Market Pulse Summary

This announcement details roughly $200,000 in follow-on orders from a major U.S. carrier and notes t...

Analysis

This announcement details roughly $200,000 in follow-on orders from a major U.S. carrier and notes that several hundred MetaLIGHT 650SV units have already been deployed, with “hundreds of thousands” of additional candidate connections. Recent history shows multiple modernization wins and federal projects alongside equity financings and a reverse split. Investors may watch how quickly this opportunity converts into larger-scale deployments, how pricing power evolves, and how future capital-raising decisions interact with operational momentum.

Key Terms

fiber, point-to-multipoint, first office applications (foas), federal communications commission (fcc), +1 more

5 terms

fiber technical

"candidates for T1 convergence with a fiber network"

Fibers are the indigestible parts of plant-based foods—like cellulose, pectin and similar substances—that travel through the digestive system largely unchanged and support bowel regularity and other health effects. For investors, fiber matters because its presence determines nutrition labels, allowed health claims, product positioning and consumer demand, so it can affect a food company’s sales, pricing power and regulatory or legal risk; think of it as a product’s health badge.

point-to-multipoint technical

"deliver both point-to-point and point-to-multipoint connectivity architectures"

Point-to-multipoint is a network design where a single transmitter or hub sends data, signals, or services to many receivers at once, like a teacher speaking to a classroom or a water main feeding multiple homes. For investors, it matters because this architecture can lower deployment and operating costs, scale service to many customers quickly, and influence revenue potential, competitive reach, and regulatory or spectrum requirements for companies in telecom, broadcasting, and wireless services.

first office applications (foas) technical

"deployed multiple First Office Applications (FOAs) across its footprint"

First office applications are the initial uses of a new medical product or device in routine clinical practice outside controlled clinical trials, performed by regular clinicians in their offices or outpatient settings. They matter to investors because they mark the shift from testing to real-world use — showing practical usability, early adoption, reimbursement potential and the start of commercial revenue, much like a new gadget moving from lab demos into consumers’ hands.

federal communications commission (fcc) regulatory

"the Federal Communications Commission (FCC) moves forward with proposals"

A U.S. government agency that acts like a traffic cop for airwaves and communications services, overseeing radio, television, cable, satellite, and certain aspects of internet and wireless spectrum. Its rules, licenses and enforcement actions shape which companies can operate, how much spectrum they can use, and what services they may offer — outcomes that directly affect revenues, costs, competitive advantage and regulatory risk for investors in communications and media businesses.

iot technical

"networking solutions for IoT and broadband applications"

The Internet of Things (IoT) describes a network of everyday devices—such as appliances, vehicles, and equipment—that are connected to the internet and can share data automatically. For investors, IoT represents a growing trend that can drive efficiency and innovation across many industries, potentially creating new opportunities for growth and value. Its expansion influences how companies operate and compete in a digitally connected world.

AI-generated analysis. Not financial advice.

New orders demonstrate rapid expansion following initial deployment announcement in December 2025, with carrier's network including hundreds of thousands more connections that may be upgraded

SUNNYVALE, Calif., Jan. 29, 2026 (GLOBE NEWSWIRE) -- Actelis Networks, Inc. (NASDAQ: ASNS) ("Actelis" or the "Company"), a market leader in cyber-hardened, rapid deployment networking solutions for IoT and broadband applications, today announced it has received approximately $200,000 in new orders from the major U.S. telecommunications carrier operating across more than 20 states with whom it announced its first meaningful deployment in December 2025. This follow-on order represents Actelis' third update in the first few weeks of 2026, following the completion of a strategic FAA deployment and a new order for infrastructure modernization with the City of Chino, California.

The rapid expansion demonstrates Actelis’ technology alignment with the carrier's needs as well as the growing urgency for large-scale T1-to-fiber infrastructure modernization. The new orders expand the deployment scope and leverage enhanced capabilities of the MetaLIGHT 650SV platform, including its ability to deliver both point-to-point and point-to-multipoint connectivity architectures with superior performance to competitive alternatives. This flexibility allows the solution to address diverse network topologies and significantly enhances the economic value proposition for large-scale carrier deployments.

To date, Actelis has supplied several hundred MetaLIGHT 650SV units to the carrier as part of the initial deployment and expansion phase. However, the carrier's network infrastructure includes hundreds of thousands of additional points that are candidates for T1 convergence with a fiber network, representing a substantial multi-year deployment opportunity. The carrier has completed extensive lab evaluation of the Actelis solution and deployed multiple First Office Applications (FOAs) across its footprint, with additional deployments underway.

"The momentum we're seeing is exactly what we anticipated when we described this engagement as establishing 'a foundation for potential large-scale network modernization programs,'" said Tuvia Barlev, Chairman and CEO of Actelis Networks. "These follow-on orders demonstrate the carrier's confidence in our solution. We’ve now deployed several hundred units but the addressable opportunity spans hundreds of thousands of additional connections, offering a promising growth trajectory we're building towards. This is an expansion we envisioned, and we believe it positions Actelis for continued momentum as carriers across North America address their T1 modernization requirements."

The continued momentum comes as the Federal Communications Commission (FCC) moves forward with proposals to accelerate copper-network retirements, creating additional urgency for carriers to implement cost-effective modernization solutions. Legacy TDM-based services remain widely deployed across the United States, and recent regulatory initiatives underscore the market imperative for efficient infrastructure transition solutions.

Barlev added, "In our shareholder letter issued earlier this month, I outlined our focus for 2026: execution and growth, converting initial wins into repeat business, and expanding deployments within approved customer footprints and I’m pleased to see the progress we are making so far."

About Actelis Networks, Inc.
Actelis Networks, Inc. (NASDAQ: ASNS) is a market leader in hybrid fiber, cyber-hardened networking solutions for rapid deployment in wide-area IoT applications, including government, ITS, military, utility, rail, telecom, and campus networks. Actelis' innovative portfolio offers fiber-grade performance with the flexibility and cost-efficiency of hybrid fiber-copper networks. Through its "Cyber Aware Networking" initiative, Actelis also provides AI-based cyber monitoring and protection for all edge devices, enhancing network security and resilience. For more information, please visit www.actelis.com.

Forward-looking Statements
This press release contains certain forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements are identified by the use of the words "could," "believe," "anticipate," "intend," "estimate," "expect," "may," "continue," "predict," "potential," "project," “looking forward,” and similar expressions that are intended to identify forward-looking statements. All forward-looking statements speak only as of the date of this press release. You should not place undue reliance on these forward-looking statements. Although we believe that our plans, objectives, expectations and intentions reflected in or suggested by the forward-looking statements are reasonable, we can give no assurance that these plans, objectives, expectations or intentions will be achieved. Forward-looking statements involve significant risks and uncertainties (some of which are beyond our control) and assumptions that could cause actual results to differ materially from historical experience and present expectations or projections. Actual results to differ materially from those in the forward-looking statements and the trading price for our common stock may fluctuate significantly. Forward-looking statements also are affected by the risk factors described in the Company's filings with the U.S. Securities and Exchange Commission. Except as required by law, we undertake no obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise, after the date on which the statements are made or to reflect the occurrence of unanticipated events.

Investor Relations Contact
Arx Investor Relations
North American Equities Desk
actelis@arxhq.com

FAQ

How much did Actelis (ASNS) receive in the January 29, 2026 follow-on order?

The company received approximately $200,000 in new orders. According to the company, this is a follow-on expansion tied to a December 2025 deployment with a major carrier across more than 20 states.

What product from Actelis (ASNS) is being deployed in the carrier expansion?

Actelis is deploying the MetaLIGHT 650SV platform. According to the company, the platform supports point‑to‑point and point‑to‑multipoint architectures and was supplied in several hundred units so far.

How large is the potential addressable opportunity for Actelis (ASNS) with this carrier?

The carrier network includes hundreds of thousands of candidate points for T1-to-fiber conversion. According to the company, that represents a substantial multi‑year deployment opportunity beyond the current several hundred units delivered.

Does the January 29, 2026 order indicate repeat business momentum for Actelis (ASNS)?

Yes. The company frames the order as follow-on business signaling carrier confidence. According to the company, multiple FOAs and lab evaluations preceded expanded deployments across the carrier footprint.

What role do FCC actions play in Actelis's (ASNS) stated opportunity?

The company cites FCC proposals accelerating copper retirements as increasing urgency for modernization. According to the company, regulatory momentum could drive demand for cost‑effective T1-to-fiber solutions.

How does Actelis (ASNS) describe the technical benefits of MetaLIGHT 650SV for carriers?

Actelis says the MetaLIGHT 650SV offers superior performance and architectural flexibility. According to the company, its ability to handle diverse topologies enhances economic value for large‑scale carrier modernization projects.