Adtran Holdings, Inc. (ADTN) , in collaboration with Iridium Communications Inc. (IRDM) , recently launched a cutting-edge synchronization solution for the European and Asia-Pacific regions. This solution featuring Iridium Satellite Time and Location (STL) technology marks a significant step in mitigating threats to Global Navigation Satellite Systems (GNSS), which have become vulnerable to disruptions and manipulation. By harnessing the power of low-Earth orbit (LEO) satellites, Iridium STL service can tra ...

ADTRAN Inc. (ADTN) recently announced that the Swedish University Computer Network (“SUNET”) is leveraging its Advanced Link Monitoring (ALM) in-service fiber monitoring solution to bolster network reliability and functional efficiency. The cutting-edge technology provides SUNET's maintenance teams with insights in real-time into the quality of its extensive nationwide backbone infrastructure, pointing out the exact location of any fiber-related issues. The installation of ADTN's 16-port ALM fiber assurance ...

文章核心观点 - ADTRAN公司的Advanced Link Monitoring (ALM)技术被电信运营商TruVista选用,用于监控其在南卡罗来纳州和佐治亚州的光纤网络 [1] - ALM技术可以实时监控网络,及时发现异常并准确定位光纤故障,大幅缩短故障排查和修复时间 [3][4] - ALM技术具有易用性、可靠性和能效等优势,可以帮助运营商优化运营并提高网络弹性 [4][5] - ADTRAN受益于光纤宽带、家庭WiFi和云自动化工具等需求增长,提供端到端的部署解决方案 [6][7] - ADTRAN股价在过去一年下跌38.2%,而行业整体增长61.8% [7] 行业概况 - 在数字化时代,稳定的网络连接对在线学习、远程办公、视频流媒体等日常活动至关重要 [2] - 光纤作为现代网络基础设施的骨干,但如果缺乏有效监控,高速宽带网络容易受到中断 [2] - 运营商需要持续维护硬件、定期检查整个基础设施,这是一项艰巨的任务,常常导致运营成本上升 [2] 公司概况 - ADTRAN专注于成为接入基础设施和相关增值解决方案的全球领先供应商 [7] - 公司提供灵活的硬件和软件网络解决方案,支持语音、数据、互联网和视频网络的无缝过渡 [7] - NVIDIA是视觉计算技术的全球领导者,从PC图形发展到支持高性能计算、游戏和虚拟现实的AI解决方案 [10] - Arista Networks在100/200/400千兆以太网交换机领域占据领先地位,在数据驱动的云网络业务中保持良好增长 [13] - Silicon Motion是NAND闪存存储设备微控制器IC的领先开发商 [15]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission File Number: 001-41446 ADTRAN Holdings, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 87-2164282 (State or ...

财务数据和关键指标变化 - 第一季度收入略高于中值指引范围,非GAAP营业利润率在指引范围内 [5] - 国际收入占总收入的63.2%,国内收入占36.8% [26] - 第一季度非GAAP毛利率为41.6%,同比增加429个基点,环比略有下降 [28] - 第一季度非GAAP营业亏损为880万美元,营业利润率为-3.9%,在指引范围内 [29] - 第一季度经营活动现金流为3660万美元,自由现金流为2320万美元 [31] 各条业务线数据和关键指标变化 - 接入和聚合解决方案收入占36%,同比下降16%,环比增长26.6% [27] - 光网络解决方案收入占33.2%,同比下降49%,环比下降12.7% [27] - 用户解决方案收入占30.8%,同比下降12.1%,环比下降7.3% [27] 各个市场数据和关键指标变化 - 美国市场:小型和中型宽带服务提供商投资积极,参与政府宽带刺激计划的客户超过80% [11][12] - 欧洲市场:大型电信运营商正在从高风险供应商转向公司的光纤接入和光传输平台 [17][18] 公司战略和发展方向及行业竞争 - 公司聚焦于美国光纤宽带网络投资和欧洲高风险供应商替代两大战略举措 [10] - 公司正在打造更全面、集成的光纤网络产品组合,满足小型和中型美国宽带服务提供商的需求 [12][13][14][15] - 公司在欧洲拥有区域性的研发、销售、安装和支持服务以及供应链能力,是少数几家能满足大型电信运营商需求的供应商之一 [17][18] 管理层对经营环境和未来前景的评论 - 尽管短期内服务提供商支出持续受到压力,但公司长期前景依然乐观,看到未来几个季度的增长机会 [32][33] - 公司将继续专注于提升运营效率,成为更精简、高效和盈利的公司 [23][32] 问答环节重要的提问和回答 问题1 **George Notter 提问** 客户库存消化情况如何,哪些业务线进展较好,哪些仍在消化中 [36][37][38][39][40][41][42][43] **Tom Stanton 回答** - 接入和聚合业务库存消化较好,光网络业务仍在消化中,预计在下半年会有所改善 [38][39][40][41] - 服务提供商支出谨慎,既有库存消化因素,也有一些客户对未来投资持观望态度 [42][43][44][45] 问题2 **Michael Genovese 提问** 用户解决方案业务中,光网络和接入业务的占比情况 [47][48][49][50][51][52][53] **Tom Stanton 回答** - 用户解决方案中,光网络业务主要是以太网交换设备,表现较好 - 接入业务中,住宅ONT和CPE设备同比增长,传统交换路由器业务下滑 [49][50][51][52] 问题3 **Ryan Koontz 提问** BEAD计划对客户活动和计划的影响 [62][63][64] **Tom Stanton 回答** - BEAD计划资金尚未完全落地,各州实施进度不一,但超过80%的客户正在参与各类宽带刺激计划 [63][64] - 客户对BEAD计划的监管要求有一定担忧,但大多数客户认为是可以管理的 [64]

ADTRAN Holdings, Inc. (ADTN) reported first-quarter 2024 results, wherein both the bottom line and the top line beat the respective Zacks Consensus Estimate. The expansion of the Mosaic One platform reportedly boosted its customer base. On a year-over-year basis, revenues contracted due to soft macroeconomic trends. Net Income On a GAAP basis, net loss in the March quarter was $324.6 million or a loss of $4.12 per share compared with net loss of $40 million or a loss of 51 cents per share in the prior-year ...

ADTRAN Holdings (ADTN) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.08. This compares to loss of $0.06 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 75%. A quarter ago, it was expected that this networking equipment maker would post a loss of $0.09 per share when it actually produced a loss of $1.09, delivering a surprise of -1,111.11%. Over the last four quarters, th ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 3, 2024 ADTRAN Holdings, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-41446 87-2164282 (State or Other Jurisdiction (Commission (IRS Employer of Incorporation) File Number) Identification No .) 901 Explorer Boulevard Huntsville, Alabama 35806-2807 (Address of Pri ...

EXHIBIT 99.1 ADTRAN Holdings, Inc. reports preliminary fourth quarter 2023 financial results • Preliminary Q4 revenue at $225.5 million and at mid-point of guidance • Sequential improvement in preliminary GAAP and non-GAAP operating expenses in Q4, with a 7.6% reduction in GAAP operating expenses and a 15.1% reduction in non-GAAP operating expenses respectively Huntsville, Alabama, USA. — February 26, 2024 — ADTRAN Holdings, Inc. (NASDAQ: ADTN and FSE: QH9) (“ADTRAN Holdings” or the “Company”) today announc ...

12liability of warranty UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from to Commission file number 000-41446 ADTRAN Holdings, Inc. (Exact name of registrant as specified in its charter) Delaware 87-2164282 (State or Other Juri ...