Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today: ADTRAN Holdings, Inc. (ADTN) is a fiber networking solutions provider. The Zacks Consensus Estimate for its current year earnings has been revised 225% downward over the last 60 days. The Container Store Group, Inc. (TCS) is a specialty retailer of organizing solutions and custom spaces. The Zacks Consensus Estimate for its current year earnings has been revised 169.2% downward over the last 60 days. Finward Bancorp (FNWD) is the hol ...

STOCKHOLM--(BUSINESS WIRE)--Adtran today announced that Netnod is leveraging its optical pumping cesium atomic clock technology to bring precise, reliable and assured timing to Sweden’s critical national infrastructure. Protecting the country’s timing services is vital for the nation’s economy, encompassing finance, digital services and next-generation telecoms networks, such as 5G. By upgrading its timing network with the coreSync™ OSA 3300-HP, Netnod, the leading provider of internet exchange, DNS and tim ...

SCRTC选择ADTRAN ALM解决方案 - ADTRAN公司宣布，South Central Rural Telecommunications Cooperative（SCRTC）选择部署ADTRAN的Advanced Link Monitor（ALM）来主动识别光纤网络中的故障和退化[1] - SCRTC正在寻求一种解决方案，以提供订户快速解决方案，以应对服务中断可能带来的挑战[2] - SCRTC已在三个中心站点部署了ADTRAN ALM 96端口单元，该监控解决方案提供了对光纤基础设施的实时可操作洞察[3]

GLASGOW, Ky.--(BUSINESS WIRE)--Adtran today announced that South Central Rural Telecommunications Cooperative (SCRTC) is using its ALM in-service fiber monitoring solution to continuously probe its fiber network for faults and degradations. The comprehensive assurance platform empowers SCRTC to locate and resolve issues before they impact services for its customers across South Central Kentucky. With no need to engage in time-consuming manual fault isolation, SCRTC can leverage its maintenance resources mor ...

财务数据和关键指标变化 - 公司第四季度收入为2.255亿美元,较上年同期下降37%,较上一季度下降17% [4][11] - 毛利率为41.9%,较上年同期增加277个基点,较上一季度增加155个基点,主要由于制造和运输成本下降以及客户和产品组合更有利 [11] - 非GAAP经营亏损为320万美元,经营利润率为负1.4%,处于指导范围的上限 [12] - 由于决定对国内递延税资产计提估值准备,公司第四季度非GAAP税收费用为7310万美元,净亏损为8590万美元 [12] 各条业务线数据和关键指标变化 - 网络解决方案业务占总收入的80%,较上年同期下降8.6个百分点,较上一季度下降3.9个百分点 [11] - 接入和聚合解决方案业务占收入28.5%,较上年同期下降32.9%,较上一季度下降32.1% [11] - 光网络解决方案业务占收入38.2%,较上年同期下降39.5%,较上一季度下降26% [11] - 用户解决方案业务占收入33.4%,较上年同期下降37.5%,较上一季度增长22.3% [11] 各个市场数据和关键指标变化 - 国际收入占总收入62%,国内收入占38% [11] - 公司在第四季度新增15家光纤到户运营商客户,全年新增66家,主要来自美国地区运营商 [6] - 公司在第四季度新增50个Mosaic One客户,全年新增225个,目前总数约380个 [6] 公司战略和发展方向及行业竞争 - 公司继续专注于利用升级的光纤接入和光传输平台捕获光纤覆盖,同时推动最新的用户平台、软件解决方案和高价值服务的采用 [10] - 公司看好未来几年光纤网络的增长前景,得益于美国和欧洲的大规模宽带刺激计划 [5][8] - 公司在美国市场的差异化在于能够提供从光纤核心到客户端的完整光纤网络组合,并配备简化部署和运营成本的软件应用 [6][7] - 公司在欧洲市场看到高风险供应商替换机会正在增强,这是一个时间问题而非是否会发生的问题 [8][9] - 公司正在投资升级光传输线系统、可插拔收发器、复用器和软件平台,以保持在metro光网和企业光网细分市场的领先创新地位 [9] 管理层对经营环境和未来前景的评论 - 公司继续面临宏观经济因素和客户库存调整带来的谨慎服务提供商支出 [4][15] - 公司将继续专注于管理运营费用和降低自身库存水平,成为更高效和更有利润的公司 [10][15] - 公司对长期增长前景保持乐观,但将采取更加谨慎的经营模式 [15] 问答环节重要的提问和回答 问题1 **George Notter 提问** 您是否看到BEAD计划对当前需求产生了影响? [17] **Tom Stanton 回答** BEAD对Tier 3较小运营商的影响有限,OLT出货对该细分市场基本持平,存在一些客户在等待BEAD资金,但也有客户在继续推进 [18][19] 问题2 **Michael Genovese 提问** 用户解决方案库存调整是否已经结束? [23] **Tom Stanton 回答** 对公司自身的用户解决方案库存而言,最困难的时期应该已经过去,但不能完全确定对所有客户都是如此 [24] 问题3 **Ryan Koontz 提问** 您如何看待华为在欧洲市场的现状及竞争态势? [39] **Tom Stanton 回答** 华为在欧洲的存在已经非常有限,很少参与新的竞标,主要集中在填补现有部署的空位,但新的部署几乎看不到华为身影,各运营商都在考虑从高风险供应商转向 [40][41][43]

ADTRAN Holdings, Inc. (ADTN) reported soft fourth-quarter 2023 results, wherein both the bottom line and the top line missed the respective Zacks Consensus Estimate. The company recorded a top-line contraction year over year due to geopolitical tension, forex volatility and tough competition from other players in the market. Net Income On a GAAP basis, the net loss in the December quarter was $109.9 million or a loss of $1.40 per share against an income of $38.9 million or 49 cents per share in the prior-ye ...

HUNTSVILLE, Ala.--(BUSINESS WIRE)--ADTRAN Holdings, Inc. (NASDAQ: ADTN and FSE: QH9) (“ADTRAN Holdings” or the “Company”) today announced its preliminary unaudited financial results for the fourth quarter of 2023. All results in this release are approximate due to the preliminary nature of the announcement. Preliminary GAAP gross margin for the quarter was 34.8% and improved by 483 bps year-over-year and 754 bps quarter-over-quarter. Besides lower purchasing and transportation costs, the main driver for thi ...

ADTRAN Inc. (ADTN) announced that Vodafone Turkey has selected ADTRAN Oscilloquartz optical cesium atomic clock technology to ensure ultra-reliable synchronization for the nationwide network services. The suite of solutions encompasses Oscilloquartz OSA 3350 ePRC+™, which is integrated with Vodafone’s existing core grandmaster clocks Oscilloquartz OSA 5440 and OSA 5430. Leveraging optical pumping technology, the OSA 3350 ePRC+ offers high-performance frequency stability and effectively matches the rising de ...

边缘计算领域 - Adtran被STL Partners认可为2024年度前100家边缘计算公司之一，这是连续第二年入选[1] - Adtran在边缘计算创新领域处于领先地位，致力于提供可扩展、安全和高效的边缘计算解决方案，以帮助客户充分利用数字经济的潜力[2] - Adtran的边缘创新使得能够创建针对计算密集型任务进行优化的复杂集群环境，有效利用先进的处理技术，包括GPU、NPU和IPU，为需要高处理能力和低延迟的AI、视频处理和分析应用提供支持[2] - Adtran的Ensemble Cloudlet平台提供强大的虚拟化和容器化工作负载托管和编排能力，提升网络边缘的效率、灵活性和规模，促进云服务直接在网络边缘的无缝集成[2] 公司概况 - Adtran的解决方案不仅简化服务部署，还倡导开放、供应商中立的环境，确保无缝集成，支持摆脱专有限制的生态系统[4] - Adtran Holdings, Inc.是Adtran, Inc.的母公司，是一家领先的全球提供开放、分解的网络和通信解决方案的公司，从云边缘到订户边缘，Adtran赋予全球通信服务提供商管理和扩展连接人、地点和物的服务的能力[4]

Adtran支持BEAD计划 - Adtran宣布支持Broadband Equity Access and Deployment (BEAD)计划，欢迎Build America, Buy America (BABA)规则提供的明确指导[1] - Adtran将提供符合BABA标准的光纤接入解决方案，以增强全国联通性、经济增长和美国社区的数字包容性[1] Adtran的网络扩展和服务提供商支持 - Adtran的软件驱动OLT使服务提供商能够快速扩展网络，为未开发客户提供成本效益和高质量服务[2] Adtran的光学解决方案优势 - Adtran的可插拔光学解决方案提高了传输容量，同时确保了可负担性、可持续性和效率[3]