A

Adtran

Fiber-optic networking equipment provider

Overview

Adtran provides networking equipment and solutions for broadband access and fiber-optic networks. Its products include hardware and software that carriers and enterprises deploy to build and expand digital infrastructure, such as access nodes, switches, routers, and fiber-related components that enable high-speed connectivity. The company differentiates itself through a long-track record of supplying value-driven networking gear and by growing into a global end-to-end fiber networking provider, a path accelerated by its 2022 merger with ADVA Optical Networking, which expanded its scale and capabilities. Its primary goal is to support the global rollout of fiber and digital communications by delivering reliable, scalable networking solutions to carriers and enterprises.

Significant Headcount Growth

Work here?Claim your company

About Adtran

Simplify's Rating
Why Adtran is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

HardwareIndustrial & Manufacturing

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Huntsville, AL

Founded

1985

Get referred to Adtran

See people who can refer or advise you

Simplify Jobs

Simplify's take

What believers are saying

  • Q3 2026 revenue reached $281.2 million, with optical networking up 11% year over year.
  • Hyperscaler revenue rose more than 200% year over year, validating AI and cloud positioning.
  • October 29, 2026 board addition of CFO Christian Terlinde strengthens financing discipline ahead of refinancing.

What critics are saying

  • November 3, 2026 free cash flow was negative $39.4 million after working-capital buildup.
  • Supply shortages limited Q3 2026 shipments by tens of millions; component inflation still crushes margins.
  • June 2030 covenant pressure looms if September 2030 convertibles remain outstanding, threatening refinancing failure.

What makes Adtran unique

  • October 2026 Mosaic One and pluggable optics combine software automation with hardware.
  • Adtran owns both Huntsville access gear and ADVA optical transport under one global platform.
  • LiteWave 800 and MicroMux Quattro target AI networking with low-power, interoperable optics.

Help us improve and share your feedback! Did you find this helpful?

Funding

Total Funding

$201.3M

Above

Industry Average

Funded Over

1 Rounds

Post IPO Convertible funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Convertible Funding Comparison Coming Soon

Benefits

  • Flexible Work Hours
  • Employee Discounts
  • Paid Vacation
  • Health Insurance
  • Life Insurance
  • Disability Insurance

Stock Price

Growth & Insights and Company News

6 month growth

11%

1 year growth

11%

2 year growth

11%
Blue Tech Wave Media
Nov 9th, 2026
ADTRAN's $350M credit line may mature in June 2030, not July 2031

ADTRAN Holdings' new $350 million credit facility carries a July 2031 maturity, but it can shorten to 16 June 2030. That happens if the company's $201.3 million convertible notes, due 15 September 2030, are not repaid, refinanced or defeased. The facility then matures 91 days before the notes. ADTRAN replaced its Wells Fargo facility on July 21, 2026. ADTRAN, Inc. borrows in the US, and Adtran Networks SE can borrow in Germany under a $50 million sublimit. At September 30, 2026, $83 million was drawn and $261.7 million remained available after letters of credit. Substantially all assets of the parent, the US borrower and certain US subsidiaries secure the debt. Covenant testing begins with the quarter ending December 31, 2026, and ADTRAN reported compliance as of September.

The Markets Daily
Nov 3rd, 2026
ADTRAN Q3 earnings call highlights.

ADTRAN Q3 earnings call highlights. ADTRAN (NASDAQ:ADTN) reported third-quarter revenue of $281.2 million, up about 1% from a year earlier and roughly flat sequentially, as growth in optical networking and access products was partly offset by supply constraints and lower subscriber-solutions revenue from the prior year. Management said results came in slightly below the midpoint of its guidance range, but described demand trends as encouraging across optical networking, cloud infrastructure, European markets and enterprise networking. Supply availability remained a significant constraint, with management saying the company could have shipped "tens of millions of dollars" more product during the quarter if components had been available. Optical growth supports results. Optical Networking Solutions revenue rose 11% year over year and 4% sequentially to $114.5 million, representing 41% of total quarterly revenue. The company cited particularly strong U.S. performance and continuing demand from service providers expanding network capacity to support cloud and artificial-intelligence infrastructure. Access & Aggregation Solutions revenue increased 5% from a year earlier to $78.5 million, though it declined 10% sequentially. Management said European demand supported year-over-year growth, while project-timing adjustments at one of ADTRAN's largest customers affected results. The company expects orders from that customer to return to normalized levels in the first quarter of next year. Subscriber Solutions revenue totaled $88.1 million, down 13% year over year but up 4% from the prior quarter. The sequential improvement was led by Carrier Ethernet, according to the company. U.S. revenue was $128 million, or 46% of total revenue, increasing 6% from the prior year. International revenue was $153.2 million, or 54% of revenue, down 4% year over year. Cloud and AI opportunities expand. Management said revenue from hyperscaler customers increased more than 200% year over year and about 20% sequentially. The company is pursuing cloud and AI infrastructure opportunities through data-center interconnect products, in-data-center optics and cloud handoff technology. ADTRAN said its LiteWave 800 product development remains on schedule, with customer trials expected in the first half of next year and production scaling during the second half. Management cautioned that meaningful supply availability for LiteWave is expected toward the end of next year rather than early in the ramp. The company also expects to release its MicroMux Quattro cloud-handoff solution in the first half of 2027. Management said early Quattro units are already in testing and that the product has drawn interest from hyperscalers, content providers, carriers, wholesale network providers and other customers. In enterprise and critical infrastructure, management said revenue continued to grow at a double-digit year-over-year rate. The company pointed to demand for higher-speed, secure and resilient networks, including networking products with quantum-safe security capabilities. Supply costs pressure margins. Third-quarter non-GAAP gross margin was 42.1%, up from 40.7% in the second quarter. However, Chief Financial Officer Tim Santo said the figure benefited by approximately 200 basis points from IEEPA tariff refunds received during the quarter. Management said higher component costs accounted for roughly 80% to 90% of the underlying margin pressure, with product and customer mix also contributing. Components affected by shortages or extended lead times include optics, lasers, pump lasers, certain semiconductors, memory and printed circuit boards. The company said it is pursuing supplier discussions, product redesigns and price increases to offset cost pressures. Management said a recently implemented price increase covers roughly 70% of customers, with the remaining customers expected to be addressed early next year. It also expects product redesigns in optical and customer-premises equipment to begin coming online early next year. Non-GAAP operating expenses were $104.2 million, compared with $103.9 million in the preceding quarter. Non-GAAP operating income was $14.1 million, producing a 5% operating margin, compared with 3.8% in the second quarter. ADTRAN reiterated its longer-term target of a 10% non-GAAP operating margin, while noting that component costs remain an important variable outside of its control. Cash flow and outlook. Non-GAAP net income attributable to ADTRAN Holdings was $7.1 million, or $0.09 per diluted share, compared with $0.05 per diluted share a year earlier and $0.04 in the prior quarter. Operating cash flow was negative $24.5 million, while free cash flow was negative $39.4 million, driven by increased working capital. Days sales outstanding rose to 77 days, inventory increased to $227.4 million and accounts payable rose to $179 million. Santo said the company expects collections to increase and working capital to normalize during the fourth quarter. ADTRAN ended the quarter with $71.7 million in cash equivalents and restricted cash, down from $79.2 million at June 30. During the quarter, it repurchased about $18 million of ADTRAN Networks SE shares, increasing ADTRAN Holdings' ownership stake to 73.4%. For the fourth quarter, the company forecast revenue between $272 million and $292 million and non-GAAP operating margin between 1% and 5%. Management said the outlook reflects historical seasonality, supply availability and the timing of large customer projects. Looking ahead, the company expects broadband funding through the BEAD program to become more meaningful next year and described European high-risk-vendor replacement as an ongoing opportunity. Management said proposed European cybersecurity legislation could accelerate equipment replacement, though the timing of final legislation remains uncertain. About ADTRAN (NASDAQ:ADTN). ADTRAN Holdings, Inc (NASDAQ: ADTN) is a global telecommunications equipment and networking company that provides communications infrastructure for service providers, enterprises and other organizations. The company develops solutions that help network operators deliver broadband, voice, data and cloud-connected services over fiber, copper, wireless and other access technologies. Its portfolio includes fiber access systems, passive optical networking equipment, broadband access platforms, Ethernet and data networking products, routers, switches, Wi-Fi solutions, fixed wireless access equipment and software for network management and automation.

JO Software Engineering GmbH
Nov 3rd, 2026
cableScout at GITEX Global 2026 - Experience next generation fiber management live in Dubai!

cableScout at GITEX Global 2026 - Experience next generation fiber management live in Dubai! 8-11 December 2026 | Dubai Exhibition Centre (DEC), Expo City Dubai | German Pavilion, Hall 35, Stand B60 From 8 to 11 December 2026, the international technology and telecommunications industry will gather at GITEX Global in Dubai. Once again, JO Software Engineering GmbH will be part of this major event - marking its 18th participation as an exhibitor within the German Pavilion! This year, JO Software Engineering GmbH will showcase the latest versions of its three software solutions: cableScout(R), cSmobile(R), and cSmonitoring(R). Visitors can look forward to exciting innovations in the documentation, planning, management, and monitoring of modern fiber-optic and copper networks. cableScout(R) 9.1 - the next generation of fiber management. One of its main highlights will be the new cableScout(R) version 9.1. Featuring a modernized user interface, numerous new capabilities, and continuous enhancements, cableScout sets new standards for efficient, practical, and comprehensive network infrastructure management. From geographic network visualization and detailed documentation of routes, ducts, cables, and individual fibers to the complete management of active and passive network components, cableScout provides a centralized platform covering the entire lifecycle of telecommunications networks. Intelligent routing and planning functions, realistic visualizations of distribution frames and network components, and extensive analysis and reporting capabilities make cableScout a powerful solution for network operators of all sizes. Experience live fiber monitoring - Together with Adtran. Another major highlight awaits visitors in the field of automated fiber-optic monitoring. Together with its technology partner Adtran, JO Software Engineering GmbH will demonstrate the seamless interaction between cSmonitoring(R) and advanced OTDR measurement technology in a live presentation. Experience how fiber faults can be automatically detected, precisely located, and immediately visualized on a digital network map. By combining continuous monitoring with detailed network documentation, operators gain valuable insights that help accelerate fault resolution, minimize downtime, and significantly improve the availability and reliability of their critical infrastructure. This integrated approach is becoming increasingly important for telecommunications companies, carriers, utilities, and operators of critical network infrastructure. cSmobile(R)- complete network information, anytime and anywhere. With its mobile solution cSmobile(R), JO Software Engineering GmbH will demonstrate how field technicians can access comprehensive network information directly from cableScout - even when working completely offline. Whether viewing network maps, cable connections, fiber assignments, and component details or documenting changes directly in the field, cSmobile seamlessly connects office and field operations, ensuring that essential information is available exactly where it is needed. 18 exhibitions at the German Pavilion - and always a reunion with friends. For JO Software Engineering GmbH, GITEX has long been much more than just an international technology exhibition. After 18 participations within the German Pavilion, Dubai has become a permanent fixture in its exhibition calendar. Over the years, GITEX has helped JO Software Engineering GmbH establish numerous valuable customer relationships, successful international partnerships, and, perhaps most importantly, many lasting personal friendships. That is why JO Software Engineering GmbH is especially looking forward to reconnecting with its long-standing customers, international partners, prospective customers, and the many friends JO Software Engineering GmbH has made throughout the telecommunications industry. Of course, JO Software Engineering GmbH also warmly welcome new visitors who would like to discover its software solutions and exchange ideas with JO Software Engineering GmbH about the challenges, opportunities, and future of modern fiber-optic networks. Visit JO Software Engineering GmbH from 8 to 11 December 2026 at the German Pavilion, Hall 35, Stand B60, at the Dubai Exhibition Centre (DEC) in Expo City Dubai. JO Software Engineering GmbH look forward to inspiring discussions, valuable encounters, and four successful days at GITEX Global 2026! See you in Dubai! 03.11 2026

TokenPost
Nov 3rd, 2026
ADTRAN posts 0.6% revenue growth, sets near-flat Q4 outlook.

ADTRAN posts 0.6% revenue growth, sets near-flat Q4 outlook. Third-quarter sales were $281.2 million. ADTRAN forecast fourth-quarter revenue of $272 million to $292 million and a non-GAAP operating margin of 1% to 5%. Published Nov 3, 2026, 1:44 AM EST ADTRAN Holdings Inc. posted 0.6% year-over-year revenue growth in the third quarter, but sales missed its prior guidance midpoint and analyst forecasts as non-GAAP earnings per share beat expectations. Discover more Bitcoin price prediction Bitcoin investment guide Trade Crypto Now Revenue for the quarter ended Sept. 30 was $281.167 million, up from $279.435 million in the same quarter last year. That placed sales about $3.8 million below the $285 million midpoint of ADTRAN's previous $275 million to $295 million forecast. Revenue also came in below analyst expectations. On a GAAP basis, diluted loss per share was 10 cents, compared with a 12-cent loss a year earlier. Non-GAAP diluted earnings reached 9 cents per share, up from 5 cents in the year-earlier quarter and above analyst estimates. The two per-share results use separate accounting measures for the same period. Tom Stanton, ADTRAN Holdings' chairman and CEO, described revenue as "slightly below the midpoint of our guidance range." Adtran Inc., a networking and communications supplier to service providers and other customers, is a subsidiary of ADTRAN Holdings. The company cited seasonality, supply availability and the timing of large customer projects as factors in its next-quarter outlook. For the fourth quarter, ADTRAN expects revenue of $272 million to $292 million and a non-GAAP operating margin of 1% to 5%. The revenue midpoint of $282 million is about 0.3% above third-quarter sales, keeping the center of the forecast close to the latest quarter's result. ADTRAN's third-quarter non-GAAP operating margin was 5%, while its GAAP operating margin was negative 0.3%. ADTRAN's third-quarter non-GAAP gross margin was 42.1%; IEEPA refunds added roughly two percentage points. The fourth-quarter margin forecast is non-GAAP; the company did not provide a GAAP forecast because it could not predict certain adjustments without unreasonable effort. John Kim. John Kim reports on the digital-asset business for TokenPost. Send corrections or tips to [email protected].

MarketBeat
Nov 3rd, 2026
ADTRAN Q3 earnings call highlights.

ADTRAN Q3 earnings call highlights. November 3, 2026 Key points. * Third-quarter revenue was $281.2 million, roughly flat year over year, with optical networking revenue rising 11% and access and aggregation revenue increasing 5%. Supply shortages prevented ADTRAN from shipping an estimated tens of millions of dollars in additional products. * Demand for cloud and AI infrastructure is accelerating, with hyperscaler revenue up more than 200% year over year. ADTRAN is developing data-center interconnect, optical and cloud-handoff products, including LiteWave 800 and MicroMux Quattro. * Supply costs and working-capital needs remain pressures: gross margin benefited from tariff refunds, while operating cash flow was negative $24.5 million and free cash flow was negative $39.4 million. The company expects fourth-quarter revenue of $272 million to $292 million and a non-GAAP operating margin of 1% to 5%. * Interested in ADTRAN? Here are five stocks we like better. ADTRAN NASDAQ: ADTN reported third-quarter revenue of $281.2 million, up about 1% from a year earlier and roughly flat sequentially, as growth in optical networking and access products was partly offset by supply constraints and lower subscriber-solutions revenue from the prior year. Management said results came in slightly below the midpoint of its guidance range, but described demand trends as encouraging across optical networking, cloud infrastructure, European markets and enterprise networking. Supply availability remained a significant constraint, with management saying the company could have shipped "tens of millions of dollars" more product during the quarter if components had been available. Optical growth supports results. Optical Networking Solutions revenue rose 11% year over year and 4% sequentially to $114.5 million, representing 41% of total quarterly revenue. The company cited particularly strong U.S. performance and continuing demand from service providers expanding network capacity to support cloud and artificial-intelligence infrastructure. Access & Aggregation Solutions revenue increased 5% from a year earlier to $78.5 million, though it declined 10% sequentially. Management said European demand supported year-over-year growth, while project-timing adjustments at one of ADTRAN's largest customers affected results. The company expects orders from that customer to return to normalized levels in the first quarter of next year. Subscriber Solutions revenue totaled $88.1 million, down 13% year over year but up 4% from the prior quarter. The sequential improvement was led by Carrier Ethernet, according to the company. U.S. revenue was $128 million, or 46% of total revenue, increasing 6% from the prior year. International revenue was $153.2 million, or 54% of revenue, down 4% year over year. Cloud and AI opportunities expand. Management said revenue from hyperscaler customers increased more than 200% year over year and about 20% sequentially. The company is pursuing cloud and AI infrastructure opportunities through data-center interconnect products, in-data-center optics and cloud handoff technology. ADTRAN said its LiteWave 800 product development remains on schedule, with customer trials expected in the first half of next year and production scaling during the second half. Management cautioned that meaningful supply availability for LiteWave is expected toward the end of next year rather than early in the ramp. Discover more MarketBeat All Access Stock Market News Stock Screener Tool The company also expects to release its MicroMux Quattro cloud-handoff solution in the first half of 2027. Management said early Quattro units are already in testing and that the product has drawn interest from hyperscalers, content providers, carriers, wholesale network providers and other customers. In enterprise and critical infrastructure, management said revenue continued to grow at a double-digit year-over-year rate. The company pointed to demand for higher-speed, secure and resilient networks, including networking products with quantum-safe security capabilities. Supply costs pressure margins. Third-quarter non-GAAP gross margin was 42.1%, up from 40.7% in the second quarter. However, Chief Financial Officer Tim Santo said the figure benefited by approximately 200 basis points from IEEPA tariff refunds received during the quarter. Management said higher component costs accounted for roughly 80% to 90% of the underlying margin pressure, with product and customer mix also contributing. Components affected by shortages or extended lead times include optics, lasers, pump lasers, certain semiconductors, memory and printed circuit boards. The company said it is pursuing supplier discussions, product redesigns and price increases to offset cost pressures. Management said a recently implemented price increase covers roughly 70% of customers, with the remaining customers expected to be addressed early next year. It also expects product redesigns in optical and customer-premises equipment to begin coming online early next year. Non-GAAP operating expenses were $104.2 million, compared with $103.9 million in the preceding quarter. Non-GAAP operating income was $14.1 million, producing a 5% operating margin, compared with 3.8% in the second quarter. ADTRAN reiterated its longer-term target of a 10% non-GAAP operating margin, while noting that component costs remain an important variable outside of its control. Cash flow and outlook. Non-GAAP net income attributable to ADTRAN Holdings was $7.1 million, or $0.09 per diluted share, compared with $0.05 per diluted share a year earlier and $0.04 in the prior quarter. Operating cash flow was negative $24.5 million, while free cash flow was negative $39.4 million, driven by increased working capital. Days sales outstanding rose to 77 days, inventory increased to $227.4 million and accounts payable rose to $179 million. Santo said the company expects collections to increase and working capital to normalize during the fourth quarter. ADTRAN ended the quarter with $71.7 million in cash equivalents and restricted cash, down from $79.2 million at June 30. During the quarter, it repurchased about $18 million of ADTRAN Networks SE shares, increasing ADTRAN Holdings' ownership stake to 73.4%. For the fourth quarter, the company forecast revenue between $272 million and $292 million and non-GAAP operating margin between 1% and 5%. Management said the outlook reflects historical seasonality, supply availability and the timing of large customer projects. Looking ahead, the company expects broadband funding through the BEAD program to become more meaningful next year and described European high-risk-vendor replacement as an ongoing opportunity. Management said proposed European cybersecurity legislation could accelerate equipment replacement, though the timing of final legislation remains uncertain. About ADTRAN (NASDAQ:ADTN). ADTRAN Holdings, Inc NASDAQ: ADTN is a global telecommunications equipment and networking company that provides communications infrastructure for service providers, enterprises and other organizations. The company develops solutions that help network operators deliver broadband, voice, data and cloud-connected services over fiber, copper, wireless and other access technologies. Its portfolio includes fiber access systems, passive optical networking equipment, broadband access platforms, Ethernet and data networking products, routers, switches, Wi-Fi solutions, fixed wireless access equipment and software for network management and automation. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider ADTRAN, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and ADTRAN wasn't on the list. While ADTRAN currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. Tesla, Nvidia, and Google helped shape the last era of market growth, but the next wave could come from a new group of companies. Inside this report, you'll find 7 stocks that could play a major role in the next tech-driven market boom. Continue following MarketBeat

Recently Posted Jobs

Sign up to get curated job recommendations

Adtran is Hiring for 50 Jobs on Simplify!

Find jobs on Simplify and start your career today

Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs