Adtran Inc Stock Price, News & Analysis

ADTRAN Holdings (NASDAQ: ADTN) has announced plans to offer $150 million in convertible senior notes due 2030 through a private offering to qualified institutional buyers. The company also granted an option for an additional $22.5 million in notes. The notes will be senior, unsecured obligations with semi-annual interest payments.

The notes will be convertible under certain conditions, with ADTRAN settling conversions through a combination of cash and common stock. The company plans to use the proceeds to fund capped call transactions and repay existing credit agreement borrowings. The capped call transactions are designed to reduce potential dilution from note conversions and offset potential cash payments above the principal amount.

Adtran (NASDAQ:ADTN) has launched the OSA 5401XG SyncPlug™, an innovative SFP-based grandmaster clock designed for precise timing in 10Gbit/s edge and access networks. The device delivers PTP and NTP synchronization in a compact, plug-in form factor that integrates directly into existing infrastructure.

The new solution features multi-band GNSS support, PRTC‑B compliance, and consumes less than 2.5W of power. Key capabilities include advanced spoofing and jamming detection, extended holdover, and support for up to 500,000 NTP transactions per second. The device is targeted at various sectors including telecom, energy, defense, and enterprise networks.

Adtran (NYSE:ADTN) announced that Australia's Defence Science and Technology Group (DSTG) has selected its OSA 3300 HP optical cesium clock for positioning, navigation and timing (PNT) research at its Adelaide facility. This marks the first integration of optical cesium technology in Australian defense research.

The OSA 3300 HP, delivered in partnership with CoverTel, features optical pumping technology that measures 100 times more atoms than traditional magnetic cesium clocks, offering superior frequency stability and precision. The device boasts a 10-year operational lifespan and will support DSTG's research into new strategies for assured PNT, particularly in environments where GNSS jamming and spoofing are concerns.

ADTRAN Holdings (NASDAQ: ADTN) reported strong Q2 2025 financial results, with revenue reaching $265.1 million, up 17% year-over-year. The company achieved a GAAP gross margin of 37.3% and non-GAAP gross margin of 41.4%, while operating margins were -5.0% (GAAP) and 3.0% (non-GAAP).

The company generated $32.2 million in operating cash flow and ended the quarter with $106.3 million in cash, up $5.0 million sequentially. For Q3 2025, ADTRAN expects revenue between $270.0-$280.0 million with non-GAAP operating margin of 3.0-7.0%.

Management highlighted growth across all major revenue categories and market share gains in key areas, attributing success to strategic product investments and increased customer demand for cloud, AI, and edge computing solutions.

NextNav (NYSE:NN) has announced a strategic partnership with Oscilloquartz, an Adtran company, to develop resilient timing solutions that complement and backup GPS systems. The collaboration aims to create a 5G-powered terrestrial Positioning, Navigation, and Timing (PNT) solution integrated with Oscilloquartz's synchronization technology.

The partnership focuses on providing reliable timing services for critical infrastructure including data centers, utilities, and emergency services. By leveraging existing 5G infrastructure, the solution will distribute accurate, UTC-aligned time both indoors and outdoors, reducing dependence on GPS and enhancing national security through improved PNT resilience.

ADTRAN Holdings (NASDAQ: ADTN) has announced preliminary Q2 2025 revenue expected to exceed previous guidance, with projected revenue between $262.5 million to $267.5 million, surpassing the earlier guidance range of $247.5 million to $262.5 million.

CEO Tom Stanton attributed the overperformance to strengthening business conditions, improved market conditions, and growing customer demand for products and services. The company will release final Q2 2025 results on August 4, 2025, followed by a conference call on August 5, 2025.

Adtran (NASDAQ:ADTN) has partnered with Arcadiz to deploy its FSP 3000 open optical transport technology for Cegeka's data center interconnect (DCI) infrastructure in Belgium. The solution connects Cegeka's existing facilities to its new Brussels data center, featuring ConnectGuard™ optical-layer encryption and real-time fiber monitoring via Adtran's ALM platform.

The deployment provides quantum-safe encryption, ultra-low latency connectivity, and supports multiple SAN and DCI protocols. Built partially on Arcadiz's existing fiber infrastructure across eight diverse routes, the solution offers enhanced security, reliability, and operational efficiency for Cegeka's cloud and IT services.

Adtran has expanded its Oscilloquartz atomic clock portfolio with two new optical cesium solutions: the OSA 3200 SP and OSA 3250 ePRC. These lower-cost models leverage advanced optical pumping technology, offering a 10-year service life and improved holdover capabilities compared to traditional magnetic cesium clocks. The solutions share 95% of electronics with Adtran's flagship models and feature simplified maintenance with laser components outside the vacuum chamber. Designed for telecom operators, data centers, power utilities, and defense networks, these clocks provide secure remote management, multiple timing outputs, and integration with Mosaic Sync Director for centralized control. The OSA 3200 SP serves as a cost-optimized PRC-class clock with standard performance, while the OSA 3250 ePRC caters to PNT applications requiring enhanced holdover capabilities.

Adtran (ADTN) has launched its new SDG 9000 Series Wi-Fi 7 service delivery gateways, expanding its portfolio to deliver secure, high-performance connectivity across residential, small business, and multi-dwelling unit (MDU) applications. The series features a 10Gbit/s PoE+ switch router and Wi-Fi 7 access points, offering speeds up to 10Gbit/s.

The product line includes the dual-band IP55-rated SDG 9712o for outdoor coverage and the tri-band SDG 9732i for indoor high-density environments. All devices integrate with Adtran's Intellifi® cloud-management platform and run on the open SmartOS platform, enabling containerized applications and enhanced security features.