Adtran and GLDS Launch Billing-Driven Automation Solution
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 21 2026
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Should l Buy ADTN?
Source: Newsfilter
- Partnership Advancement: Adtran's collaboration with GLDS has entered a new phase with the launch of a billing-driven, zero-touch automation solution aimed at simplifying subscriber lifecycle management for broadband operators, thereby enhancing service efficiency and customer satisfaction.
- Reduced Operational Complexity: The new system automates subscriber creation, service activation, and lifecycle management through GLDS BroadHub®, significantly reducing manual handoffs, accelerating time to revenue, and enabling operators to better meet rising customer expectations.
- Technology Integration: The integration of Adtran's Intellifi® managed Wi-Fi platform with the GLDS BroadHub® system enables billing-initiated automation across service and device lifecycles, ensuring consistent configurations during device replacements or upgrades, including transitions to Wi-Fi 6 and Wi-Fi 7 systems.
- Flexible Operating Model: By utilizing open, standards-based interfaces, the new solution provides operators with choice and flexibility, eliminating operational friction, simplifying processes, and ensuring service continuity as networks and subscriber bases expand.
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Analyst Views on ADTN
Wall Street analysts forecast ADTN stock price to fall
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 14.550
Low
12.00
Averages
12.50
High
13.00
Current: 14.550
Low
12.00
Averages
12.50
High
13.00
About ADTN
ADTRAN Holdings, Inc. is a provider of open, disaggregated networking and communications solutions that enable voice, data, video and Internet communications across any network infrastructure. Its segments include Network Solutions, which offers hardware and software products, and Services & Support, which includes a portfolio of network design and implementation services, support services and cloud-hosted SaaS applications. The segments span across Subscriber Solutions, Access & Aggregation Solutions, and Optical Networking Solutions. Its Subscriber Solutions portfolio is used by service providers to terminate their access services infrastructure at the customer's premises. The Access & Aggregation Solutions are solutions that are used by communications service providers to connect subscribers. Its Optical Networking Solutions are used by communications service providers, Internet content providers and large enterprises to securely interconnect metro and regional networks over fiber.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Margin Expansion: The company achieved a non-GAAP gross margin of 43% with operating expenses of $103.3 million, attributed to favorable product mix and ongoing cost efficiency improvements, enhancing overall profitability.
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- Margin Improvement: The non-GAAP gross margin stood at 43.0%, up 108 basis points year-over-year, showcasing enhanced cost control and operational efficiency, which is expected to boost investor confidence.
- Optimistic Future Outlook: ADTRAN anticipates Q2 2026 revenue in the range of $283.0 million to $303.0 million, although below the consensus of $293.04 million, with non-GAAP operating margin expectations between 5.0% and 9.0%, indicating confidence in future growth.
See More
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- Margin Improvement: The GAAP gross margin stood at 39.5%, while the non-GAAP gross margin was 43.0%, representing increases of 108 and 55 basis points year-over-year, showcasing improvements in cost control and operational efficiency.
- Strong Operating Cash Flow: The company generated $12.7 million in cash from operating activities in Q1, maintaining positive cash flow despite market challenges, which enhances financial flexibility.
- Optimistic Future Outlook: ADTRAN expects Q2 revenue to range between $283 million and $303 million, with non-GAAP operating margins projected between 5% and 9%, reflecting confidence in future growth and sustained market demand.
See More
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- Significant Revenue Growth: ADTRAN reported Q1 revenue of $286.1 million, reflecting a 15.5% year-over-year increase, indicating strong performance in core markets and potential for increased market share.
- Margin Improvement: The GAAP gross margin stood at 39.5%, while the non-GAAP gross margin reached 43.0%, marking increases of 108 and 55 basis points year-over-year, respectively, showcasing significant progress in cost control and operational efficiency.
- New Product Launch: The introduction of LiteWave800™, designed for intra-data center AI infrastructure, sets a new benchmark for power efficiency at 800G, expected to enhance competitiveness in high-growth markets.
- Optimistic Outlook: ADTRAN anticipates Q2 2026 revenue between $283 million and $303 million, with non-GAAP operating margins projected between 5% and 9%, reflecting confidence in future market demand and a positive business outlook.
See More
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