ADTRAN Holdings, Inc. (NASDAQ: ADTN)

ADTRAN Holdings, Inc., with the ticker symbol ADTN, operates in the networking and communications industry. The company is a leading global provider of platforms, software, systems, and services, primarily focused on the broadband access and optical networking market. It operates under two reportable segments: Network Solutions and Services & Support.

The Network Solutions segment offers a range of hardware and software products that enable a digital future, supporting Subscriber, Access & Aggregation, and Optical Networking Solutions. This segment's offerings include cloud-managed Wi-Fi gateways, virtualization software, and switches, which provide a mix of wired and wireless connectivity at the customer premises. ADTRAN's portfolio includes products for multi-gigabit service delivery over fiber or alternative media to homes and businesses.

The Services & Support segment provides a comprehensive portfolio of network design, implementation, maintenance, and cloud-hosted services. These services support Subscriber, Access & Aggregation, and Optical Networking Solutions, assisting operators in deploying multi-vendor networks while reducing their cost to maintain these networks. The cloud-hosted services include a suite of SaaS applications under the Mosaic One platform that manages end-to-end network and service optimization for both fiber access infrastructure and mesh Wi-Fi connectivity.

ADTRAN generates revenue from three primary categories: Subscriber Solutions, Access & Aggregation Solutions, and Optical Networking Solutions. The Subscriber Solutions portfolio is used by Service Providers to terminate their access services infrastructure at customers' premises while providing an immersive and interactive experience for residential, business, and wholesale subscribers. The Access & Aggregation Solutions connect residential subscribers, business subscribers, and mobile radio networks to the Service Providers' metro network, primarily through fiber-based connectivity. The Optical Networking Solutions segment securesly interconnects metro and regional networks over fiber for communications Service Providers, internet content providers, and large-scale enterprises.

ADTRAN's competitive advantages stem from its innovative and cost-effective solutions, enabling customers to address increasing broadband demand. The company focuses on technology transformations in broadband network infrastructure, home and business CPE, software platforms, and services, helping customers address complexity and meet growing consumer demands.

The company's customers include large, medium, and small Service Providers, alternative Service Providers (such as utilities, municipalities, and fiber overbuilders), cable/MSOs, SMBs, and distributed enterprises. ADTRAN's products and services cater to voice, data, and video communications across various infrastructures, including fiber-, copper-, coaxial-, and wireless-based networks, as well as wide area networks, local area networks, and the internet.

ADTRAN's key competitors in the Subscriber Solutions & Experience category include Calix, Cisco, CommScope, and Ribbon Communications. In the Access & Aggregation solutions category, competitors include Calix, Casa Systems, Ciena, CommScope, DZS, Harmonic, Huawei, Nokia, Reliance/Radisys, Vecima Networks, and ZTE. The main competitors of ADTRAN's Optical Networking solutions portfolio are Ciena, Cisco, Ekinops, Huawei, Infinera, Nokia, Ribbon Communications, and ZTE Corporation.

Notable brand names and trade names of ADTRAN's products and services include cloud-managed Wi-Fi gateways, virtualization software, switches, Mosaic One platform, and the company's Subscriber Solutions, Access & Aggregation Solutions, and Optical Networking Solutions portfolio.