SALT LAKE CITY, UTAH / ACCESS Newswire / December 23, 2025 / Recent service disruptions involving Waymo autonomous vehicles in San Francisco have drawn attention to a core challenge in autonomous mobility: dependence on a single network or network access technology. During a widespread power and infrastructure outage, Waymo vehicles reportedly experienced difficulty maintaining reliable 5G connectivity, forcing service pauses and stalled operations. ...

SALT LAKE CITY, UTAH / ACCESS Newswire / December 16, 2025 / FatPipe, Inc. FatPipe, Inc. (NASDAQ:FATN) ("FatPipe" or the "Company"), a pioneer in enterprise-class, application-aware, secure software-defined wide area network ("SD-WAN") solutions that provide the highest levels of reliability, security, and optimization for Wide Area Networks (WANs), is pleased to invite investors to a webinar on December 16, 2025, at 4:15 p.m. ET.The exclusive event, hosted by RedChip Companies, will feature FatPipe's Ch ...

Core Insights - FatPipe, Inc. is a pioneer in enterprise-class, application-aware, secure software-defined wide area network (SD-WAN) solutions, focusing on reliability, security, and optimization for Wide Area Networks (WANs) and cybersecurity solutions [1] Company Performance - Following a successful IPO earlier in the year, FatPipe's stock has faced downward pressure due to the expiration of the initial shareholder lockup period [1]

Core Insights - FatPipe, Inc. reported a 49% growth in Monthly Recurring Billings from Q2 FY2025 to Q2 FY2026 [1] - The company's sales headcount nearly tripled during the same period [1] Financial Performance - Total revenue for Q2 FY2026 was $4.0 million, a slight increase from $3.9 million in Q1 FY2026 [1] - The revenue includes professional services, indicating a stable growth trajectory [1]

Market Growth Projections - The SD-WAN market is estimated to be approximately $4.5 billion in 2023, projected to grow to over $17.6 billion by 2030, with a CAGR of 18% in North America and over 60% in APAC[122]. - SASE software and platform revenues are expected to grow from $6.4 billion in 2022 to $27.2 billion by 2030, resulting in a CAGR of almost 20%[123]. - The NMS market is projected to grow at a CAGR of 10% from 2022 to 2030, with total revenues estimated at $2.0 billion in 2022, growing to approximately $4.4 billion[124]. - The global cybersecurity market was valued at approximately $245.6 billion in 2024 and is projected to reach about $500.7 billion by 2030, corresponding to a CAGR of roughly 12.9%[125]. Company Strategy and Operations - The company plans to expand its presence in North America and Southeast Asia, with specific strategies for Mexico and Asian markets[117]. - FatPipe holds over a dozen software and technology patents to support its integrated suite of software solutions[116]. - The company aims to enhance its product pipeline with new SD-WAN security features and single-stack cybersecurity capabilities[126]. - FatPipe's software solutions are delivered as subscription services, with customer contracts typically ranging from 36 to 60 months[128]. Financial Performance - For the three months ended September 30, 2025, net revenue was $3,959,231, a decrease of $1,636,345, or 29%, from the prior period due to two large contracts in Q2 2025[136]. - Cost of revenue for the same period was $312,904, an increase of $83,589, or 36%, attributed to rising input costs due to macroeconomic factors[137]. - Gross profit decreased to $3,646,327, down $1,719,934, or 32%, with a gross margin of 92%, down from 96% in the prior period[138]. - Sales and marketing expenses increased to $1,202,636, an increase of $283,244, or 31%, due to scaling sales headcount for long-term growth[139]. - General and administrative expenses rose to $1,392,675, an increase of $208,879, primarily due to $625,220 in non-cash stock-based compensation[140]. - Product development expenses were $489,157, an increase of $53,755, as the company continued its development plans for cybersecurity and satellite products[141]. - For the six months ended September 30, 2025, net income attributable to stockholders was $697,808, a decrease of $1,538,917, or 69%, from the prior period[146]. - Net income for the six months ended September 30, 2025, was $697,810, a decrease of 68.8% compared to $2,236,725 for the same period in 2024[172]. - Adjusted EBITDA for the six months ended September 30, 2025, was $1,914,545, down $345,933 from $2,260,478 in the prior year, with an adjusted EBITDA margin of 24%[171]. Cash Flow and Financing - Net cash used in operating activities was $108,769 for the six months ended September 30, 2025, an improvement from $204,175 in the prior period[167]. - Net cash provided by financing activities was $3,581,185, primarily driven by $3,867,472 from the April 2025 IPO[169]. - The company expanded its sales team from 8 to 25 salespeople post-IPO to enhance its market presence[177]. - Net cash used in investing activities was $35,447, up from $12,228 in the prior period, mainly due to office improvement purchases[168]. - Cash and cash equivalents at the end of the period were $6,229,021, significantly up from $845,850 at the end of the prior period[166]. - The company reported a stock-based compensation expense of $625,220 in the three months ended September 30, 2025[172]. - The company did not have any off-balance sheet arrangements during the years presented[178]. Cost and Margin Expectations - The company expects lower gross margins in the India and South Asian markets, offset by lower costs of sales due to lower wages in those regions[161]. - Interest income was $42,949, compared to a loss of $15,576 in the prior period, reflecting funds raised from the IPO[144].

Core Insights - FatPipe, Inc. has successfully completed a significant SD-WAN rollout for a large U.S. school district, encompassing over 210 sites under a contract valued at $1.4 million [1] Company Summary - The project integrates all campuses, administrative offices, and data centers into a unified FatPipe SD-WAN architecture [1] - The SD-WAN design aims to ensure reliable connectivity for various functions including instruction, testing, voice, and video [1]

Core Insights - The article discusses the successful deployment of a 108-site SD-WAN by FatPipe for a large regional bank, aimed at enhancing connectivity and performance across its branches and data centers [2]. Group 1: Deployment Details - The SD-WAN deployment integrates the bank's branches, data centers, and remote offices into a unified FatPipe SD-WAN architecture [2]. - The initiative is designed to improve reliability, simplify operations, and enhance the end-user experience across critical banking applications [2]. Group 2: Company Impact - FatPipe's technology aims to provide higher uptime and consistent application performance for the bank [1].

Core Insights - FatPipe, Inc. is hosting a webinar for investors on October 15, 2025, at 4:15 p.m. ET [1] - The event will feature insights from FatPipe's Chairman and CEO, Dr. Ragula Bhaskar [1] Company Overview - FatPipe, Inc. specializes in enterprise-class, application-aware, secure software-defined wide area network (SD-WAN) solutions [1] - The company focuses on providing high levels of reliability, security, and optimization for Wide Area Networks (WANs) [1]

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential trading opportunities before the market opens [1] Premarket Gainers - AgriFORCE Growing Systems Ltd. (AGRI) has increased by 263% to $8.73 [3] - Qualigen Therapeutics, Inc. (QLGN) has risen by 212% to $8.87 [3] - Flora Growth Corp. (FLGC) is up 103% at $55.36 [3] - Boxlight Corporation (BOXL) has gained 102% to $3.16 [3] - Platinum Analytics Cayman Limited (PLTS) is up 96% at $14.00 [3] - Metsera, Inc. (MTSR) has increased by 59% to $52.99 [3] - Anywhere Real Estate Inc. (HOUS) is up 51% at $10.72 [3] - Fold Holdings, Inc. (FLD) has risen by 30% to $5.93 [3] - ARB IOT Group Limited (ARBB) is up 28% at $8.02 [3] - MBX Biosciences, Inc. (MBX) has increased by 26% to $12.64 [3] Premarket Losers - AlphaVest Acquisition Corp (ATMV) has decreased by 27% to $15.99 [4] - Helius Medical Technologies, Inc. (HSDT) is down 17% at $20.00 [4] - CEA Industries Inc. (BNC) has fallen by 15% to $8.20 [4] - Simpple Ltd. (SPPL) is down 13% at $5.00 [4] - FatPipe, Inc. (FATN) has decreased by 11% to $7.87 [4] - Tharimmune, Inc. (THAR) is down 11% at $3.20 [4] - Yueda Digital Holding (YDKG) has fallen by 11% to $2.98 [4] - American Battery Technology Company (ABAT) is down 10% at $2.94 [4] - AGM Group Holdings Inc. (AGMH) has decreased by 9% to $9.36 [4] - Antelope Enterprise Holdings Limited (AEHL) is down 5% at $3.38 [4]

Core Insights - FatPipe, Inc. is hosting a webinar on August 7, 2025, to discuss its leadership in the software-defined networking market and its high-margin subscription-based business model [1][2][3] - The company has over 2,500 enterprise customers across various sectors, including government, healthcare, and finance, and offers patented technology for secure connectivity [3] - FatPipe's financial performance includes a gross margin of over 90% and a net margin of 24.4% for fiscal 2024, indicating strong profitability and capital efficiency [3] Company Overview - FatPipe, Inc. is a pioneer in software-defined wide area networking (SD-WAN) and has introduced Total Security 360, a comprehensive cybersecurity and network security solution [6] - The company holds 12 U.S. patents related to multipath, software-defined networking and has a global presence with over 200 resellers [6] - The SD-WAN market is projected to exceed $49 billion by 2030, positioning FatPipe for significant growth opportunities [3]