The Significant 100% Success Demonstrates AmpliTech's Carrier-Grade Reliability for Open RAN NetworksHAUPPAUGE, N.Y., Dec. 30, 2025 (GLOBE NEWSWIRE) -- AmpliTech Group (NASDAQ: AMPG), today announced a major milestone in the commercialization of Open RAN technology. During the O-RAN Global PlugFest Fall 2025, AmpliTech’s Radio Units (O-RUs) achieved a 100% successful handover validation rate across multi-vendor environments. What's a handover? When you're on a phone call in your car driving down the highway ...

【文/观察者网专栏作者 心智观察所】 今年岁末，一则来自东京的消息在全球电信行业激起波澜：曾经雄心勃勃宣称要在2030年夺取全球20% 市场份额的日本电气（NEC），正式宣布退出4G和5G公共基站开发市场。这家百年老店的黯然离场， 标志着日本通信设备产业的全面溃败。 在华为、中兴等中国企业持续引领技术创新的背景下，曾经在3G时代与欧美企业分庭抗礼的日本厂 商，何以沦落至今日的边缘化境地？ 帝国的黄昏：NEC的战略撤退 NEC社长森田隆之在接受《日经新闻》采访时的表态颇为耐人寻味："原则上，今后我们将不再对该领 域进行开发投资。"回溯至2020年6月，NEC与日本电报电话公司（NTT）高调宣布资本业务合作，NTT 出资约644亿日元收购NEC股份，彼时的新野隆社长信心满满地表示要"到2030年力争使全球份额达到 20%"。然而，仅仅四年之后，这一雄心壮志便化为泡影。 表面上看，NEC的撤退源于市场份额的持续萎缩。根据国际市场调研机构Omdia的数据，中国华为、瑞 典爱立信以及芬兰诺基亚三家巨头合计掌控了全球近80%的基站市场份额，而日本企业NEC和富士通所 占份额合计不足2%。这意味着，在一个赢家通吃的市场中， ...

Core Viewpoint - Airspan Networks Holdings LLC has been selected by Rakuten Mobile to provide Open RAN compliant radios for deployment in Japan's nationwide mobile network, marking a significant milestone in the industry supported by NTIA grants for Open RAN development [1] Group 1 - Airspan Networks is recognized as a leading global provider of wireless network solutions [1] - The deployment of Open RAN compliant radios represents the first commercial initiative in the industry backed by government grants [1] - Rakuten Mobile's selection of Airspan Networks highlights the growing adoption of Open RAN technology in mobile networks [1]

Core Insights - AmpliTech has achieved a significant milestone by becoming the first U.S. company to validate a commercial 64T64R CAT-B Massive MIMO radio in global Open RAN testing, marking a pivotal moment in 5G infrastructure development [1][3][13] Company Achievements - The company successfully completed rigorous testing of its 64T64R CAT-B Massive MIMO O-RU during the O-RAN Global PlugFest Fall 2025, underscoring its leadership in high-capacity, open, and disaggregated 5G networks [3][4] - AmpliTech's 64T64R CAT-B radio is recognized as the highest radio network configuration in the 5G ecosystem, enabling high spectral efficiency and greater coverage at lower power per bit [4][5] Industry Impact - The successful PlugFest testing confirmed full multi-vendor interoperability, which strengthens the Open RAN ecosystem for dense urban 5G deployments [2][10] - AmpliTech's advancements in Massive MIMO technology are expected to disrupt the traditional vendor lock-in, allowing operators to source components from multiple vendors and reduce costs [9][10] Future Developments - The next phase of the PlugFest is scheduled for Spring 2026, focusing on end-to-end MIMO and Massive MIMO gNB functionality, which will further validate multi-vendor integration [8][11] - The company aims to provide a viable alternative to proprietary RAN solutions, enhancing the U.S. position in the global 5G supply chain [12][15]

Core Insights - AmpliTech has launched its new Band 50 (n50) 5G Open RAN radios, designed for long-range Fixed Wireless Access (FWA) coverage with low power consumption and full O-RAN 7.2x compatibility [2][4][10] - The company has completed successful field trials, allowing it to proceed to production with initial shipments expected to start in December 2025 [2][9] - Revenue outlook has increased from $78 million to over $100 million, supported by multi-year deployments through 2027 and expanding rural broadband coverage [3][9] Product Details - The Band 50 radios operate around 1.4–1.5 GHz, providing wide-area 5G coverage over long distances and better indoor penetration compared to higher mid-band spectrum [5][7] - These radios are designed to be cost-efficient and optimized for rural and challenging geographies, combining with extensive fiber backbone and 5G core software [5][6] - The radios are compliant with O-RAN 7.2x fronthaul specifications, ensuring interoperability with multi-vendor Distributed Unit (DU) and Central Unit (CU) platforms [7][8] Strategic Importance - The release of Band 50 radios positions AmpliTech at the forefront of ORAN 5G deployments globally, aiming to deliver fast and affordable 5G home broadband [10] - The initiative highlights the strength of AmpliTech's Open RAN strategy, targeting emerging markets and supporting digital inclusion goals [10]

Core Insights - AT&T and Verizon are major players in the mobile and wireless connectivity sector, each offering a wide range of communication and business solutions [1][2] AT&T Overview - AT&T is experiencing positive momentum in its postpaid wireless business, characterized by a lower churn rate and increased adoption of higher-tier unlimited plans [3] - The company is focused on enhancing its mobile 5G, fixed wireless, and edge computing services to drive growth [3] - AT&T has agreed to acquire wireless spectrum licenses from EchoStar for $23 billion, which will add significant low-band and mid-band spectrum to its portfolio, enhancing its market presence and operational efficiency [4] - Despite these efforts, AT&T faces challenges such as a nationwide wireless service outage that has impacted customer trust and increased competition from Verizon and T-Mobile [5] Verizon Overview - Verizon is capitalizing on the growing demand for its 5G services, supported by disciplined engineering and infrastructure investments [6] - The company is seeing strong adoption of its 5G and fixed wireless broadband services, aided by flexible pricing plans [7] - Verizon is expanding its Fios Forward initiative to promote digital inclusion and enhance service offerings for underserved households [9] - The company is also facing intense competition, leading to price wars and high capital expenditures for its 5G network build-out [10] Financial Estimates - The Zacks Consensus Estimate for AT&T's 2025 sales indicates a year-over-year growth of 2.1%, while EPS is expected to decline by 8.8% [11] - For Verizon, the 2025 sales estimate suggests a growth of 2.3%, with EPS expected to grow by 2.4% [13] Price Performance and Valuation - AT&T is viewed as more attractive from a valuation perspective, with a price/sales ratio of 1.44 compared to Verizon's 1.88 [14] - Over the past year, AT&T has gained 10.9%, while Verizon has declined by 9.4% [16] - Both companies currently hold a Zacks Rank 3 (Hold), but AT&T is considered to have a slight advantage in terms of price performance and valuation metrics [15]

Core Insights - AT&T has rapidly deployed EchoStar's mid-band spectrum (3.45 GHz) to nearly 23,000 cell sites, enhancing its 5G network performance across 5,300 cities in 48 states [2][4] - The integration of this spectrum is expected to support sustained growth in AT&T's converged customer base, which subscribes to both home internet and 5G services [3][7] - Customers can experience significant improvements in download speeds, with mobility speeds increasing by up to 80% and AT&T Internet Air speeds by 55% [4][7] Network Performance - The newly integrated spectrum strengthens AT&T's position as a leader in high-performance connectivity, enhancing both 5G and fiber services [5][6] - The deployment is part of AT&T's strategy to maintain the fastest and most reliable wireless network in the U.S., supported by ongoing investments in telecommunications infrastructure [6][8] Customer Experience - Customers will benefit from increased capacity for streaming, gaming, and AI-powered applications, along with expanded home internet options [8] - AT&T continues to deliver a connectivity guarantee that includes both wireless and fiber networks, reinforcing its commitment to customer satisfaction [8]

Core Insights - VIAVI Solutions Inc. has partnered with Calnex Solutions plc to provide test solutions for Open RAN products, enhancing compliance with O-RAN ALLIANCE and 3GPP standards [1][2][3] - The shift towards Open RAN and AI-RAN in 5G and 6G systems is expanding the telecom infrastructure market, allowing more companies, including startups, to participate [2] - The partnership aims to simplify and reduce costs associated with in-house Open RAN testing, enabling immediate setup without debugging [1][4] Company Overview - VIAVI Solutions is a global provider of network test, monitoring, and assurance solutions across various sectors, including telecommunications and cloud computing [5] - Calnex Solutions specializes in test and measurement instrumentation for validating telecom and cloud infrastructure performance [6] Testing Solutions - The partnership offers three immediate testbeds for manufacturers of O-RU, O-DU, and O-CU equipment, with additional testbeds in development [3] - The integrated systems support full O-RAN and 3GPP conformance testing, emulating realistic network impairments such as jitter and delay [4] - Key testing capabilities include S-plane resilience and advanced scenarios like multi-cell handovers, along with cybersecurity vulnerability testing [4]

Core Viewpoint - AmpliTech Group, Inc. is strategically positioned to capitalize on the growing Open RAN market, leveraging its technological leadership and strong partnerships to drive growth and profitability in the 5G sector [2][4]. Company Overview - AmpliTech Group designs and manufactures advanced signal-processing components for various communication networks, including satellite and 5G/6G systems [1][12]. - The company has developed advanced 5G Open RAN solutions, including a pending patent for a Massive MIMO 64T64R radio platform [2][3]. Market Position and Opportunities - AmpliTech has secured Letters of Intent (LOIs) exceeding $118 million with major mobile network operators in Asia and North America, with a significant portion already converted to funded purchase orders [3]. - As one of the few U.S.-based end-to-end ORAN 5G solution providers, the company benefits from increased demand for domestic technology vendors in critical infrastructure [3][4]. Financial Performance - The company's Q2 2025 unaudited revenue is approaching $11 million, with 75% derived from high-margin 5G ORAN products [5]. - A robust $78 million Letter of Intent pipeline is scheduled for delivery across FY2026 and FY2027, indicating strong market demand and revenue visibility [5]. Growth Strategy - The upcoming rights offering aims to strengthen AmpliTech's balance sheet, enabling the execution of $118 million in LOIs and positioning the company for sustained profitability [8]. - Proceeds from the rights offering will support margin expansion through investments in quantum-enabled 5G architectures and operational scaling, including R&D and sales force expansion [9][10]. Industry Engagement - AmpliTech is actively engaged in leading industry alliances such as the ORAN Alliance and Telecom Infra Project, enhancing its competitive positioning in the telecom landscape [4].

Core Insights - The company achieved a new long-term profit margin level in Q3, driven by strong performance in core network business and a 9% increase in cloud software and services sales [1][2] - The company’s 5G solutions have been recognized for their leadership position by Gartner and Omdia, with a focus on AI-native and hardware-agnostic software architecture [1][2] - The company anticipates stable organic sales in enterprise business for Q4, with a steady RAN market overall [1] Financial Highlights - Reported sales amounted to 56.2 billion Swedish Krona, with an adjusted total revenue decrease of 4.2 billion Swedish Krona due to unfavorable currency effects [2] - Adjusted gross margin improved to 48.1%, up from 46.3% year-over-year, while reported gross margin was 47.6%, compared to 45.6% [2][3] - Adjusted EBITA reached 15.8 billion Swedish Krona, with a profit margin of 28.1%, including a capital gain of 7.6 billion Swedish Krona from the divestment of the iconectiv business [2][3] - Net income was 11.3 billion Swedish Krona, with diluted earnings per share of 3.33 Swedish Krona, reflecting a significant increase from 1.14 Swedish Krona [2][4] Year-to-Date Performance - For the first nine months of 2025, net sales decreased by 9%, with organic sales down by 2% [3] - Total revenue for the same period decreased by 5%, while gross margin remained stable at 47.6% [3][5] - Adjusted EBITA margin improved significantly to 27.6%, compared to 10.0% in the previous year [4][5]