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Ribbon munications (RBBN) - 2025 Q1 - Earnings Call Presentation
2025-04-30 00:13
Ribbon Communications First Quarter 2025 Results April 29, 2025 © 2025 Ribbon | Public 1 Note Regarding Forward-Looking Statements and Non-GAAP Financial Measures This presentation contains "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, which are subject to a number of risks and uncertainties. All statements other than statements of historical facts contained in this release, including without limitation, statements regarding our projected finan ...
Ribbon munications (RBBN) - 2025 Q1 - Earnings Call Transcript
2025-04-29 21:32
Ribbon Communications (RBBN) Q1 2025 Earnings Call April 29, 2025 04:30 PM ET Company Participants Joni Roberts - Chief Marketing Officer & Senior VPBruce McClelland - President, CEO & DirectorJohn Townsend - EVP, Chief Financial OfficerRustam Kanga - VP - Research Conference Call Participants Dave Kang - Senior AnalystChristian Schwab - Senior Research AnalystTim Savageaux - MD & Senior Research Analyst Operator Greetings, and welcome to the Ribbon Communications First Quarter twenty twenty five Financial ...
Aviat Networks Sets Date for Its Fiscal 2025 Third Quarter Financial Results Conference Call
Prnewswire· 2025-04-29 20:30
Core Viewpoint - Aviat Networks, Inc. will release its third quarter fiscal 2025 financial results on May 6, 2025, after market close [1] Financial Results Announcement - The earnings conference call and webcast will take place on the same day at 5:00 p.m. ET, featuring CEO Pete Smith and CFO Michael Connaway [2] - Interested parties can access the conference call via the webcast on Aviat Networks' Investor Relations website or participate by telephone after registering [3] Company Overview - Aviat Networks is a leading expert in wireless transport and access solutions, providing reliable products and services to customers globally [4] - The company has sold over one million systems in 170 countries, serving various sectors including government and defense organizations [4] - With a history of microwave innovations spanning over 70 years, Aviat focuses on delivering high-performance products and exceptional customer experiences [4]
Nokia Corporation’s Board of Directors’ Assembly Meeting Decisions and Dividend
Globenewswire· 2025-04-29 13:15
Corporate Governance - Nokia Corporation's Board of Directors elected Sari Baldauf as Chair and Timo Ihamuotila as Vice Chair [1] - Thomas Dannenfeldt was elected as Chair of the Audit Committee, with Pernille Erenbjerg, Lisa Hook, and Mike McNamara as members [1] - Timo Ihamuotila was elected as Chair of the Corporate Governance and Nomination Committee, with Sari Baldauf, Pernille Erenbjerg, and Thomas Saueressig as members [1] - Thomas Dannenfeldt was elected as Chair of the Personnel Committee, with Timo Ahopelto, Sari Baldauf, and Elizabeth Crain as members [1] - Kai Öistämö was elected as Chair of the Technology Committee, with Timo Ahopelto, Mike McNamara, and Thomas Saueressig as members [1] - Elizabeth Crain was elected as Chair of the Strategy Committee, with Sari Baldauf, Lisa Hook, Timo Ihamuotila, and Kai Öistämö as members [1] Dividend Announcement - The Board of Directors resolved a dividend of EUR 0.04 per share, to be paid to shareholders registered by 5 May 2025 [1] - The dividend payment date is set for 12 May 2025, with the actual date for payments outside Finland determined by intermediary banks [1] - Following this dividend announcement, the Board's remaining asset distribution authorization is a maximum of EUR 0.10 per share [1] Company Overview - Nokia is a B2B technology innovation leader, creating technology that helps the world act together [2] - The company is pioneering networks that sense, think, and act, leveraging work across mobile, fixed, and cloud networks [2] - Nokia Bell Labs, celebrating 100 years of innovation, leads the company's long-term research and intellectual property efforts [2]
Nokia Corporation's Board of Directors' Assembly Meeting Decisions and Dividend
GlobeNewswire News Room· 2025-04-29 13:15
Corporate Governance - Nokia Corporation's Board of Directors elected Sari Baldauf as Chair and Timo Ihamuotila as Vice Chair [1] - Thomas Dannenfeldt was elected as Chair of the Audit Committee, with Pernille Erenbjerg, Lisa Hook, and Mike McNamara as members [1] - Timo Ihamuotila was elected as Chair of the Corporate Governance and Nomination Committee, with Sari Baldauf, Pernille Erenbjerg, and Thomas Saueressig as members [1] - Thomas Dannenfeldt was elected as Chair of the Personnel Committee, with Timo Ahopelto, Sari Baldauf, and Elizabeth Crain as members [1] - Kai Öistämö was elected as Chair of the Technology Committee, with Timo Ahopelto, Mike McNamara, and Thomas Saueressig as members [1] - Elizabeth Crain was elected as Chair of the Strategy Committee, with Sari Baldauf, Lisa Hook, Timo Ihamuotila, and Kai Öistämö as members [1] Dividend Announcement - The Board of Directors resolved to distribute a dividend of EUR 0.04 per share, based on the authorization from the Annual General Meeting 2025 [1] - The dividend will be paid to shareholders registered by the record date of 5 May 2025, with payment scheduled for 12 May 2025 [1] - The remaining asset distribution authorization for the Board is a maximum of EUR 0.10 per share [1] Company Overview - Nokia is a B2B technology innovation leader, creating technology that enables global collaboration [2] - The company focuses on pioneering networks that leverage mobile, fixed, and cloud technologies [2] - Nokia Bell Labs, celebrating 100 years of innovation, leads the company's long-term research and intellectual property initiatives [2]
Resolutions of Nokia Corporation’s Annual General Meeting
Globenewswire· 2025-04-29 12:45
Nokia CorporationStock Exchange Release29 April 2025 at 15.45 EESTResolutions of Nokia Corporation’s Annual General MeetingEspoo, Finland – The Annual General Meeting (AGM) of Nokia Corporation took place today 29 April 2025 in Helsinki, Finland. The AGM approved all the proposals of the Board of Directors to the AGM. The AGM adopted the Company’s financial statements, discharged the members of the Board and the President and Chief Executive Officer from liability for the financial year 2024 and adopted the ...
全球点对多点微波市场前10强生产商排名及市场占有率
QYResearch· 2025-04-29 09:08
点对多点微波技术正逐步成为现代通信网络的核心支撑,凭借其高频段、高容量以及灵活的组网能力,满足多样化场景下的高速数据传输需 求。尤其是在毫米波( 60GHz )与 Sub-6GHz 频段,技术集成度高,涉及射频架构、动态频谱调度、抗干扰处理等多个维度,显著提升通信系 统的整体性能。在移动回传、固定无线接入以及低空安防、卫星通信等新兴领域中, PMP 系统展现出强大的适应能力,是远程地区网络覆盖与 城市密集区数据疏导的关键方案。 微波回程系统主要通过无线频谱(如微波频段)实现数据的传输,将来自无线基站或蜂窝塔的信号传输到核心网络或数据中心。这一系统主要 用于解决偏远地区或光纤部署成本高昂区域的网络连接问题,为移动网络运营商和互联网服务提供商提供高效、经济的传输解决方案。点对多 点微波回程系统通主要用于连接一个中心站点(如基站或数据中心)与多个远程站点(如用户终端、小型基站等)。该系统能够高效地分配和 传输数据,满足多个用户或设备的通信需求。 据 QYResearch 调研团队最新报告 " 全球点对多点微波市场报告 2025-2031" 显示,预计 2031 年全球点对多点微波市场规模将达到 35.3 亿美元, ...
Harmonic(HLIT) - 2025 Q1 - Earnings Call Transcript
2025-04-29 01:56
Financial Data and Key Metrics Changes - Total company revenue increased by 9% year over year to $133.1 million, with EPS rising from $0.00 to $0.11 driven by higher profitability [20][24] - Adjusted EBITDA reached $21 million, exceeding previous expectations [6][20] - Cash balance at quarter end was $148.7 million, a substantial increase of $47.3 million sequentially, despite $36.1 million returned to shareholders through share repurchases [7][20] Business Line Data and Key Metrics Changes - Broadband revenue for Q1 was $84.9 million, with adjusted EBITDA of $15.9 million, both showing year-over-year growth [20][21] - Video revenue was $48.3 million, up 11.8% year over year, with adjusted EBITDA of $5.3 million reflecting strong revenue momentum [20][21] - Video SaaS revenue was $14.8 million, up 15% year over year, indicating robust growth in this segment [18][21] Market Data and Key Metrics Changes - The company closed the quarter with backlog and deferred revenue at $485.1 million, indicating a durable business model [7][26] - The book-to-bill ratio for the quarter was 0.9, compared to 0.7 in Q4 2024 and 1.2 in Q1 2024, reflecting a shift in customer deployment timing [25][26] Company Strategy and Development Direction - The company is navigating the shift to Unified DOCSIS 4.0, expecting a below-trend revenue year for broadband in 2025 but anticipating a rebound in 2026 [7][8] - Harmonic's strategy includes targeted investments to drive organic growth and returning capital to shareholders through stock repurchases [21][23] - The company is exploring inorganic expansion opportunities that complement its current capabilities [21][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in long-term growth despite short-term headwinds from tariff uncertainties and the transition to Unified DOCSIS 4.0 [34][50] - The company has not seen changes in customer behavior due to tariffs, indicating strong fundamentals [30][50] - Management expects to mitigate tariff impacts through supply chain optimization and cost management [31][32] Other Important Information - The company anticipates a tariff impact of approximately $3 million on Q2 margins, primarily related to broadband [32] - The liquidity position at quarter end included $148.7 million in cash and $82 million in undrawn credit facilities, providing ample resources to manage economic uncertainties [23] Q&A Session Summary Question: Update on unified DOCSIS delay related to amplifier piece - Management indicated that there is no change in expectations regarding the availability of unified amplifiers [37] Question: Should the company consider buying products ahead of delivery to work around tariffs? - Management is exploring options to bring in inventory sooner, given the current pause in tariffs [40] Question: When will the fiber business become a material part of revenue? - Management noted that fiber business is becoming sizable, with significant bookings and expansions [41][42] Question: Source of uncertainty in the second half guidance - The uncertainty is primarily due to macroeconomic factors and tariff fluctuations, impacting visibility for the rest of the year [46][48] Question: Options for diversifying manufacturing footprint - Management is considering options beyond Asia, including potential near-shore manufacturing in Mexico [55] Question: Changes in visibility of spending trajectory from largest MSO customers - Management has not seen any changes in customer behavior to date [57] Question: Explanation for the expected drop in broadband margins - The drop is attributed to a mix of COS licenses and anticipated tariff impacts [59] Question: Update on smart amplifier availability - Management confirmed that progress is in line with expectations regarding the availability of smart amplifiers [73]
上海青浦发布千亿级产业集群
Zhong Guo Jin Rong Xin Xi Wang· 2025-04-28 10:51
新华财经上海4月28日电(记者胡洁菲)青浦区2025"投资上海·智创青浦"重点产业投资推进会28日在上 海举行。会上,青浦正式发布千亿级产业集群,并为6位千亿级产业集群专家颁发证书。 记者了解到,青浦正围绕"战略赋能区、数创新高地、幸福温暖家"目标,加快建设"社会主义现代化国 际大都市的枢纽门户"。一是战略赋能,枢纽门户功能不断增强。示范区先行启动区制度创新与项目建 设"双轮驱动",形成154项制度创新成果,打造跨区域创新枢纽,虹桥国际开放枢纽聚焦会展等细分赛 道,青浦新城建设加快,立足长三角中小企业进入上海第一站;二是乘势而上,经济社会高质量发展蹄 疾步稳。过去一年GDP增长7.3%,排名上海市第3,今年1至3月GDP增长12.2%、增速上海市第1,各项 主要指标高速增长,经济韧性强大;三是创新驱动,产业发展积蓄新动能。华为练秋湖研发中心全面启 用,构建6G等产业链,张江西岑园市级高新区加快建设,复旦大学国家大学科技园落地推进,全社会 研发经费投入突破65亿元,投入强度首次高于全市平均水平;四是幸福温暖,城市生活质感加倍,公共 服务普惠共享,家门口好学校越来越多,公共卫生中心竣工,红房子青浦分院启用,托幼服 ...
中兴通讯切入家庭机器人赛道
news flash· 2025-04-28 07:46
中兴通讯副总裁有线产品市场总经理胡俊劼表示,中兴通讯正在切入陪伴机器人赛道,拟推出家庭机器 人产品,产品方向包括安全监控和情绪陪伴等。(一财) ...