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Core Insights - Nokia has expanded its partnership with SoftBank Corp. through a new deal to supply advanced 4G and 5G radio access equipment in Japan, focusing on network modernization and 5G standalone coverage expansion [1][9] - The deployment will utilize Nokia's energy-efficient AirScale Radio Access Network solutions, including Habrok Massive MIMO radios and AirScale baseband equipment, enhancing performance and energy efficiency [2][3] - Both companies are founding members of the AI-RAN Alliance, collaborating on AI-RAN and 6G technologies, including joint research and field trials [5] Group 1 - The agreement includes the modernization of existing network infrastructure and the expansion of 5G coverage across Western Japan [1] - Nokia's solutions are designed to deliver ultra-high performance while maintaining extreme energy efficiency, powered by ReefShark System-on-Chip technology [2] - The partnership aims to improve network efficiency, reduce emissions, and enhance user experience for SoftBank's customers [4] Group 2 - Nokia's AI-powered MantaRay solution will be implemented for enhanced network management and Self-Organizing Network capabilities [2] - The collaboration includes testing in the 7 GHz frequency band for 6G in Tokyo using Massive MIMO technology [5] - Nokia's long-standing partnership with SoftBank is highlighted as a strength in advancing towards Advanced-5G networks [3]

Financial Data and Key Metrics Changes - Total revenues for Q1 2026 were $107.3 million, an increase of 21.4% compared to $88.4 million in Q1 2025 [5][12] - Non-GAAP gross margin was 33.8%, up from 23.2% in the prior year [12][13] - Adjusted EBITDA for the quarter was $9.1 million, an increase of $16.8 million year-over-year [15] - Non-GAAP EPS was $0.43, significantly up from a loss of $1.30 in the year-ago period [14][15] Business Line Data and Key Metrics Changes - Private networks remain a core focus, with significant project bookings in public safety and utility networks [5][6] - The utility vertical saw a large multi-state network modernization project worth approximately $8 million [6] - The introduction of the Apriza LTE/5G router solution for public safety vehicles marks a significant expansion in offerings [7][9] Market Data and Key Metrics Changes - North America accounted for 49.1% of total revenues, with $52.6 million, a 24.7% increase from the previous year [12] - International revenues were $54.7 million, an 18.3% increase driven by mobile network operator business and growing private network demand [12][13] - The global cellular router and gateway market is projected to grow at a 12% annual rate, reaching $2.8 billion by 2028 [7][8] Company Strategy and Development Direction - The company aims to capture additional market share in private networks and mobile networks [16] - The strategy includes leveraging the technology acquired from the 4RF acquisition to enhance product offerings [9][22] - The company maintains its fiscal 2026 revenue guidance of $440-$460 million and Adjusted EBITDA guidance of $45-$55 million [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the fiscal 2026 setup, particularly in U.S. public safety and private networks [11][19] - The impact of the U.S. federal government shutdown is expected to be minimal, with some revenues potentially pushed to Q3 [10][19] - There is optimism regarding the BEAD program, with expectations for growth in fixed wireless access [48][50] Other Important Information - The company has over $450 million in net operating losses, which will minimize cash tax payments for the foreseeable future [14] - Cash and marketable securities at the end of Q1 were $64.8 million, with outstanding debt of $106.5 million [15] Q&A Session Summary Question: Sequential outlook for December quarter - Management noted strong expectations from U.S. public safety, but remained cautious due to the early fiscal year and potential government shutdown impacts [19] Question: Growth potential from 4RF and MDU opportunities - Management highlighted significant synergy from the 4RF acquisition and expressed confidence in the MDU market's growth potential [21][22] Question: Performance in India - India contributed mid-single-digit revenue percentages, with expectations for a potential upgrade cycle impacting future growth [26][27] Question: Gross margin expectations for fiscal 2026 - Management indicated potential for gross margin growth by a percentage point or two throughout the year [28] Question: Competitive landscape for Apriza router - The mobile cellular router market is valued at $2.8 billion, with management identifying a significant opportunity for growth [33][34] Question: Impact of federal government shutdown - Management estimated a worst-case scenario of 1% pull-in and 4%-5% push-out of revenues due to the shutdown [36] Question: Update on BEAD program - Management expressed growing optimism regarding BEAD funding and its potential impact on revenue growth [48][50]

Core Viewpoint - Clearfield, Inc. will announce its fourth quarter fiscal 2025 results on November 25, 2025, before market opening, and will host a conference call to discuss these results with the investment community [1]. Group 1: Financial Results Announcement - The financial results for the fourth quarter of fiscal 2025, which ended on September 30, 2025, will be released on November 25, 2025 [1]. - A conference call is scheduled for 8:30 a.m. Eastern time (7:30 a.m. Central time) to discuss the financial results [2]. Group 2: Conference Call Details - The conference call will be accessible via U.S. dial-in at 1-844-826-3033 and international dial-in at 1-412-317-5185 [2]. - The call will be webcast live and available for replay after 11:30 a.m. Eastern time on the same day through December 9, 2025 [2]. Group 3: Company Overview - Clearfield, Inc. specializes in designing, manufacturing, and distributing fiber optic management, protection, and delivery solutions, which are essential for broadband operators [3]. - The company is headquartered in Minneapolis, MN, and deploys over a million fiber ports annually [3].

Financial Performance & Guidance - Aviat Networks' LTM (Last Twelve Months) revenue is $453 million[7] - Q1 Fiscal Year 2026 revenue reached $107.3 million, a 21.4% increase compared to the same period last year[59, 62] - The company's Q1 Fiscal Year 2026 adjusted EBITDA was $9.1 million[59] - Aviat Networks anticipates revenue between $440 million and $460 million, and adjusted EBITDA between $45 million and $55 million for Fiscal Year 2026[62] Market & Product Portfolio - Aviat Networks operates in a total addressable market (TAM) of $11 billion[16] - The company's private LTE/5G market is projected to reach $8 billion by 2027[38] - Aviat estimates the USA rural broadband segment to be a ~$420 million TAM[49] - The global 5G transport market is projected to be $2.1 billion in CY2024[42] Market Dynamics - Mobile network data traffic is expected to grow at a 26% CAGR through 2028[38, 46] - Aviat Networks holds approximately 35% of the wireless transport share of demand for North American ISPs[48]

As filed with the United States Securities and Exchange Commission on November 4, 2025. Registration No. 333-290758 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 2 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Actelis Networks, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 3669 52-2160309 (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer ...

Core Insights - Keysight and MediaTek are collaborating to enhance pre-6G integrated sensing and communication technology, which aims to improve 6G network performance [1] Company Collaboration - The partnership between Keysight and MediaTek focuses on advancing the capabilities of 6G networks through integrated sensing and communication technology [1]

Financial Performance - Total revenues reached $61.5 million, a 2.2% year-over-year increase compared to $60.2 million in 3Q'24 [8] - Non-GAAP gross margin was 65.8%, slightly up from 65.6% in 3Q'24 [8] - Non-GAAP operating margin stood at 9.5%, compared to 11.7% in 3Q'24 [8] - Non-GAAP EBITDA margin was 11.2%, down from 13.1% in 3Q'24 [8] - Non-GAAP EPS was $0.17, a slight increase from $0.16 in 3Q'24 [8] - The company's Live ARR increased by approximately 25% year-over-year [10] Business Segment Performance - Customer Experience (CX) business experienced a 13% year-over-year increase [10] - Conversational AI business saw a significant 50% year-over-year increase [10] - Microsoft Teams business decreased by 1.4% year-over-year, but increased 4% for the first nine months of 2025 [10] Additional Financial Data - Non-GAAP net income was $4.882 million for the three months ended September 30, 2025, compared to $5.681 million for the same period in 2024 [27]

Financial Performance - Q3 2025 - Revenue reached $279.4 million, a 5% increase quarter-over-quarter and a 23% increase year-over-year[47, 50] - Non-GAAP gross margin was 42.1%, up 95 bps year-over-year[47, 50] - Non-GAAP operating margin was 5.4%, exceeding the midpoint of the prior outlook[47, 50] - Non-GAAP EPS was $0.05, improved from a loss of $0.07 year-over-year[47, 50] - Free cash outflow was $5 million in Q3 2025[70] Revenue Breakdown - Q3 2025 - Optical Networking Solutions accounted for 37% of revenue[52, 53] - Subscriber Solutions accounted for 36% of revenue[52, 53] - Access & Aggregation accounted for 27% of revenue[52, 53] - US revenue was 43% of total revenue, while non-US revenue was 57%[63] - Large service providers contributed 39% of revenue, regional service providers 42%, and enterprise/ICPs 19%[64] Q4 2025 Outlook - Revenue is projected to be between $275 million and $285 million[73] - Non-GAAP operating margin is expected to be between +3.5% and +7.5%[73]

Core Viewpoint - Nokia Corporation has decided to apply for the delisting of its shares from the Euronext Paris stock exchange due to a review of trading volumes, costs, and administrative requirements associated with the listing [2][3]. Group 1: Delisting Decision - The application for delisting will be submitted to the Board of Euronext Paris and is expected to take effect within the next three months, pending approval [3]. - Nokia's shares will continue to be listed on Nasdaq Helsinki, and its American Depositary Receipts will remain on the New York Stock Exchange [2]. Group 2: Investor Guidance - Further details regarding the delisting process will be announced separately, and investors are encouraged to consult with their investment advisers regarding the potential impact of the delisting [4].