Company Overview - Extreme Networks is a global provider of advanced networking equipment and cloud-managed solutions, focusing on integrating hardware and software for secure, AI-driven network management across various industries [5] - The company reported a total revenue of $1.18 billion and a net income of $8.65 million for the trailing twelve months (TTM) [4] - The company has 2,656 employees and experienced a 1-year price change of -9.38% as of January 2, 2026 [4] Recent Transaction - Edward Meyercord, President and CEO, exercised 50,000 stock options and sold them for approximately $827,000 on January 2, 2026 [1][2] - Post-transaction, Meyercord holds 1,871,418 shares directly, valued at approximately $30.95 million [2][6] - This transaction is considered a routine liquidity event rather than a discretionary sale, as it was part of a pre-arranged Rule 10b5-1 trading plan [6][9] Financial Performance - For the fiscal first quarter ended September 30, revenue increased by 15% year-over-year to $310.2 million, although this growth rate decelerated from 20% in the previous quarter [10] - The company forecasts fiscal 2026 revenue between $1.25 billion and $1.26 billion, indicating modest growth compared to fiscal 2025's $1.14 billion [11] - Fiscal Q1 net income was $5.6 million, a significant improvement from a net loss of $10.5 million in the prior year [11] Investment Consideration - Despite the recent stock price decline, Extreme Networks may present a viable investment opportunity, particularly given its price-to-sales ratio of less than two, suggesting a reasonable valuation [12]

As filed with the United States Securities and Exchange Commission on December 10, 2025. Registration No. 333-291889 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 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 - Ciena Corporation is set to report its third-quarter fiscal 2025 results on September 4, with earnings estimated at 52 cents per share, reflecting a 48.6% increase year-over-year, and revenues projected at $1.17 billion, indicating a 24.4% rise from the previous year [1] Financial Performance - Ciena has exceeded the Zacks Consensus Estimate for earnings in two of the last four quarters, with an average earnings surprise of 15.3% over the trailing four quarters [2] - The company's shares have increased by 63% over the past year, outperforming the Zacks Communication-Components industry's growth of 57.5% [2] Revenue Drivers - Strong performance in cloud provider revenues, WaveLogic platform traction, and the adoption of Blue Planet automation software are expected to contribute positively to Ciena's fiscal third-quarter results [3] - Direct cloud provider revenues reached a record 38% of total revenues in the fiscal second quarter, driven by an 85% year-over-year growth [3][7] - Ciena anticipates doubling cloud provider orders in fiscal 2025, with significant new data center-related wins expected to generate additional revenues [3] Product and Market Expansion - Ciena generates most of its revenues from packet optical transport, switching products, and network management software, while expanding into data center connectivity [4] - The company projects its addressable market for interconnect and pluggables to reach $13 billion by 2028, with a compound annual growth rate (CAGR) of 26% [5] - Revenues from optical networking are estimated to reach $780 million in the fiscal third quarter, reflecting a 28.5% year-over-year increase [5] Technological Advancements - Ciena's WaveLogic portfolio is crucial for building high-performance network backbones for the AI and cloud economy, with 10 new WaveLogic 5 Extreme customers added in the fiscal second quarter [6] - The company achieved significant milestones in optical transmission technology, including a world-first 1.6 Tbps transmission over a single wavelength [12][13][14] Service Revenue Growth - Revenues from Blue Planet Automation Software and Services are expected to rise 70.4% year-over-year to $44 million in the fiscal third quarter [8][11]

Core Insights - Radware (RDWR) reported quarterly earnings of $0.27 per share, exceeding the Zacks Consensus Estimate of $0.23 per share, and showing an increase from $0.16 per share a year ago, resulting in an earnings surprise of 17.39% [1] - The company achieved revenues of $72.08 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.24% and up from $65.09 million year-over-year [2] - Radware has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The sustainability of Radware's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.23 on revenues of $72 million, and for the current fiscal year, it is $0.98 on revenues of $292.1 million [7] Industry Context - The Internet - Software industry, to which Radware belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Radware's stock performance [5][6]