Record Second Quarter Revenue Up 15% Year Over YearProfitability at High End of GuidanceRobust Growth in Service Provider and Enterprise Markets PLANO, Texas, July 23, 2025 /PRNewswire/ -- Ribbon Communications Inc. (Nasdaq: RBBN), a leading supplier of real-time communications technology and IP optical networking solutions, today announced its financial results for the second quarter of 2025. Ribbon Communications is dedicated to assisting the world's largest service providers, enterprises, and critical in ...

Core Insights - Ribbon Communications Inc. has appointed Fahad Najam as Senior Vice President of Investor Relations and Corporate Strategy, indicating a strategic focus on transformation and stakeholder engagement [1][2] - The CEO, Bruce McClelland, emphasized that Najam's extensive industry knowledge and relationships will enhance investor engagement and collaboration with partners [2] - Najam brings over 25 years of experience in the technology sector, including over a decade in equity investment research, which will contribute to Ribbon's growth and innovation [2][3] Company Overview - Ribbon Communications is a leader in secure cloud communications and IP optical networking solutions, serving service providers, enterprises, and critical infrastructure sectors globally [3] - The company focuses on modernizing networks to improve competitive positioning and business outcomes, leveraging cloud-native architectures, automation, and analytics tools [3] - Ribbon maintains a commitment to Environmental, Social, and Governance (ESG) matters, providing an annual Sustainability Report to stakeholders [3]

Gilat Satellite Networks (GILT) is a Zacks Rank #5 (Strong Sell) after the company recently posted a miss but the stock has soared since that earnings report.  This article will look at why this stock is a Zacks Rank #5 (Strong Sell) as it is the Bear of the Day.Description                                              Gilat Satellite Networks Ltd. engages in the provision of broadband satellite communication and networking solutions and services. It operates through the following business segments: Fixed Ne ...

Group 1 - Ribbon Communications Inc. will report its financial results for Q2 2025 on July 23, 2025, after market close [1] - A conference call will be held at 4:30 p.m. ET on the same day to discuss the financial results [2] - The company provides secure cloud communications and IP optical networking solutions globally, focusing on modernizing networks for improved business outcomes [3] Group 2 - Ribbon Communications emphasizes its commitment to Environmental, Social, and Governance (ESG) matters, providing an annual Sustainability Report [3]

Company Overview - Actelis Networks, Inc. is a market leader in cyber-hardened, rapid deployment networking solutions for IoT and broadband applications [1][6] - The company specializes in hybrid fiber-copper networking solutions, providing fiber-grade performance with cost-efficiency [6] Private Placement Announcement - Actelis announced the closing of a private placement for the issuance and sale of 1,626,019 shares of common stock and associated warrants [1] - The purchase price for the shares and warrants was set at $0.615 per share [1][2] Financial Details - The aggregate gross proceeds from the offering were approximately $1 million, with potential additional gross proceeds of about $3 million from the warrants if fully exercised [3] - The Series A-3 warrants will expire five years from shareholder approval, while the short-term Series A-4 warrants will expire in eighteen months [2] Use of Proceeds - The company intends to use the net proceeds from the offering as working capital for general corporate purposes [3] Regulatory Information - The securities were offered in a private placement under Section 4(a)(2) of the Securities Act of 1933 and Regulation D, and have not been registered under the Act [4]

Core Viewpoint - Actelis Networks, Inc. has announced a private placement for the issuance and sale of common stock and warrants, aiming to raise approximately $1 million in gross proceeds, with potential additional proceeds of about $3 million from the exercise of warrants [1][3]. Group 1: Offering Details - The company will issue 1,626,019 shares of common stock and Series A-3 and A-4 warrants, with a purchase price of $0.615 per share [1][2]. - The Series A-3 warrants will expire five years from shareholder approval, while the short-term Series A-4 warrants will expire eighteen months from the same approval [2]. - H.C. Wainwright & Co. is acting as the exclusive placement agent for this offering [2]. Group 2: Financial Implications - The expected gross proceeds from the offering are approximately $1 million, before deducting fees and expenses [3]. - If fully exercised, the warrants could provide an additional gross proceeds of around $3 million [3]. - The net proceeds from the offering will be used as working capital for general corporate purposes [3]. Group 3: Regulatory Information - The securities are offered in a private placement under Section 4(a)(2) of the Securities Act of 1933 and Regulation D, and have not been registered under the Act [4]. - The offering is limited to accredited investors, and the company has agreed to file registration statements with the SEC for the resale of unregistered securities [4]. Group 4: Company Overview - Actelis Networks, Inc. is a leader in hybrid fiber-copper networking solutions for IoT applications, providing fiber-grade performance with cost efficiency [6]. - The company focuses on cyber-hardened networking solutions and offers AI-based cyber monitoring and protection for edge devices [6].

Core Insights - The company is focusing on accelerating AI integration to enhance revenue growth and operational efficiency across its core markets, which include Federal/Military, Smart City/Intelligent Transportation, and Multi-Dwelling Units [1] - AI tools have been successfully integrated into various functions such as software development, testing, marketing content creation, and administrative applications, with plans to expand into lead generation and sales processes [2] - The AI strategy emphasizes portfolio development and administrative operations, aiming to improve time to market and operational efficiency [3] - The leadership highlights that competitiveness and shareholder value are closely tied to the adoption of AI across operations and market reach [4] Company Overview - Actelis Networks, Inc. is a leader in hybrid fiber-copper networking solutions, providing rapid deployment for IoT applications across various sectors including government, military, and telecom [5] - The company offers a portfolio that combines fiber-grade performance with the cost-efficiency of hybrid networks, and it has a "Cyber Aware Networking" initiative that includes AI-based cyber monitoring and protection [5]

Core Viewpoint - Nvidia is positioned as a leading stock to capitalize on global AI growth, driven by its hardware sales for large language models and its expanding role in the AI ecosystem [1][5]. Group 1: AI Factories and Infrastructure - AI factories, as defined by CEO Jensen Huang, are specialized data centers for developing, training, and deploying AI models at scale, with Nvidia promoting its Blackwell-powered factories globally [3]. - Nvidia's next-generation Rubin platform is set to follow the Blackwell GPU architecture in 2026, indicating ongoing innovation in its offerings [3]. - The company is involved in significant projects worldwide, such as the UAE's Stargate data center and Germany's sovereign AI factory with Deutsche Telekom, highlighting its role in the emerging "intelligence infrastructure" [4]. Group 2: Growth Potential - Nvidia is expected to benefit from the expanding AI infrastructure, with its GPU clusters, software, and networking solutions being integral to many large data centers [4]. - The company's growth trajectory is anticipated to continue, making it a recommended addition to investment portfolios over the next year [5].

Core Insights - Credo Technology Group Holding Ltd (CRDO) is experiencing significant growth, with fiscal 2025 revenues reaching $436.8 million, a 126% year-over-year increase, driven by high demand for energy-efficient connectivity solutions in AI data centers [1][8] - The company anticipates revenues for fiscal 2026 to exceed $800 million, indicating more than 85% year-over-year growth, supported by the transition to 100 gig per lane solutions and increased adoption of Optical DSPs [5][8] Company Performance - In the fourth quarter of fiscal 2025, CRDO's revenues surged 179.7% year-over-year to $170 million, primarily due to strong performance in HiWire Active Electrical Cables and customer momentum in PCIe and Ethernet retimers [1][8] - For the first quarter of fiscal 2026, CRDO projects revenues between $185 million and $195 million, suggesting a 12% increase at the midpoint [5] Product Portfolio - CRDO's focus on low-power, high-bandwidth interconnects, including HiWire AECs, Optical DSPs, and SerDes solutions, positions it well within the AI infrastructure market [2][3] - The company is witnessing growing interest in its PCIe retimers and Ethernet retimers, which are crucial for scale-out networks in AI servers [3] Market Dynamics - The demand for AI infrastructure is driving CRDO's growth, with hyperscaler customers increasingly seeking advanced connectivity solutions [1][5] - Competitors like Marvell Technology and Broadcom are also capitalizing on the AI data center trend, with Marvell's data center revenues increasing by 76% year-over-year and Broadcom projecting a 21% year-over-year revenue increase for the third quarter of fiscal 2025 [6][7] Valuation Metrics - CRDO's shares have surged 209.4% over the past year, significantly outperforming the Electronics-Semiconductors industry's growth of 20.8% [9] - The company is currently trading at a price/book ratio of 25.25, which is higher than the sector's average of 9.62 [10]

Core Insights - Arista Networks, Inc. (ANET) is transitioning to Arista 2.0, focusing on cloud and data-driven platforms to capitalize on the growing cloud networking market driven by demand for scalable infrastructure [1][2] - The Arista 2.0 strategy includes investing in core businesses, enhancing AI offerings, emphasizing software-as-a-service (SaaS) for revenue visibility, and targeting adjacent markets for broader customer reach [2][6] - Arista's product portfolio is designed for client-to-campus data center cloud and AI networking, featuring proactive products with zero-touch automation and predictive insights [3] Industry Context - Cisco Systems, Inc. (CSCO) remains the largest player in the networking space, expanding its AI capabilities across security and collaboration platforms to enhance customer experience [4] - Juniper Networks Inc. (JNPR) is promoting its AI-Native Networking Platform, which aims to reduce operational expenses by up to 85% and network trouble tickets by 90%, showcasing the industry's shift towards AI-driven solutions [5] Financial Performance - Arista's stock has increased by 27.1% over the past year, while the industry has grown by 36.8%, indicating a need for strategic adjustments [6] - The company trades at a forward price-to-sales ratio of 13.63, which is above the industry average, with earnings estimates having risen over the past 60 days [6][7][9]