Adtran announced a new contract with Henderson Municipal Power & Light to deploy its XGS‑PON fiber‑to‑the‑home platform across Henderson, Kentucky. The deployment will use SDX 6330 and 8305 OLTs, 630 Series ONTs, and 8600/8700 Series mesh Wi‑Fi gateways, integrated with Mosaic One and GLDS BroadHub for provisioning and billing.
The deal expands HMP&L’s broadband footprint, enabling multigigabit connectivity for residents and businesses. HMP&L said the technology will support local enterprises, remote education, and high‑bandwidth home use, while Adtran’s AI‑powered Mosaic One platform will automate network management and provide customer insights that reduce support costs and lift average revenue per user.
For Adtran, the contract represents a significant win in its municipal and utility strategy. The company’s Q3 2025 results showed revenue of $279.44 million, up 23% YoY, and a non‑GAAP operating margin of 5.4%, despite a GAAP operating loss of $10.26 million. The new contract is expected to add recurring revenue from both access and subscriber solutions, reinforcing Adtran’s growth trajectory in the expanding FTTH market.
The deployment underscores Adtran’s ability to deliver an end‑to‑end solution that blends high‑performance hardware with integrated software. By combining XGS‑PON access, SDX OLTs, mesh Wi‑Fi gateways, and Mosaic One’s AI‑driven operations, the company can offer utilities a scalable platform that reduces capital and operating expenses while delivering high‑capacity service.
HMP&L’s spokesperson highlighted the partnership’s impact: “Adtran’s open fiber access technology is helping us grow our network in a way that’s both scalable and efficient, enabling multigigabit connectivity that supports everything from local enterprises and remote education to streaming and gaming at home.” The contract aligns with Adtran’s broader focus on securing long‑term municipal contracts that drive scale and market share.
While the announcement does not disclose the contract value or duration, the deal is expected to strengthen Adtran’s recurring revenue base and support its guidance for Q4 2025, which projects revenue of $275–$285 million and a non‑GAAP operating margin of 3.5–7.5%. The win signals continued confidence in Adtran’s integrated FTTH platform and its strategy to capture the growing demand for high‑speed broadband in municipal markets.
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