The third quarter of the 2025 earnings reporting season has begun, and Lightwave is tracking how key players in the optical networking industry segment, which includes optical vendors and business service providers, performed.
Please check here for updates on service providers, vendors and integrators in this segment.
Also, check out our Q4 2023, Q1 2024, Q2 2024, Q3 2024, Q4 2024, Q1 2025, and Q2 optical earnings coverage.
You can also check out how Lightwave tracks the third-quarter 2025 results of the major players in the broadband industry.
October 14
Ekinops
www.ekinops.com
Ekinops is reworking its top management ranks as the company’s long-term CEO, Didier Brédy, is leaving on the heels of a decline in third-quarter revenues. In the third quarter of 2025, Ekinops reported revenue of $26 million, down 27% compared to the third quarter of 2024.
- see our coverage
October 22
AT&T
www.att.com
Driven by ongoing gains in its fiber broadband and mobile wireless business segments, AT&T reported third-quarter revenues of $30.7 billion.
- here’s our broadband coverage
- see our business services coverage
Ribbon Communications
www.ribboncommunications.com
Ribbon's enterprise segment was impacted by the U.S. government shutdown, causing a 3% year-over-year sales decline, though other customer segments grew nearly 7%.
- see our coverage
October 28
Corning
www.corning.com
Corning reported its third-quarter optical networking sales grew 33% year-over-year to $1.65 billion, driven by strong adoption of Gen AI products and high-density fiber solutions.
-see our coverage
Frontier
www.frontier.com
Frontier’s dedication to enhancing its fiber network continues to bode well for the telco, raising not only its fiber reach but also its fiber customer base in the third quarter.
- see our broadband coverage
October 29
Verizon
www.verizon.com
Verizon sees its pending acquisition of Frontier and its out-of-territory fiber expansion plans to provide more customers with its wireless/wireline bundles.
- see our coverage
October 30
Lumen
www.lumen.com
Lumen’s total reported revenue declined 4.2% to $3.1 billion.
-see our coverage
November 4
Adtran
www.adtran.com
Adtran reported $279.4 million in third quarter 2025 revenues, reflecting year-over-year growth across all three revenue categories.
- see our coverage
Lumentum
www.lumentum.com
Lumentum’s fiscal first-quarter 2026 revenue of $533.8 million and non-GAAP EPS of $1.10 were at the high end of its guidance ranges.
-see our coverage
Uniti
www.uniti.com
Uniti reported consolidated third-quarter revenues of $723 million.
- see our optical coverage
- see our broadband coverage
November 6
Cogent Communications
www.cogentco.com
Although it saw a strong showing in next-gen wavelength services, declines in off-net revenue weighed on Cogent’s third-quarter results, with total service revenue of $241.9 million, down 1.7% sequentially.
- see our coverage
November 12
Cisco
www.cisco.com
Cisco's AI infrastructure orders reached $1.3 billion in Q1 FY2026, with a forecast of $3 billion for the year, reflecting strong hyperscaler demand.
- see our coverage
November 19
Dycom
www.dycomind.com
Dycom reported that its third-quarter 2026 earnings call contract revenues rose 14.1% to $1.45 billion for the quarter ended October 25, 2025, compared to $1.3 billion for the previous year’s quarter.
- see our broadband coverage
- and our data center coverage
December 11
Ciena
www.ciena.com
With substantial gains in optical and routing/switching, Ciena’s fiscal fourth quarter 2025 revenue was $1.35 billion, up 20% year-over-year and $70 million above the midpoint of the vendor’s guide. Ciena’s annual revenue was up 19% to $4.77 billion, a new record.
- see our coverage
About the Author
Sean Buckley
Sean is responsible for establishing and executing the editorial strategy of Lightwave across its website, email newsletters, events, and other information products.