Check out how the optical industry's key players performed in the fourth quarter of 2025.
The fourth 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, Q2 optical earnings and Q3 earnings coverage.
You can also see how Lightwave tracks the fourth-quarter 2025 results of major players in the broadband industry.
Jan 14
Ekinops
www.ekinops.com
Ekinops reported consolidated revenue of $30 million, down 14% year over year.
- see our coverage
January 28
AT&T
www.att.com
AT&T reported 2025 revenues of $125.6 billion, up 2.7% from $122.3 billion in 2024, up 2.7% due to strong mobility and consumer wireline growth.
- see our coverage
- see our business services coverage
Corning
www.corning.com
Corning reported Optical Communications fourth quarter sales were $1.7 billion, up 24% year-over-year.
- see our coverage
January 30
Verizon
www.verizon.com
Verizon reported total operating revenue of $138.2 billion in 2025, up from $134.8 billion in 2024.
- see our coverage
February 3
Lumen
www.lumen.com
Lumen reported revenues of $3.04 billion for the fourth-quarter and $12.4 billion for the full year 2025.
- see our coverage
Lumentum
www.lumentum.com
February 5
Ribbon Communications
www.ribboncommunications.com
Ribbon Communications reported that fourth-quarter 2025 revenue was $227 million, down from $251 million for the fourth quarter of 2024.
- see our coverage
February 11
Cisco
www.cisco.com
February 12
Lightpath
www.lightpathfiber.com
At the end of 2025, Lightpath’s awarded AI-driven contract value totaled $362 million, up 40% from the $110 million of total contract value awarded in 2024.
- see our coverage
February 20
Cogent Communications
www.cogentco.com
February 25
Adtran
www.adtran.com
-see our coverage
Adtran’s fourth quarter revenues were $291.6 million, up 20.1% year-over-year and sequential growth of over 4%, surpassing the high end of its original guidance.
March 2
Uniti
www.uniti.com
March 4
Dycom
www.dycomind.com
For the quarter, Dycom delivered $1.46 billion in revenue, an increase of 34.4% compared to the fourth quarter of fiscal year 2025.
- see our broadband coverage
- and our data center coverage
March 5
Ciena
www.ciena.com
For its fiscal first quarter 2026, Ciena reported $1.43 billion, up 33% from $1.07 billion in the fiscal first quarter 2025.
- 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.