The second 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.
You can also check out how Lightwave tracks the second-quarter 2025 results of the major players in the broadband industry.
Also, check out our Q4 2023, Q1 2024, Q2 2024, Q3 2024, Q4 2024 and Q1 2025 optical earnings coverage.
July 10
Ekinops
www.ekinops.com
Following a 16% decline in the first quarter, Ekinops’ sales of optical transport equipment rebounded sharply by 42% in the second quarter. Over H1 2025, Ekinops’ revenue came to $67.3 million, which was nearly identical to H1 2024.
- here’s our coverage
July 21
Verizon
www.verizon.com
Verizon’s second quarter consolidated revenue reached $34.5 billion, up 5.2% year-over-year. The company stated that this result was driven by solid wireless service revenue and a more than 25% increase in wireless equipment sales.
- here’s our coverage
July 23
AT&T
www.att.com
AT&T’s total second-quarter revenue was $30.8 billion, up 3.5% from $29.8 billion in the year-ago quarter. This company attributed the revenue increase to higher Mobility and Consumer Wireline revenues, partially offset by declines in Business Wireline and Mexico, which were also impacted by unfavorable foreign exchange effects.
- here’s our broadband coverage
- see our business services coverage
Ribbon Communications
www.ribboncommunications.com
Ribbon’s overall second-quarter revenue rose 15% year over year to $221 million, exceeding guidance.
- here's our coverage
July 29
Corning
www.corning.com
Corning reported that overall second-quarter core sales were up 12% year over year to $4.05 billion.
- see our coverage
July 31
Frontier
www.frontier.com
Frontier reported second-quarter revenue $1.54 billion, up 4.0% year-over-year, as growth in fiber-based products was partly offset by declines in copper-based products.
- see our broadband coverage
- see our business/wholesale coverage
Lumen
www.lumen.com
Lumen reported total revenue was $3.09 billion for the second quarter 2025, down from $3.27 billion for the second quarter 2024.
- see our broadband coverage
- see Lumen’s business service coverage
August 4
Adtran
www.adtran.com
Adtran reported $265.1 million in second-quarter revenue, up 17% year-over-year, with strong results in optical, access and subscriber platform customer wins.
- see our coverage
August 5
Uniti
www.uniti.com
Uniti reported consolidated revenues for the second quarter of 2025 were $301 million.
- see our business/wholesale coverage
- see our broadband coverage
August 7
Cogent Communications
www.cogentco.com
August 12
Lumentum
www.lumentum.com
August 13
Cisco
www.cisco.com
August 20
Dycom
www.dycomind.com
Driven by new wins at its largest customers--AT&T and Lumen—Dycom reported $1.38 billion in second-quarter 2026 revenue, up 14.5% increase over the prior year.|
- see our coverage
September 4
Ciena
www.ciena.com
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.