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Aviat Networks (AVNW) investor relations material
Aviat Networks Fireside Chat summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Fireside Chat summary18 Nov, 2025
Introduction and agenda
The session covered growth opportunities, industry trends, financial updates, and operational challenges, with a focus on new business segments and financial health.
Discussion included updates on the 8-K filing, new presentation materials, and a review of current and future business drivers.
Current industry trends
Public safety and utilities are experiencing mid-single digit growth, driven by infrastructure needs and security demands.
Rural broadband is gaining momentum with BEAD funding, and the company is positioned as a leader due to its e-commerce platform and radio technology.
The replacement cycle for Huawei equipment in Europe and India is creating significant opportunities.
The MDU (multi-dwelling unit) market is large and in early stages for wireless broadband, with retrofits expected to dominate over new builds.
Innovation and future outlook
The Apriso/4RF product line is expanding in North America, targeting utilities and public safety, with cross-selling and proof-of-concept trials underway.
The company has moved from proof-of-concept to its first commercial order for MDU wireless broadband, with revenue impact expected to ramp up in 2025-2027.
The Starry transaction validates the wireless MDU market and presents retrofit opportunities as older technology is replaced.
The company is optimistic about growth in cellular routers and MDU segments, with further updates expected in the next earnings call.
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Next Aviat Networks earnings date
Q2 20263 Feb, 2026
Next Aviat Networks earnings date
Q2 20263 Feb, 2026
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Frequently asked questions
Aviat Networks, Inc. provides wireless transport solutions. It operates through three segments: Sub-Saharan Africa, Europe and Russia, and United States & Canada. The company offers point-to-point microwave, millimeter wave and software defined networking products; and network management systems that enables operators to monitor and manage their network operations center. Aviat Networks, Inc. was incorporated in 2006 and is headquartered in Austin, Texas.
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