ADTRAN Holdings, Inc. provides networking and communications platforms, software, systems, and services in the United States, Germany, the United Kingdom, and internationally. It operates through two segments, Network Solutions, and Services & Support. It offers residential gateways; ethernet passive optical network ONUs; gigabit passive optical network/XGS-PON ONTs; routers, and switches; edge cloud; carrier ethernet network interface devices; Optical Line Terminals; …
Full ADTN analysis →
Competitive advantage assessment
Key risks
Revenue Volatility Signals Weak StickinessRevenue volatility is high (stability score 0.28), suggesting weak customer stickiness.
Volatile Margins Suggest CyclicalityMargin volatility is high (stability score 0.30), suggesting cyclical exposure or competitive pressure.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
Upgrade to unlock the signals and evidence behind each defense.
Premium access
Unlock full defense analysis
Get key signals, strengths, and risks for every moat dimension.
ADTRAN Holdings, Inc. ranks #35 of 59
scored companies in Communication Equipment by moat score — the top 59%.
The widest moat in the group is Ubiquiti Inc. (UI)
at 82/100.
Moat scores for companies ranked near ADTN in Communication Equipment
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 59
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 50
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 22
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 46
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 43
· 15% of the moat score
Scale matters only when it converts into economics.
ADTRAN Holdings, Inc. (ADTN) scores 40 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #35 of 59 scored companies in Communication Equipment, the top 59%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 58 companies in Communication Equipment. Its strongest defense is Cost Advantage (59/100) and its weakest is Capital Efficiency (22/100).
How does ADTRAN Holdings, Inc. compare with other Communication Equipment companies?
ADTRAN Holdings, Inc. ranks #35 of 59 scored companies in Communication Equipment by moat score. The widest moat in Communication Equipment is Ubiquiti Inc. (UI) at 82/100. The companies ranked closest are Franklin Wireless Corp. (FKWL) at 41 just above it and Airgain, Inc. (AIRG) at 39 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 58 companies in Communication Equipment. The defenses are then weighted to produce the overall score out of 100.
Why is ADTRAN Holdings, Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for ADTRAN Holdings, Inc.?
The Corporate Default template measures 6 defenses, and ADTN scores: Pricing Power (28), Cost Advantage (59), Customer Stickiness (50), Capital Efficiency (22), Resilience (46), Scale & Market Position (43). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
We value your privacy
We use cookies to enhance your browsing experience, analyze site traffic, and personalize content. By clicking 'Accept All', you consent to our use of cookies.
Read our cookie policy
Cookie Preferences
Manage your cookie preferences. Essential cookies are always enabled.