Actelis Networks Inc

Actelis Networks, Inc. designs and sells networking equipment and software that extends high-speed, long-reach connectivity over existing wireline infrastructure such as copper and coax, reducing the need for new fiber builds. Historically the company sold primarily to telecommunications service providers for enterprise, residential, and mobile base-station backhaul, with deployments across more than 100 telcos globally. In recent years it has shifted emphasis toward wide-area IoT networks, U.S. federal and Department of Defense use cases, and connectivity for multi-dwelling units. The company is also developing “cyber-aware” networking capabilities, including Triple‑Shield protections (coding, scrambling, encryption) and secure access to network management software, with an intent to add more software and license-based cyber protection over time.

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33,2 %

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−52,7 %

2.46

1.76

— Actelis Networks Inc
%
Networking hardware (access/aggregation)70% Wireline networking devices that deliver high-speed, long-reach connectivity over existing copper/coax/fiber infrastructure.
Wide-area IoT solutions15% Connectivity solutions tailored for wide-area IoT deployments where fiber buildouts are costly and slow.
Network management software10% Software used to configure, monitor, and manage deployed Actelis networks with secure access controls.
Cyber-aware features and licenses5% Security capabilities such as Triple‑Shield protection and emerging network-wide cyber protection software/licensing.

Actelis primarily sells to network operators and organizations that need reliable, secure, long-reach connectivity...

  • Telecommunication service providers (Telcos)primary

    Buy access/aggregation equipment for enterprise, residential and mobile base-station connectivity using existing wireline infrastructure.

  • Wide-area IoT operators and solution providerssecondary

    Adopt long-reach connectivity to avoid costly and slow fiber builds and to improve deployment speed and coverage.

  • U.S. federal and public sectorsecondary

    Procure secure, manageable networking solutions for government networks where reliability and cyber protection are critical.

  • Department of Defenseemerging

    Use secure connectivity and network management capabilities for defense-related deployments with elevated security requirements.

  • Multi-dwelling unit (MDU) connectivityemerging

    Deploy connectivity solutions that leverage in-building wiring to deliver broadband services efficiently.

Actelis sells internationally and has historically deployed solutions with more than 100 telecom service providers...

  • Global deployments with telecom service providers across multiple regions
  • Manufacturing footprint in Israel and Taiwan
  • Finished goods imported into the United States from Israel/Taiwan
  • Regional mix matters: North America described as more profitable than EMEA
  • Exposure to Middle East/Israel conditions due to R&D presence

The company’s strategic direction is to pivot from a telco-centric heritage toward wide-area IoT, federal/DoD, and MDU...

01
Expand cyber-aware networking and software licensingmedium-term

Security features and licenses can increase differentiation and recurring software revenue potential.

02
Rebalance go-to-market toward IoT, federal/DoD, and MDUmedium-term

These markets value fast deployment and lower ToC versus new fiber builds, aligning with Actelis' wireline extension approach.

Actelis faces supply chain and trade-policy risk because it manufactures in Israel and Taiwan and imports products into...

high

Tariffs and international trade policy changes

Products are manufactured in Israel and Taiwan and imported into the U.S., so tariffs can raise input and landed costs and reduce demand.

Scope
Imports into the United States; cross-border supply chain
Materiality
high
high

Operational disruption from conditions in Israel/Middle East

R&D facilities are located in Israel; instability could disrupt engineering, staffing, and execution.

Scope
R&D operations in Israel
Materiality
high
high

Cryptocurrency treasury strategy volatility and regulatory uncertainty

Digital asset prices can fluctuate rapidly and evolving regulation may impose constraints, potentially impairing liquidity and financial stability.

Scope
Treasury holdings in Bitcoin/other cryptocurrencies; U.S. and international regulation
Materiality
medium
medium

Digital asset custody and third-party platform risk

Reliance on third-party custodial/trading platforms increases cybersecurity and operational disruption risk and may lack customary safeguards.

Scope
Third-party custodians and transaction platforms
Materiality
medium
Revenue from contracts with customers (ASC 606)
Quarterly revenue volatility and gross margin comparability
Customer advances and working capital timing
Operating cash flow and deferred revenue/contract liability movements
Digital asset accounting and internal controls
Potential earnings volatility and expanded disclosure/control requirements

: 11/08/2026