Actelis Networks at the ThinkEquity Conference: recovery and federal push

Actelis Networks (ASNS) utilized The ThinkEquity Conference on October 15, 2026, to share a mixed outlook: a challenging 2025 with declining revenue, followed by a stronger 2026 characterized by rising bookings, improved margins, and a broader focus on federal, transportation, and smart city markets. Deputy CEO and CFO Yoav Efron stated that the company is striving to transform operational recovery into a long-term growth narrative while pursuing potential acquisitions and a return to the Nasdaq. Although cautious, the message was more optimistic than the previous year.

For 2025, Actelis reported revenue falling below $4 million, considerably lower than 2024 levels. In the first half of 2026, revenue rose 26% to $2.1 million, and bookings increased by 80% compared to the same period in 2025. Gross margin recovered to 51%, returning to historical levels after the dip in 2025. The company highlighted significant federal projects, such as a U.S. Marine Corps IP telephony upgrade covering 65 buildings, as evidence of its growing presence in critical infrastructure markets.

Management emphasized a shift from project-based to programmatic federal sales and the acquisition of a cybersecurity-focused company. Actelis is also targeting a Nasdaq listing. The company's hybrid networking solutions cater to environments where fiber is not always feasible, supporting fiber, copper, coax, and hybrid deployments.

Actelis' firmware includes cyber hardening features, such as MetaShield, an AI-driven threat management and anomaly detection tool. The company's focus on mixed infrastructure and edge AI aligns with the growing demand for critical infrastructure solutions, particularly in urban and rural settings. Actelis competes in the federal, transportation, smart cities, and hospitality sectors, targeting specific market segments with tailored solutions.