Airspan Doubles Revenue in H1 2026 on Open RAN and ATG Growth
Event summary
- Airspan reported $70M in H1 2026 revenue, up 112% YoY.
- Adjusted EBITDA margin reached 15% for the twelve months ended June 2026.
- Open RAN networks revenue grew 118% YoY, with key deployments in Europe and Asia.
- ATG networks revenue surged 314% YoY driven by Gogo’s 5G air-to-ground launch.
The big picture
Airspan’s strong H1 2026 performance reflects the growing demand for Open RAN and ATG solutions, particularly in Europe and Asia. The company’s ability to maintain profitability while scaling operations positions it as a key player in the wireless infrastructure space. However, sustaining this momentum will depend on its capacity to manage supply chain challenges and compete with established vendors.
What we're watching
- Execution Risk
- Whether Airspan can sustain its rapid growth amid higher component costs.
- Market Expansion
- The pace at which Open RAN adoption accelerates in defense and security sectors.
- Competitive Dynamics
- How Airspan’s dual-mode small cells will perform against traditional vendors.
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