BATM Advanced Communications (LSE:BVC), a provider of network infrastructure and cybersecurity technology, has won a second order worth $1m from a leading US broadband communications provider.
The customer serves more than 1.1m residential and business customers across 24 states and ranks among the top 10 largest US cable and broadband companies, with reported annual revenue of $1.5bn in 2025.
The order is for one of BATM's Carrier Ethernet products and is expected to be delivered within the current financial year.
It follows the customer's first order, worth $0.5m, announced on 25 June, most of which BATM has already delivered.
BATM said it won the business over the incumbent supplier due to the specification of its product and its ability to deliver faster.
The win builds on the Group's investment over the past year in sales and marketing, including additional sales hires targeting North and Latin American markets and large telecoms providers.
"When we received our initial order from this significant new customer, we said that we expected more to come, and it is great that this has happened so quickly," said Moti Nagar, chief executive officer of BATM.
He added that the order reflects the strength of BATM's Carrier Ethernet products, which offer "reliable and scalable connectivity alongside rapid deployment and easy management."
News Intelligence what this means for the company
BATM has won a second $1m order from the same top-10 US broadband provider that placed a $0.5m order in June 2026, demonstrating repeat business from a strategically important customer and validating the company's Carrier Ethernet product-market fit. The win follows BATM's targeted investment in North American sales and marketing, and the customer's stated preference for BATM's specification and delivery speed over the incumbent supplier signals competitive traction in a large addressable market.
The repeat order from a $1.5bn-revenue customer serving 1.1m+ subscribers reinforces BATM's ability to convert initial product wins into follow-on revenue and suggests a pathway to the recurring service contracts the company is pursuing. However, context on BATM's total addressable market, win rate, and pipeline depth would be needed to assess whether this customer relationship can materially offset the 31% revenue decline to $41.7m in the first half of 2026.
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