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ACCESS Unit IP Infusion Signs $70 Million OcNOS Deal with UAE’s Evollabs

Story Highlights
  • ACCESS’s IP Infusion unit signed a three-year, USD 70 million OcNOS license and service deal with UAE-based Evollabs Tech.
  • The Evollabs contract underpins ACCESS’s data center networking strategy, though delayed payments and accounting treatment could sway FY2026 results.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
ACCESS Unit IP Infusion Signs $70 Million OcNOS Deal with UAE’s Evollabs

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Access Co., Ltd. ( (JP:4813) ) has issued an update.

ACCESS CO., LTD. announced that its U.S. subsidiary IP Infusion has signed a three-year license and service agreement worth USD 70 million with UAE-based Evollabs Tech for the provision of its OcNOS network operating system, associated maintenance and support, and development of additional functions. The deal positions OcNOS as a key software platform for white-box hardware that Evollabs plans to sell mainly in the Middle East, reflecting rising demand for scalable, cost-efficient data center and GPU networking solutions. IP Infusion has so far received USD 10 million of the USD 30 million it expects to collect by the end of 2025, and while some payments are overdue, the project is described as progressing smoothly, with the company pledging timely updates on collections and noting that the transaction, already factored into its January 2026 earnings forecast, could still affect consolidated results depending on final accounting treatment.

The most recent analyst rating on (JP:4813) stock is a Sell with a Yen483.00 price target. To see the full list of analyst forecasts on Access Co., Ltd. stock, see the JP:4813 Stock Forecast page.

More about Access Co., Ltd.

ACCESS CO., LTD., listed on the TSE Prime market, operates in the network and software industry, with its U.S. subsidiary IP Infusion Inc. specializing in OcNOS, an integrated network operating system for white-box network equipment. The group targets data center operators, service providers, and telecommunications carriers worldwide, capitalizing on growing demand for flexible, lower-cost network infrastructure amid surging AI-related data center investment.

Average Trading Volume: 284,739

Technical Sentiment Signal: Sell

Current Market Cap: Yen20.46B

Learn more about 4813 stock on TipRanks’ Stock Analysis page.

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