Earnings summaries and quarterly performance for ADTRAN Holdings.
Executive leadership at ADTRAN Holdings.
Board of directors at ADTRAN Holdings.
Research analysts who have asked questions during ADTRAN Holdings earnings calls.
Ryan Koontz
Needham & Company, LLC
6 questions for ADTN
Also covers: AAOI, ANET, AUDC +27 more
CS
Christian Schwab
Craig-Hallum Capital Group
5 questions for ADTN
Also covers: ACLS, AEHR, ATEN +18 more
Michael Genovese
Rosenblatt Securities Inc.
5 questions for ADTN
Also covers: AAOI, CALX, EXTR +5 more
Tim Savageaux
Northland Capital Markets
4 questions for ADTN
Also covers: AAOI, AIRG, ALMU +18 more
GN
George Notter
Jefferies
3 questions for ADTN
Also covers: AAOI, ANET, AXON +19 more
AM
Amira Manai
Oddo BHF
2 questions for ADTN
Dave Kang
B. Riley Financial
2 questions for ADTN
Also covers: AAOI, AVNW, AXTI +2 more
Bill Dezellem
Tieton Capital Management
1 question for ADTN
Also covers: ACIC, AP, BGSF +13 more
Mike Genovese
Rosenblatt Securities
1 question for ADTN
Also covers: CALX, EXTR, FN +1 more
William Dezellem
Tieton Capital Management
1 question for ADTN
Also covers: ACIC, BGSF, BMTX +15 more
Recent press releases and 8-K filings for ADTN.
ADTRAN Holdings Reports Strong Q4 and Full Year 2025 Financial Results, Provides Q1 2026 Outlook
ADTN
Earnings
Guidance Update
Share Buyback
- ADTRAN Holdings reported strong Q4 2025 revenue of $291.6 million, a 20% year-over-year increase, and non-GAAP EPS of $0.16.
- For the full year 2025, revenue reached $1.084 billion, growing 17.5% year-over-year, with non-GAAP diluted EPS returning to a positive $0.23.
- Key growth drivers in Q4 2025 included Optical networking solutions, up 33% year-over-year, and a 31% year-over-year increase in U.S. business revenue.
- The company issued Q1 2026 guidance for revenue between $275 million and $295 million and a non-GAAP operating margin of 4%-8%.
- ADTRAN generated $129.8 million in operating cash flow and repurchased $46.6 million of Adtran Networks SE stock in 2025, reducing minority interest to less than 30%.
1 day ago
ADTRAN Holdings Reports Strong Q4 2025 Results and Provides Q1 2026 Outlook
ADTN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- ADTRAN Holdings reported Q4 2025 revenue of $291.6 million, marking a 4% increase quarter-over-quarter and a 20% increase year-over-year, surpassing the high-end of its prior outlook.
- The company achieved a Non-GAAP gross margin of 42.5% and a Non-GAAP operating margin of 6.4% in Q4 2025, showing improvements of 122 basis points year-over-year for gross margin and an increase from 2.4% year-over-year for operating margin.
- Non-GAAP diluted EPS was $0.16 for Q4 2025, a significant improvement from a loss of $0.02 year-over-year.
- ADTRAN Holdings generated $23 million in Non-GAAP free cash flow in Q4 2025, with cash reserves at $96 million.
- For Q1 2026, the company anticipates revenue between $275.0 million and $295.0 million and a Non-GAAP operating margin between +4.0% and +8.0%.
1 day ago
ADTRAN Holdings Reports Strong Q4 and Full Year 2025 Results, Provides Q1 2026 Outlook
ADTN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- ADTRAN Holdings reported Q4 2025 revenue of $291.6 million, reflecting a 20% year-over-year growth and 4% sequential growth, marking its sixth consecutive quarter of sequential growth and fifth consecutive quarter of year-over-year improvement. For the full year 2025, revenue totaled $1.084 billion, an increase of 17.5% year-over-year.
- The company achieved non-GAAP EPS of $0.16 in Q4 2025 and returned to a positive non-GAAP diluted EPS of $0.23 for the full year 2025, with the non-GAAP operating margin expanding to 4.8% for the full year.
- Growth in Q4 2025 was broad-based, with optical networking solutions growing 33% year-over-year and the U.S. business leading quarterly growth with revenue up 31% year-over-year.
- For Q1 2026, ADTRAN expects revenue to be between $275 million and $295 million and a non-GAAP operating margin of 4%-8%.
- ADTRAN generated $129.8 million in operating cash flow and $60.5 million in free cash flow for the full year 2025, representing healthy increases of 25% and 58% respectively compared to 2024. The company also purchased $46.6 million of Adtran Networks stock during 2025, increasing its ownership to just over 70%.
1 day ago
ADTRAN Holdings Reports Strong Q4 and Full Year 2025 Financial Results
ADTN
Earnings
Guidance Update
Share Buyback
- ADTRAN Holdings reported Q4 2025 revenue of $291.6 million, a 20% year-over-year increase, contributing to full-year 2025 revenue of $1.084 billion, up 17.5% year-over-year.
- The company achieved non-GAAP EPS of $0.16 in Q4 2025 and a positive non-GAAP diluted EPS of $0.23 for the full year, with non-GAAP operating margin expanding to 4.8% in 2025.
- For Q1 2026, ADTRAN Holdings anticipates revenue between $275 million and $295 million and a non-GAAP operating margin of 4%-8%.
- Growth was primarily driven by optical networking solutions, which grew 33% year-over-year, and a strong U.S. business, up 31% year-over-year in Q4 2025.
- The company generated $129.8 million in operating cash flow and $60.5 million in free cash flow for the full year 2025, and purchased $46.6 million worth of Adtran Networks SE shares.
1 day ago
ADTRAN Holdings, Inc. Reports Q4 2025 Financial Results and Provides Q1 2026 Outlook
ADTN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- ADTRAN Holdings, Inc. reported Q4 2025 revenue of $291.6 million, an increase of 20.1% year-over-year.
- The company achieved non-GAAP diluted earnings per share of $0.16 and a non-GAAP operating margin of 6.4% in Q4 2025.
- For Q1 2026, ADTRAN Holdings anticipates revenue between $275.0 million and $295.0 million, with a non-GAAP operating margin ranging from 4.0% to 8.0%.
2 days ago
ADTRAN Holdings Announces Q4 and Full Year 2025 Financial Results
ADTN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- ADTRAN Holdings, Inc. reported fourth quarter 2025 revenue of $291.6 million, an increase of 20.1% year-over-year.
- For Q4 2025, the company posted a GAAP diluted loss per share of $0.02 and non-GAAP diluted earnings per share of $0.16.
- Net cash provided by operating activities was $42.2 million in Q4 2025, with cash and cash equivalents at $95.7 million as of December 31, 2025.
- The company provided first quarter 2026 guidance, expecting revenue in the range of $275.0 million to $295.0 million and non-GAAP operating margin between 4.0% and 8.0%.
2 days ago
ADTRAN Holdings, Inc. announces preliminary Q4 and full year 2025 results
ADTN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- ADTRAN Holdings, Inc. announced preliminary unaudited financial results for the fiscal quarter and year ended December 31, 2025, on January 21, 2026.
- For Q4 2025, preliminary revenue is expected to be between $290.0 million to $293.0 million, exceeding the company's previous guidance of $275.0 million to $285.0 million, and preliminary non-GAAP earnings per share are expected to exceed current analyst consensus of $0.08 per share.
- Preliminary full year 2025 GAAP revenue is expected to be between $1,082.2 million to $1,085.2 million.
- Preliminary non-GAAP operating margin for Q4 2025 is expected to be between 6.0% to 6.9%, and for the full year 2025, it is expected to be between 4.6% to 4.9%.
- The company attributes the outperformance to strong market conditions and higher customer demand and plans to release final financial results on February 25, 2026.
Jan 22, 2026, 12:34 AM
ADTRAN Holdings Announces Preliminary Q4 and Full Year 2025 Results
ADTN
Earnings
Guidance Update
- ADTRAN Holdings, Inc. announced preliminary unaudited revenue and operating margin for the fiscal quarter and year ended December 31, 2025.
- For Q4 2025, preliminary revenue is expected to be in the range of $290.0 million to $293.0 million, exceeding the company's previously announced guidance.
- Full year preliminary U.S. GAAP revenue for 2025 is expected to be between $1,082.2 million to $1,085.2 million.
- Preliminary non-GAAP operating margin for Q4 2025 is expected to be between 6.0% to 6.9%, and for the full year 2025, it is expected to be between 4.6% to 4.9%.
- The company currently expects Q4 non-GAAP earnings per share to exceed current analyst consensus estimates.
Jan 22, 2026, 12:30 AM
Adtran Selected by FiberCop for High-Speed Metro Transport Network Across Italy
ADTN
New Projects/Investments
- FiberCop, Italy\u2019s leading wholesale-only fiber operator, has selected Adtran as a technology partner for a nationwide metro rollout to support high-capacity open-access connectivity across Italy.
- Adtran will provide its FSP 3000 open optical transport platform, Mosaic Network Controller, and coherent 100ZR pluggable optics to deliver flexible, high-capacity transport.
- This deployment aims to enhance scalability and flexibility for Italy\u2019s digital infrastructure, enabling cost- and power-efficient 100G metro links and 100Gbit/s and 400Gbit/s DWDM connectivity.
Jan 20, 2026, 1:00 PM
ADTRAN Selected by FiberCop for Italian Metro Transport Network
ADTN
New Projects/Investments
- ADTRAN has been selected by FiberCop, Italy’s leading wholesale-only fiber operator, as a technology partner.
- This partnership involves providing optical transport for a nationwide metro rollout across Italy.
- The network is designed to support high-capacity open-access connectivity and enhance Italy’s digital infrastructure with improved scalability and flexibility.
- ADTRAN was chosen for its open optical transport technology and Mosaic Network Controller management software.
Jan 20, 2026, 12:31 PM
Quarterly earnings call transcripts for ADTRAN Holdings.
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