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
4 questions for ADTN
Also covers: AAOI, ANET, AUDC +27 more
Tim Savageaux
Northland Capital Markets
4 questions for ADTN
Also covers: AAOI, AIRG, AVNW +16 more
CS
Christian Schwab
Craig-Hallum Capital Group
3 questions for ADTN
Also covers: ACLS, AEHR, ATEN +17 more
Michael Genovese
Rosenblatt Securities Inc.
3 questions for ADTN
Also covers: AAOI, CALX, EXTR +5 more
AM
Amira Manai
Oddo BHF
2 questions for ADTN
GN
George Notter
Jefferies
2 questions for ADTN
Also covers: AAOI, ANET, AXON +18 more
Bill Dezellem
Tieton Capital Management
1 question for ADTN
Also covers: ACIC, AP, BGSF +12 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, 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
ADTRAN Discusses Q3 2025 Results, Profitability, and Market Opportunities
ADTN
Guidance Update
New Projects/Investments
Debt Issuance
- ADTRAN reported strong progress in its Optical Networking Solutions, which were up 24% year over year year to date through Q3 2025, and expects good momentum entering 2026.
- The company has made steady progress on profitability metrics, with operating margin at about 5% and a goal to reach double-digit operating margins. Gross margins are expected to be 42%-43% and are anticipated to trend positively, particularly in Europe due to the exit of Huawei.
- A significant market opportunity exists in Europe from the Huawei replacement, estimated at $800 million annually.
- ADTRAN completed a $200 million convertible capital raise at a 3.5%-3.75% coupon, which was used to pay down approximately 9% debt, significantly reducing the cost of funds and reopening its credit facility.
- The BEAD program is expected to generate early, immaterial revenue in the first half of 2026, with a more material pickup anticipated in 2027.
Jan 15, 2026, 2:30 PM
ADTRAN Discusses Q3 2025 Progress, 2026 Outlook, and Strategic Opportunities
ADTN
Guidance Update
New Projects/Investments
Debt Issuance
- ADTRAN reported strong Q3 2025 performance, with Optical Networking Solutions up 24% year-over-year year-to-date, and aims for double-digit operating margins from the current 5%. Gross margins are trending in the 42%-43% range.
- The company anticipates significant growth from the $800 million annual Huawei replacement opportunity in Europe and expects material revenue from the BEAD program starting in 2027.
- ADTRAN strengthened its balance sheet by raising $200 million through a convertible transaction at a 3.5% or 3.75% coupon, using it to pay down higher-interest debt and improve financial flexibility.
- Customer inventory levels are normalized, and the competitive landscape in Europe is seen as favorable due to Huawei's exit, which is expected to lead to improved gross margins in the region.
Jan 15, 2026, 2:30 PM
ADTRAN Highlights Strong Optical Growth, Profitability Gains, and 2026 Outlook at Needham Conference
ADTN
Guidance Update
New Projects/Investments
Debt Issuance
- ADTRAN reported strong performance in its optical networking solutions, which grew 24% year over year year to date through Q3 2025, and anticipates continued momentum into 2026.
- The company has improved profitability, achieving an operating margin of approximately 5% and targeting double-digit operating margins. Gross margins are trending within the 42%-43% range and are expected to increase.
- Significant market opportunities include the $800 million annually Huawei replacement in Europe and the BEAD program, which is expected to generate material revenue starting in 2027.
- ADTRAN enhanced its balance sheet by raising $200 million via a convertible transaction at a 3.5% or 3.75% coupon, used to repay higher-interest debt and restore credit facility availability.
- The company launched Clarity, an agentic AI tool in beta testing, designed to improve network maintenance and troubleshooting for customers.
Jan 15, 2026, 2:30 PM
ADTRAN Holdings Reports Strong Q3 2025 Results with Revenue Growth and Improved Profitability
ADTN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- ADTRAN Holdings reported Q3 2025 revenue of $279.4 million, an increase of 23% year-over-year and 5% sequentially, reaching the high end of its guidance.
- The company's non-GAAP gross margin improved to 42.1%, contributing to a non-GAAP operating profit of $15.1 million (5.4% of revenue), which exceeded the midpoint of its outlook.
- Non-GAAP EPS for Q3 2025 was $0.05, a significant improvement from break-even in Q2 2025 and a loss of $0.07 in Q3 2024.
- For Q4 2025, ADTRAN anticipates revenue between $275 million and $285 million and a non-GAAP operating margin of 3.5% to 7.5%.
- All three business categories, including optical networking, access and aggregation, and subscriber solutions, achieved double-digit year-over-year growth, with optical networking leading at 47%.
Nov 4, 2025, 3:30 PM
ADTRAN Holdings, Inc. Announces Q3 2025 Financial Results and Q4 2025 Outlook
ADTN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- ADTRAN Holdings, Inc. reported Q3 2025 revenue of $279.4 million, marking a 23% year-over-year increase, and achieved a non-GAAP diluted earnings per share of $0.05.
- The company's non-GAAP gross margin was 42.1% and non-GAAP operating margin was 5.4% for the third quarter ended September 30, 2025.
- For the fourth quarter of 2025, ADTRAN Holdings, Inc. anticipates revenue to be in the range of $275.0 million to $285.0 million, with a non-GAAP operating margin between 3.5% and 7.5%.
- The company concluded Q3 2025 with $101.2 million in cash, cash equivalents, and restricted cash, and generated $12.2 million in net cash from operating activities.
Nov 4, 2025, 12:00 PM
ADTRAN Holdings Reports Q3 2025 Financial Results and Provides Q4 2025 Outlook
ADTN
Earnings
Guidance Update
- ADTRAN Holdings reported Q3 2025 revenue of $279.4 million, a non-GAAP gross margin of 42.1%, and non-GAAP diluted EPS of $0.05.
- For Q4 2025, the company anticipates revenue between $275.0 million and $285.0 million and a non-GAAP operating margin between +3.5% and +7.5%.
- The company's Q3 2025 revenue breakdown by category was 37% from Optical Networking Solutions, 36% from Subscriber Solutions, and 27% from Access & Aggregation.
- ADTRAN Holdings concluded Q3 2025 with $101 million in cash and reported a non-GAAP free cash outflow of $5 million.
- Key growth drivers include strong public and private funding for fiber infrastructure, the displacement of high-risk vendors, and increasing demand from AI applications.
Nov 4, 2025, 12:00 PM
Quarterly earnings call transcripts for ADTRAN Holdings.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more