ADTRAN Holdings, Inc. (ADTN)

ADTRAN Holdings, Inc. (ADTN) Q4 2025 Earnings Call Transcript

ADTN beats Q4 estimates as revenue jumps on cloud, fiber and AI demand, narrows losses and guides Q1 sales to $275-$295M amid macro risks.

HUNTSVILLE, Ala.--(BUSINESS WIRE)--ADTRAN Holdings, Inc. (NASDAQ: ADTN and FSE: QH9) (“ADTRAN Holdings” “ADTRAN” or the “Company”) today announced its unaudited financial results for the fourth quarter ended December 31, 2025. Revenue: $291.6 million, up 20.1% year-over-year. GAAP gross margin of 39.0%; Non-GAAP gross margin of 42.5%; up 213 and 122 basis points year-over-year, respectively. Operating margin: GAAP operating margin of 1.5%; non-GAAP operating margin of 6.4%. Net cash provided by.

Shares of ADTRAN Holdings, Inc. (NASDAQ: ADTN - Get Free Report) have received a consensus rating of "Hold" from the five research firms that are presently covering the firm, Marketbeat reports. One investment analyst has rated the stock with a sell rating, one has issued a hold rating and three have issued a buy rating on

ADTRAN (NASDAQ: ADTN - Get Free Report) and MicroCloud Hologram (NASDAQ: HOLO - Get Free Report) are both small-cap business services companies, but which is the better stock? We will contrast the two companies based on the strength of their earnings, institutional ownership, valuation, risk, dividends, profitability and analyst recommendations. Volatility and Risk ADTRAN has a beta

HUNTSVILLE, Ala.--(BUSINESS WIRE)--ADTRAN Holdings, Inc. (NASDAQ: ADTN and FSE: QH9) (“ADTRAN Holdings” or the “Company”) today announced preliminary unaudited revenue, as well as GAAP and non-GAAP operating margin, for the fiscal quarter and year ended December 31, 2025. This press release announcement is being provided due to German ad hoc disclosure requirements following, among others, the Company's expected outperformance relative to its previously issued revenue guidance. All figures in t.

MILAN--(BUSINESS WIRE)-- #5G--Adtran today announced that it has been selected by FiberCop, Italy's leading wholesale-only fiber operator, as one of the technology partners to provide optical transport for a nationwide metro rollout. Built to support high-capacity open-access connectivity, the network will bring enhanced scalability and flexibility to Italy's digital infrastructure. FiberCop selected Adtran for its open optical transport technology, Mosaic Network Controller management software and c.

ADTRAN (NASDAQ: ADTN) executives highlighted improving demand trends, expanding optical momentum, and a growing set of European opportunities during a discussion at Needham's 20th Annual Growth Conference. Chairperson and CEO Tom Stanton and CFO Tim Santo also addressed profitability progress, balance sheet actions, and how customers are planning networks amid AI-driven traffic growth. Optical strength and

ADTRAN Holdings, Inc. (NASDAQ: ADTN - Get Free Report) shares passed above its 200-day moving average during trading on Tuesday. The stock has a 200-day moving average of $8.98 and traded as high as $9.25. ADTRAN shares last traded at $9.14, with a volume of 1,092,236 shares trading hands. Analysts Set New Price Targets A

ADTRAN (NASDAQ: ADTN - Get Free Report) and The Glimpse Group (NASDAQ: VRAR - Get Free Report) are both small-cap business services companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, earnings, dividends, risk, analyst recommendations, valuation and institutional ownership. Earnings and Valuation This table compares

Shares of ADTRAN Holdings, Inc. (NASDAQ: ADTN - Get Free Report) have earned an average recommendation of "Moderate Buy" from the six ratings firms that are covering the stock, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell rating, one has assigned a hold rating and four have given a buy rating

ADTRAN Holdings (ADTN) reported earnings 30 days ago. What's next for the stock?

HENDERSON, Ky.--(BUSINESS WIRE)-- #5G--Adtran today announced that Henderson Municipal Power & Light (HMP&L) is expanding broadband services across Henderson, Kentucky, using its open, intelligent fiber access platform. The highly scalable network leverages Adtran's AI-powered insights to boost performance and reliability, enabling HMP&L to deliver fast, dependable multigigabit fiber-to-the-home (FTTH) services to residents and businesses. Fully integrated with Mosaic One and GLDS BroadHu.

CORINTH, Miss.--(BUSINESS WIRE)-- #5G--Adtran today announced that ACE Fiber, the broadband subsidiary of Mississippi's ACE Power, is using its Mosaic One Clarity solution, built on the REAL AI platform, to move from reactive troubleshooting to proactive assurance across ACE Fiber's expanding network. Mosaic One Clarity consolidates network and in-home data, identifies likely root causes and provides guided actions that help teams resolve issues faster and avoid unnecessary site visits. By detecting.

ADTRAN Holdings, Inc. ( ADTN ) Q3 2025 Earnings Call November 4, 2025 10:30 AM EST Company Participants Peter Schuman Thomas Stanton - President, CEO & Chairman Timothy Santo - Senior VP of Finance, Principal Accounting Officer, Treasurer & CFO Conference Call Participants Michael Genovese - Rosenblatt Securities Inc., Research Division Ryan Koontz - Needham & Company, LLC, Research Division Christian Schwab - Craig-Hallum Capital Group LLC, Research Division George Notter - Wolfe Research, LLC Timothy Savageaux - Northland Capital Markets, Research Division Presentation Operator Good morning. My name is Carly, and I will be your conference operator today.

ADTN posts mixed Q3 results as revenues climb on strong demand, but earnings fall short of estimates amid macro headwinds.