earnings
confidence high
sentiment positive
materiality 0.80
ADTRAN Q2 rev $265.1M (+17% YoY); guides Q3 rev $270-280M, non-GAAP op margin 3-7%
ADTRAN Holdings, Inc.
2025-Q2 EPS reported
-$0.38
revenue$512,812,000
- Revenue $265.1M, up 17% YoY; GAAP gross margin 37.3%, non-GAAP 41.4%.
- GAAP operating margin (5.0)%; non-GAAP operating margin 3.0%.
- Net cash from operations $32.2M; cash increased $5.0M sequentially to $106.3M.
- Q3 2025 guidance: revenue $270M-$280M, non-GAAP operating margin 3.0%-7.0%.
- CEO cites growth across all categories, market share gains, demand from cloud/AI/edge.
item 2.02item 7.01item 9.01