secwatch.observer — SEC 8-K summary
======================================

Issuer:     ADTRAN Holdings, Inc. (ADTN)
CIK:        0000926282
Form:       8-K
Filed at:   2025-08-05T23:59:59+00:00
Accession:  0000950170-25-102401
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

ADTRAN Q2 rev $265.1M (+17% YoY); guides Q3 rev $270-280M, non-GAAP op margin 3-7%
--------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/926282/000095017025102401/0000950170-25-102401-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/926282/000095017025102401/adtn-20250804.htm
  HTML page:      https://secwatch.observer/filing/0000950170-25-102401

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer