{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-204377","form_type":"8-K","ticker":"ADTN","cik":"0000926282","company_name":"ADTRAN Holdings, Inc.","filed_at":"2023-08-07T23:59:59+00:00","discovered_at":"2026-05-14T18:03:37.060112+00:00","generated_at":"2026-06-12T05:28:03.094109+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"ADTRAN Q2 revenue $327.4M (+90% YoY), net loss $33.3M; Q3 guidance well below consensus","bullets":["Q2 GAAP revenue $327.4M, up 90% YoY; net loss $33.3M, diluted EPS -$0.43.","Non-GAAP net income $0.1M, EPS $0.00, down 99% YoY.","Q3 GAAP revenue guidance $275-305M, 11-20% below analyst consensus of $342M.","Q3 non-GAAP op margin guidance -5% to 0%, versus consensus 3.7%.","Board declared $0.09 quarterly dividend, payable Sept 5, 2023."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-204377","json":"https://secwatch.observer/filing/0001193125-23-204377.json","markdown":"https://secwatch.observer/filing/0001193125-23-204377.md","text":"https://secwatch.observer/filing/0001193125-23-204377.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/926282/000119312523204377/0001193125-23-204377-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/926282/000119312523204377/d515639d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T05:28:03.094109+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"0a178c1815c1742985e755b9077bccd173a44706","claim":"ADTRAN Holdings, Inc. reported third quarter 2023 results: revenue $275 million to $305 million. Guidance lowered.","evidence_excerpt":"ADTRAN Holdings, Inc. (“ADTRAN Holdings” or the “Company”) (NASDAQ: ADTN; FSE: QH9), expects the Company’s guidance range for the third quarter 2023 to deviate from analyst consensus as follows: • The guidance range for GAAP revenue is expected to be between $275 million to $305 million and between 20% and 11% below analyst consensus ($342 million).","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/926282/000119312523204377/0001193125-23-204377-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter 2023"},{"label":"Revenue","value":"$275 million to $305 million"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"e8094be4cfcfdea35bb25e92371c67b05b80c629","claim":"ADTRAN Holdings, Inc. reported second quarter of 2023 results: revenue $327.4 million, net income -$33.3 million, EPS -$0.43.","evidence_excerpt":"ADTRAN Holdings, Inc. (NASDAQ: ADTN and FSE: QH9) (“ADTRAN Holdings” or the “Company”) today announced its financial results for the second quarter of 2023. For the quarter, revenue was $327.4 million, up 90% year-over-year and 1% quarter-over-quarter. Net loss attributable to the Company for the second quarter of 2023 was $33.3 million, down 1,655% year-over-year and up 3% quarter-over-quarter. Consequently, diluted loss per share attributable to the Company for the quarter was $0.43, down by 1,175% year-over-year and up 2% quarter-over-quarter.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/926282/000119312523204377/0001193125-23-204377-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter of 2023"},{"label":"Revenue","value":"$327.4 million"},{"label":"Net income","value":"-$33.3 million"},{"label":"EPS","value":"-$0.43"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}