{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-204995","form_type":"8-K","ticker":"ADTN","cik":"0000926282","company_name":"ADTRAN Holdings, Inc.","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.944537+00:00","generated_at":"2026-05-14T23:44:25.936744+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"ADTRAN Q1 revenue $286.1M (+15.5% YoY); non-GAAP EPS $0.14; guides Q2 rev $283-303M","bullets":["Revenue $286.1M (+15.5% YoY); GAAP diluted loss $0.01; non-GAAP diluted EPS $0.14.","GAAP gross margin 39.5%; non-GAAP gross margin 43.0% (up 108/55 bps YoY).","Q2 2026 outlook: revenue $283M-$303M; non-GAAP operating margin 5%-9%.","Introduced LiteWave800 for AI intra-data center; BEAD funds and European vendor displacement cited as demand drivers.","Net cash from operations $12.7M; cash and equivalents $88.3M."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-204995","json":"https://secwatch.observer/filing/0001193125-26-204995.json","markdown":"https://secwatch.observer/filing/0001193125-26-204995.md","text":"https://secwatch.observer/filing/0001193125-26-204995.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/926282/000119312526204995/0001193125-26-204995-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/926282/000119312526204995/adtn-20260504.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:44:25.936744+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":"795ff6fe12c2b6b065f03d0e452748dd5b42ad22","claim":"ADTRAN Holdings, Inc. reported the first quarter ended March 31, 2026 results: revenue $286.1 million, EPS GAAP diluted loss per share of $0.01; non-GAAP diluted earnings per share of $0.14. Guidance initiated.","evidence_excerpt":"(NASDAQ: ADTN and FSE: QH9) (“ADTRAN Holdings” “ADTRAN” or the “Company”) today announced its unaudited financial results for the first quarter ended March 31, 2026. • Revenue: $286.1 million, up 15.5% year-over-year. • GAAP gross margin of 39.5%; Non-GAAP gross margin of 43.0%; up 108 and 55 basis points year-over-year, respectively. • Operating margin: GAAP","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/926282/000119312526204995/0001193125-26-204995-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended March 31, 2026"},{"label":"Revenue","value":"$286.1 million"},{"label":"EPS","value":"GAAP diluted loss per share of $0.01; non-GAAP diluted earnings per share of $0.14"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}