secwatch.observer — SEC 8-K summary
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Issuer:     ADTRAN Holdings, Inc. (ADTN)
CIK:        0000926282
Form:       8-K
Filed at:   2026-05-05T23:59:59+00:00
Accession:  0001193125-26-204995
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

ADTRAN Q1 revenue $286.1M (+15.5% YoY); non-GAAP EPS $0.14; guides Q2 rev $283-303M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/926282/000119312526204995/0001193125-26-204995-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/926282/000119312526204995/adtn-20260504.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-204995

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