secwatch.observer — SEC 8-K summary
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Issuer:     ADTRAN Holdings, Inc. (ADTN)
CIK:        0000926282
Form:       8-K
Filed at:   2026-08-04T10:36:52+00:00
Accession:  0001193125-26-331458
Event type: earnings
Sentiment:  neutral
Materiality: 0.65
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

ADTRAN Q2 revenue $281.1M (+6.1% YoY); GAAP EPS -$0.13, non-GAAP EPS $0.04; guides Q3 rev $275-295M
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- Revenue $281.1M, up 6.1% YoY; GAAP gross margin 37.0%, non-GAAP 40.7%.
- GAAP diluted loss per share $0.13; non-GAAP diluted EPS $0.04.
- Operating cash flow $25.9M; cash and equivalents $79.2M.
- Q3 2026 guidance: revenue $275M-$295M, non-GAAP operating margin 1.5%-5.5%.
- Cloud/hyperscaler/enterprise/government revenue grew 47% YoY; optical networking led demand.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/926282/000119312526331458/0001193125-26-331458-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/926282/000119312526331458/adtn-20260803.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-331458

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