ADTN

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. ADTRAN Holdings (ADTN) is back in focus after releasing first quarter 2026 results and issuing revenue guidance for the second quarter, giving investors fresh data on current trading and near term expectations. See our latest analysis for ADTRAN Holdings. Even after the first quarter update, ADTRAN Holdings' recent share price has cooled slightly in the very short term. However, the 90 day share price return of 44.89% and 1 year total shareholder return of 75.70% point to momentum that has built over a longer stretch. If ADTRAN's recent move has you thinking about where else growth stories may emerge in connected industries, it can be useful to scan 38 power grid technology and infrastructure stocks With the stock up sharply over the past year, a value score of 4, revenue growth, a much smaller loss in the latest quarter, and a discount to analyst targets, investors may ask whether there is still a buying opportunity or if the market is already pricing in future growth. With ADTRAN Holdings last closing at $15.04 against a narrative fair value of $19.50, the most followed story in the market sees meaningful upside baked into its long term assumptions. Read the complete narrative. Curious what is sitting behind a higher fair value on an unprofitable stock? The narrative focuses on revenue momentum, margin repair, and a future earnings multiple that stands out in the communications space. Result: Fair Value of $19.50 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are clear pressure points, including reliance on broadband infrastructure spending and exposure to currency swings that could challenge margins and the assumptions behind a higher future P/E ratio. Find out about the key risks to this ADTRAN Holdings narrative. While the narrative fair value of $19.50 suggests upside from the current $15.04 share price, the Simply Wall St DCF model paints a more conservative picture, with a future cash flow value of $12.89 that implies the stock is trading ahead of those cash flow assumptions. Which story do you trust more right now? Look into how the SWS DCF model arrives at its fair value. Simply Wall St performs a discounted cash flow (DCF) on every stock in the w...

It's been a mediocre week for ADTRAN Holdings, Inc. (NASDAQ:ADTN) shareholders, with the stock dropping 18% to US$14.55 in the week since its latest quarterly results. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Taking into account the latest results, the most recent consensus for ADTRAN Holdings from eight analysts is for revenues of US$1.19b in 2026. If met, it would imply an okay 5.8% increase on its revenue over the past 12 months. Losses are predicted to fall substantially, shrinking 46% to US$0.21. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$1.18b and losses of US$0.34 per share in 2026. While the revenue estimates were largely unchanged, sentiment seems to have improved, with the analysts upgrading their numbers and making a very favorable reduction to losses per share in particular. See our latest analysis for ADTRAN Holdings The average price target rose 21% to US$19.50, with the analysts signalling that the forecast reduction in losses would be a positive for the stock's valuation. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values ADTRAN Holdings at US$23.00 per share, while the most bearish prices it at US$18.00. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth. Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We would highlight that ADTRAN Holdings' revenue growth is expected to slow, with the forecast 7.8% annualised growth rate until the end of 2026 being well below the historical 12% p.a. growth over the last five years. By way of comparison, the other companies in this industr...

Revenue growth of 15.5% year-over-year reflects a return to normalized seasonal patterns and established operating leverage across the core business. Optical networking strength is driven by hyperscalers and service providers expanding capacity for cloud connectivity and wholesale fiber services. European momentum is being reinforced by high-risk vendor displacement legislation, such as the proposed Cybersecurity Act 2.0, which mandates removal of certain vendors from critical infrastructure. The company is pivoting toward AI infrastructure with the introduction of LiteWave800, designed to reduce power consumption by over 90% in high-density compute environments. Operating margin expansion was achieved through disciplined cost management, pricing adjustments across the portfolio, and a revenue mix shift away from lower-margin consumer CPE. U.S. broadband expansion is gaining traction as BEAD deployment funds begin to reach operators in an increasing number of states. Management expects optical networking revenue to build throughout the year, supported by a growing backlog with hyperscaler customers. BEAD funding impact is expected to become more meaningful in the back half of the year, with 2027 projected as a more material year for revenue contribution. Gross margins are expected to remain broadly consistent in the near term, despite elevated memory pricing and freight cost pressures. The company anticipates reaching a 10% operating income target before considering significant increases to current R&D and go-to-market budgets. Q2 2026 guidance assumes a continuation of the current messy freight environment and persistent memory cost headwinds. Elevated memory pricing remains an industry-wide headwind, particularly impacting lower-end residential CPE products where memory is a larger percentage of the bill of materials. Middle East conflict has negatively impacted the freight line due to capacity disruptions and has caused a less than 5% impact on regional revenues. The company achieved its highest operating margin since 2020 by implementing pricing adjustments to counter rising component costs. Conditional FCC approval for the SDG Wi-Fi 7 portfolio exempts ADTRAN from covered list restrictions, providing a competitive advantage as other vendors navigate the process. Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how y...

Image source: The Motley Fool. Tuesday, May 5, 2026, at 8:30 a.m. ET Chief Executive Officer — Thomas Stanton Chief Financial Officer — Timothy Santo Thomas Stanton: Thank you, Kayla. Good morning, everyone. ADTRAN delivered solid first quarter results with revenue of $286.1 million, up 15.5% year-over-year, and non-GAAP operating margin of 6.9%, up 3% year-over-year. These results reflect the continued strength of our core markets and the operating leverage we have now firmly established across the business. The demand drivers underpinning our business continue to strengthen. In the U.S., broadband expansion is gaining traction and BEAD deployment funds are beginning to reach operators in a growing number of states. In Europe, high-risk vendor displacement continues to progress with momentum reinforced by legislation such as the proposed Cybersecurity Act 2.0, which would mandate the removal of high-risk vendors from critical network infrastructure. This quarter also marked a meaningful step in our growth strategy as we showcased our expanding portfolio addressing cloud and AI infrastructure connectivity. This included the introduction of the LiteWave800, a solution purpose-built for high-performance and low-power intra-data center connectivity. Optical networking solutions revenue was $97.3 million in the first quarter, up 24% year-over-year. On a sequential basis, strength from our larger customers and hyperscalers was offset by seasonal declines with smaller customers and government sales. Across our service provider base, demand remains healthy. Operators across all geographies are expanding wholesale optical capacity to support growing demand for cloud connectivity and higher bandwidth services, reflecting a broad-based trend. In Europe, high-risk vendor replacement initiatives continue to add to that demand with growing strength among our cloud and hyperscaler customers, and a positive outlook across our service provider base. We expect our optical networking revenue to build throughout the year. Access and aggregation solutions revenue was $90.5 million in the first quarter, up 2% year-over-year and 14% sequentially, driven by broad-based strength across the U.S. and Europe. We expect steady progress across our European business through the remainder of the year. In the U.S., BEAD deployment funding is beginning to reach operators in select states. A...

Image source: The Motley Fool. Thursday, May 8, 2025 at 10:30 a.m. ET Chief Executive Officer and Chairman — Tom Stanton Senior Vice President and Chief Financial Officer — Tim Santo Need a quote from a Motley Fool analyst? Email [email protected] Turning to the agenda. Tom Stanton, ADTRAN Holdings' CEO and Chairman of the Board, will provide key investment highlights for the first quarter 2025; Tim Santo, our Senior Vice President and CFO, will review the quarterly financial performance in detail and our second quarter 2025 outlook, and then we will take any questions you may have. I would now like to turn the call over to Tom Stanton. Tom Stanton: Thank you, Peter. Good morning, everyone. Before we discuss the quarterly results, I'd like to introduce Tim Santo, our new CFO, who joined ADTRAN in early March. Tim was brought on Board because of his extensive experience in finance and operational leadership, including more than a decade in leadership roles at General Electric. He has over 25 years of international experience in finance, accounting, and operations across multiple industries. I would also like to take this opportunity to thank Ulrich Dopfer for his significant contributions and leadership. ADTRAN's first quarter performance highlighted our improved operating efficiency and our strength in our business model. We delivered solid results with improvements across several key operating metrics. Revenue exceeded typical first quarter patterns showing growth both sequentially and year-over-year. This increase reflects heightened customer activity and strong execution by our team. Our non-GAAP gross margin remained strong and non-GAAP operating profit was at the high-end of our guidance range. We also generated a robust $41.6 million in cash from operations and $22.9 million in free cash flow. We continue to believe that 2025 will be a year of accelerating performance and this should translate to meaningful cash generation, which a significant -- which is a key strategic priority for us. Let me talk a little bit about tariffs. In the near-term, the impact of tariffs is expected to be minimal. Post 90 days, we are one of the few manufacturers that own and operate our own facilities, which puts us in a stronger position to respond effectively to policy changes. Although the environment is continuously evolving and the mid to long-term effects from tariffs rema...

ADTRAN Holdings, Inc. ADTN reported strong first-quarter 2026 results, with earnings and revenues surpassing the Zacks Consensus Estimate. Non-GAAP earnings came in at 14 cents per share, beating the consensus estimate of 9 cents. Revenues of $286.1 million edged past the consensus estimate of $285 million by 0.4% and increased 15.5% year over year, driven by solid demand across core markets and improved operating leverage. ADTRAN Holdings, Inc. price-consensus-eps-surprise-chart | ADTRAN Holdings, Inc. Quote ADTRAN generated total revenues of $286.1 million in the first quarter, reflecting a 15.5% year-over-year increase from $247.7 million. Growth was broad-based, supported by strength across its Network Solutions and Services & Support segments. Network Solutions revenues rose to $237.9 million from $202.2 million in the prior-year quarter, while Services & Support contributed $48.1 million compared with $45.5 million a year ago. The expansion highlights improving demand trends across fiber, cloud and edge networking infrastructure. Profitability improved meaningfully during the quarter. GAAP gross margin expanded to 39.5% from 38.4% in the year-ago period, while non-GAAP gross margin rose to 43.0%, reflecting operational efficiencies and better cost control. Operating performance also strengthened. GAAP operating margin turned positive at 2.2% compared with a negative 1.6% last year. Non-GAAP operating margin improved to 6.9% from 3.9%, indicating enhanced scalability of the company’s business model. On a GAAP basis, ADTRAN reported a net loss attributable to shareholders of $1.3 million or 1 cent per share, narrower than a loss of $11.3 million or 14 cents per share in the prior-year quarter. Adjusted earnings were significantly stronger at 14 cents per share, reflecting the exclusion of acquisition-related costs, stock-based compensation and other one-time items. The earnings beat was driven by higher revenues and improved cost structure, which helped offset ongoing expenses related to growth initiatives. ADTRAN generated $12.7 million in cash from operating activities during the quarter, though lower than the prior-year period due to working capital changes. Free cash flow was negative $3.3 million, reflecting continued investments in property, equipment and technology development. The company ended the quarter with cash and cash equivalents of $88.3...

Image source: The Motley Fool. Thursday, Feb. 26, 2026 at 8:30 a.m. ET Chief Executive Officer and Chairman — Thomas Stanton Chief Financial Officer and Senior Vice President — Timothy Santo Director, Investor Relations — Peter Schuman Tom Stanton, ADTRAN Holdings' CEO and Chairman of the Board, will provide key highlights for the fourth quarter and full year 2025. Tim Santo, our Senior Vice President and CFO, will review the quarterly and full year financial performance in detail and provide our first quarter 2026 outlook, and then we will take questions that you may have. I would now like to turn the call over to Tom Stanton. Timothy Santo: Operator, we are receiving notification that the line is bad and that recipients are not hearing us correctly. Is there a way to improve the line before we proceed? Peter Schuman: Thank you very much. Thomas Stanton: Thank you Peter, and good morning, everyone. ADTRAN delivered a strong fourth quarter and finished 2025 with solid momentum. Our quarterly results reflected higher demand and strong execution with revenue above the high end of our original outlook, overcoming typical year-end seasonality. Operating leverage continued to improve and earnings came in above expectations, with all 3 business categories achieving sequential and year-over-year growth. In the fourth quarter, ADTRAN generated revenue of $291.6 million, reflecting a strong year-over-year growth of 20% and sequential growth of over 4%. This marks the sixth consecutive quarter of sequential growth and the fifth consecutive quarter of year-over-year improvement, reinforcing the strength of our company and our key markets. Our U.S. business led the quarterly growth, with revenue up 31% year-over-year and 14% sequentially. Non-U.S. revenue grew 12% year-over-year and declined 3% sequentially as expected and consistent with recent ordering patterns among some of our larger European customers. Optical Networking Solutions grew 33% year-over-year, driven by strong sales to cloud providers and enterprise customers. This increase also drove the contribution of enterprise and cloud providers to 25% of our revenue in Q4 and 21% for the full year of 2025. These results reinforce a trend we are seeing: cloud providers expanding data center capacity and large enterprises upgrading their optical networks. During the quarter, we continued to broaden our optical cust...

Image source: The Motley Fool. Tuesday, Nov. 4, 2025 at 10:30 a.m. ET Chairman and Chief Executive Officer — Thomas Stanton Senior Vice President and Chief Financial Officer — Timothy Santo Need a quote from a Motley Fool analyst? Email [email protected] Tom Stanton, ADTRAN Holdings' CEO and Chairman of the Board, will provide key highlights of the third quarter of 2025. Tim Santo, our Senior Vice President and CFO, will review the quarterly financial performance in detail and provide our fourth quarter 2025 outlook, and then we will take any questions you may have. I'd like to now turn the call over to Tom Stanton. Thomas Stanton: Thank you, Peter. Good morning, everyone. ADTRAN delivered solid third quarter results with revenue near the upper end of our guidance and higher operating margins. All 3 business categories achieved double-digit year-over-year growth, reflecting disciplined execution, new customer wins and healthy demand for fiber networking solutions. Operating profit exceeded the midpoint of our outlook, underscoring the solid execution and our focus on leveraging financial performance as a driver of longer-term value creation. The quarter was led by strong results in Optical Networking and Subscriber Solutions, while Access & Aggregation reflected anticipated buying patterns of 2 large European customers. We expect those customers to come back online either early -- late in the fourth quarter or early next year. We remain confident on the overall market for the remainder of this year, however. During the quarter, we closed on a $201 million financing transaction that lowered our borrowing cost and increased financial flexibility, important steps that strengthen our capital structure and position us to execute confidently on longer-term strategic objectives. Turning to the quarterly results. ADTRAN reported $279.4 million, reflecting strong year-over-year growth across all 3 revenue categories. This marks the fifth consecutive quarter of sequential growth and fourth consecutive quarter of year-over-year improvement, proof points that our portfolio strategy and market positioning are driving sustainable momentum. This consistency underscores the health of our business, continued improvement in market conditions and the progress we are making in strengthening our foundation for the longer-term growth. From our customers' perspective, engagement across...

ADTRAN reported Q1 revenue of $286.1 million, up 15.5% YoY, with non-GAAP operating margin of 6.9% (a 300-basis-point improvement YoY) and U.S. revenue rising 42% to $146.2 million. Growth was led by Optical Networking (+24% YoY) and Subscriber Solutions (+22% YoY), supported by demand for cloud/hyperscaler connectivity, BEAD-related fiber investment, and multi‑gig Wi‑Fi 7 product momentum (including conditional FCC designation). Management highlighted a push into AI/data-center connectivity with low‑power products LiteWave800 (≈1 year to production) and Quattro (late‑year), and guided Q2 revenue of $283–303 million with non‑GAAP operating margin of 5%–9%. Interested in ADTRAN Holdings, Inc.? Here are five stocks we like better. ADTRAN Stock is a Compelling Broadband Infrastructure Play ADTRAN (NASDAQ:ADTN) reported higher revenue and improved profitability in its first quarter of 2026, pointing to strengthening demand drivers in broadband and optical networking while outlining a developing push into AI and data center connectivity. Chief Executive Officer and Chairman Tom Stanton said the company delivered “solid first quarter results” with revenue of $286.1 million, up 15.5% year-over-year. Stanton also highlighted a 6.9% non-GAAP operating margin, which he said was up 3% year-over-year, attributing the performance to “the continued strength of our core markets and the operating leverage we have now firmly established across the business.” → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook Chief Financial Officer Timothy Santo said revenue returned “to a more normalized seasonal pattern” and ended above the midpoint of prior guidance despite a seasonal reduction. Non-GAAP operating income rose to $19.9 million, or 6.9% of revenue, compared with $18.8 million, or 6.4%, in the prior quarter. Santo noted the operating margin expanded 300 basis points from 3.9% in the year-ago quarter, continuing a multi-quarter progression. On a geographic basis, Santo said U.S. revenue totaled $146.2 million (about 51% of total revenue), up 42% year-over-year and 7% sequentially. Non-U.S. revenue was $139.9 million, or 49% of total revenue. → The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches ADTRAN’s revenue mix was relatively balanced across its three reporting segments in the quarter, according to Santo: Access and Aggregation Solutio...

HUNTSVILLE, Ala., May 05, 2026--(BUSINESS WIRE)--ADTRAN Holdings, Inc. (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 operating margin of 2.2 %; non-GAAP operating margin of 6.9%. Net cash provided by operating activities of $12.7 million. GAAP diluted loss per share of $0.01; non-GAAP diluted earnings per share of $0.14. Cash and cash equivalents of $88.3 million. ADTRAN Holdings Chairman and Chief Executive Officer Tom Stanton stated, "We delivered solid first quarter results, with revenue increasing 15.5% year-over-year, and GAAP and non-GAAP operating margin rising 380 and 300 basis points from a year ago, respectively. These results reflect the continued strength of our core markets and the operating leverage we have been building." Mr. Stanton added, "We believe that the demand drivers underpinning our business continue to build. In the US, broadband momentum continues with BEAD deployment funds now beginning to reach operators in a growing number of states. In Europe, high-risk vendor displacement continues to progress, reinforced by the European Commission's advancing legislation such as Cybersecurity Act 2.0. Also during the quarter, we introduced LiteWave800™, our first product purpose-built for intra-data center AI infrastructure, setting a new benchmark for power efficiency at 800G." Business outlook1 For the second quarter of 2026, the Company expects revenue to be within a range of $283.0 million to $303.0 million. Non-GAAP operating margin is expected to be within a range of 5.0% to 9.0%. 1 Non-GAAP operating margin (which is calculated as non-GAAP operating income (loss) divided by revenue) is a non-GAAP financial measure. The Company has provided guidance for its second quarter 2026 non-GAAP operating margin. This measure excludes from the corresponding GAAP financial measure the effect of adjustments as described below. The Company has not provided a reconciliation of such non-GAAP guidance to guidance presented on a GAAP basis because it cannot predict and quantify without unreasonable effort all of the adjustments that may occur during...

ADTRAN Holdings (ADTN) reported Q1 adjusted earnings Monday of $0.14 per diluted share, up from $0.0

Image source: The Motley Fool. Tuesday, August 5, 2025 at 10:30 a.m. ET Chairman & Chief Executive Officer — Thomas R. Stanton Senior Vice President & Chief Financial Officer — Timothy P. Santo Turning to the agenda. Tom Stanton, ADTRAN Holdings' CEO and Chairman of the Board, will provide the key investment highlights for the second quarter 2025. Tim Santo, our Senior Vice President and CFO, will review the quarterly financial performance in detail and provide our third quarter 2025 outlook, and then we will take any questions that you may have. I'd now like to turn the call over to Tom Stanton. Thomas R. Stanton: Thank you, Peter. Good morning, everyone. ADTRAN delivered solid second quarter results, marked by stronger revenue performance, healthy profitability and continued balance sheet improvements. As previously disclosed in our pre-announcement, revenue exceeded our expectations with sequential and year-over-year growth across all 3 of our revenue categories. This performance reflects strong execution and market share gains, coupled with an improving industry backdrop driven by renewed infrastructure investment, the normalization of service provider spending and growing demand for advanced fiber and optical solutions. Importantly, cash generation remained healthy with $32.2 million in cash from operations and $18.3 million in free cash flow. I'm encouraged by the improving demand environment across our key market segments. These demand trends not only supported our strong Q2 performance but also increased our confidence in our outlook for continued growth over the coming quarters. Turning to the quarterly results. ADTRAN's revenue of $265.1 million was above the high end of our previous guidance range. All 3 revenue categories delivered sequential growth. And for the second straight quarter, each revenue category generated year-over-year gains. This broad-based momentum reinforces the strong competitive positioning of our optical transport, fiber access and subscriber solutions portfolios. As expected, the highest sequential revenue growth in the quarter came from our optical networking solutions, which grew 22% year-over-year and 15% sequentially. This growth was driven by demand in both the U.S. and non-U.S. regions with the most significant gains coming from our U.S. service provider customers. New customer acquisition also remained strong with 18...