ADTRAN reported strong revenue growth and new customer acquisitions, driven by increased demand in optical networking and access solutions. However, challenges such as gross margin pressure, currency fluctuations, and a small non-GAAP net loss were noted. Despite these issues, the overall financial performance was positive, with significant progress in cash flow and balance sheet improvements.

Company Guidance -

Q3 2025

In the ADTRAN Holdings Second Quarter 2025 Financial Results Conference Call, the guidance provided highlighted several key metrics and trends. ADTRAN reported a revenue of $265.1 million, surpassing their expectations with sequential and year-over-year growth across all three revenue categories. The optical networking solutions saw the highest sequential revenue growth, increasing by 22% year-over-year and 15% sequentially, driven by demand in both U.S. and non-U.S. regions. Access and Aggregation grew by 30% year-over-year, supported by large European and small to midsize U.S. service providers. Subscriber solutions revenue rose by 4% sequentially, with residential solutions notably increasing by 18% sequentially and 25% year-over-year. The company also reported healthy cash generation with $32.2 million in cash from operations and $18.3 million in free cash flow, reinforcing their strong financial position. For the third quarter of 2025, ADTRAN expects revenue between $270 million and $280 million and a non-GAAP operating margin of 3% to 7%. The company remains optimistic about sustained growth, driven by strong customer demand and strategic investments in next-generation network technologies.

Record Revenue Growth

ADTRAN delivered revenue of $265.1 million for the second quarter of 2025, marking a 17% year-over-year increase and a 7% sequential increase, exceeding the high end of their guidance range.

Strong Optical Networking Performance

Optical Networking Solutions revenue grew by 22% year-over-year and 15% sequentially, driven by demand in both the U.S. and non-U.S. regions, with significant gains from U.S. service provider customers.

Access and Aggregation Growth

Access and Aggregation revenue increased by 30% year-over-year, supported by large European service providers and small to midsized U.S. service providers expanding their fiber footprint.

New Customer Acquisitions

ADTRAN added 18 new optical customers and 20 new service provider and government customers in the subscriber solutions category during the quarter.

Cash Flow and Balance Sheet Improvements

The company generated $32.2 million in operating cash and $18.3 million in free cash flow, with $106 million of cash available on the balance sheet.

Adtran (ADTN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ADTN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.07 / -	-0.05	―	―	―
Aug 04, 2025	2025 (Q2)	<0.01 / 0.00	-0.24	―	―
May 08, 2025	2025 (Q1)	-0.03 / 0.03	-0.02	250.00% (+0.05)	―
Feb 27, 2025	2024 (Q4)	-0.03 / 0.00	-1.09	―	―
Nov 07, 2024	2024 (Q3)	-0.04 / -0.05	-0.14	64.29% (+0.09)	―
Aug 06, 2024	2024 (Q2)	-0.09 / -0.24	0	―	―
May 07, 2024	2024 (Q1)	-0.11 / -0.02	-0.06	66.67% (+0.04)	―
Feb 27, 2024	2023 (Q4)	-0.10 / -1.09	0.12	-1008.33% (-1.21)	―
Nov 07, 2023	2023 (Q3)	-0.09 / -0.14	0.11	-227.27% (-0.25)	―
Aug 06, 2023	2023 (Q2)	<0.01 / 0.00	0.19	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ADTN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$8.76	$9.47	+8.11%
May 08, 2025	$7.95	$7.71	-3.02%
Feb 27, 2025	$10.61	$10.57	-0.38%
Nov 07, 2024	$6.33	$7.55	+19.27%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Adtran Inc (ADTN) report earnings?

Adtran Inc (ADTN) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is Adtran Inc (ADTN) earnings time?

Adtran Inc (ADTN) earnings time is at Nov 05, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ADTN EPS forecast?

ADTN EPS forecast for the fiscal quarter 2025 (Q3) is 0.07.

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