The earnings call indicated strong revenue growth and market expansion across ADTRAN's key segments, driven by new customer acquisitions and technology advancements. Despite challenges with gross margin and currency fluctuations, the company maintains a positive outlook for continued growth and profitability.

Company Guidance -

Q3 2025

During the ADTRAN Holdings Second Quarter 2025 Financial Results Conference Call, the company's leadership highlighted several key performance metrics and guidance for the upcoming quarter. ADTRAN reported a revenue of $265.1 million for Q2 2025, surpassing their previous guidance, with revenue growth across all three categories: Optical Networking Solutions, Access and Aggregation, and Subscriber Solutions. Optical Networking Solutions experienced a 22% year-over-year increase, while Access and Aggregation saw a 30% rise. The company generated $32.2 million in operating cash and $18.3 million in free cash flow, achieving a non-GAAP operating profit of $8 million, or 3% of revenue. For Q3 2025, ADTRAN projects revenue between $270 million and $280 million, with a non-GAAP operating margin of 3% to 7%. The company also noted strong cash generation and improvements in their balance sheet, with $106.3 million in cash and cash equivalents. ADTRAN's continued focus on expanding its market share, especially in fiber access and optical solutions, alongside strategic customer acquisitions, positions the company for sustained growth in the second half of the year.

Strong Revenue and Growth

ADTRAN reported second quarter revenue of $265.1 million, exceeding expectations with a 17% year-over-year increase and a 7% sequential growth. All three revenue categories showed sequential and year-over-year gains.

Optical Networking Solutions Surge

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

Access and Aggregation Growth

This category grew 30% year-over-year, led by large European service providers and small to midsized U.S. service providers, expanding their fiber footprint.

Cash Flow Improvements

ADTRAN generated $32.2 million in cash from operations and $18.3 million in free cash flow, maintaining a strong liquidity position with $106 million in cash available.

New Customer Acquisitions

18 new optical customers and 20 new service provider and government customers were added in the quarter, indicating strong market expansion.

Positive Outlook for Second Half of 2025

ADTRAN expects continued growth in revenue and profitability, driven by strong customer demand and disciplined execution.

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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