The earnings call reflects positive momentum with strong revenue growth, particularly in Optical Networking and Subscriber Solutions, alongside successful financial restructuring. However, challenges remain in terms of seasonal buying patterns, real estate sales, and currency volatility.

Company Guidance

During the ADTRAN Holdings Third Quarter 2025 Financial Results Conference Call, key guidance metrics included expectations for fourth-quarter revenue to be between $275 million and $285 million, with a non-GAAP operating margin projected at 3.5% to 7.5%. The company highlighted strong third-quarter performance, with revenue reaching $279.4 million, marking a 23% year-over-year increase. The Optical Networking segment saw a 47% year-over-year growth, and Subscriber Solutions grew by 12%. ADTRAN also closed a $201 million financing transaction, which reduced borrowing costs and increased financial flexibility. The company anticipates continued demand and operational execution to counterbalance typical seasonal factors, aiming for sustained growth and improved margins as they advance into 2026.

Strong Revenue Growth

ADTRAN reported revenue of $279.4 million, a 23% year-over-year increase and 5% sequentially, marking the fifth consecutive quarter of sequential growth and fourth consecutive quarter of year-over-year improvement.

Optical Networking Expansion

Optical Networking solutions grew 47% year-over-year and 15% sequentially, driven by strong momentum in Europe and deployments with a new large service provider.

Subscriber Solutions Demand

Subscriber Solutions revenue grew 12% year-over-year and 21% sequentially, with 18 new customers added, driven by demand for both residential and wholesale applications.

Improved Financial Position

Completed a $201 million financing transaction that lowered borrowing costs and increased financial flexibility, strengthening the capital structure.

Non-GAAP Operating Profit Increase

Non-GAAP operating profit rose to $15.1 million or 5.4% of revenue, exceeding the midpoint of the outlook and indicating improved operational efficiency.

New Product Introduction

Launched Mosaic One Clarity, a new application built on the carrier-grade Agentic AI platform, showing promising early results with a reduction of up to 75% in network-related trouble tickets.

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
Feb 26, 2026	2025 (Q4)	0.08 / -	0	―	―	―
Nov 03, 2025	2025 (Q3)	0.06 / 0.05	-0.05	200.00% (+0.10)	―
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)	―

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
Nov 03, 2025	$10.42	$10.43	+0.10%
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%

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 Feb 26, 2026, Before Open (Confirmed).

What is Adtran Inc (ADTN) earnings time?

Adtran Inc (ADTN) earnings time is at Feb 26, 2026, 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 (Q4) is 0.08.

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