Vistance Networks (VISN)
NASDAQ:VISN
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.25Last Year’s EPS
0.44Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted several material positive developments: a strategic sale of RUCKUS that will unlock substantial cash and fund a large shareholder distribution, strong Q1 revenue and profitability growth across both Aurora and RUCKUS, meaningful backlog and order momentum, and healthy liquidity and capital flexibility. Offsetting these positives are near-term operational and market headwinds — notably DDR4 memory supply/pricing pressure, projected Aurora EBITDA compression in 2026 driven by legacy declines and stranded costs, high customer concentration in Aurora, and a Q1 cash outflow driven by working capital and incentive timing. Overall, leadership presented clear mitigations (supplier/engineering actions, focus on DOCSIS 4.0 and PON, potential bolt-on M&A) and a path to unlock shareholder value via the RUCKUS sale, making the tone constructive despite identifiable risks.Company Guidance
Strategic Sale of RUCKUS Networks
Entered into definitive agreement to sell RUCKUS Networks to Belden for $1.846 billion in cash; transaction expected to close in H2 2026, net cash impact ~ $1.7 billion after fees and taxes, and company expects to distribute a significant portion of excess cash to shareholders (Board approved and paid a $10/share special distribution on April 27).
Strong Top-Line Growth
Total net sales of $472 million in Q1 FY2026, up 22% year-over-year.
Robust Profitability and EPS Improvement
Core adjusted EBITDA of $87 million (reported margin 18.5% at the company level), with segment-level improvement (company cited core adjusted EBITDA up ~38% YoY); adjusted EPS of $0.34, up 209% year-over-year versus $0.11 in Q1 2025.
Aurora Networks Revenue and EBITDA Growth
Aurora net sales $298 million, up 33% YoY; Aurora adjusted EBITDA $50 million, up 32% YoY, with EBITDA margin ≈16.9% essentially flat vs prior year driven by DOCSIS 4.0 amplifier demand and FDX amplifier deployments (over 500,000 FDX amplifiers shipped since start of 2025).
RUCKUS Improved Profitability and Revenue
Core RUCKUS revenue $173 million, up 14% YoY; core RUCKUS adjusted EBITDA $37 million, up 54% YoY; RUCKUS adjusted EBITDA margin of ~21.3%, a ~600 basis point improvement YoY, supported by WiFi 7 demand and RUCKUS One subscription growth (including largest-ever RUCKUS One deal).
Strong Demand, Orders and Backlog
Order rates increased 37% sequentially and 49% YoY; backlog ended the quarter at $843 million, up $211 million or 33% vs Q4 2025.
Solid Liquidity and Capital Actions
Ended the quarter with $2.5 billion in cash, no outstanding debt after repaying borrowings and redeeming preferred equity; Board approved buyback authorization up to $100 million and new revolving credit facility up to $300 million (expected borrowing base ~ $175 million at end of Q2).
Product and Customer Momentum
Aurora: vCCAP rollout with Vodafone Germany and deployments with two of the largest EMA service providers; unified nodes entering production in Q2 with shipping expected H2 2026; PON Evo Series 200 remote OLT and vBNG Evo customer deployments in CALA. RUCKUS: high-profile WiFi 7 deployment at BMO Stadium and expansion of Pro AV ICX switch portfolio.
On-Track 2026 Adjusted EBITDA Range
Company reiterated Vistance Networks 2026 adjusted EBITDA guidepost of $350 million to $400 million and provided Aurora stand-alone 2026 adjusted EBITDA guidepost of $225 million to $250 million (excluding RUCKUS stranded costs).
VISN Earnings History
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
VISN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $10.47 | $12.79 | +22.21% |
Feb 26, 2026 | $8.69 | $8.70 | +0.12% |
Oct 30, 2025 | $7.68 | $8.22 | +6.92% |
Aug 04, 2025 | $3.80 | $7.08 | +86.27% |
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 Vistance Networks (VISN) report earnings?
Vistance Networks (VISN) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Vistance Networks (VISN) earnings time?
Vistance Networks (VISN) earnings time is at Aug 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is VISN EPS forecast?
VISN EPS forecast for the fiscal quarter 2026 (Q2) is 0.25.