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Vistance Networks (VISN)
NASDAQ:VISN
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.22Last Year’s EPS
0.14Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong operational and financial performance in 2025 with substantial revenue and core adjusted EBITDA growth, record amplifier shipments at Aurora, accelerating Ruckus Wi‑Fi 7 traction, material cash generation, improved liquidity and meaningful deleveraging. Management provided constructive 2026 guidance ($350M–$400M core adjusted EBITDA) while candidly disclosing near-term challenges: DDR4 memory supply/cost pressures (~$20M EBITDA impact), stranded costs from the CCS divestiture (~$30M included in guidance), a likely Aurora EBITDA pullback due to mix, customer concentration, and non‑recurring benefits in 2025 that won’t repeat. Overall, positives (strong growth, cash, deleveraging, and product momentum) materially outweigh the listed headwinds, which are described with mitigation plans and expected to moderate over time.Company Guidance
Strong Full-Year Revenue Growth
Vistance Networks reported full-year net sales of $1.93 billion for continuing operations (up 40% year-over-year). On a core basis (ex-CCS) net sales were $5.7 billion, up 35% versus prior year.
Core Adjusted EBITDA Surge
Core adjusted EBITDA for Vistance Networks’ continuing businesses was $379 million for the year, up $242 million or 176% year-over-year; adjusted EBITDA from continuing operations was $292 million, up 1,095% year-over-year.
Aurora Networks Revenue and Amplifier Momentum
Aurora Networks full-year net sales were $1.23 billion, up $397 million or 47% year-over-year, driven by DOCSIS 4.0/FDX amplifier deployments (record quarterly DOCSIS 4.0 amplifier shipments in Q4) and new node approvals expected to ship in 2026.
Ruckus Revenue Growth and Wi‑Fi 7 Traction
Core Ruckus full-year revenue was $687 million, up $166 million or 32% year-over-year; Q4 revenue was up 16% year-over-year. Ruckus grew deferred (subscription) revenue by 93% and showed momentum with Wi‑Fi 7 wins (stadiums, hotels, healthcare, TGR Haas F1 partnership).
Backlog, Orders and Quarterly Strength
Continuing operations backlog ended Q4 at $65 million, up $37 million or 136% year-over-year and up 10% sequentially; order rates increased 38% sequentially in Q4 and Q4 results were stronger than expected.
Cash Generation, Free Cash Flow and Liquidity
Generated $281 million of cash from operations in the quarter and $255 million of free cash flow in Q4; ended the quarter with $923 million in cash and total available liquidity of $1.54 billion (cash increased $218 million during the quarter).
Deleveraging and Shareholder Return
Completed CCS divestiture and used proceeds to repay debt and redeem preferred equity, reducing net leverage from 7.8x to 4.8x (including CCS). Company announced plan to add modest new leverage and to return excess cash to shareholders with a special distribution expected to be at least $10 per share.
2026 Guidance & Positioning
Management projects 2026 core business adjusted EBITDA of $350 million to $400 million and expects Ruckus to deliver low‑teen EBITDA growth in 2026, positioning the company to benefit from ongoing upgrade cycles in both businesses.
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 |
|---|---|---|---|
Feb 26, 2026 | $17.80 | $17.82 | +0.11% |
Oct 30, 2025 | $15.75 | $16.84 | +6.92% |
Aug 04, 2025 | $7.79 | $14.51 | +86.26% |
May 01, 2025 | $3.74 | $4.55 | +21.66% |
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 Apr 30, 2026, Before Open (Confirmed).
What is Vistance Networks (VISN) earnings time?
Vistance Networks (VISN) earnings time is at Apr 30, 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 VISN EPS forecast?
VISN EPS forecast for the fiscal quarter 2026 (Q1) is 0.22.