ADTRAN publishes transcript of Q2 2026 earnings call

Reuters2026/08/05 01:55

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ADTRAN posted the transcript of its Q2 2026 earnings call attended by CEO Thomas Stanton, CFO Timothy Santo, Evercore, Needham, Wolfe, Tieton, B. Riley, Northland, Rosenblatt.
Revenue was $281.1 million; management blamed a project delay at one customer, product and customer mix, supply constraints that limited higher-margin shipments.
Non-GAAP gross margin fell to 40.7% from 43% in Q1; non-GAAP operating margin was 3.8% on $10.6 million operating income.
Optical revenue rose 22% to $109.7 million; enterprise, government, cloud revenue rose 47% to 25% of total, driven by 97% hyperscaler growth.
Q3 revenue outlook $275 million-$295 million; non-GAAP operating margin outlook 1.5%-5.5%, with no near-term rebound expected at the delayed customer.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. ADTRAN Holdings Inc. published the original content used to generate this news brief on August 05, 2026, and is solely responsible for the information contained therein.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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ADTRAN publishes transcript of Q2 2026 earnings call

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