ADTN · ADTRAN Holdings, Inc.
$8.40
+0.33 (+4.09%)
At close · Aug 14
Market Cap
$670.92M
Shares
81.48M
ADTRAN Holdings, Inc. Earnings Call Transcripts
Every quarterly earnings call for ADTRAN Holdings, Inc. (ADTN) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲146.7%
$340.71M
−$41.93M
'22 Q3
22-11-08
▲132.4%
$358.27M
−$800,000
'22 Q4
23-02-21
▲109.6%
$323.91M
−$39.74M
'23 Q1
23-05-08
▲90.3%
$327.38M
−$38.75M
'23 Q2
23-08-06
▼20.1%
$272.33M
−$78.21M
'23 Q3
23-11-06
▼37.1%
$225.48M
−$112.16M
'23 Q4
24-02-26
▼30.2%
$226.17M
−$330.76M
'24 Q1
24-05-06
▼31%
$225.99M
−$49.67M
'24 Q2
24-08-05
▼16.4%
$227.70M
−$33.35M
'24 Q3
24-11-06
▲7.7%
$242.85M
−$46.11M
'24 Q4
25-02-27
▲9.5%
$247.74M
−$11.27M
'25 Q1
25-05-08
▲17.3%
$265.07M
−$20.53M
'25 Q2
25-08-05
▲22.7%
$279.44M
−$10.26M
'25 Q3
25-11-04
▲20.1%
$291.56M
−$3.60M
'25 Q4
26-02-26
▲15.5%
$286.09M
−$1.32M
'26 Q1
26-05-05
LATEST
▲6.1%
$281.15M
−$10.90M
'26 Q2
26-08-04
Earnings call
FY26 · Q2
2026-08-04
ADTRAN Holdings, Inc. Q2 FY2026 Earnings Call
Balanced tone
Margins, refinancing, and profitability targets
Supply constraints and unfavorable mix
Customer project delay (timing)
Revenue
$281.15M
▲ 6.1% YoY Diluted EPS
$-0.13
Gross margin
37.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-05
ADTRAN Holdings, Inc. Q1 FY2026 Earnings Call
Confident tone
High-Risk Vendor Replacement
BEAD Deployment
Enterprise and Quantum-Safe
Revenue
$286.09M
▲ 15.5% YoY Diluted EPS
$-0.01
Gross margin
39.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-26
ADTRAN Holdings, Inc. Q4 FY2025 Earnings Call
Confident tone
European market and Huawei replacement
Profitability and operating leverage
Optical networking and cloud/enterprise
Revenue
$291.56M*
▲ 20.1% YoY Gross margin
39.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-04
ADTRAN Holdings, Inc. Q3 FY2025 Earnings Call
Confident tone
European Customer Buying Patterns
Optical Networking Momentum
Subscriber Solutions Growth
Revenue
$279.44M
▲ 22.7% YoY Diluted EPS
$-0.12
Gross margin
38.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-05
ADTRAN Holdings, Inc. Q2 FY2025 Earnings Call
Confident tone
Optical Networking Solutions
Access and Aggregation / Fiber Access
Cash Flow and Balance Sheet
Revenue
$265.07M
▲ 17.3% YoY Diluted EPS
$-0.24
Gross margin
37.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
ADTRAN Holdings, Inc. Q1 FY2025 Earnings Call
Positive tone
Revenue growth across product categories
Tariffs and trade policy
Subscriber solutions and Wi-Fi
Revenue
$247.74M
▲ 9.5% YoY Diluted EPS
$-0.14
Gross margin
38.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-27
ADTRAN Holdings, Inc. Q4 FY2024 Earnings Call
Positive tone
Cash flow improvement
Profitability and margins
International / European revenue
Revenue
$242.85M
▲ 7.7% YoY Diluted EPS
$-0.58
Gross margin
36.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-06
ADTRAN Holdings, Inc. Q3 FY2024 Earnings Call
Positive tone
BEAD and U.S. Broadband
Capital Structure and Minority Interest
International Revenue and Geographies
Revenue
$227.70M
▼ 16.4% YoY Diluted EPS
$-0.38
Gross margin
36.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-05
ADTRAN Holdings, Inc. Q2 FY2024 Earnings Call
Positive tone
Optical business headwinds and inventory depletion
U.S. broadband growth and customer wins
European fiber and Optical transport opportunity
Revenue
$225.99M
▼ 31% YoY Diluted EPS
$-0.63
Gross margin
36.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-06
ADTRAN Holdings, Inc. Q1 FY2024 Earnings Call
Positive tone
U.S. fiber/broadband market and BEAD
Europe high-risk vendor replacement
Portfolio expansion and integration
Revenue
$226.17M
▼ 30.2% YoY Diluted EPS
$-0.01
Gross margin
31.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-26
ADTRAN Holdings, Inc. Q4 FY2023 Earnings Call
Positive tone
High-risk vendor replacement in Europe (Huawei)
Operating expense and gross margin management
Fiber broadband investment / BEAD
Revenue
$225.48M*
▼ 37.1% YoY Gross margin
33.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-06
ADTRAN Holdings, Inc. Q3 FY2023 Earnings Call
Revenue
$272.33M
▼ 20.1% YoY Diluted EPS
$-1.00
Gross margin
27.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-06
ADTRAN Holdings, Inc. Q2 FY2023 Earnings Call
Revenue
$327.38M
▲ 90.3% YoY Diluted EPS
$-0.50
▼ 1350% YoY Gross margin
28.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-08
ADTRAN Holdings, Inc. Q1 FY2023 Earnings Call
Revenue
$323.91M
▲ 109.6% YoY Diluted EPS
$-0.51
Gross margin
27.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-21
ADTRAN Holdings, Inc. Q4 FY2022 Earnings Call
Revenue
$358.27M*
▲ 132.4% YoY Gross margin
30.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-08
ADTRAN Holdings, Inc. Q3 FY2022 Earnings Call
Revenue
$340.71M
▲ 146.7% YoY Diluted EPS
$-0.57
Gross margin
30.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
ADTRAN Holdings, Inc. Q2 FY2022 Earnings Call
Revenue
$172.04M
▲ 20.1% YoY Diluted EPS
$0.04
▼ 60% YoY Gross margin
36.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-04
ADTRAN Holdings, Inc. Q1 FY2022 Earnings Call
Revenue
$154.52M
▲ 21.2% YoY Diluted EPS
$-0.02
▼ 200% YoY Gross margin
35.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-02
ADTRAN Holdings, Inc. Q4 FY2021 Earnings Call
Revenue
$154.16M
▲ 18.5% YoY Diluted EPS
$-0.09
▼ 169.2% YoY Gross margin
35.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-01
ADTRAN Holdings, Inc. Q3 FY2021 Earnings Call
Revenue
$138.08M
▲ 3.7% YoY Diluted EPS
$-0.21
▼ 290.9% YoY Gross margin
34.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-04
ADTRAN Holdings, Inc. Q2 FY2021 Earnings Call
Revenue
$143.23M
▲ 11.3% YoY Diluted EPS
$0.10
▲ 400% YoY Gross margin
43.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
ADTRAN Holdings, Inc. Q1 FY2021 Earnings Call
Revenue
$127.53M
▲ 11.4% YoY Diluted EPS
$0.02
Gross margin
42.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-03
ADTRAN Holdings, Inc. Q4 FY2020 Earnings Call
Revenue
$130.13M
▲ 12.4% YoY Diluted EPS
$0.13
Gross margin
41.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-02
ADTRAN Holdings, Inc. Q3 FY2020 Earnings Call
Revenue
$133.14M
▲ 16.7% YoY Diluted EPS
$0.11
Gross margin
44.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-09-02
ADTRAN Holdings, Inc. Q2 FY2020 Earnings Call
Revenue
$128.72M
▼ 17.7% YoY Diluted EPS
$0.02
▼ 75% YoY Gross margin
41.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-06
ADTRAN Holdings, Inc. Q1 FY2020 Earnings Call
Revenue
$114.52M
▼ 20.4% YoY Diluted EPS
$-0.21
▼ 1150% YoY Gross margin
45.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-05
ADTRAN Holdings, Inc. Q4 FY2019 Earnings Call
Revenue
$115.79M
▼ 17.3% YoY Diluted EPS
$-0.25
Gross margin
40.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
926282
CUSIP
00486H105
13F (30d)
241 filings
239 filers
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