ADTRAN Q4: 20% Revenue Growth, Positive Margins

ADTRANs Q4 and full year 2025 earnings showcase impressive growth, with revenue surging 20% year-over-year and 4% sequentially, marking the sixth consecutive quarter of growth. All business units reported double-digit gains, driving total revenue to $1.084 billion, a 17.5% increase. Optical networking led the charge, with a 33% year-over-year boost, while software platforms like Mosaic One gained traction. Full-year margins expanded, with non-GAAP gross margin at 42.1% and operating margin flipping positive to 4.8%. ADTRAN generated $129.8 million in operating cash flow, bought back shares, and issued low-rate convertible notes. Looking ahead, Q1 2026 revenue guidance ranges from $275 to $295 million, with operating margins between 4% and 8%. Management remains optimistic about multiyear tailwinds like AI-driven bandwidth and vendor shifts. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/a3b1e115536f85fa