Adtran Holdings Inc (ADTN)

$ADTN Networking equipment provider facing technology transitions and margin pressure from larger competitors

Algorithms are nibbling at $ADTN — bumping it penny by penny. Any real volume and this thing launches. Low float + low resistance = potential rocket fuel. Watch closely. 💥📈 #ADTN #BreakoutWatch

$ADTN Trading idea - Entry point > 8/61.80% Chart time frame:B A) 15 min(1W-3M) B) 1 hr(3M-6M) C) 4 hr(6M-1year) D) 1 day(1-3years) Stock progress:C A) Keep rising over 61.80% resistance B) 61.80% resistance C) 61.80% support D) Hit the bottom E) Hit the top

$ADTN @Zorrelak guess should've gone with da poots bc call wall zory🙄

$ADTN reported 0.00 EPS and 265.07 revenue for Q2. http://www.estimize.com/intro/adtn?chart=historical&metric_name=eps&utm_content=ADTN&utm

$ADTN " we added somewhere around 10 or 11 carriers during the quarter just for fiber access alone. "

$ADTN Q: " And maybe another kind of business topic here around around data centers, which you talked a little bit in the prepared remarks. When we're OFC, we heard a little bit about you know, the emerging DCI opportunities in this concept of mosa networks where, the know, the big cloud providers are contracting local SPs to build, you update us on that? Are you seeing that as an important trend? Is it meaningful at this point? And how would you characterize that opportunity for you?" A: "You know, yeah. There there is a host of different RFPs out there right now. With service providers who are and some of these are actually customer driven. So some of these are, you know, you may have a big ICP come in and saying that they want to be able to cover this Then there are others that are just kinda more opportunistic and trying to make sure that their network is ready. But there's a ton of activity. Would say we we have won some business there. But I would say it's it's still early. That that there's just a lot of activity right now."

$ADTN "Currency fluctuations were a meaningful factor this quarter."

$ADTN "Our continued investments in next generation optical, fiber access and subscriber solutions are translating into new customer wins and deeper engagement with existing accounts. The ongoing expansion of AI infrastructure, especially as it moves closer to the network edge, plays directly to our strengths. "

$ADTN These demand trends not only supported our strong Q2 performance, but also increased our confidence in our outlook for continued growth over the coming quarters. Turning to the quarterly results, ADTRAN's revenue of $265,100,000.0 was above the high end of our previous guidance range. All three revenue categories delivered sequential growth and for the second straight quarter each revenue category generated year over year gains. This broad based momentum reinforces strong competitive positioning of our optical transport fiber access and subscriber solutions portfolios. As expected, the highest sequential revenue growth in the quarter came from our optical networking solutions, which grew 22% year over year and 15% sequentially. This growth was driven by demand in both The U. S. And non U. S. Regions, with the most significant gains coming from our U. S. Service provider customers. New customer acquisition also remained strong with 18 new optical customers added during the quarter, including several cross selling wins further validating the synergies with our optical transport and fiber access portfolios. There are multiple application demand drivers fueling the investment in optical networks. These include the build out of private compute infrastructure, the expansion of wholesale service providers to connect AI infrastructure, ongoing five gs densification, and upgrading critical infrastructure.

$ADTN analyst just raised this upcoming quarter to 6 cent and raised the full yr est and raised next year Currency in USD Current Qtr. (Sep 2025) Next Qtr. (Dec 2025) Current Year (2025) Next Year (2026) Current Estimate 0.06 0.08 0.17 0.46 7 Days Ago 0.06 0.08 0.17 0.45 30 Days Ago 0.05 0.09 0.16 0.43 60 Days Ago 0.05 0.09 0.16 0.43 90 Days Ago 0.08 0.13 0.2 0.46

$ADTN from earnings call: "I'm encouraged by the improving demand environment across our key market segments."

$ADTN What an absolute turd

$ADTN "ADTRAN Holdings Chairman and Chief Executive Officer Tom Stanton stated, “We delivered strong second quarter results with revenue growth that exceeded expectations, reflecting solid execution across our business and increasing demand. We experienced growth across all major revenue categories and gained market share in key areas. We also continued to strengthen our balance sheet with solid cash generation. These results underscore the impact of our strategic product investments and the trust customers are placing in Adtran to help them evolve and scale their networks to meet the demands of cloud, AI, and edge computing.” Mr. Stanton added, “Looking forward, our bookings and pipeline reinforce our confidence in continued gains in profitability and cash flow. With a clear strategy, global reach, and investment in next-generation network architectures, Adtran remains well-positioned.” " https://s205.q4cdn.com/856112109/files/doc_news/2025/Aug/04/Adtran-Earnings-Release-Q2-2025-final.pdf

$ADTN narrows losses and beats on revenue — but still misses on earnings 📉 Q2 results show progress, but macro headwinds kept the bottom line under pressure. Full Q2 breakdown here 👉 https://www.zacks.com/stock/news/2667380/adtran-misses-q2-earnings-estimates-despite-higher-revenues?cid=sm-stocktwits-2-2667380-teaser-5924&ADID=SYND_STOCKTWITS_TWEET_2_2667380_TEASER_5924

$ADTN's top-line surprise — why did the stock miss on earnings? 🤔 Revenue surged to $265.1M, beating the $257M estimate, driven by demand for cloud, AI, and edge computing solutions. However, a non-GAAP net loss of $0.3M missed the Zacks Consensus Estimate of a 1-cent gain. See why ADTN is still a Zacks Rank #3 (Hold) here 👉 https://www.zacks.com/stock/news/2667380/adtran-misses-q2-earnings-estimates-despite-higher-revenues?cid=sm-stocktwits-2-2667380-body-5893&ADID=SYND_STOCKTWITS_TWEET_2_2667380_BODY_5893

$ADTN waiting for the CEO blah blah at 9:30 - dont think he has anything more to say . In short -- again - an underperformer in a hot sector - this company is left for the dead and no takers- definitely no one want to buy it - Fucking Dan Niles pumped this stock over and over again - it cannot even get past 10 what a huge disappointment - waiting to see what analyst say

$ADTN Adtran reports Q2 EPS 0c, consensus 6c -- Q2 revenue $265.07M, consensus $268M. -- Sees Q3 revenue $270M-$280M, consensus $272.1M