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ADTRAN Q1 Earnings Beat Estimates on Solid Revenue Growth

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ADTRAN, Inc. (ADTN - Free Report) reported strong first-quarter 2025 results, with both adjusted earnings and revenues surpassing the respective Zacks Consensus Estimate.

The company recorded a top-line expansion year over year, driven by solid demand trends in both segments. Management’s focus on cost optimization and enhancing its operating model to ensure higher long-term shareholder returns is positive. However, macroeconomic headwinds are worrisome. 

Net Income

On a GAAP basis, net loss in the March quarter was $10.6 million or a loss of 13 cents per share compared with a net loss of $326.2 million or a loss of $4.14 per share in the prior-year quarter. The narrower loss was attributable to top-line growth.

Non-GAAP net income was $2.4 million or 3 cents per share against a net loss of $16.1 million or a loss of 20 cents per share a year ago. The bottom line beat the Zacks Consensus Estimate by 5 cents.(Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)

ADTRAN Holdings, Inc. Price, Consensus and EPS Surprise

ADTRAN Holdings, Inc. Price, Consensus and EPS Surprise

ADTRAN Holdings, Inc. price-consensus-eps-surprise-chart | ADTRAN Holdings, Inc. Quote

Revenues

Quarterly total revenues improved to $247.7 million from $226.2 million in the prior-year quarter. Increasing service provider spending and lower customer inventories are driving growth. The top line beat the consensus estimate of $245 million.

Network Solutions contributed $202.2 million in revenues compared with $181.3 million in the prior-year quarter. Services and Support revenues were $45.5 million, up from $44.9 million a year ago.

Other Details

Non-GAAP gross margin in the reported quarter was 42.6% compared with 40.7% in the prior-year quarter. Non-GAAP operating income was $10.1 million against an operating loss of $10.7 million in the year-ago quarter.

Cash Flow & Liquidity

In the first quarter, ADTRAN generated $41.6 million of cash from operating activities compared with $36.6 million in the prior-year period. As of March 31, 2025, the company had $101.3 million in cash and cash equivalents compared with $26.4 million of non-current lease obligations.

Outlook

For the second quarter of 2025, ADTRAN expects revenues in the range of $247.5-$262.5 million. Non-GAAP operating margin is expected to be in the band of 0% to 4%. 

Zacks Rank

ADTRAN currently has a Zacks Rank #3 (Hold).
 
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Upcoming Releases

AST SpaceMobile (ASTS - Free Report) is scheduled to release first-quarter 2025 earnings on May 12. The Zacks Consensus Estimate for earnings is pegged at a loss of 17 cents per share, indicating a decline of 6.25% from the year-ago figure. 

Keysight Technologies, Inc.  (KEYS - Free Report) is scheduled to release second-quarter fiscal 2025 earnings on May 20. The Zacks Consensus Estimate for earnings is pegged at $1.17 per share, indicating growth of 25.81% from the year-ago figure. 

Workday, Inc. (WDAY - Free Report) is scheduled to release first-quarter fiscal 2026 earnings on May 22. The Zacks Consensus Estimate for earnings is pegged at $1.99 per share, indicating growth of 14.37% from the year-ago figure.

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