• ADTRAN first-quarter 2026 earnings call drew Chief Executive Officer Thomas Stanton, Chief Financial Officer Timothy Santo, analysts from Rosenblatt Securities, Evercore, Wolfe Research, Needham, Craig-Hallum, B. Riley, Northland Securities, Tieton Capital.
• Revenue USD 286.1 million, up 15.5% year over year; non-GAAP operating margin 6.9%; non-GAAP gross margin 43%; Q2 revenue outlook USD 283 million-USD 303 million, non-GAAP operating margin 5%-9%.
• LiteWave800 intra-data center connectivity product shown with prototypes; production-level ramp expected about a year out; management expects it will not dilute company gross margins.
• Optical networking revenue USD 97.3 million, up 24% year over year; management cited momentum with hyperscalers, led by 100ZR pluggables, expects optical revenue to build through year.
• Middle East conflict lifted freight costs, weighed on Middle East revenue; revenue impact less than 5%; memory costs remain elevated, price increases implemented to offset memory inflation.

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 May 06, 2026, and is solely responsible for the information contained therein.