ADTRAN Holdings (ADTN) shares ended the last trading session 9.2% higher at $9.66. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 13.5% gain over the past four weeks.The upside was primarily driven by better-than-expected revenues recorded in the preliminary second-quarter 2025 results. ADTRAN expects revenues to be in the range of $262.5 million to $267.5 million, which exceeds the earlier guidance range of $247. ...

ADTRAN Holdings, Inc. Form 8-K (July 16, 2025) [Item 2.02 Results of Operations and Financial Condition](index=3&type=section&id=Item%202.02%20Results%20of%20Operations%20and%20Financial%20Condition) ADTRAN Holdings, Inc. announced preliminary Q2 2025 revenue on July 16, 2025 - ADTRAN announced its preliminary revenue for the fiscal quarter ended June 30, 2025[6](index=6&type=chunk) - The announcement was made via a press release on July 16, 2025, which is attached as Exhibit 99.1[6](index=6&type=chunk) [Item 7.01 Regulation FD Disclosure](index=3&type=section&id=Item%207.01%20Regulation%20FD%20Disclosure) ADTRAN issued an ad hoc announcement in Germany on July 16, 2025, disclosing preliminary Q2 2025 revenue to comply with EU Market Abuse Regulation - Due to its listing on the Frankfurt Stock Exchange, ADTRAN is subject to German and European securities laws, specifically the Market Abuse Regulation (MAR)[7](index=7&type=chunk) - MAR requires real-time disclosure if management's expected results significantly deviate from prior guidance or analyst consensus[7](index=7&type=chunk) - In compliance with MAR, ADTRAN published an ad hoc announcement in Germany on July 16, 2025, disclosing preliminary revenue for Q2 2025. This announcement is attached as Exhibit 99.2[7](index=7&type=chunk)[8](index=8&type=chunk) [Item 9.01 Financial Statements and Exhibits](index=3&type=section&id=Item%209.01%20Financial%20Statements%20and%20Exhibits) This section lists documents filed with the Form 8-K, including a press release, ad hoc notification, and interactive data file List of Exhibits | Exhibit Number | Description | | :--- | :--- | | 99.1 | Press Release dated July 16, 2025 | | 99.2 | Ad Hoc Notification dated July 16, 2025 (English translation) | | 104 | Cover Page Interactive Data File – the cover page iXBRL tags are embedded within the Inline XBRL document |

Group 1 - The stock of ADTRAN Holdings, Inc. (ADTN) is experiencing significant attention due to high implied volatility in the options market, particularly the Jul 18, 2025 $10 Put option [1] - Implied volatility indicates the market's expectation of future price movement, suggesting that investors anticipate a significant change in ADTRAN's stock price, potentially due to an upcoming event [2] - Currently, ADTRAN Holdings holds a Zacks Rank 3 (Hold) in the Technology Services industry, which is in the top 18% of the Zacks Industry Rank, but analysts have not increased earnings estimates for the current quarter, with a consensus estimate dropping from 5 cents to 1 cent per share [3][4] Group 2 - The high implied volatility surrounding ADTRAN could indicate a developing trading opportunity, as options traders often seek to sell premium on such options to capture decay, hoping the stock does not move as much as expected by expiration [4]

Adtran 2025 outlook Investor Presentation 2 © 2025 Adtran Cautionary note regarding forward-looking statements Introduction and business model Adtran Holdings (Nasdaq: ADTN) 3 May 27, 2025 This investor presentation contains forward-looking statements that are based on our management's beliefs and assumptions and on information currently available to our management. Forward-looking statements include, among other things, statements regarding the Company's beliefs and expectations relating to the Company's e ...

Core Viewpoint - ADTRAN Holdings (ADTN) shares have increased by approximately 3.2% over the past month, which is underperforming compared to the S&P 500 index [1] Group 1: Recent Performance - The stock has shown a positive trend in the last month, but there are concerns about whether this will continue leading up to the next earnings release [1] - The company is currently facing a downward trend in estimates revisions over the past month [2]

Group 1 - Pomerantz LLP is investigating claims on behalf of investors of ADTRAN Holdings, Inc. regarding potential securities fraud or unlawful business practices by the company and its officers or directors [1] - On May 13, 2025, ADTRAN disclosed that its audited consolidated financial statements for the years ended December 31, 2024, and December 31, 2023, as well as its unaudited condensed financial statements for interim periods, should no longer be relied upon and would be restated [3] - Following the announcement of the financial restatement, ADTRAN's stock price fell by $0.41 per share, or 4.79%, closing at $8.15 per share on May 14, 2025 [3] Group 2 - The Pomerantz Firm is recognized as a leading firm in corporate, securities, and antitrust class litigation, with a history of fighting for the rights of victims of securities fraud and corporate misconduct [4] - The firm has a track record of recovering multimillion-dollar damages awards on behalf of class members [4]

Core Viewpoint - The Schall Law Firm is investigating ADTRAN Holdings, Inc. for potential violations of securities laws related to misleading financial statements and disclosures [1][2]. Group 1: Investigation Details - The investigation centers on whether ADTRAN issued false or misleading statements and failed to disclose critical information to investors [2]. - ADTRAN's Audit Committee concluded that the financial results for the non-controlling interest and net loss were materially misstated in several quarterly reports for the periods ending March 31, 2023, June 30, 2023, and September 30, 2023 [2]. Group 2: Financial Reporting Issues - The financial statements from the Non-Reliance Periods should no longer be relied upon due to the identified misstatements [2].

Core Viewpoint - ADTRAN Holdings, Inc. is under investigation for potential violations of federal securities laws and unlawful business practices, following the disclosure of issues with its financial statements [1][2]. Financial Disclosure - On May 13, 2025, ADTRAN announced that its audited consolidated financial statements for the years ended December 31, 2024, and December 31, 2023, as well as its unaudited condensed financial statements for interim periods in 2024, should no longer be relied upon and would be restated [2]. - The company identified at least one additional material weakness in its internal control over financial reporting as of December 31, 2024 [2]. - Following this announcement, ADTRAN's stock price decreased by $0.41, or 4.79%, closing at $8.15 per share on May 14, 2025 [2]. Legal Investigation - Bragar Eagel & Squire, P.C. is investigating potential claims on behalf of ADTRAN stockholders who may have suffered losses due to the company's financial disclosures [1][3].

Financial Performance - For the three months ended March 31, 2025, the company reported a revenue of $150 million, a decrease of 10% compared to $166.67 million in the same period of 2024[7] - The gross margin for the quarter was 35%, down from 40% in the previous year, indicating increased cost pressures[8] - Cash flow from operations for the quarter was $20 million, compared to $30 million in the same quarter last year, showing a decline of 33%[10] - The company has experienced significant fluctuations in revenue, which may continue in the future, impacting operating results[12] - Ongoing inflationary pressures have negatively impacted revenue and profitability, indicating a challenging economic environment[15] Operational Challenges - The company experienced a Days Sales Outstanding (DSO) of 45 days, an increase from 40 days year-over-year, reflecting challenges in collecting receivables[9] - The lengthy sales and approval process for new products has resulted in revenue fluctuations, potentially affecting future earnings[12] - The company expects gross margins to continue to vary over time, indicating potential challenges in maintaining sustainable margins[12] - The company relies heavily on sales to certain customers, and the loss of any major customer could significantly reduce revenue and net income[12] - The company faces risks related to managing inventory, including potential write-downs of excess or obsolete inventory[15] Strategic Initiatives - The company plans to launch two new products in Q3 2025, aiming to capture a 5% increase in market share within the next year[11] - Future guidance estimates revenue growth of 5% to 7% for the fiscal year 2025, contingent on market conditions and product launches[12] - The company is focusing on expanding its market presence in Europe, targeting a 15% increase in sales from that region by the end of 2025[13] - A strategic acquisition is planned to enhance technology capabilities, with an expected completion date in Q4 2025[14] - The company has allocated $10 million for research and development in 2025, a 20% increase from the previous year, to drive innovation[15] Economic and Market Risks - The management highlighted ongoing inflationary pressures that could impact future profitability and operational costs[16] - The company is exposed to adverse currency exchange rate fluctuations, which could harm financial results and cash flows[15] - Future issuances of additional equity securities could result in dilution of existing stockholders' equity ownership[19] - The company has recognized impairment charges related to goodwill and other intangible assets, which may recur in the future[15] - The company must continue to update and improve products to compete effectively in the telecommunications market[15]

Core Viewpoint - ADTRAN Holdings, Inc. is under investigation for potential securities fraud and unlawful business practices following the disclosure of issues with its financial statements [1][2]. Financial Disclosure - On May 13, 2025, ADTRAN announced that its audited consolidated financial statements for Fiscal 2024 and Fiscal 2023, as well as unaudited interim financial statements for specific periods in 2024, should no longer be relied upon and would be restated [2]. - The company identified at least one additional material weakness in its internal control over financial reporting as of December 31, 2024 [2]. Stock Market Reaction - Following the announcement of the financial statement issues, ADTRAN's stock price decreased by $0.41 per share, representing a 4.79% decline, closing at $8.15 per share on May 14, 2025 [2]. Legal Context - Pomerantz LLP is investigating claims on behalf of ADTRAN investors, indicating potential legal actions related to the company's financial disclosures [1].