Core Insights - Aviat Networks, Inc. has appointed Andrew C. Schmidt as Senior Vice President and Chief Financial Officer, effective immediately, bringing over 25 years of senior financial leadership experience [1] - Mr. Schmidt's previous roles include CFO of Sientra, Inc., where he navigated the company through the COVID-19 pandemic and its sale in 2024, and CFO of Iteris, Inc., focusing on intelligent transportation technology [1] - The appointment aligns with Aviat's strategic goal of driving growth in public safety and increasing software sales [1] Company Overview - Aviat Networks is a leading expert in wireless transport and access solutions, providing dependable products, services, and support to customers [1] - The company has sold over one million systems in 170 countries, serving communications service providers and private network operators, including government and defense organizations [1] - Aviat has a long history of microwave innovations and offers a comprehensive suite of localized professional and support services [1]

Group 1 - The article emphasizes the strong performance of the analyst team, highlighting a 10-year track record that demonstrates the ability to outperform across various market conditions with an annualized return of almost 40% and a long-only model portfolio return of over 23x [1] - The focus is on providing income-oriented investment options for those preferring lower-risk firms with consistent dividend payouts [1] Group 2 - The article serves as an update on Aviat Networks, Inc. (AVNW), indicating that previous discussions have taken place regarding the company [2] - The author has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry, which encompasses tankers, containers, and dry bulk [3]

We also offer income-focused picks for those who prefer lower-risk firms with steady dividend payouts. Our 10-year track record proves the ability of our analyst team to outperform across all market conditions.Value Investor's Edge provides the world's best energy, shipping, and offshore market research. Over the past decade, we have achieved an annualized return of almost 40% with a long-only model portfolio return of over 23x.I have discussed Aviat Networks, Inc. ( AVNW ) or “Aviat Networks” previously, s ...

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Core Viewpoint - The investor call for Aviat Networks is being conducted to provide updates and insights into the company's performance and future outlook [1][2]. Group 1: Company Overview - The call is hosted by Andrew Fredrickson, the Interim Chief Financial Officer, along with Pete Smith, the President and Chief Executive Officer [2]. - An archived webcast of the call will be available on the company's Investor Relations website for further reference [2]. Group 2: Forward-Looking Statements - Management may present forward-looking statements during the call, which are subject to risks and uncertainties that could lead to actual results differing from expectations [3]. - Additional information regarding factors that could impact actual results is available in the company's annual report on Form 10-K filed with the SEC [3].

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Summary of Aviat Networks Investor Call Company Overview - **Company**: Aviat Networks (NasdaqGS:AVNW) - **Industry**: Microwave communication technology Key Points Growth Opportunities - Aviat Networks is primarily a microwave business, positioned in segments growing faster than GDP, particularly in public safety and utilities, which together represent 35-40% of the business [6][7] - Public safety budgets are experiencing mid-single digit growth, indicating strong demand [6] - The utility sector is seeing a significant need for investment due to 30 years of underinvestment in U.S. infrastructure [6] Market Dynamics - The U.S. market for utilities is project-oriented, with Aviat being a top competitor [9] - Demand drivers include grid security, productivity improvements, and wildfire detection, particularly in the Western U.S. [9] - There is currently no new demand from AI or data centers, but it is anticipated in the future [10] Domestic and International Demand - Domestic demand is improving, with a significant replacement cycle expected in India and increased focus on Huawei replacements in Europe [11] - The company is optimistic about the rural broadband opportunity, especially with BEAD funding expected to ramp up in mid-2026 [12][14] 4RF Product Line - The 4RF product line is focused on utilities and has seen cross-selling opportunities with microwave products [19] - Aviat is leveraging its reputation in public safety to penetrate new markets, including emergency vehicle communications [21] MDU Market - Aviat has moved from proof of concept to actual orders in the MDU market, with the first order expected to support subscriber traffic [22][25] - The MDU market is large, with potential for significant growth as the company begins to execute its strategy [30] Financial Health - Aviat has over $450 million in net operating losses (NOLs), allowing for minimized cash taxes in the foreseeable future [42] - The company has approximately $110 million in unbilled receivables, which is a natural part of its project-based business [44] - There is a buyback authorization of over $6 million remaining, which may be utilized as a potential use of capital [45] Material Weakness in Financial Controls - The company is actively working to improve its material weakness in financial controls, with a goal to demonstrate full remediation by the end of the current fiscal year [47][49] Overall Sentiment - Management expresses optimism about growth initiatives in cellular routers and the MDU market, with positive signs emerging in public safety and utilities [51]

Core Insights - Aviat Networks, Inc. will host a fireside chat with Senior Research Analyst Scott Searle on November 18, 2025, at 4:30 pm ET [1] - The company will participate in 1x1 meetings at the 14th Annual Roth Technology Conference on November 19, 2025, in New York [3] - Investors can access the webcast of the fireside chat and a replay will be available on the company's Investor Relations website [2] Company Overview - Aviat Networks is a leading expert in wireless transport and access solutions, providing dependable products, services, and support to customers [4] - The company has sold over one million systems in 170 countries, serving communications service providers and private network operators, including government and defense organizations [4] - Aviat has a long history of microwave innovations and offers a comprehensive suite of localized professional and support services [4]

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Core Insights - Aviat Networks, Inc. (AVNW) reported quarterly earnings of $0.43 per share, exceeding the Zacks Consensus Estimate of $0.32 per share, and a significant improvement from a loss of $0.87 per share a year ago, resulting in an earnings surprise of +34.38% [1] - The company achieved revenues of $107.32 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.58% and showing a year-over-year increase from $88.43 million [2] - Aviat Networks has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Financial Performance - The earnings surprise for the previous quarter was +93.02%, with actual earnings of $0.83 per share compared to an expectation of $0.43 [1] - The current consensus EPS estimate for the upcoming quarter is $0.60, with projected revenues of $112.35 million, and for the current fiscal year, the EPS estimate is $2.44 on revenues of $449.13 million [7] Market Position - Aviat Networks shares have increased approximately 35% since the beginning of the year, outperforming the S&P 500's gain of 16.5% [3] - The Zacks Industry Rank indicates that the Wireless Equipment sector is in the top 7% of over 250 Zacks industries, suggesting strong potential for outperformance [8] Future Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current Zacks Rank for Aviat Networks is 3 (Hold), indicating expected performance in line with the market in the near future [6]