The part of the $ADTN thesis I think is important to know...
is how little has to change for the earnings profile to look completely different.
Q2 was:
$281M revenue
40.7% gross margin
3.8% operating margin
Management has said that around $310-$320M of quarterly revenue +
Gaetano@Gaetano2026
The part of the $ADTN thesis I think is important to know... is how little has to change for the earnings profile to look completely different. Q2 was: $281M revenue 40.7% gross margin 3.8% operating margin Management has said that around $310-$320M of quarterly revenue +