ADTRAN Holdings, Inc. (ADTN) Q2 2026 Earnings Call

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a041cc-da81-7340-9c3c-1a0a3e7210b8 Created: 2026-08-27T05:59:02.853Z Duration: 2633.3518 Channels: 1 00:00:00.000 -- 00:00:02.159 Ladies and gentlemen, welcome to the ADTRAN Holdings, 00:00:02.159 -- 00:00:04.640 Inc. Second Quarter twenty twenty six Earnings Conference 00:00:04.640 -- 00:00:06.960 Call. Please note that this call is being 00:00:06.960 -- 00:00:09.599 recorded. After the speakers' remarks, there will be 00:00:09.599 -- 00:00:10.559 a question and answer 00:00:20.075 -- 00:00:21.915 Thank you. Now I would like to turn 00:00:21.915 -- 00:00:24.154 the call over to Tom Stanton, Chairman and 00:00:24.154 -- 00:00:26.635 CEO of ADTRAN Holdings, Inc. Tom, you may 00:00:26.635 -- 00:00:26.875 begin. 00:00:29.850 -- 00:00:31.849 Thank you, operator. Good morning, everyone. 00:00:32.329 -- 00:00:34.730 Although we are disappointed with the reported results 00:00:34.730 -- 00:00:37.050 of this past quarter, we believe they were 00:00:37.050 -- 00:00:39.210 driven by a specific set of factors. 00:00:40.090 -- 00:00:42.730 As we communicated in our preliminary results press 00:00:42.730 -- 00:00:45.475 release, a project delay from a single customer 00:00:45.555 -- 00:00:48.515 combined with unfavorable impacts from product and customer 00:00:48.515 -- 00:00:49.234 mix 00:00:49.475 -- 00:00:51.555 caused our results to fall short of our 00:00:51.555 -- 00:00:52.195 guidance. 00:00:52.915 -- 00:00:55.555 Despite these factors, demand across our markets our 00:00:55.555 -- 00:00:57.074 end markets remains healthy. 00:00:57.820 -- 00:01:01.019 Our strategic priorities remain on track and our 00:01:01.019 -- 00:01:03.260 customer base continues to diversify. 00:01:03.980 -- 00:01:06.380 We believe those un...