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ADTRAN Holdings, Inc. (ADTN) Q3 2024 Earnings Call Transcript Summary

ADTRAN Holdings, Inc. (ADTN) Q3 2024 Earnings Call Transcript Summary

ADTRAN控股公司(ADTN)2024年第三季度業績會議通話內容摘要
富途資訊 ·  11/09 11:23  · 電話會議

The following is a summary of the ADTRAN Holdings, Inc. (ADTN) Q3 2024 Earnings Call Transcript:

以下是亞川控股公司(ADTN)2024年第三季度業績會成績單摘要:

Financial Performance:

財務業績:

  • ADTRAN Holdings reported a Q3 2024 revenue of $227.7 million, marking a sequential increase.

  • Non-GAAP gross margin in Q3 2024 improved to 42.1%, reflecting ongoing efforts to optimize the supply chain.

  • The company achieved a non-GAAP operating profit of $2.5 million, or 1.1% of revenues.

  • Free cash flow in Q3 2024 was positive at $23.2 million.

  • 亞川控股報告,2024年第三季度營業收入爲$22770萬,較上季度增加。

  • 2024年第三季度非GAAP毛利率爲42.1%,反映出持續優化供應鏈的努力。

  • 公司實現了2024年第三季度非GAAP營業利潤250萬美元,佔營業收入的1.1%。

  • 2024年第三季度自由現金流爲正值2320萬美元。

Business Progress:

業務進展:

  • ADTRAN Holdings continued to grow its customer base, adding 13 new carrier customers for optical networking solutions and 11 new customers for its latest Wi-Fi platforms.

  • Anticipates further growth in revenue from Access & Aggregation solutions in upcoming quarters.

  • Launched customer trials for 50-gig PON connectivity, demonstrating progress in high-speed access technology.

  • Continuing to drive profitability improvements through operational efficiencies, including site and product consolidation.

  • 亞川控股持續擴大客戶群,爲光網絡解決方案增加了13個新運營商客戶,爲最新的Wi-Fi平台增加了11個新客戶。

  • 預計未來幾個季度從接入和聚合解決方案中進一步增長營業收入。

  • 推出了50G PON連接的客戶試驗,展示了高速接入技術的進展。

  • 通過操作效率不斷推動盈利能力的改善,包括站點和產品整合。

Opportunities:

機會:

  • Expansion into global markets, particularly in EMEA and APAC regions, which have shown higher demand and are expecting further revenue growth.

  • Introduction of higher speed access technologies, like 50-gig PON and XGS-PON, to meet growing demands for faster broadband services.

  • 擴展到全球市場,特別是歐洲、中東、非洲和亞太地區,這些地區顯示出更高的需求並預計將進一步增長營業收入。

  • 推出了更高速的接入技術,如50G PON和XGS-PON,以滿足對更快寬帶服務的不斷增長需求。

Risks:

風險:

  • Customer cautious spending patterns, which may continue to impact revenue growth and forecasts. ADTRAN is taking a cautious approach to forecasting due to the uncertain macroeconomic environment.

  • 客戶謹慎的支出模式可能繼續影響營業收入的增長和預測。由於宏觀經濟環境不確定,亞川對預測採取謹慎的態度。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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