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Extreme Networks Q4 2026 Earnings Call Transcript

Extreme Networks reported strong Q4 and full-year fiscal 2026 results, exceeding revenue and EPS guidance, driven by a highly differentiated product portfolio and successful migration to its Platform ONE. The company saw significant growth in upmarket customer wins and secured component supply into fiscal …

Does Lumentum (LITE) Have the Reliability Edge Its AI Data Center Story Now Requires?

Lumentum Holdings Inc. announced the planned retirement of its EVP of Global Reliability & Quality, Vincent Retort, who will transition to a consultant role, ensuring continuity in a critical area. This comes as regulatory scrutiny on Chinese data center components could bolster Lumentum's AI-focused …

Viavi Solutions faces earnings test as AI data center boom continues

Viavi Solutions Inc. is set to announce its fiscal fourth-quarter results, with analysts anticipating strong growth driven by demand from AI data centers, expecting earnings of $0.30 per share and revenue of $432.6 million. Investors will be closely watching the sustainability of AI-driven demand, …

Motorola Solutions Inc. stock underperforms Wednesday when compared to competitors

Motorola Solutions Inc. (MSI) stock decreased by 1.06% on Wednesday, closing at $438.14. This underperformance occurred on a mixed trading day, with the Dow Jones Industrial Average rising and the S&P 500 Index falling. The decline ended a three-day winning streak for the company's …

Audiocodes (AUDC) investor files to sell 8,436 shares after RSU vesting

An Audiocodes (AUDC) investor has filed a Form 144 notice to sell 8,436 ordinary shares through Oppenheimer & Co Inc on August 5, 2026, with an indicated value of $84,697.44. These shares originated from the vesting of Restricted Stock Units (RSUs) on various dates …

ADTRAN (NASDAQ:ADTN) Stock Price Down 7.5% After Analyst Downgrade

ADTRAN's stock (NASDAQ:ADTN) dropped 7.5% after Rosenblatt Securities lowered its price target from $20 to $15, though it maintained a "Buy" rating. The company's recent quarterly results missed expectations, with adjusted EPS at $0.04 versus $0.10 expected, and revenue of $281.15 million falling short …

Cisco Systems to report amid expectations of continued AI infrastructure strength

Cisco Systems is expected to report strong quarterly results, driven by accelerating demand for AI infrastructure and resilient campus networking spending. UBS anticipates revenues and earnings above consensus, with networking revenue exceeding $9.6 billion and product orders outperforming expectations due to strong AI-related demand. …

AudioCodes (AUDC) insider Niran Baruch plans sale of 5,625 vested shares

AudioCodes Ltd (AUDC) insider Niran Baruch has filed to sell 5,625 ordinary shares through Oppenheimer & Co. Inc. on or after August 5, 2026, with an estimated market value of $56,475.00. These shares stem from vested Restricted Stock Units (RSUs) from previous tranches in …

GUIDANCE: (EXTR) Extreme Networks, Inc. Expects Q1 Revenue Range $334.0M - $339.0M

Extreme Networks, Inc. (EXTR) has provided its revenue guidance for the first quarter, expecting it to fall within the range of $334.0 million to $339.0 million. This guidance indicates the company's anticipated financial performance for the upcoming quarter.

Clearfield expands fiber optic sensing portfolio

Clearfield Inc. has expanded its distributed fiber optic sensing (DFOS) portfolio to enhance continuous monitoring of outside plant fiber routes and infrastructure. This system allows operators to detect various issues like digging activity, unauthorized access, temperature changes, and cable strain, which can prevent service …

Viasat Q1 Earnings Beat Estimates Despite Lower Y/Y Revenues

Viasat (VSAT) reported mixed fiscal first-quarter 2027 results, with revenues declining year-over-year and missing consensus estimates, but earnings per share beating expectations. The company's net loss narrowed due to reduced interest expenses, and it provided an outlook for fiscal 2027 expecting mid-single-digit revenue growth …

Earnings call transcript: Digi International posts Q3 2026 beat, raises outlook

Digi International (DGII) reported stronger-than-expected fiscal third-quarter 2026 results, with adjusted EPS of $0.75 and revenue of $139 million, surpassing analyst estimates. The company also raised its full-year guidance for revenue, adjusted EBITDA, and adjusted EPS, driven by record annual recurring revenue (ARR) and …

Cisco Systems (CSCO) Projected to Announce Quarterly Earnings on Wednesday

Cisco Systems (CSCO) is expected to report its Q4 2026 earnings on Wednesday, August 12th, with analysts forecasting $1.17 EPS and $16.82 billion in revenue. The company's previous quarter exceeded expectations, and analysts currently maintain a "Moderate Buy" rating with an average price target …

Extreme Networks (NASDAQ:EXTR) Updates Q1 2027 Earnings Guidance

Comtech Amends Credit Agreements and Strengthens Capital Structure

Comtech Telecommunications (CMTL) recently amended its senior and subordinated credit agreements, securing a waiver for an excess cash flow prepayment and redefining the allocation of a $10 million advance payment. These changes, which included voluntary prepayments, aim to adjust Comtech’s capital structure and enhance …

Hewlett Packard Enterprise (HPE) Stock Looks Reasonable On Cash Flow While Earnings Look Stretched

UAE Telecom e& UAE Deploys Network for Cloud and Data Centers

e& UAE, the telecom arm of e&, is deploying Ciena's next-generation optical and software solutions to build a future-ready, high-capacity Dense Wavelength Division Multiplexing (DWDM) network. This enhancement aims to meet surging traffic demands and power the next wave of digital growth by providing …

Extreme Networks stock falls 7% on mixed guidance despite Q4 beat

Extreme Networks (NASDAQ: EXTR) stock fell 7.36% in pre-market trading despite reporting a Q4 beat with adjusted EPS of $0.32 and revenue of $338.6 million, exceeding analyst expectations. The company provided mixed guidance for Q1 fiscal 2027, with EPS matching consensus but revenue slightly …

AmpliTech Group (AMPG) Projected to Post Quarterly Earnings on Wednesday

AmpliTech Group (AMPG) is projected to report its Q2 2026 earnings before market open on Wednesday, August 12th, with analysts expecting a loss of $0.02 per share on $8.0 million in revenue. The company's previous quarter saw a wider loss than estimated but exceeded …

BOS secures $1.9M in orders for air defense project By Investing.com

BOS Better Online Solutions Ltd. (NASDAQ:BOSC) has announced that its Supply Chain Division received approximately $1.9 million in purchase orders for electromechanical connectors to be used in an air defense project. These orders, received from Israeli subcontractors of an Israeli air defense manufacturer, are …

AudioCodes (NASDAQ: AUDC) sets 2026 AGM with director and auditor votes

AudioCodes Ltd. (NASDAQ: AUDC) will hold its 2026 Annual General Meeting of Shareholders on September 9, 2026, in Or Yehuda, Israel. Key agenda items include the re-election of Class II directors Joseph Tenne and Shira Fayans Birenbaum for three-year terms and the ratification of …

Silicom Ltd. (SILC) insider Daniel Cohen plans sale of 3,985 shares on Nasdaq

Silicom Ltd. insider Daniel Cohen has filed a Form 144 to sell 3,985 ordinary shares, valued at approximately $164,221.85, through Oppenheimer & Co. Inc. on Nasdaq. These shares were acquired via the vesting of RSUs on June 14, 2025, and Cohen previously sold 15 …

Telefonaktiebolaget LM Ericsson (ERIC) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Investors to Contact the Firm to Learn More About the Investigation

Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC) following a significant drop in its stock price. This investigation comes after Ericsson reported Q2 2026 results that missed Wall Street estimates for both revenue and …

Gilat Reports Second Quarter 2026 Results

Gilat Satellite Networks Ltd. reported strong second-quarter 2026 results, with revenue growing 17% to $122.7 million and Adjusted EBITDA increasing 31% to $15.4 million. The company reaffirmed its 2026 financial guidance and highlighted the progress of the Comtech acquisition, expected to close by year-end, …

Applied Optoelectronics Rockets 17%, Coherent Climbs 11%, Lumentum Gains 6% on Reported U.S. Ban of Chinese Optics

Shares of Applied Optoelectronics (AAOI), Coherent (COHR), and Lumentum (LITE) surged following a report that the U.S. government is drafting a ban on Chinese optical transceivers for data centers. The potential ban aims to protect U.S. AI infrastructure and would benefit domestic and non-Chinese …

EXTREME NETWORKS ($EXTR) Releases Q4 2026 Earnings

EXTREME NETWORKS ($EXTR) has released its Q4 2026 earnings, reporting $0.32 per share, surpassing estimates, but revenue of $338.55 million missed expectations. The article also details recent insider trading activity, primarily sales, and hedge fund movements in EXTR stock. Additionally, it provides recent analyst …

Gilat Satellite Networks (GILT) grows in Q2 2026 and advances Comtech deal

Gilat Satellite Networks reported strong Q2 2026 results, with revenue up 17% year-over-year to $122.7 million and Adjusted EBITDA increasing 31% to $15.4 million. The company reaffirmed its 2026 revenue guidance of $500–$520 million and Adjusted EBITDA guidance of $61–$66 million, reflecting confidence in …

Zebra Technologies (ZBRA) Stock Rips Higher On Margin Power And Profit Surge

Zebra Technologies (ZBRA) stock saw a significant 26% jump following its Q2 2026 earnings report, driven by a surge in profitability, with adjusted EBITDA margin reaching 27.7% and non-GAAP EPS hitting US$6.35. The company's revenue increased by 20.4% and net income by 108% year-over-year, …

Moody National Bank Trust Division Has $2.47 Million Holdings in Belden Inc $BDC

Moody National Bank Trust Division significantly increased its stake in Belden Inc. (NYSE:BDC) by 66.1% in the second quarter, now holding 20,636 shares valued at $2.47 million. This move is part of broader institutional interest, with collective ownership reaching 98.75%. Belden recently surpassed earnings …

ADTRAN Holdings 2Q 2026: Revenue $281.1M, EPS $(0.13) — 10-Q Summary

ADTRAN Holdings reported its second-quarter 2026 results, showing a revenue increase to $281.1M and a net loss attributable to the company of $(10.9)M, which is an improvement from the prior year. The diluted EPS narrowed to $(0.13). Key factors included 6.1% year-over-year revenue growth, …

Martin Capital Partners LLC Has $10.09 Million Stake in Cisco Systems, Inc. $CSCO

Martin Capital Partners LLC reduced its stake in Cisco Systems by 25.9% in Q2 2026, selling 30,068 shares but still retaining 85,898 shares valued at $10.09 million, making Cisco its fifth-largest holding. Despite the reduction, Cisco's stock is supported by strong Q2 earnings, increased …

2,315 Shares in Lumentum Holdings Inc. $LITE Acquired by Neville Rodie & Shaw Inc.

Neville Rodie & Shaw Inc. recently acquired 2,315 shares of Lumentum Holdings Inc. (NASDAQ:LITE), valued at approximately $1.99 million, bringing institutional ownership to 94.05%. Lumentum is experiencing strong investor enthusiasm due to its involvement in AI and optical-networking, with analysts maintaining a "Moderate Buy" …

Pacer Advisors Inc. Sells 12,290 Shares of Ciena Corporation $CIEN

Pacer Advisors Inc. reduced its stake in Ciena Corporation by 33.1% in the first quarter, selling 12,290 shares and retaining 24,890 shares. Despite this, institutional investors collectively own 91.99% of Ciena, and analysts maintain a "Moderate Buy" rating with a consensus price target of …

Motorola Solutions Named One of America's Most Charitable Companies 2026

Motorola Solutions has been recognized by Newsweek as one of America's Most Charitable Companies for 2026, ranking #24 overall and #4 in the technology industry. This award highlights the company's commitment to service through the Motorola Solutions Foundation, focusing on building safer communities. In …

Renaissance Technologies LLC Sells 4,037,461 Shares of Ondas Holdings Inc. $ONDS

Renaissance Technologies LLC significantly reduced its stake in Ondas Holdings Inc. by selling 4,037,461 shares, retaining 680,839 shares valued at approximately $6.2 million. Despite this, institutional ownership remains at 37.73%, with Vanguard increasing its position and other funds initiating new stakes. Ondas Holdings Inc. …

Frequency Electronics, Inc. $FEIM Shares Sold by Renaissance Technologies LLC

Renaissance Technologies LLC reduced its stake in Frequency Electronics, Inc. (NASDAQ:FEIM) by 9.8% in the first quarter, selling 16,863 shares but still holding 155,098 shares valued at $6.9 million. Despite institutional investors owning 58.6% of the company, FEIM missed Q1 analyst expectations with a …