Aviat Networks Inc (NAS:AVNW)
$ 24.27 +0.42 (+1.76%) Market Cap: 309.09 Mil Enterprise Value: 331.80 Mil PE Ratio: 0 PB Ratio: 1.20 GF Score: 81/100
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Q2 2025 Aviat Networks Inc Earnings Call Transcript

Feb 4, 2025 / 10:00 PM GMT
Release Date Price: $20.55 (+5.12%)

Key Points

Positve
  • Aviat Networks Inc (AVNW) reported a strong quarter with total revenue of $118 million, up 26% year-over-year.
  • The company achieved a record quarterly adjusted EBITDA of $14.8 million, marking a 22% increase from the previous year.
  • Aviat Networks Inc (AVNW) generated positive cash from operations, marking the best cash flow from operating activities in at least seven years.
  • The company successfully shipped its first PassLink radio from a contract manufacturer in Thailand, which is expected to improve product lead times and margins.
  • Aviat Networks Inc (AVNW) has a strong order book with a book-to-bill ratio greater than one for three consecutive quarters, indicating robust demand.
Negative
  • Gross margins were impacted by the addition of PassLink product mix and were lower compared to the previous year.
  • The US Tier 1 market remains muted, with demand expected to remain low in the near term.
  • There is ongoing weakness in the African market due to currency issues and elevated interest rates.
  • The company faces potential supply chain risks due to evolving tariffs, which could impact operations.
  • Aviat Networks Inc (AVNW) has a broad guidance range for the fiscal year, indicating uncertainty in revenue projections.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AVNW.OQ - Aviat Networks Inc
Q2 2025 Aviat Networks Inc Earnings Call
Feb 04, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to Aviat Networks fiscal Q2 2025 earnings conference call.

At this time. All participants are in a listen-only mode.

After the speaker's presentation, there would be a question and answer session to ask the question during the session. You will need to press star 11 on your telephone. You would then hear automated message advising your hand is raised to withdraw your question. Please press star 11 again.

I would now like to turn the conference over to Andrew Fredrickson. Sir. You may begin.

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Unidentified_2 [2]
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