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Adjusted EBITDA by Segment
Shows adjusted profitability for each business segment after non-recurring items, revealing which areas generate real cash returns and which act as margin drains. Monitoring segment-level adjusted EBITDA helps identify where management should prioritize cost control or investment to improve overall company profitability.Cloud & Edge is the company’s reliable profit engine—consistently positive and driving most adjusted EBITDA—while IP Optical remains a volatile, recurring drag. Management’s decision to retain resources, plus strong bookings, cloud‑native wins and a sizeable voice modernization backlog support guidance for a sequential EBITDA inflection later this year, but heavy customer concentration (e.g., India/Airtel) and timing risk on large deployments mean near‑term cash and margins could stay choppy unless backlog converts without further margin erosion.
Date | Cloud & Edge | IP Optical Networks |
|---|---|---|
Jun 30, 2026 | $18.00M | -$6.00M |
Mar 31, 2026 | $8.00M | -$16.00M |
Dec 31, 2025 | $48.00M | -$8.00M |
Sep 30, 2025 | $28.00M | $1.00M |
Jun 30, 2025 | $37.00M | -$5.00M |
Mar 31, 2025 | $20.00M | -$15.00M |
Dec 31, 2024 | $60.00M | -$4.00M |
Sep 30, 2024 | $38.00M | -$8.00M |
Jun 30, 2024 | $26.00M | -$4.00M |
Mar 31, 2024 | $17.00M | -$6.00M |