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Aviat Networks (AVNW) investor relations material
Aviat Networks Conference presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and market position
Leading provider of wireless transport and access solutions with a $434M LTM revenue and 3,000+ customers worldwide.
Portfolio includes microwave radios, routers, software, and services, with 200+ patents and global manufacturing.
Revenue split: 42% mobile networks, 58% private networks; 48% from North America.
Recognized for lowest total cost of ownership, microwave expertise, and mission-critical solutions.
Over 75 years of wireless leadership, strengthened by recent acquisitions (Redline, 4RF, NEC microwave).
Investment highlights and growth drivers
Addressing an $11B TAM across private networks, mobile service providers, and rural broadband.
Consistent topline growth with a 10% revenue CAGR since 2019.
Strong financials and disciplined operating model drive continuous improvement and successful acquisitions.
Global investment in 5G, mission-critical, and rural broadband networks supports robust demand.
Competitive advantages and product innovation
Modular radio platform, end-to-end solutions, and software innovations (AviatCloud, Assurance software) lower total cost of ownership.
Turnkey services and fast, flexible supply chain with disruptive e-commerce (Aviat Store).
Superior RF performance and network management tools differentiate from microwave specialists and wireless generalists.
- Q3 revenue fell 11.2% to $100M, with updated guidance and ongoing growth initiatives.AVNW
Q3 202610 May 2026 - Q2 bookings hit decade high, with improved profitability and strong cash position.AVNW
Q2 20263 Feb 2026 - Q4 revenue up 28% year-over-year, with strong outlook, margin gains, and robust cash position.AVNW
Q4 202419 Jan 2026 - Revenue up 1.7% to $88.4M; margins down, but bookings and FY25 outlook remain strong.AVNW
Q1 202516 Jan 2026 - Q2 FY2025 revenue up 26.2% year-over-year, with record adjusted EBITDA and strong international growth.AVNW
Q2 20258 Jan 2026 - Record Q4 adjusted EBITDA and strong revenue growth set a positive outlook for fiscal 2026.AVNW
Q4 202527 Dec 2025 - Board recommends all proposals, highlighting pay-for-performance and ESG progress.AVNW
Proxy Filing1 Dec 2025 - 2025 annual meeting features key votes on directors, auditor, pay, and incentive plan expansion.AVNW
Proxy Filing1 Dec 2025 - Proposal seeks approval to add 800,000 shares to the 2018 Incentive Plan, with board support.AVNW
Proxy Filing1 Dec 2025
Next Aviat Networks earnings date
Next Aviat Networks earnings date
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