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Vistance Networks (VISN) investor relations material
Vistance Networks Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 continuing-operations sales were $319.7M, down 5.4% YoY; adjusted EBITDA was $56.6M, up 128.2%, and adjusted EPS rose to $0.23 from $0.06.
Memory-chip costs and customer deployment delays pressured near-term results, while long-term DOCSIS 4.0 upgrade demand remained on track.
CCS and RUCKUS divestitures left Aurora as the sole reportable segment and reshaped capital allocation.
Financial highlights
Q3 operating income was $22.9M versus an $11.5M loss YoY; continuing-operations income was $54.7M versus an $18.9M loss.
Q3 net income was $1,030.6M, including $975.9M from discontinued operations.
Q3 gross profit was $112.4M versus $120.4M; adjusted gross margin was 35.2% versus 35.6%.
Outlook and guidance
FY 2026 adjusted EBITDA guidance was lowered to $180M–$200M, reflecting memory-chip pressures and customer demand shifted into 2027.
Customer deployment timing and memory-chip pricing and availability were expected to create further incremental impact in Q4 2026.
Inventory normalization was expected in H1 2027; timing-related demand was viewed as deferred, though 2027 projections remained too early to specify.
- Major divestitures enabled $15/share distributions and a debt-free, growth-focused strategy.VISN
Q2 2026 - $10.5B CCS deal expands connectivity, returns cash to shareholders, and closes H1 2026.VISN
M&A announcement - Q1 sales up 22%, RUCKUS sale and $10/share payout highlight strong, debt-free quarter.VISN
Q1 2026 - Director elections, executive pay, auditor ratification, and incentive plan shares up for vote.VISN
Proxy filing - Proxy outlines director elections, executive pay, auditor ratification, and major ESG progress.VISN
Proxy filing - Core adjusted EBITDA surged 176% in 2025, with a $10/share special distribution planned.VISN
Q4 2025 - Core adjusted EBITDA rose 25% on 2.7% sales growth; OWN/DAS sale to close Q1 2025.VISN
Q3 2024 - Adjusted EBITDA up nearly 20% as CCS growth offsets declines; $2.1B OWN/DAS sale to aid liquidity.VISN
Q2 2024 - Core adjusted EBITDA up 159% on 23.5% sales growth; 2025 guidance reaffirmed.VISN
Q1 2025
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