)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
DZS (DZSI) investor relations material
DZS Q3 2024 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2024 earnings summary6 Nov, 2024
Executive summary
Q3 2024 revenue reached $38.1M, up 22.8% sequentially and 67.8% year-over-year, driven by the NetComm acquisition and topline growth.
Adjusted gross margin improved to 36.7%, with GAAP gross margin at 29.4%; adjusted EBITDA loss narrowed to $9.3M from $17.5M in Q3 2023.
Divested network assurance, in-home WiFi management, and Asia business for $34M, reducing debt and adding cash; NetComm acquisition enhanced broadband portfolio.
Completed restatement, brought SEC filings current, and improved internal controls and governance.
Focused on strengthening balance sheet, optimizing costs, realizing acquisition synergies, and monetizing inventory.
Financial highlights
Q3 2024 net revenue: $38.1M, up from $31.1M in Q2 2024; YTD revenue: $96.9M.
Adjusted gross margin rose to 36.7% (non-GAAP), GAAP gross margin at 29.4%; adjusted operating expenses: $23.3M.
Adjusted EBITDA loss improved to $9.3M; GAAP net loss: $(25.7)M; non-GAAP net loss: $(11.7)M.
Cash and equivalents at quarter end: $5.7M, with $30M added post-quarter from divestitures; inventory: $79M.
DSO improved to 83 days; working capital at $24M; long-term debt: $30M.
Outlook and guidance
Management targets break-even adjusted EBITDA and positive cash flow in 2025, leveraging cost savings and NetComm synergies.
Q4 revenue and profitability expected to improve sequentially; strong finish to 2024 anticipated.
Inventory conversion to cash expected over 4–5 quarters, supported by $90M backlog and $79M inventory.
Margins expected to approach 40% as product mix stabilizes and cost initiatives complete.
Service provider spending and government broadband stimulus programs expected to accelerate in H2 2025.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
DZS Inc provides network access, optical, and cloud-native software solutions to broadband service providers and enterprises. The company supports fiber broadband, 5G, and cloud-based network transformation for customers globally. The company is headquartered in Plano, Texas, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage