Vistance Networks

Q2 FY2026 EarningsQ2 FY26 results missed consensus estimates significantly across all key performance indicators. Revenue of $319.6M fell 35.5% short of the $495.5M expected, while normalized EPS of $0.12 was less than half the $0.27 consensus. The variance was driven by a major corporate restructuring and the divestiture of the RUCKUS and CCS segments, resulting in a recast of financials to the core 'Aurora' business. Management lowered full-year EBITDA guidance to $200M–$225M, citing memory chip pricing pressures and stranded costs.