we announced a very significant and material partnership with Salesforce to accelerate time to market of its new Agentic AI contact center offering, Agent Force contact center,

Jul 28, 2026 / receipt

healthy investment across communications infrastructure, especially tied to building and expanding mission critical networks, data center interconnectivity and adoption of cloud native technology

Jul 28, 2026 / receipt

growing our market share in secure voice communication for enterprises across multiple use cases including unified communications, contact center, desktop, and agentic AI applications,

Jul 28, 2026 / receipt

For the full year, after accounting for the reduced sales to Eastern Europe, offset by growth across multiple other areas and continued expense management actions, We believe we're still on track to be in our original guidance range, although more towards the bottom of the range.

Jul 24, 2024 / receipt, needs a key / Mick, other | earnings call 2024-07-24 | transcript 617618e1-d803-4e9a-af44-5659ae13902d | chars 23385-23665 | segment 23

Operating expenses were slightly higher than we projected, primarily related to higher customer-related travel expenses and variable sales compensation.

Feb 15, 2023 / receipt, needs a key / Bruce McLennan, CEO | earnings call 2023-02-15 | transcript c1fea4dd-e97b-4728-b0c9-d36b0033b871 | chars 2700-2852 | segment 2

Non-GAAP operating expenses were $102 million in the quarter, up from $93 million in the third quarter, as we had anticipated more investment in IP optical research and development, incurred more sales commissions, and increased travel termination.

Feb 16, 2022 / receipt, needs a key / Mick Lopez, CFO | earnings call 2022-02-16 | transcript eca50c4c-dd07-4808-9e01-61f65c49658e | chars 17333-17581 | segment 17

Non-GAAP operating expenses were $102. from $93 million in the third quarter, as we had anticipated more investment in IP optical research and development, incurred more sales commissions, and increased travel to customers.

Feb 16, 2022 / receipt, needs a key / Nick, other | earnings call 2022-02-16 | transcript eca50c4c-dd07-4808-9e01-61f65c49658e | chars 44359-44582 | segment 45

Total revenue was $210 million, down 7% year-over-year when adjusted for the sale of candy, and negatively impacted by approximately $9.5 million from supply chain constraints with increased travel and marketing expenses.

Oct 27, 2021 / receipt, needs a key / Mick Lopez, CFO | earnings call 2021-10-27 | transcript fc0db21f-8399-449f-b560-4224546df8f9 | chars 7989-8210 | segment 7

We had favorability in our facility expenses, travel, and other discretionary expenditures.

Apr 28, 2021 / receipt, needs a key / Mick Lopez, CFO | earnings call 2021-04-28 | transcript 1b272086-71fc-4489-b850-487899ae5087 | chars 10018-10109 | segment 10

The year over year change was driven by the candy sale, restructuring savings, minimal travel, and other discretionary expense savings.

Apr 28, 2021 / receipt, needs a key / Mick Lopez, CFO | earnings call 2021-04-28 | transcript 1b272086-71fc-4489-b850-487899ae5087 | chars 10885-11020 | segment 11

The year-over-year change was driven by the candy sale, restructuring savings, minimal travel, and other discretionary expense savings.

Apr 28, 2021 / receipt, needs a key / Mick, CFO | earnings call 2021-04-28 | transcript 1b272086-71fc-4489-b850-487899ae5087 | chars 41472-41607 | segment 42

Lower travel and marketing activity also contributed to our lower operating expenses in 2020, and we project this to continue in the first half of 2021.

Feb 17, 2021 / receipt, needs a key / Bruce, CEO | earnings call 2021-02-17 | transcript 0fbae4bc-21c5-4467-9dba-be58691cae84 | chars 22575-22727 | segment 22

Despite the ongoing travel restrictions, our engagement level with customers remains strong. We continue to see significant RFP activity and remote proof of concept product demonstrations in place of on-site lab evaluations.

Feb 17, 2021 / receipt, needs a key / Bruce, CEO | earnings call 2021-02-17 | transcript 0fbae4bc-21c5-4467-9dba-be58691cae84 | chars 22242-22466 | segment 22

Our non-GAAP operating expenses of $63 million decreased 8% from the prior year period, driven by restructuring savings, temporary employee salary reductions, and minimum travel and other discretionary expenses.

Oct 29, 2020 / receipt, needs a key / Mick Lopez, CFO | earnings call 2020-10-29 | transcript d02b569a-dedf-44a0-a688-f01f7ae8f255 | chars 10029-10240 | segment 9

Lower travel and marketing activity have also contributed to the lower operating expenses in 2020.

Oct 29, 2020 / receipt, needs a key / Bruce McClelland, CEO | earnings call 2020-10-29 | transcript d02b569a-dedf-44a0-a688-f01f7ae8f255 | chars 4352-4450 | segment 4

enable kind of the, you know, the full elimination of copper at that point. | The company's new products are designed to facilitate the complete removal of legacy copper infrastructure for their enter

company_statement / Jul 28, 2026 / receipt

So we've expanded that portfolio and have a number of new products where um and even a larger enterprise now uh can preserve uh the legacy TDM services | The company is actively expanding its enterpri

company_statement / Jul 28, 2026 / receipt

we've certainly seen inflation around uh core silicon expenses as the core manufacturing costs have gone up. | The company is experiencing significant inflationary pressure on hardware components, cre

company_statement / Jul 28, 2026 / receipt

we added five additional customer wins in the second quarter where AWS is the chosen deployment platform. | This confirms AWS is the company's preferred cloud platform, making it a key integration poi

company_statement / Jul 28, 2026 / receipt

we believe there is a new market forming with the integration of AI applications and voice communication. | This signals a strategic R&D focus on AI, creating opportunities for sellers of AI developme

company_statement / Jul 28, 2026 / receipt

growing our market share in secure voice communication for enterprises across multiple use cases including unified communications, contact center, desktop, and agentic AI applications, | The company i

company_statement / Jul 28, 2026 / receipt

replace legacy voice communication infrastructure with modern cloud-based technology and retire TDM voice networks. | The company's core strategy is a large-scale replacement of legacy systems with mo

company_statement / Jul 28, 2026 / receipt

There is a sense of urgency to go faster and capture the significant cost savings associated with the investment. | Leadership feels pressure to accelerate a major network upgrade with Verizon to real

company_statement / Jul 28, 2026 / receipt

This includes several new data center interconnect projects and one of our strongest quarters ever in the US market, supporting mission critical networks | The company is actively engaged in new data

company_statement / Jul 28, 2026 / receipt

we announced a very significant and material partnership with Salesforce to accelerate time to market of its new Agentic AI contact center offering, Agent Force contact center, | This major AI product

company_statement / Jul 28, 2026 / receipt

we continue to expect sequential revenue growth and improved earnings in Q3 and Q4, supported by the strong IP optical bookings momentum in the first half | The positive outlook for the rest of the ye

ir_statement / Jul 28, 2026 / receipt

regarding IP optical, uh it's still running uh uh negative as far as uh uh EBITDA is concerned. | The IP Optical division is unprofitable (negative EBITDA), indicating a high-priority need for cost-cu

company_statement / Jul 28, 2026 / receipt