Earnings summaries and quarterly performance for Ribbon Communications.
Executive leadership at Ribbon Communications.
Bruce W. McClelland
Detailed
President and Chief Executive Officer
CEO
JT
John Townsend
Detailed
Executive Vice President, Chief Financial Officer
PM
Patrick Macken
Detailed
Executive Vice President, Chief Legal Officer and Corporate Secretary
SB
Sam Bucci
Detailed
Executive Vice President, Chief Operating Officer
SM
Steve McCaffery
Detailed
Executive Vice President, Global Sales
Board of directors at Ribbon Communications.
Research analysts who have asked questions during Ribbon Communications earnings calls.
Tim Savageaux
Northland Capital Markets
8 questions for RBBN
Also covers: AAOI, ADTN, AIRG +16 more
Dave Kang
B. Riley Financial
7 questions for RBBN
Also covers: AAOI, AVNW, AXTI +1 more
Michael Genovese
Rosenblatt Securities Inc.
7 questions for RBBN
Also covers: AAOI, ADTN, CALX +5 more
Rustam Kanga
Citizens Capital Markets and Advisory
7 questions for RBBN
Also covers: AVNW, BLZE, KTOS +1 more
CS
Christian Schwab
Craig-Hallum Capital Group
6 questions for RBBN
Also covers: ACLS, ADTN, AEHR +17 more
Ryan Koontz
Needham & Company, LLC
6 questions for RBBN
Also covers: AAOI, ADTN, ANET +27 more
GM
Greg Mesniaeff
Kingswood Capital Partners
1 question for RBBN
Also covers: IRDM, SPCB
Recent press releases and 8-K filings for RBBN.
Ribbon Communications Reports Q4 2025 Results and Provides 2026 Outlook
RBBN
Earnings
Guidance Update
Demand Weakening
- Ribbon Communications reported Q4 2025 revenue of $227 million, a 10% decrease year-over-year, falling below expectations due to customer and project delays, including a U.S. customer restructuring and budget issues related to BEAD funding. Full-year 2025 revenue increased 1% to $845 million.
- Adjusted EBITDA for Q4 2025 was $40 million, a $15 million decrease from the prior year, with full-year Adjusted EBITDA at $107 million. Non-GAAP diluted EPS for Q4 2025 was $0.59, significantly benefiting from a $90 million deferred tax benefit.
- The company repurchased approximately 972,000 shares for $3.3 million in Q4 2025, contributing to a full-year total of 2.5 million shares for $9 million.
- For 2026, Ribbon projects revenue between $840 million and $875 million and Adjusted EBITDA between $105 million and $120 million. The first quarter of 2026 is expected to be slower, with projected revenue of $160 million-$170 million and Adjusted EBITDA of -$3 million to +$1 million.
- To manage costs, a recent restructuring eliminated approximately 85 positions, expected to lower annual expenses by over $10 million.
1 day ago
Ribbon Announces Q4 and Full Year 2025 Results and Provides 2026 Outlook
RBBN
Earnings
Guidance Update
New Projects/Investments
- Ribbon reported Q4 2025 GAAP revenue of $227 million and diluted EPS of $0.50, contributing to FY 2025 GAAP revenue of $845 million and diluted EPS of $0.22.
- For Q1 2026, the company anticipates revenue between $160 million and $170 million and Non-GAAP Adjusted EBITDA between ($3 million) and $1 million.
- Ribbon projects FY 2026 revenue in the range of $840 million to $875 million and Non-GAAP Adjusted EBITDA between $105 million and $120 million.
- The company is strategically positioned to leverage market trends such as network modernization, AI-driven automation, and investments in India, supported by its comprehensive portfolio and Acumen AI Ops platform.
- In Q4 2025, the Cloud & Edge segment generated $142 million in revenue with a 68% Non-GAAP Gross Margin, while the IP Optical Networks segment reported $85 million in revenue with a 34% Non-GAAP Gross Margin.
1 day ago
Ribbon Communications Reports Q4 2025 Results and Provides Cautious 2026 Outlook
RBBN
Earnings
Guidance Update
Demand Weakening
- Ribbon Communications reported Q4 2025 revenue of $227 million, a 10% decrease year-over-year, and full-year 2025 revenue of $845 million, a 1% increase.
- Full-year 2025 non-GAAP diluted EPS was $0.66, significantly up from $0.25 in 2024, primarily due to a $90 million deferred tax benefit recognized in Q4.
- Q4 2025 revenue was below expectations due to customer and project delays, including implementation delays for existing backlog and year-end budget issues, with U.S. federal sales $10 million lower than Q4 2024.
- For 2026, the company projects full-year revenue between $840 million and $875 million and adjusted EBITDA between $105 million and $120 million, reflecting a cautious approach due to macro uncertainties.
- To manage expenses, Ribbon completed a restructuring that eliminated approximately 85 positions, expected to lower annual expenses by more than $10 million.
1 day ago
Ribbon Communications Reports Q4 2025 Results and Provides 2026 Outlook
RBBN
Earnings
Guidance Update
Layoffs
- Q4 2025 revenue was $227 million, a 10% decrease year-over-year, falling below expectations due to customer and project delays, including issues with U.S. federal agencies and BEAD funding. Full-year 2025 revenue increased 1% to $845 million.
- Non-GAAP diluted EPS for Q4 2025 was $0.59, significantly benefiting from a $90 million deferred tax benefit related to an investment in ECI. Adjusted EBITDA for the quarter was $40 million, a $15 million decrease from the prior year.
- For full-year 2026, Ribbon projects revenue between $840 million and $875 million and adjusted EBITDA between $105 million and $120 million, reflecting a cautious outlook due to macro uncertainties. Q1 2026 revenue is expected to be $160 million to $170 million.
- Despite revenue challenges, the Cloud and Edge segment achieved record bookings, including over $50 million in new voice network transformation orders from non-Verizon customers. The company also undertook a restructuring, eliminating approximately 85 positions to reduce annual expenses by over $10 million.
1 day ago
Ribbon Communications Announces Q4 and Full Year 2025 Financial Results and 2026 Outlook
RBBN
Earnings
Guidance Update
Demand Weakening
- Ribbon Communications reported Q4 2025 revenue of $227 million and full-year 2025 revenue of $845 million, an increase from $834 million in 2024.
- Non-GAAP Adjusted EBITDA for Q4 2025 was $40 million, compared to $55 million in Q4 2024, and full-year 2025 Non-GAAP Adjusted EBITDA was $107 million, down from $119 million in 2024.
- The company attributed the Q4 results to delays in customer projects and budget timing.
- For the full year 2026, Ribbon Communications projects revenue between $840 million and $875 million and Non-GAAP Adjusted EBITDA between $105 million and $120 million.
- A new tax benefit is expected to reduce future cash tax payments by approximately $15-$20 million over the next several years, starting in 2026.
1 day ago
Ribbon Communications Reports Q4 and Full Year 2025 Financial Results
RBBN
Earnings
Guidance Update
Demand Weakening
- Ribbon Communications reported Q4 2025 revenue of $227 million and full-year 2025 revenue of $845 million, representing a decline from Q4 2024's $251 million but an increase from full-year 2024's $834 million.
- For full-year 2025, Non-GAAP Adjusted EBITDA was $107 million, down from $119 million in 2024, and GAAP Operating Income was a loss of ($3) million, compared to a $17 million profit in 2024.
- The company's Q4 2025 results were impacted by customer and project delays, although it generated a record level of Product and Services bookings in the quarter.
- For full-year 2026, Ribbon projects revenue between $840 million and $875 million, with Adjusted EBITDA expected to be between $105 million and $120 million.
- A new tax benefit recognized in Q4 2025 is anticipated to reduce future cash tax payments by approximately $15-$20 million over several years, starting in 2026.
1 day ago
Ribbon Communications Completes JUNO Cable Transmission Trial
RBBN
New Projects/Investments
Product Launch
- Ribbon Communications successfully completed a 20Tbps optical transmission field trial on the 10,000 km JUNO trans-Pacific submarine cable.
- The trial, utilizing Ribbon's Apollo 9408 transponder and Apollo 9608 platform, confirmed the feasibility of transmitting 20 terabits per second per fiber pair over the long distance.
- The JUNO cable system, owned by Seren Juno Network Co., Ltd., is set to become the largest trans-Pacific cable system between Japan and the U.S., designed for a total capacity of 350Tbps across 20 fiber pairs.
Nov 12, 2025, 1:00 PM
Ribbon Communications Inc. Announces Q3 2025 Financial Results and Q4 2025 Outlook
RBBN
Earnings
Guidance Update
Product Launch
- Ribbon Communications Inc. reported Q3 2025 revenue of $215 million, an increase from $210 million in Q3 2024, contributing to 6% year-to-date revenue growth.
- The company achieved GAAP Operating Income of $3 million and Non-GAAP Adjusted EBITDA of $29 million for Q3 2025.
- Key growth drivers included IP Optical Networks sales, which grew 11% year over year in Q3, and Cloud & Edge sales, which increased over 8% year-to-date.
- Ribbon launched its new Acumen AIOps platform and secured a significant customer win during the quarter.
- For Q4 2025, the company forecasts revenue between $230 million and $250 million, with Non-GAAP gross margin projected at 55% to 56% and Adjusted EBITDA between $42 million and $48 million.
Oct 22, 2025, 8:10 PM
Ribbon Communications Reports Q3 2025 Financial Results
RBBN
Earnings
Guidance Update
Product Launch
- Ribbon Communications reported Q3 2025 revenue of $215 million, an increase from $210 million in Q3 2024, contributing to 6% year-to-date revenue growth.
- The company achieved GAAP Operating Income of $3 million in Q3 2025, compared to a $1 million loss in Q3 2024, and Non-GAAP Adjusted EBITDA of $29 million.
- Sales in the IP Optical Networks segment grew 11% year-over-year in Q3, and Cloud & Edge sales increased more than 8% year-to-date.
- Ribbon launched its new Acumen AIOps platform during Q3 2025, securing an initial deployment with a leading U.S. service provider.
- For Q4 2025, the company projects revenue between $230 million and $250 million, with Non-GAAP gross margin of 55% to 56% and Adjusted EBITDA of $42 million to $48 million.
Oct 22, 2025, 8:03 PM
Ribbon Communications Expands DISA JITC-Certified Solutions Portfolio
RBBN
Product Launch
New Projects/Investments
- Ribbon Communications announced on August 28, 2025, that its Policy Engine Server (PSX), Application Management Platform (RAMP), and Analytics solutions were added to the U.S. Department of Defense's (DoD) Defense Information Systems Agency (DISA) Approved Products List (APL).
- This expansion reinforces Ribbon's commitment to delivering secure, mission-critical communications infrastructure and provides DoD agencies with trusted, interoperable technology.
- These newly certified platforms join Ribbon's existing APL-listed solutions, highlighting the company's continued role in supporting DoD network deployments and modernizing DISA's communications infrastructure.
Aug 28, 2025, 12:00 PM
Quarterly earnings call transcripts for Ribbon Communications.
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