Ribbon Communications Inc. (RBBN)
Ribbon Communications: Why The Company's Optical Surge Outweighs Cloud Delays
Ribbon Communications is rated Buy with a $3 price target, driven by optical networking backlog growth and strategic AI partnerships. RBBN's optical segment backlog rose 60% YTD, with a 1.6x book-to-bill, signaling robust future demand despite near-term Verizon CapEx delays. Management cut 2023 guidance to $810–$840M revenue and $78–$88M adjusted earnings, reflecting telecom CapEx deferrals and subsidy slowdowns.
Ribbon Communications Inc. (RBBN) Q2 2026 Earnings Call Transcript
Ribbon Communications Inc. (RBBN) Q2 2026 Earnings Call Transcript
Ribbon Communications (RBBN) Reports Q2 Loss, Tops Revenue Estimates
Ribbon Communications (RBBN) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to earnings of $0.05 per share a year ago.
Ribbon Communications Q2 Earnings Call Highlights
Ribbon Communications NASDAQ: RBBN reported second-quarter 2026 revenue of $192 million, up 18% sequentially but down 13% from a year earlier, as stronger IP Optical demand and enterprise activity offset continued softness in its Cloud and Edge business tied largely to lower Verizon sales.
2 Network Software Stocks to Watch From a Prospering Industry
Communication-Network Software providers like VISN and RBBN benefit from the ongoing digitalization efforts, including a shift to cloud computing and strong deployment of AI-based applications.
Ribbon Communications Inc. (RBBN) Q1 2026 Earnings Call Transcript
Ribbon Communications Inc. (RBBN) Q1 2026 Earnings Call Transcript
Ribbon Communications (RBBN) Reports Q1 Loss, Misses Revenue Estimates
Ribbon Communications (RBBN) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to a loss of $0.03 per share a year ago.
Ribbon Communications (RBBN) Q4 Earnings Beat Estimates
Ribbon Communications (RBBN) came out with quarterly earnings of $0.59 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.16 per share a year ago.
Ribbon Communications Inc. (RBBN) Q3 2025 Earnings Call Transcript
Ribbon Communications Inc. (NASDAQ:RBBN ) Q3 2025 Earnings Call October 22, 2025 4:30 PM EDT Company Participants Fahad Najam - Senior Vice President of Investor Relations & Corporate Strategy Bruce McClelland - President, CEO & Director John Townsend - Executive VP & CFO Conference Call Participants Michael Genovese - Rosenblatt Securities Inc., Research Division Dave Kang - B. Riley Securities, Inc., Research Division Timothy Savageaux - Northland Capital Markets, Research Division Christian Schwab - Craig-Hallum Capital Group LLC, Research Division Rustam Kanga - Citizens JMP Securities, LLC, Research Division Ryan Koontz - Needham & Company, LLC, Research Division Presentation Operator Greetings, and welcome to the Ribbon Communications Third Quarter 2025 Financial Results Conference Call.
Ribbon Communications Inc. (RBBN) Q2 2025 Earnings Conference Call Transcript
Ribbon Communications Inc. (NASDAQ:RBBN ) Q2 2025 Earnings Call July 23, 2025 4:30 PM ET Company Participants Bruce W. McClelland - President, CEO & Director Fahad Najam - Senior Vice President of Investor Relations & Corporate Strategy John Townsend - Executive VP & CFO Conference Call Participants Christian David Schwab - Craig-Hallum Capital Group LLC, Research Division Gregory Mesniaeff - Kingswood Capital Partners, LLC, Research Division Ku Kang - B.
Ribbon Communications (RBBN) Q2 Earnings Meet Estimates
Ribbon Communications (RBBN) came out with quarterly earnings of $0.05 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.05 per share a year ago.
Ribbon Communications, Inc. (RBBN) Q1 2025 Earnings Call Transcript
Ribbon Communications, Inc. (NASDAQ:RBBN ) Q1 2025 Earnings Conference Call April 29, 2025 4:30 PM ET Company Participants Joni Roberts - CMO Bruce McClelland - CEO John Townsend - CFO Conference Call Participants Dave Kang - B. Riley Securities Christian Schwab - Craig-Hallum Tim Savageaux - Northland Capital Markets Rustam Kanga - Citizens Operator Greetings, and welcome to the Ribbon Communications First Quarter 2025 Financial Results Conference Call.
