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Ribbon Communications Inc.
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NASDAQ: RBBN Technology IT 🔎 Screen
$250M
Market Cap
13.1
P/E
0.91
PEG
0.4%
ROCE
9.3%
ROE
0.86
D/E
-0.4%
OPM
-64.9%
% from 52W High
11
α RS
🌏 Global Investor Returns
Currency-adjusted total returns for RBBN including FX impact
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📈 Price History
Ratio Health
— Excellent
— Good
— Average
— Poor
By Category
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About

Ribbon Communications Inc. provides communications technology in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-07-28
Q2 2026 saw strong sequential growth, with revenue up 18% and record IP Optical bookings, though year-over-year results declined due to tough comps and slower deployments at key customers. Guidance for the year was lowered, reflecting supply chain pressures and mix shifts, but momentum in enterprise, AI, and critical infrastructure remains strong.
Q1 2026 Q1 2026 2026-04-28
Revenue declined 10% year-over-year in Q1 2026, with both segments down but strong bookings and demand in India and EMEA supporting a positive outlook. Margin pressures persisted, but guidance calls for revenue and EBITDA growth in Q2 and a stronger second half.
Q4 2025 Q4 2025 2026-02-05
Q4 revenue declined 10% year-over-year due to project delays, but record bookings and a strong backlog position the company for growth in 2026. Full-year revenue rose 1% to $845 million, with a $90 million tax benefit boosting net income. 2026 guidance projects modest growth and margin improvement.
Q3 2025 Q3 2025 2025-10-22
Q3 revenue grew 2% year-over-year to $215M, with strong IP Optical and international growth offsetting U.S. federal sales delays from the government shutdown. Outlook for Q4 remains robust, with projected revenue of $230–$250M and continued momentum in AI-driven and modernization projects.
Q2 2025 Q2 2025 2025-07-23
Q2 revenue hit a record $221M, up 15% year-over-year, with strong growth in both Cloud and Edge and IP Optical segments. Full-year guidance is reaffirmed, though FX headwinds may pressure margins. Robust demand and a strong backlog support a positive outlook.
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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Conflict of Interest Disclosure:
The author and/or analyst may currently hold or have previously held positions in the securities discussed. Any such positions are not intended to influence the objectivity or independence of the analysis. This research is produced independently and is not sponsored, endorsed, or commissioned by any company or institution.

Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

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