Sign In
Buy RBBN
Ribbon Communications Earnings Calls
| Release date | Oct 22, 2025 |
| EPS estimate | $0.0600 |
| EPS actual | $0.0400 |
| EPS Surprise | -33.33% |
| Revenue estimate | 241.351M |
| Revenue actual | 215.371M |
| Revenue Surprise | -10.76% |
| Release date | Jul 23, 2025 |
| EPS estimate | $0.0500 |
| EPS actual | $0.0500 |
| Revenue estimate | 226.053M |
| Revenue actual | 220.583M |
| Revenue Surprise | -2.42% |
| Release date | Apr 29, 2025 |
| EPS estimate | $0.0100 |
| EPS actual | -$0.0300 |
| EPS Surprise | -400.00% |
| Revenue estimate | 191.659M |
| Revenue actual | 181.279M |
| Revenue Surprise | -5.42% |
| Release date | Feb 12, 2025 |
| EPS estimate | $0.130 |
| EPS actual | $0.160 |
| EPS Surprise | 23.08% |
| Revenue estimate | 243.607M |
| Revenue actual | 251.359M |
| Revenue Surprise | 3.18% |
Last 4 Quarters for Ribbon Communications
Below you can see how RBBN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 12, 2025 |
| Price on release | $4.33 |
| EPS estimate | $0.130 |
| EPS actual | $0.160 |
| EPS surprise | 23.08% |
| Date | Price |
|---|---|
| Feb 06, 2025 | $4.19 |
| Feb 07, 2025 | $4.09 |
| Feb 10, 2025 | $4.27 |
| Feb 11, 2025 | $4.34 |
| Feb 12, 2025 | $4.33 |
| Feb 13, 2025 | $5.00 |
| Feb 14, 2025 | $5.13 |
| Feb 18, 2025 | $5.14 |
| Feb 19, 2025 | $5.06 |
| 4 days before | 3.34% |
| 4 days after | 16.86% |
| On release day | 15.47% |
| Change in period | 20.76% |
| Release date | Apr 29, 2025 |
| Price on release | $3.75 |
| EPS estimate | $0.0100 |
| EPS actual | -$0.0300 |
| EPS surprise | -400.00% |
| Date | Price |
|---|---|
| Apr 23, 2025 | $3.52 |
| Apr 24, 2025 | $3.58 |
| Apr 25, 2025 | $3.61 |
| Apr 28, 2025 | $3.68 |
| Apr 29, 2025 | $3.75 |
| Apr 30, 2025 | $3.21 |
| May 01, 2025 | $3.23 |
| May 02, 2025 | $3.24 |
| May 05, 2025 | $3.16 |
| 4 days before | 6.53% |
| 4 days after | -15.73% |
| On release day | -14.40% |
| Change in period | -10.23% |
| Release date | Jul 23, 2025 |
| Price on release | $4.25 |
| EPS estimate | $0.0500 |
| EPS actual | $0.0500 |
| Date | Price |
|---|---|
| Jul 17, 2025 | $3.99 |
| Jul 18, 2025 | $4.06 |
| Jul 21, 2025 | $4.07 |
| Jul 22, 2025 | $4.03 |
| Jul 23, 2025 | $4.25 |
| Jul 24, 2025 | $3.89 |
| Jul 25, 2025 | $3.83 |
| Jul 28, 2025 | $3.83 |
| Jul 29, 2025 | $3.87 |
| 4 days before | 6.52% |
| 4 days after | -8.94% |
| On release day | -8.47% |
| Change in period | -3.01% |
| Release date | Oct 22, 2025 |
| Price on release | $4.00 |
| EPS estimate | $0.0600 |
| EPS actual | $0.0400 |
| EPS surprise | -33.33% |
| Date | Price |
|---|---|
| Oct 16, 2025 | $3.81 |
| Oct 17, 2025 | $3.81 |
| Oct 20, 2025 | $3.93 |
| Oct 21, 2025 | $4.04 |
| Oct 22, 2025 | $4.00 |
| Oct 23, 2025 | $3.45 |
| Oct 24, 2025 | $3.55 |
| Oct 27, 2025 | $3.45 |
| Oct 28, 2025 | $3.46 |
| 4 days before | 4.99% |
| 4 days after | -13.63% |
| On release day | -13.75% |
| Change in period | -9.32% |
Ribbon Communications Earnings Call Transcript Summary of Q3 2025
Ribbon reported Q3 2025 revenue of $215M, up 2% year-over-year, with year-to-date revenue up ~6% and adjusted EBITDA modestly down (Q3 adjusted EBITDA $29M). Management highlighted strong product and customer momentum in Cloud & Edge and IP Optical: notable wins include Altice/Optimum adopting the new Acumen AIOps platform, a large SaaS provider using cloud-native SBCs/WebRTC in AWS, and IBM embedding Ribbon virtual SBCs in Watson. IP Optical delivered an 11% revenue increase (Q3 $91M) and a positive EBITDA contribution for the quarter driven by favorable mix (EMEA and India strength). Cloud & Edge revenue was $124M (down 3% YoY) but year-to-date growth is ~9% with growing recurring software/license revenue; Verizon remains a large, growing customer (Q3 Verizon revenue +~20% YoY). The U.S. federal government shutdown materially delayed procurement late in Q3 and is assumed to push most federal purchases into 2026; management removed most U.S. government-related sales from Q4 guidance as a conservative measure. Guidance for Q4 2025: revenue $230M–$250M and non-GAAP adjusted EBITDA $42M–$48M. Cash flow and balance sheet: operating cash flow $26M in Q3, cash balance $77M, net leverage ~2.2x; the company repurchased ~900k shares for $3.5M in the quarter. Management emphasized AI/voice convergence (Acumen AIOps and agentic AI use cases) as a new growth vector and reiterated expectations for continued multi-quarter opportunities in voice modernization, IP routing, data center interconnect, and BEAD-related rural broadband as programs progress.
