Ribbon Communications, Inc. (RBBN)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$1.990.00%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · RBBN
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to grow revenue to meet the full-year 2026 target range of $810 million to $840 million.
Stated as a priority in 3 of last 3 quarters. Revenue grew sequentially from $163 million in 2026-Q1 to $192 million in 2026-Q2. The company adjusted full-year 2026 revenue guidance to $810 million to $840 million, slightly lower than earlier $840 million to $875 million. The trajectory shows delivering sequential growth but a modest downward revision in full-year revenue target.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8445).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“The Company has also adjusted full-year 2026 targets and now expects revenue in a range of $810 million to $840 million.”
“For the full year 2026, the Company projects revenue of $840 million to $875 million.”
“Full Year 2025 projections remain unchanged.”
Improve non-GAAP gross margin to a range of 51% to 52% for the full year 2026.
Stated as a priority in 3 of last 3 quarters. Non-GAAP gross margin improved from 45.8% in 2026-Q1 to 49.3% in 2026-Q2, below the full-year target range of 51% to 52%. Guidance for Q3 2026 projects 51% to 52% margin. The trajectory shows margin improvement but still below full-year target, indicating mixed progress.
“Non-GAAP gross margin is projected in a range of 51% to 52%.”
“For the second quarter of 2026, the Company projects non-GAAP gross margin in a range of 49% to 50%.”
“Non-GAAP gross margin was 53.3% for 2025-Q4.”
Reach adjusted EBITDA in the range of $78 million to $88 million for the full year 2026.
Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA improved from a loss of $8 million in 2026-Q1 to positive $12 million in 2026-Q2. The company projects Q3 adjusted EBITDA of $26 million to $31 million and full-year guidance of $78 million to $88 million. The trajectory shows improving profitability but still below full-year target so far.
“Adjusted EBITDA is projected in a range of $26 million to $31 million for Q3 2026.”
“Adjusted EBITDA is projected in a range of $9 million to $14 million for Q2 2026.”
“Adjusted EBITDA was $38 million for the first six months of 2026.”
Expand market presence and revenue in AI-driven secure voice and cloud-native communications infrastructure.
Stated as a priority in 2 of last 3 quarters. Management highlights new customer engagements and partnerships in AI-driven secure voice and cloud-native communications, including Salesforce Agentforce. While no specific revenue numbers are cited, the company reports growing pipeline and deployments, indicating early-stage delivery.
“Ribbon's Cloud Native Technology Partners with Agentforce Contact Center in the Public Cloud.”
“Ribbon is gaining traction with its Ribbon Acumen AIOps platform with several new customer engagements and a growing pipeline of POCs.”
Grow deployments and bookings in Data Center Interconnect and optical networking segments, especially in rural and critical infrastructure markets.
Stated as a priority in 2 of last 3 quarters. Management reports record bookings and new wins in IP Optical and Data Center Interconnect segments, especially in North America and rural areas. Revenue in these segments is part of overall sequential revenue growth from $163 million in 2026-Q1 to $192 million in 2026-Q2, indicating progress.
“Record IP Optical Quarterly Bookings led by growth in North America; Critical Infrastructure and DCI Wins.”
“We were particularly pleased by several new Data Center Interconnect wins in the first quarter.”
Over the trailing year it converted -0.09x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
4 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 54% of the time over the next year (vs 60% for the rest of the cohort, n=2709).
Not investment advice. As of 2026-09-04.