Ribbon Communications, Inc. (RBBN)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
$1.38-10.39%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-05
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.
Looking ahead to 2027, we see further growth drivers with the adoption of voice-enabled Enterprise AI applications, new solutions to mitigate AI-generated voice-phishing cyber-attacks, and broader de…
Stated in 3 of 3 supplied quarters. Management reported: “Looking ahead to 2027, we see further growth drivers with the adoption of voice-enabled Enterprise AI applications, new solutions to mitigate AI-generated voice-phishing cyber-attacks, and broader demand for data center fiber infrastructure.”” “We expect second-half revenue growth from several regions, including Telecom Operators and Critical Infrastructure Providers in EMEA and Southeast Asia, U.S. Government Federal Agencies, and U.S. Regional Service Providers investing in multi-purpose optical networks that support Data Center Interconnect (DCI), broadband internet access, and mobile backhaul.”” Revenue was $218.710 million in 2026-Q3.
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=8515).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Looking ahead to 2027, we see further growth drivers with the adoption of voice-enabled Enterprise AI applications, new solutions to mitigate AI-generated voice-phishing cyber-attacks, and broader de…”
“We expect second-half revenue growth from several regions, including Telecom Operators and Critical Infrastructure Providers in EMEA and Southeast Asia, U.S. Government Federal Agencies, and U.S. Reg…”
“Mr. McClelland continued, “We were particularly pleased by several new Data Center Interconnect wins in the first quarter, as well as multiple new secure private optical network awards supporting maj…”
We continue to focus on expanding margins, maintaining strong cost discipline, and further strengthening our balance sheet.”
Stated in 3 of 3 supplied quarters. Management reported: “We continue to focus on expanding margins, maintaining strong cost discipline, and further strengthening our balance sheet.”” “Our financial priorities remain unchanged, execute efficiently, expand margins over time, and generate stronger cash flow as higher-value growth opportunities become a larger part of our business.”” Gross profit was $105.526 million in 2026-Q3.
“We continue to focus on expanding margins, maintaining strong cost discipline, and further strengthening our balance sheet.””
“Our financial priorities remain unchanged—execute efficiently, expand margins over time, and generate stronger cash flow as higher-value growth opportunities become a larger part of our business.””
“Notwithstanding this, we are staying focused on controlling expenses and driving efficiencies, helping mitigate currency headwinds.””
Importantly, we are gaining traction with our Ribbon Acumen TM AIOps platform with several new customer engagements and a growing pipeline of POCs.
Stated in 1 of 3 supplied quarters. Management reported: “Importantly, we are gaining traction with our Ribbon Acumen TM AIOps platform with several new customer engagements and a growing pipeline of POCs.” “Furthermore, we believe our recent Strategic Collaboration Agreement with Amazon Web Services further strengthens our leadership position in cloud-native communications infrastructure to enable Agentic and AI voice capabilities.””
“Importantly, we are gaining traction with our Ribbon Acumen TM AIOps platform with several new customer engagements and a growing pipeline of POCs.”
Execute against the revised full-year 2026 outlook for revenue, non-GAAP gross margin, and Adjusted EBITDA.
Continue to grow revenue to meet the full-year 2026 target range of $810 million to $840 million.
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 the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
3 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 57% of the time over the next year (vs 54% for the rest of the cohort, n=6074).
Not investment advice. As of 2026-11-05.