Ribbon Communications Inc (RBBN)
NASDAQ:RBBN
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Earnings Data
Report Date
Jul 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.01Last Year’s EPS
0.05Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed picture: near-term operating and financial results were soft (10% YoY revenue decline, margin compression, Q1 adjusted EBITDA loss and negative operating cash flow), but the company reported encouraging bookings (book-to-bill >1), multiple strategic wins across IP Optical and Cloud & Edge, cloud-native deployments (including AWS partnership), and constructive Q2 guidance ($185M–$195M revenue and $9M–$14M adjusted EBITDA) that implies a meaningful sequential recovery. Management is investing in execution readiness to capture a forecasted second-half ramp. Given the material near-term challenges balanced by a strong backlog, strategic wins, and explicit guidance for improvement, the overall tone is cautiously optimistic but not yet a clear turnaround.Company Guidance
Strong Bookings and Backlog
Consolidated book-to-bill of 1.1x in Q1 and IP Optical book-to-bill of 1.5x, indicating improved demand and underpinning expectations for stronger top-line performance in Q2 and the second half of 2026.
Q2 Guidance Signals Sequential Improvement
Company expects Q2 revenue of $185M–$195M (versus Q1 $163M), implying ~13.5%–19.6% sequential revenue growth, and adjusted EBITDA guidance of $9M–$14M (compared with Q1 adjusted EBITDA loss of $8M).
Strong India Demand and Key Customer Concentration
India demand was stronger than expected; Bardi Airtel was a 10%+ customer in the quarter, contributing materially to Q1 performance and improving visibility for India CapEx sustainability.
IP Optical Strategic Wins and Pipeline Expansion
Multiple strategic IP Optical wins including 3 data-center interconnect (DCI) projects across Europe, U.S. and Asia, 5 new project awards from major energy producers/distributors (Germany, Vietnam, Singapore, Colombia), and an Africa fiber expansion expected to exceed $10M with first revenue in Q2.
Cloud-Native Momentum and AWS Partnership
Reached full commercial deployment of cloud-native SBC with a leading Japanese service provider; extensive program underway with a European Tier 1; announced partnership with Amazon Web Services and first two customers are live running cloud-native SBC in AWS — an important strategic milestone for public cloud deployments.
New AI/Ops Platform Progress (Acumen)
Preparing to launch Acumen AI Ops and automation platform with lead customer Optimum later this quarter; growing pipeline across multiple use cases (mobile/fixed wireless, E911, FTTH assurance) and potential tie-ins with Agentic AI voice use cases.
Large Voice Modernization Opportunity
Ongoing large voice network modernization programs (including Verizon and >$50M of bookings in Q4 from replacing legacy voice switches) position the company for multi-quarter revenue conversion (typical 6–12+ month deployments) and a second-half ramp.
Liquidity and Conservative CapEx
Closing cash of $70M and modest CapEx of $3M in Q1, reflecting a controlled capital spending profile while investing in execution readiness.
RBBN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RBBN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2026 | $2.60 | $2.38 | -8.65% |
Feb 05, 2026 | $2.72 | $1.96 | -27.94% |
Oct 22, 2025 | $4.00 | $3.45 | -13.75% |
Jul 23, 2025 | $4.25 | $3.89 | -8.47% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ribbon Communications Inc (RBBN) report earnings?
Ribbon Communications Inc (RBBN) is schdueled to report earning on Jul 29, 2026, Before Open (Confirmed).
What is Ribbon Communications Inc (RBBN) earnings time?
Ribbon Communications Inc (RBBN) earnings time is at Jul 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is RBBN EPS forecast?
RBBN EPS forecast for the fiscal quarter 2026 (Q2) is -0.01.