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Ribbon Communications Inc (RBBN)
NASDAQ:RBBN
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.05Last Year’s EPS
0.05Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: -13.60%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed bag of significant growth in certain segments, especially in Cloud & Edge and specific geographic regions like India and Southeast Asia, but also highlighted challenges such as flat sales year-over-year, lower margins due to product mix, and a decline in the IP Optical segment revenue. The anticipated improvement in gross margins and strong service provider sales are positive signs, but the financial losses and regional challenges pose concerns.Company Guidance
During the Ribbon Communications First Quarter 2025 Financial Results Conference Call, CEO Bruce McClelland provided guidance highlighting a strong outlook for the second quarter and the year. The company projects a 12% year-over-year revenue increase in Q2 2025, reaching between $210 million to $220 million, with adjusted EBITDA expected to rise 38% year-over-year to between $28 million and $32 million. Cloud & Edge segment sales are projected to grow approximately 20% year-over-year, driven by strong momentum with partners like Verizon and federal network modernization opportunities. IP Optical segment sales are expected to grow 5% to 10% sequentially in Q2, despite the previous year's Eastern Europe sales suspension. McClelland also mentioned a significant backlog increase of 35% from the previous year, indicating strong demand, with a book-to-bill ratio of 1.2x in Q1. Adjusted EBITDA was $6 million in Q1, a decrease from the prior year, mainly due to lower-than-expected margins. The company anticipates improved margins in Q2, driven by a better mix of software and regional sales.Cloud & Edge Business Growth
The Cloud & Edge segment showed strong growth with sales increasing approximately 6% year-over-year, and product and services sales increased by approximately 17% year-over-year. Adjusted EBITDA for the segment increased by 17% year-over-year.
IP Optical Business Excluding Eastern Europe
The IP Optical business excluding Eastern Europe grew by 25% in the first quarter, indicating strong demand and good growth prospects.
Record Sales in India and Southeast Asia
Sales in India increased 80% year-over-year and were up 6% sequentially to the highest level in the last five years. Sales in Southeast Asia increased over 200% year-over-year with multiple new projects.
Strong Service Provider Sales
Business with service providers was robust in the first quarter with sales increasing more than 10% year-over-year and, when adjusted for the suspension of shipments to Eastern Europe, service provider sales increased more than 30% year-over-year.
Improving Gross Margins Anticipated
Consolidated gross margins are expected to improve by more than 400 basis points sequentially in the second quarter due to a better mix of software and regional profiles.
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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
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RBBN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 29, 2025 | $3.75 | $3.21 | -14.40% |
| Feb 12, 2025 | $4.33 | $5.00 | +15.47% |
| Oct 23, 2024 | $3.43 | $3.71 | +8.16% |
| Jul 24, 2024 | $3.89 | $3.22 | -17.22% |
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.
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FAQ
When does Ribbon Communications Inc (RBBN) report earnings?
Ribbon Communications Inc (RBBN) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Ribbon Communications Inc (RBBN) earnings time?
Ribbon Communications Inc (RBBN) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RBBN EPS forecast?
RBBN EPS forecast for the fiscal quarter 2025 (Q2) is 0.05.
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