PLANO, Texas, Aug. 20, 2025 /PRNewswire/ -- Ribbon Communications Inc. (Nasdaq: RBBN), a global leader in real-time communications technology and IP optical networking solutions, will attend the following conferences: Jefferies Semiconductor, IT Hardware & Comm Tech Summit in Chicago, IL on August 26 and 27, 2025 TD Securities Technology Growth Cap Summit in New York, September 4th, 2025.Qualified participants may email [email protected] to set up meetings with Ribbon executives.Ribbon is committed to assis ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-38267 RIBBON COMMUNICATIONS INC. (Exact name of Registrant as specified in its charter) Delaware 82-1669692 (I. ...

Ribbon Communications RBBN reported a robust second quarter for 2025, driven by strong demand and key customer wins. Ribbon Communications reported total second-quarter 2025 revenue of $221 million, marking a 22% sequential increase and a 15% year-over-year rise, surpassing estimates by approximately $6 million.This growth was fueled by strong performance with major clients, including Verizon Communications VZ and U.S. federal agencies, and the successful closure of several previously delayed deals.Despite ...

Ribbon Communications Inc. (NASDAQ:RBBN) Q2 2025 Earnings Call July 23, 2025 4:30 PM ET Company Participants Bruce W. McClelland - President, CEO & Director Fahad Najam - Senior Vice President of Investor Relations & Corporate Strategy John Townsend - Executive VP & CFO Conference Call Participants Christian David Schwab - Craig-Hallum Capital Group LLC, Research Division Gregory Mesniaeff - Kingswood Capital Partners, LLC, Research Division Ku Kang - B. Riley Securities, Inc., Research Division Michael Edw ...

Ribbon Communications (RBBN) came out with quarterly earnings of $0.05 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.05 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this maker of technology for telephone services over internet networks would post earnings of $0.01 per share when it actually produced a loss of $0.03, delivering a surprise of -400%.Over the last four quarters, the company has surpassed co ...

Financial Data and Key Metrics Changes - Revenue reached an all-time high of $221 million in Q2 2025, representing a 15% increase year over year and exceeding guidance [15][23] - Adjusted EBITDA increased by 47% year over year to $32 million, aligning with the high end of guidance [17][23] - Non-GAAP gross margin was 52.1%, slightly below guidance due to a higher mix of hardware and professional services [16][23] Business Line Data and Key Metrics Changes - Cloud and Edge business revenue grew by 24% year over year to $137 million, with adjusted EBITDA for the segment increasing by 43% [18][19] - IP Optical Networks revenue was $84 million, a 2% increase year over year, with adjusted EBITDA showing a loss of $5 million [19][20] - Sales to service providers increased by 18% year over year, while enterprise revenue rose by 7% year over year [8][19] Market Data and Key Metrics Changes - Strong demand in North America, particularly from service providers and enterprise markets, including U.S. federal agencies [6][7] - IP Optical sales in North America grew over 45% year over year, driven by critical infrastructure projects [13] - Sales in Asia Pacific, particularly India, saw over 40% growth year over year, supported by major operators investing in network modernization [12][13] Company Strategy and Development Direction - The company is in a multi-year investment period to modernize communication networks across service providers and enterprise verticals [24][25] - Focus on leveraging the entire voice and IP networking portfolio to differentiate offerings against larger competitors [24][25] - Continued innovation in cloud-native voice and edge routing solutions to capture market share [6][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in a robust demand picture for the second half of the year, projecting revenue growth of 15% to 20% compared to the first half [23][30] - Anticipated strong performance in Q4, similar to previous years, due to timing of enterprise deals and service provider projects [23][30] - Potential pressure on operating expenses and gross margins due to a weakening U.S. dollar [25][26] Other Important Information - The company announced a new stock repurchase program to buy back up to $50 million of common stock [22] - Cash from operations was a usage of $1 million, with a closing cash balance of $62 million [20] - The company expects a cash tax saving of approximately $15 million to $20 million for 2025 due to recent tax legislation [21] Q&A Session Summary Question: Clarification on gross margins being below expectations - Management explained that the lower gross margins were primarily due to a shift towards more hardware in the cloud and edge segment and increased professional services [34][35] Question: Insights on revenue guidance for Q3 - Management indicated that while Q3 revenue is expected to be flat sequentially, it will still show year-over-year growth [36][38] Question: Outlook on the separation of cloud and edge businesses - Management expressed confidence in the synergy between the two business segments, highlighting successful integration in projects with Verizon [39][40] Question: Commentary on classified replacement opportunities - Management noted a correlation between fiber upgrades and modernization of voice services, emphasizing cost savings from parallel upgrades [46][47] Question: CapEx spending environment - Management acknowledged a positive outlook for CapEx due to recent tax legislation allowing for immediate expensing of R&D investments [49][50] Question: FX impact on operations - Management confirmed that the weakening U.S. dollar had a minor impact in Q2 but could pose a headwind of approximately $2 million per quarter moving forward [60][61] Question: Details on Verizon's contribution to revenue - Management confirmed that Verizon accounted for over 20% of total sales in Q2, with expectations for continued strong performance [70][71] Question: Deferred revenue trends - Management explained that the increase in deferred revenue is indicative of future revenue growth, particularly from maintenance contracts [92][94] Question: Gross margin expectations for Q3 - Management projected an increase in gross margin for Q3 due to a favorable mix of software over hardware [62][63]

This presentation contains "forward-looking statements" within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, which are subject to a number of risks and uncertainties. All statements other than statements of historical facts contained in this release, including without limitation, statements regarding our projected financial results for the third quarter of 2025 and beyond; the effect of U.S. tariffs and the response from other countries; future expenses and restructuring activiti ...

Exhibit 99.1 Record Second Quarter Revenue Up 15% Year Over Year Profitability at High End of Guidance Robust Growth in Service Provider and Enterprise Markets PLANO, Texas – Ribbon Communications Inc. (Nasdaq: RBBN), a leading supplier of real-time communications technology and IP optical networking solutions, today announced its financial results for the second quarter of 2025. Ribbon Communications is dedicated to assisting the world's largest service providers, enterprises, and critical infrastructure o ...

Core Insights - Ribbon Communications Inc. reported strong financial performance in Q2 2025, with revenue and earnings exceeding growth projections, driven by robust demand in North America across Service Provider and Enterprise markets [2][3][5] - The company anticipates a seasonally stronger second half of the year, supported by good visibility in demand [2][3] Financial Highlights - Revenue for Q2 2025 was $221 million, a 15% increase from $193 million in Q2 2024 [5] - Adjusted EBITDA rose 47% year over year to $32 million, at the top end of guidance [2][5] - The company announced a stock repurchase program, planning to buy back up to $50 million of common stock [2][3] - Cash position at the end of Q2 2025 was $62 million, including $2.3 million from stock repurchases [2][3] Business Outlook - For Q3 2025, revenue is projected to be between $213 million and $227 million, with non-GAAP gross margin expected to be between 53.5% and 54.0% [3] - Full-year 2025 projections remain unchanged, indicating confidence in ongoing business performance [3] Operational Performance - GAAP operating income for Q2 2025 was $4 million, compared to a loss of $2 million in Q2 2024 [5] - Non-GAAP adjusted EBITDA for the first half of 2025 was $38 million, up from $33 million in the same period of 2024 [5] - GAAP gross margin for Q2 2025 was 49.6%, slightly down from 50.8% in Q2 2024 [5][33] Market Position - Ribbon Communications continues to engage with major service providers and enterprises, focusing on modernizing and securing their networks [1][7] - The company is well-positioned to capitalize on the growing demand for real-time communications technology and IP optical networking solutions [1][7]

Core Insights - Ribbon Communications Inc. has appointed Fahad Najam as Senior Vice President of Investor Relations and Corporate Strategy, indicating a strategic focus on transformation and stakeholder engagement [1][2] - The CEO, Bruce McClelland, emphasized that Najam's extensive industry knowledge and relationships will enhance investor engagement and collaboration with partners [2] - Najam brings over 25 years of experience in the technology sector, including over a decade in equity investment research, which will contribute to Ribbon's growth and innovation [2][3] Company Overview - Ribbon Communications is a leader in secure cloud communications and IP optical networking solutions, serving service providers, enterprises, and critical infrastructure sectors globally [3] - The company focuses on modernizing networks to improve competitive positioning and business outcomes, leveraging cloud-native architectures, automation, and analytics tools [3] - Ribbon maintains a commitment to Environmental, Social, and Governance (ESG) matters, providing an annual Sustainability Report to stakeholders [3]