Ribbon Communications Inc. Reports Third Quarter 2025 Financial Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 22 2025
0mins
Should l Buy RBBN?
Source: PRnewswire
Financial Performance: Ribbon Communications reported a revenue of $215 million for Q3 2025, a 2% increase year-over-year, with a GAAP operating income of $3 million, compared to a loss in the same quarter last year.
IP Optical Networks Growth: The IP Optical Networks segment saw an 11% increase in sales year-over-year, driven by strong demand in EMEA and India, while Cloud & Edge sales also grew over 8% year-to-date.
Acumen AIOps Platform Launch: The company introduced its Acumen AIOps platform, aimed at helping service providers and enterprises transition to autonomous networks, marking a significant customer win during the quarter.
Future Outlook: For Q4 2025, Ribbon projects revenue between $230 million and $250 million, with a non-GAAP gross margin expected to range from 55% to 56%, indicating continued growth momentum.
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Analyst Views on RBBN
Wall Street analysts forecast RBBN stock price to rise
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 1.950
Low
5.00
Averages
5.63
High
6.00
Current: 1.950
Low
5.00
Averages
5.63
High
6.00
About RBBN
Ribbon Communications, Inc. is a provider of communications technology to service providers and enterprises. It provides a range of software and high-performance hardware products, network solutions, and services that enable the secure delivery of data and voice communications, and high-bandwidth networking and connectivity. It has two segments. The Cloud and Edge segment provides secure and reliable software and hardware products, solutions and services for Voice over Internet Protocol communications, Voice over Long-Term Evolution and Voice Over 5G communications, and Unified Communications and Collaboration within service provider and enterprise networks and from the cloud. The IP Optical Networks segment provides high-performance, secure solutions for IP networking and optical transport, supporting wireless networks, including 5G, metro and edge aggregation, core networking, data center interconnect, legacy network transformation and transport solutions for wholesale carriers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Orders and Customer Base: The company successfully closed multiple significant contracts this quarter, particularly in voice modernization projects, with expected revenue generation starting in the second half of 2026, underscoring its leadership in the cloud voice market.
- Financial Outlook: Management expressed a cautious outlook for 2026, projecting full-year revenues between $840 million and $875 million, indicating concerns over macroeconomic conditions and customer budget uncertainties.
- Cost Control and Tax Benefits: The company recognized a $90 million deferred tax benefit this quarter, driving non-GAAP net income to $106 million, with anticipated future cash tax savings of $15 million to $20 million, highlighting proactive cost management efforts.
See More
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See More
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- Revenue Forecast Drop: The consensus revenue estimate is $241.35 million, down 3.8% year-over-year, highlighting challenges in revenue growth that could impact future investment decisions.
- Historical Performance Review: Over the past two years, Ribbon Communications has only beaten EPS and revenue estimates 25% of the time, suggesting considerable volatility in its performance, prompting investors to exercise caution in evaluating its future outlook.
See More
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- Conference Call Details: Following the earnings release, Ribbon will host a conference call at 4:30 p.m. ET to discuss the financial results with the financial community, enhancing transparency and fostering investor relations.
- Global Business Overview: As a global leader in real-time communications technology and IP optical networking solutions, Ribbon Communications focuses on delivering secure cloud communications to service providers, enterprises, and critical infrastructure sectors, driving network modernization to enhance competitive positioning.
- Sustainability Commitment: Ribbon Communications emphasizes its commitment to Environmental, Social, and Governance (ESG) matters by regularly providing sustainability reports to stakeholders, showcasing its dedication to innovation and security.
See More
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- Conference Call Details: Following the earnings release, Ribbon will host a conference call at 4:30 p.m. ET to discuss the financial results with the financial community, enhancing transparency and fostering investor relations.
- Global Business Overview: As a global leader in real-time communications technology and IP optical networking solutions, Ribbon Communications is committed to providing secure cloud communications to service providers and enterprises, helping customers modernize their networks to improve competitive positioning.
- Sustainability Commitment: Ribbon maintains a strong focus on Environmental, Social, and Governance (ESG) matters, regularly issuing a Sustainability Report to stakeholders, showcasing its commitment to social responsibility.
See More
