Ribbon Communications Inc.

Ribbon Communications Inc. ( RBBN ) Q3 2026 Earnings Call October 27, 2026 4:30 PM EDT Company Participants Fahad Najam - Senior Vice President of Investor Relations & Corporate Strategy Bruce McClelland - President, CEO & Director Eric Marmurek - Executive VP & CFO Conference Call Participants Michael Genovese - Rosenblatt Securities Inc., Research Division Timothy Savageaux - Northland Capital Markets, Research Division Dave Kang - B. Riley Securities, Inc., Research Division Presentation Operator Greetings, and welcome to the Ribbon Communications Third Quarter 2026 Financial Results Conference Call.

Ribbon Communications (RBBN) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.04 per share a year ago.

Ribbon Communications NASDAQ: RBBN reported third-quarter 2026 results that improved sequentially as stronger IP Optical Networks sales and a rebound in Cloud and Edge activity lifted revenue and profitability. The company also forecast further sequential and year-over-year growth in the fourth quarter, although management said supply constraints could defer some customer shipments into 2027.

Revenue increased 14% sequentially and Net Income improved by $18M; further significant gains expected in 4Q 2026 IP Optical Networks Revenue increased 17% QoQ led by new wins in North America Cloud and Edge Revenue increased 11% QoQ led by U.S. Tier 1 Network Modernization Growing Pipeline of Data Center and AI-related Opportunities PLANO, Texas, Oct. 27, 2026 /PRNewswire/ -- Ribbon Communications Inc. (Nasdaq: RBBN), a global leader in real-time communications technology, IP routing, and optical networking solutions, today announced its financial results for the third quarter of 2026. Third Quarter 2026 Highlights Financial Results ¹: Revenue was $219 million, compared to $215 million for the third quarter of 2025 GAAP Operating Income was $6 million, compared to $3 million for the third quarter of 2025 Non-GAAP Adjusted EBITDA was $27 million, compared to $29 million for the third quarter of 2025 GAAP Gross Margin was 48.2%, compared to 50.1% for the third quarter of 2025 Non-GAAP Gross Margin was 50.3%, compared to 52.6% for the third quarter of 2025 "We had meaningful sequential increases in revenue and profitability in both of our operating segments again in the third quarter, consistent with our second quarter results commentary.