Ribbon Communications Inc
F:NU42
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Ribbon Communications Inc
Ribbon Communications, Inc. delivers communications software, IP and optical networking solutions to service providers, enterprises, and infrastructure sectors. The company is headquartered in Plano, Texas and currently employs 3,685 full-time employees. The company went IPO on 2004-09-13. The firm provides a range of software and high-performance hardware products, network solutions, and services, which enable the secure delivery of data and voice communications, and high-bandwidth networking and connectivity for residential consumers and for small, medium, and large enterprises and industry verticals, such as finance, education, government, utilities and transportation. The company has two segments: the Cloud and Edge and the IP Optical Networks. The Cloud and Edge segment provides software and hardware products, solutions, and services for VoIP communications, voice over LTE and voice over 5G communications, as well as unified communications and collaboration services to both service provider and enterprise customers. IP Optical Networks segment provides hardware and software products and solutions for IP networking, switching and routing, and optical transport.
Ribbon Communications, Inc. delivers communications software, IP and optical networking solutions to service providers, enterprises, and infrastructure sectors. The company is headquartered in Plano, Texas and currently employs 3,685 full-time employees. The company went IPO on 2004-09-13. The firm provides a range of software and high-performance hardware products, network solutions, and services, which enable the secure delivery of data and voice communications, and high-bandwidth networking and connectivity for residential consumers and for small, medium, and large enterprises and industry verticals, such as finance, education, government, utilities and transportation. The company has two segments: the Cloud and Edge and the IP Optical Networks. The Cloud and Edge segment provides software and hardware products, solutions, and services for VoIP communications, voice over LTE and voice over 5G communications, as well as unified communications and collaboration services to both service provider and enterprise customers. IP Optical Networks segment provides hardware and software products and solutions for IP networking, switching and routing, and optical transport.
Revenue Growth: Ribbon reported Q3 revenue of $215 million, up 2% year-over-year and within the guidance range.
Federal Headwind: U.S. government shutdown delayed procurement, significantly impacting Cloud & Edge revenue and resulting in lower Q4 expectations for this segment.
Solid IP Optical Performance: IP Optical Networks revenue rose 11% year-over-year, with strong growth in EMEA and India, and the segment achieved positive EBITDA.
Cloud & Edge Mixed Results: Segment revenue declined 3% year-over-year due to lower U.S. federal sales, but saw solid service provider growth, including a 20% year-over-year increase with Verizon.
AI & New Products: Launched 'Acumen', an AI Ops automation platform, gaining early customer interest; AI and automation poised to become a distinct revenue category.
Q4 Guidance: Projected Q4 revenue between $230 million and $250 million, with adjusted EBITDA between $42 million and $48 million; guidance reflects caution on federal sales but ongoing strength elsewhere.
Cash and Buybacks: Generated $26 million in operating cash flow and repurchased 900,000 shares for $3.5 million.
Regional Trends: EMEA sales up 26% year-over-year, Asia Pacific up 13%, while North America sales declined about 10% due to federal delays.
