RBBN · Ribbon Communications Inc.
Price & Indicators
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 28, 2026TL;DR. Ribbon reported a Q2 with revenue of $192M (+18% sequentially) and Adjusted EBITDA of $12M, both above guidance midpoints, driven by a record IP optical bookings quarter and a new Salesforce Agentforce partnership, but lowered full-year 2026 outlook due to slower-than-expected U.S. Tier 1 voice modernization deployments.
- + Record IP optical bookings quarter with 1.6x book-to-bill and backlog up 60% year-to-date, including data center interconnect wins
- + New strategic Salesforce Agentforce Contact Center partnership validates cloud-native AI voice market opportunity
- + Defense revenue increased nearly 60% sequentially and year-over-year with new Network in a Box product for rugged environments
- + Total enterprise sales increased 42% sequentially with diversified pipeline across energy, transportation, and government
- + Q3 2026 guidance of $215-$230M revenue and $26-$31M Adjusted EBITDA implies continued sequential growth
- − Lowered full-year 2026 revenue guidance to $810-$840M and Adjusted EBITDA to $78-$88M due to slower voice modernization
- − Cloud and edge revenue down 19% year-over-year on lower Verizon sales following prior-year record deployments
- − GAAP net loss of $27M in Q2; non-GAAP net loss of $5M and non-GAAP diluted loss per share of $0.03
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
RBBN
this stock
Ribbon Communications Inc.
|
$321.88M | -40.3% | +30.6% | 22.5 | 2.9% |
|
QH
QUHUO Ltd
|
$350.35B | +238.0% | +59.7% | — | 0.0% |
|
SAP
Sap SE
|
$243.17B | -13.2% | — | — | 0.4% |
|
CRM
Salesforce, Inc.
|
$191.79B | -10.7% | +25.9% | 21.3 | 3.9% |
|
SHOP
Shopify Inc.
|
$183.03B | -7.4% | +30.1% | 95.5 | 1.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| RBBN | -5.5% | -12.2% | -30.4% | -2.3% | -40.3% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | -5.1% | -12.1% | -42.8% | -2.5% | -52.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.