View Future GrowthRibbon Communications 過去の業績過去 基準チェック /26Ribbon Communicationsは、平均年間11.1%の収益成長を遂げていますが、 Communications業界の収益は、年間 成長しています。収益は、平均年間5.2% 0.4%収益成長率で 減少しています。 Ribbon Communicationsの自己資本利益率は7.5%であり、純利益率は3.8%です。主要情報11.06%収益成長率12.11%EPS成長率Communications 業界の成長23.89%収益成長率-0.39%株主資本利益率7.49%ネット・マージン3.80%前回の決算情報31 Mar 2026最近の業績更新お知らせ • Feb 02Ribbon Communications Inc. to Report Q4, 2025 Results on Feb 05, 2026Ribbon Communications Inc. announced that they will report Q4, 2025 results After-Market on Feb 05, 2026お知らせ • Oct 14Ribbon Communications Inc. to Report Q3, 2025 Results on Oct 22, 2025Ribbon Communications Inc. announced that they will report Q3, 2025 results After-Market on Oct 22, 2025お知らせ • Jul 10Ribbon Communications Inc. to Report Q2, 2025 Results on Jul 23, 2025Ribbon Communications Inc. announced that they will report Q2, 2025 results After-Market on Jul 23, 2025お知らせ • Apr 17Ribbon Communications Inc. to Report Q1, 2025 Results on Apr 29, 2025Ribbon Communications Inc. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025お知らせ • Jan 23Ribbon Communications Inc. to Report Q4, 2024 Results on Feb 12, 2025Ribbon Communications Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025Reported Earnings • Oct 24Third quarter 2024 earnings released: US$0.077 loss per share (vs US$0.079 loss in 3Q 2023)Third quarter 2024 results: US$0.077 loss per share (improved from US$0.079 loss in 3Q 2023). Revenue: US$210.2m (up 3.5% from 3Q 2023). Net loss: US$13.4m (flat on 3Q 2023). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesBoard Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Director Lou Silver was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 29+ 2 more updatesRibbon Communications Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026Ribbon Communications Inc. provided earnings guidance for the Second Quarter ending June 30, 2026. For the quarter, the Company projects revenue of $185 million to $195 million; GAAP loss from operations to be $13.0 million.お知らせ • Apr 21Ribbon Communications Inc., Annual General Meeting, Jun 03, 2026Ribbon Communications Inc., Annual General Meeting, Jun 03, 2026.お知らせ • Apr 16+ 1 more updateRibbon Communications Inc. Appoints Louis Silver to Its Board of DirectorsRibbon Communications Inc. announced the appointment of Louis Silver to its Board of Directors. Mr. Silver currently serves as a corporate advisor and Managing Director for Alba Capital S.A. and Wicklow Corp., private holding and investment companies. From 2005 to 2015, Mr. Silver was a Principal at RP Capital UK Ltd., a multi-asset fund focused on liquid and illiquid investments in Eastern Europe, the Middle East and Africa. Mr. Silver has over 25 years' experience serving on boards at multiple private and public companies focused primarily on technology investment. He currently serves on the Board of Directors of Ceva Inc., a Nasdaq-listed company, where he is Chairman of the Audit Committee and a member of the Compensation Committee. Mr. Silver's appointment brings the size of Ribbon's Board to nine members, six of whom are independent. Mr. Silver was appointed as a designee of Swarth Investments Ltd. pursuant to the Company's First Amended and Restated Stockholders Agreement.お知らせ • Apr 14Ribbon Communications Inc. Achieves Successful Quantum Key Distribution Proof Of Concept With CESNETRibbon Communications Inc. announced the successful completion of a Quantum Key Distribution (QKD) proof of concept with CESNET, operator of the Czech Republic's national academic computer network. Ribbon's Apollo optical networking system adds Layer 1 optical encryption with virtually zero latency and no overhead, blocking all payload and addressing information. This configuration ensures encrypted DWDM/OTN networks can carry any client service without interoperability issues. Optical encryption is a powerful tool in the fight against unwanted intrusion, and Apollo enables operators to use it internally or offer it as a value-added service to customers.お知らせ • Feb 06Ribbon Communications Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026Ribbon Communications Inc. provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company projects revenue of $160 million to $170 million. For the year, the company projects revenue of $840 million to $875 million.お知らせ • Feb 02Ribbon Communications Inc. to Report Q4, 2025 Results on Feb 05, 2026Ribbon Communications Inc. announced that they will report Q4, 2025 results After-Market on Feb 05, 2026お知らせ • Nov 12Seren Juno and Ribbon Achieve 20Tbps Transmission on 10,000 Km JUNO Trans-Pacific CableRibbon Communications Inc. announced the successful completion of a 20Tbps optical transmission field trial on the 10,000 km JUNO trans-Pacific submarine cable, developed and operated by Seren Juno. Ribbon's mission is to help service providers, enterprises and critical infrastructure operators worldwide modernize and secure their networks and services. Set to become the largest trans-Pacific cable system between Japan and the U.S., JUNO will deliver more than 350Tbps of total capacity across 20 fiber pairs, supporting growing global demand for high-speed connectivity. The trial featured Ribbon's Apollo 9408 transponder, powered by advanced 5nm 140GBaud technology, and the Apollo 9608 platform, which integrates submarine-grade optical line system functions. The Apollo 9408 supports flexible modulation from 400Gbps to 1.2Tbps per wavelength, enabling performance optimization tailored to cable conditions. Combined with the compact, low-power Apollo 9608, Ribbon sets a new benchmark for submarine optical transmission.お知らせ • Oct 23Ribbon Communications Inc. Provides Earnings Guidance for Fourth Quarter and Year Ending of December 31, 2025Ribbon Communications Inc. provided earnings guidance for fourth quarter and year ending of December 31, 2025. For the quarter the Company projects revenue of $230 million to $250 million. GAAP income (loss) from operations of $24.0 million. For the year the Company projects revenue of Midpoint $857 million, Range +/- $10 Million. GAAP income (loss) from operations of $11.7 million.お知らせ • Oct 14Ribbon Communications Inc. to Report Q3, 2025 Results on Oct 22, 2025Ribbon Communications Inc. announced that they will report Q3, 2025 results After-Market on Oct 22, 2025お知らせ • Sep 16Ribbon Communications Inc. Appoints Steve McCaffery as Executive Vice President, Global Sales, Effective End of October, 2025Ribbon Communications Inc. announced the appointment of Steve McCaffery as Executive Vice President of Global Sales, effective end of October, 2025. McCaffery will be based in the UK and report to CEO Bruce McClelland. McCaffery will leverage his considerable experience with Service Providers, Enterprise, Government, and Critical Infrastructure operators across many regions of the world in this new role. He brings a strong track record of helping customers navigate emerging technologies, including the opportunity-rich data center space. McCaffery has held senior roles at major corporations including Halo Technology (an Amphenol company), Motorola, Google, ARRIS and others. He previously served as head of APAC and EMEA sales at Ribbon from 2021 to 2023. McCaffery succeeds Dan Redington, who will be leaving Ribbon at the end of the month to pursue other opportunities.お知らせ • Aug 30Ribbon Communications Inc. Announces Dan Redington, Executive Vice President, Global Sales Leaves Company, Effective September 30, 2025Ribbon Communications Inc. announced that Effective as of September 30, 2025, Dan Redington, Executive Vice President, Global Sales will be leaving the Company to pursue other opportunities. Ribbon expects to appoint a new head of Global Sales prior to the end of the third quarter of 2025.お知らせ • Aug 28Ribbon Communications Inc. Expands Portfolio of DISA JITC-Certified SolutionsRibbon Communications Inc. announced the expansion of its portfolio of Joint Interoperability Test Command (JITC)-certified solutions. The Ribbon Policy Engine Server (PSX), Ribbon Application Management Platform (RAMP), and Ribbon Analytics have been added to the U.S. Department of Defense (DoD) Defense Information Systems Agency (DISA) Approved Products List (APL), reinforcing Ribbon's commitment to delivering secure, mission-critical communications infrastructure. Secure and reliable communications are essential to the Department of Defense's ability to execute its mission across global operations. Ribbon's certified platforms provide DoD agencies with trusted, interoperable technology in support of their national security objectives. DISA's JITC provides risk-based testing, evaluation, and certification services to ensure Joint Warfighting IT capabilities meet mission needs and interoperability standards. Products listed on the APL have demonstrated compliance with DoD requirements for secure and reliable communications. The newly certified platforms join Ribbon's existing suite of APL-listed solutions, including the SBC 5400, SBC Software Edition (SWe), SBC 7000, G5 Media Gateway, and the Ribbon Application Server--certified as both an Enterprise Session Controller and Local Session Controller.お知らせ • Jul 24+ 1 more updateRibbon Communications Inc. Provides Earnings Guidance for the Third Quarter of 2025 and Reaffirms Financial Guidance for the Year 2025Ribbon Communications Inc. provided earnings guidance for the third quarter of 2025. For the second quarter of 2025, the company projects revenue of $213 million to $227 million. Full Year 2025 projections remain unchanged. The Company's outlook is based on current indications for its business, which are subject to change.お知らせ • Jul 17Ribbon Appoints Fahad Najam as Senior Vice President, Investor Relations and Corporate StrategyRibbon Communications Inc. has appointed Fahad Najam as Senior Vice President, Investor Relations and Corporate Strategy, effective immediately. This strategic hire reflects Ribbon's focus on accelerating its transformation and strengthening relationships with key stakeholders across the industry as it helps service providers, enterprises and critical infrastructure operators around the globe modernize and secure their networks and services. Mr. Najam brings more than 25 years of experience in the technology sector, including over a decade in equity investment research. He has over 10 years of experience authoring investment research covering communications equipment and network security sectors including as Managing Director and Senior Analyst at Loop Capital Markets and Senior Analyst at MKM Partners and Cowen and Company. He has advised policymakers on pivotal issues such as the high tech supply chain, 5G, and optical networking. Mr. Najam began his career at AT&T/Bell Labs and spent more than ten years in the networking industry before transitioning to Wall Street.お知らせ • Jul 10Ribbon Communications Inc. to Report Q2, 2025 Results on Jul 23, 2025Ribbon Communications Inc. announced that they will report Q2, 2025 results After-Market on Jul 23, 2025お知らせ • Apr 30Ribbon Communications Inc. Provides Earnings Guidance for the Second Quarter of 2025 and Reaffirms Financial Guidance for the Year 2025Ribbon Communications Inc. provided earnings guidance for the second quarter of 2025. For the second quarter of 2024, the company projects revenue of $210 million to $220 million. Full Year 2025 projections remain unchanged. The Company's outlook is based on current indications for its business, which are subject to change.お知らせ • Apr 17Ribbon Communications Inc. to Report Q1, 2025 Results on Apr 29, 2025Ribbon Communications Inc. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025お知らせ • Apr 05Ribbon Communications Inc., Annual General Meeting, May 28, 2025Ribbon Communications Inc., Annual General Meeting, May 28, 2025.お知らせ • Apr 02Ribbon Communications Inc. Showcases AI-Enabled Optical Innovation at OFCRibbon Communications Inc. announced that it will showcase its cutting-edge optical solutions at the 2025 Optical Fiber Communications Conference and Exhibition (OFC). Ribbon is dedicated to assisting the world's largest service providers, enterprises, and critical infrastructure operators in modernizing and safeguarding their networks and services. Ribbon will highlight several of its offerings in booth 2062, including: Muse Multilayer Automation Platform: Featuring a next generation AI Muse Agent, this innovative tool allows users to query the state of their network and receive clear, accurate information, enabling intelligent real-time network management; NPT 2714: This high capacity aggregation router features a new, innovative orthogonal architecture for modular centralized routers, merging the best aspects of modular and fixed systems. The NPT 2714 combines the redundancy and I/O diversity of modular systems with the simplicity and cost-efficiency of fixed systems, delivering redundancy at an optimized cost while enabling flexibility and expandability through operational continuity; Apollo ADM400/800 Switchponders: These advanced optical networking modules deliver the flexibility of any-to-any service switching on the small footprint and low power consumption of a line card, economically extending the benefits of OTN switching to the edge of optical networks; Apollo 9408 and 9458 Compact Modular Transport and OLS Platforms: These platforms deliver ultra-high density with ultra-low power consumption to meet the optical networking needs of large communication service providers and webscale operators, and feature an industry-highest 25.6T line capacity in a 2RU form factor. Additionally, both the NPT 2714 and Apollo ADM 400/800 have been recognized in the 2025 Lightwave + BTR Innovation Reviews, and will be honored at the Innovation Showcase on Monday, March 31 at San Francisco's Moscone Center.お知らせ • Feb 28Ribbon Communications Inc. Expands Portfolio of Innovative, Cost Efficient RoutersRibbon Communications Inc. announced the addition of two new routers to its NPT XDR2000 series: the NPT 2714, which has been recognized as a High Score Recipient in this year's Lightwave + BTR Innovation Reviews, and the NPT 2507. Ribbon Is dedicated to assisting the world's largest service providers, enterprises and critical infrastructure operators in modernizing and safeguarding their networks and services. The NPT 2714 features a new, innovative, orthogonal architecture for modular centralized routers, merging the best aspects of modular and fixed systems. It combines the redundancy and I/O diversity of modular systems with the simplicity and cost-efficiency of fixed systems, which allows it to deliver redundancy at an optimized cost while enabling flexibility and expandability through operational continuity. Key features include: True "Pay As You Grow," offers the unique capability to start as a non-blocking 7.2Tbs switching capacity router and become a non-blocking 14.4Tbps router by adding 7.2Tbs switching card in-service. Security: includes software-driven MACsec (Media Access Security), removing any hardware dependency and ensuring availability for all network interfaces. Coherent Routing (IPoDWDM): IP and DWDM on a single platform with 36 x 400G ZR+ coherent interfaces including plugin amplifiers to extend reach. The NPT 2507 is a 7.2Tbps fixed form factor router which complements the NPT 2714 for a network solution where compact size for a fixed fan out of 100G and 400G interfaces are key requirements. It supports: High Capacity: 40 by 100G and 8 by 400G coherent interfaces. Cost Efficiency: optimized for aggregating 100G traffic, meeting operational needs without unnecessary complexity. These two platforms, which highlight Ribbon's leadership in delivering innovative solutions that drive efficiency and performance for network operators worldwide, will be GA in Third Quarter 2025.お知らせ • Feb 13Ribbon Communications Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025Ribbon Communications Inc. provides earnings guidance for the first quarter and full year 2025. For the quarter, the company projects revenue of $185 million to $195 million. For the full year, the company projects revenue of $870 million to $890 million.お知らせ • Jan 23Ribbon Communications Inc. to Report Q4, 2024 Results on Feb 12, 2025Ribbon Communications Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025New Risk • Oct 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.4% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Shareholders have been diluted in the past year (2.5% increase in shares outstanding).Reported Earnings • Oct 24Third quarter 2024 earnings released: US$0.077 loss per share (vs US$0.079 loss in 3Q 2023)Third quarter 2024 results: US$0.077 loss per share (improved from US$0.079 loss in 3Q 2023). Revenue: US$210.2m (up 3.5% from 3Q 2023). Net loss: US$13.4m (flat on 3Q 2023). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Oct 24Ribbon Communications Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Ribbon Communications Inc. provided earnings guidance for the fourth quarter of 2024. For the fourth quarter of 2024, the Company expects sequential growth in both of businesses with revenue in a range of $235 million to $255 million.お知らせ • Oct 10+ 1 more updateRibbon Live Demo Showcases Industry-First Compact Modular Sled with Both 400Zr+ and 800Zr+ PortsRibbon Communications Inc. announced the industry's first demonstration of a compact modular solution supporting 400G ZR+ with upgradability to 800G ZR+ on a single sled at NGON /NetworkX. The live demo operates on Ribbon's 9408 compact modular platform, featuring an industry-leading density of 25.6T per 2RU and an impressive low power consumption of less than 0.07W/G, significantly reducing TCO by saving space, electrical power, and cooling costs. Ribbon continues to execute on its strategy of rapid new technology adoption, utilizing Acacia's 131Gbaud 800G ZR+ QSFP-DD transceiver with interoperable PCS, powered by its 4nm Delphi DSP. The 9408 platform also supports 5nm-140Gbaud technology for capacity and reach optimized transport including wavelengths up to 1.2T.お知らせ • Oct 03+ 1 more updateRibbon Communications Inc. Appoints John Townsend as Chief Financial Officer, Effective November 1, 2024Ribbon Communications Inc. announced the appointment of John Townsend as chief financial officer, effective November 1, 2024. Mr. Townsend will succeed Miguel Mick Lopez who Ribbon previously announced is retiring after a short transition period. Mr. Townsend is a proven financial leader with an impressive career that spans over 30 years leading large complex financial organizations for several of the industry's larger service providers across five continents and 30 countries. Mr. Townsend spent nine years at Verizon Communications as Chief Financial Officer for several organizations including Verizon Business, Verizon Consumer, and Verizon Wireless, supporting annual revenue streams in excess of $90 billion and leading his teams through periods of aggressive change and growth. Prior to Verizon, Mr. Townsend spent almost two decades at Vodafone with several regional CFO assignments where he was instrumental in leading commercial and business transformation programs that spanned across many countries and markets, navigating diverse multicultural organizations. As part of his time at Vodafone, he held the Chief Financial Officer position of the Verizon Wireless joint venture responsible for the company's SEC reporting and investor communications. Most recently Mr. Townsend served as the CFO of Digicel where he drove profitability improvements and operational efficiencies.お知らせ • Aug 14+ 1 more updateMiguel "Mick" Lopez to Retire as CFO of Ribbon Communications IncRibbon Communications Inc. announced that Miguel "Mick" Lopez, Executive Vice President, Chief Financial Officer, intends to retire after 40 years in the technology industry. Ribbon has engaged an executive search firm to identify and evaluate potential successors from inside and outside the company. Mr. Lopez is expected to continue to serve as the Ribbon Chief Financial Officer until a successor is named.Board Change • Aug 13Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Scott Mair was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Scott Mair was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 25Ribbon Communications Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2024Ribbon Communications Inc. provided earnings guidance for the third quarter and full year of 2024. For the third quarter of 2024, the Company expects continued sequential growth in both of businesses with revenue in a range of $205 million to $220 million. The Company has also adjusted full-year 2024 targets and now expects revenue in a range of $830 million to $850 million.お知らせ • Jul 12Ribbon Communications Inc. to Report Q2, 2024 Results on Jul 24, 2024Ribbon Communications Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 24, 2024お知らせ • May 15Ribbon Communications Inc. announced delayed 10-Q filingOn 05/13/2024, Ribbon Communications Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.お知らせ • Apr 26Ribbon Communications Inc. Provides Financial Guidance for Second Quarter of 2024Ribbon Communications Inc. provided financial guidance for second quarter of 2024. For the second quarter of 2024, the company projects revenue of $200 million to $210 million.Reported Earnings • Apr 25First quarter 2024 earnings released: US$0.18 loss per share (vs US$0.23 loss in 1Q 2023)First quarter 2024 results: US$0.18 loss per share (improved from US$0.23 loss in 1Q 2023). Revenue: US$179.7m (down 3.5% from 1Q 2023). Net loss: US$30.4m (loss narrowed 21% from 1Q 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.New Risk • Apr 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.5% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (2.1% increase in shares outstanding).お知らせ • Apr 12Ribbon Communications Inc. to Report Q1, 2024 Results on Apr 24, 2024Ribbon Communications Inc. announced that they will report Q1, 2024 results After-Market on Apr 24, 2024お知らせ • Mar 14Ribbon Communications Inc., Annual General Meeting, Jun 04, 2024Ribbon Communications Inc., Annual General Meeting, Jun 04, 2024.Reported Earnings • Mar 01Full year 2023 earnings released: US$0.39 loss per share (vs US$0.63 loss in FY 2022)Full year 2023 results: US$0.39 loss per share (improved from US$0.63 loss in FY 2022). Revenue: US$826.3m (flat on FY 2022). Net loss: US$66.2m (loss narrowed 33% from FY 2022). Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 2.4% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Feb 25Insider recently sold €91k worth of stockOn the 23rd of February, Dan Redington sold around 32k shares on-market at roughly €2.88 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €51k more than they bought in the last 12 months.Reported Earnings • Feb 15Full year 2023 earnings released: US$0.39 loss per share (vs US$0.63 loss in FY 2022)Full year 2023 results: US$0.39 loss per share (improved from US$0.63 loss in FY 2022). Revenue: US$826.3m (flat on FY 2022). Net loss: US$66.2m (loss narrowed 33% from FY 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.お知らせ • Feb 15Ribbon Communications Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2024Ribbon Communications Inc. provided earnings guidance for the first quarter and full year of 2024. For the quarter, the Company projects revenue of $180 million to $190 million.For the year, the Company projects revenue of $840 million to $870 million.New Risk • Feb 09New major risk - Revenue and earnings growthEarnings have declined by 9.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.4% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (2.1% increase in shares outstanding).お知らせ • Feb 01Ribbon Communications Inc. to Report Q4, 2023 Results on Feb 14, 2024Ribbon Communications Inc. announced that they will report Q4, 2023 results After-Market on Feb 14, 2024お知らせ • Oct 26Ribbon Communications Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year Ending December 31, 2023Ribbon Communications Inc. provided earnings guidance for the fourth quarter and full year ending December 31, 2023. For the quarter, the company projects revenue to be in the range of $230 million to $240 million. GAAP income from operations to be in the range of $14.6 million to $20.6 million. For the full year, the company expects revenue of $830 million to $840 million. GAAP loss from operations to be in the range of $27.2 million to $21.2 million.Reported Earnings • Oct 26Third quarter 2023 earnings released: US$0.079 loss per share (vs US$0.12 loss in 3Q 2022)Third quarter 2023 results: US$0.079 loss per share (improved from US$0.12 loss in 3Q 2022). Revenue: US$203.2m (down 1.9% from 3Q 2022). Net loss: US$13.5m (loss narrowed 27% from 3Q 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 1.3% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.お知らせ • Oct 12Ribbon Communications Inc. to Report Q3, 2023 Results on Oct 25, 2023Ribbon Communications Inc. announced that they will report Q3, 2023 results After-Market on Oct 25, 2023Reported Earnings • Jul 27Second quarter 2023 earnings released: US$0.13 loss per share (vs US$0.20 loss in 2Q 2022)Second quarter 2023 results: US$0.13 loss per share (improved from US$0.20 loss in 2Q 2022). Revenue: US$210.6m (up 2.3% from 2Q 2022). Net loss: US$21.5m (loss narrowed 29% from 2Q 2022). Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Jul 13Ribbon Communications Inc. to Report Q2, 2023 Results on Jul 26, 2023Ribbon Communications Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Jul 26, 2023お知らせ • Jul 11Ribbon Communications Inc. Appoints Joni Roberts as Chief Marketing Officer and SVPRibbon Communications Inc. announced that industry executive Joni Roberts has been named Chief Marketing Officer, SVP, reporting to Chief Executive Officer Bruce McClelland. Ms. Roberts will run the company's global marketing strategy, marketing organization and investor relations. Before joining Ribbon, Ms. Roberts served as Vice President of Sales and Business Development for North America at RAD Data. Prior to RAD, she ran a global sales team at ADVA where she spearheaded efforts to open new markets in Latin America. Ms. Roberts had held senior positions at Fujitsu, Coriant, Dell, and Nortel.Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 1 highly experienced director. Independent Director Scott Mair was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 21Ribbon Communications Inc., Annual General Meeting, Aug 03, 2023Ribbon Communications Inc., Annual General Meeting, Aug 03, 2023, at 10:00 US Eastern Standard Time. Agenda: To consider Election of eight directors named in the Proxy Statement; to consider Ratification of the appointment of Deloitte & Touche LLP as Ribbon Communications’ independent registered public accounting firm for 2023; to consider approval, on a non-binding advisory basis, of the compensation of the company's named executive officers; to consider approval, on a non-binding advisory basis, of the frequency of future advisory votes on the compensation of the company's named executive officers; to consider approval of an amendment to Ribbon’s Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation; and to consider transaction of other business, if any, as may properly come before the meeting or any adjournment, continuation or postponement thereof.Reported Earnings • Apr 06Full year 2022 earnings released: US$0.63 loss per share (vs US$1.20 loss in FY 2021)Full year 2022 results: US$0.63 loss per share (improved from US$1.20 loss in FY 2021). Revenue: US$819.8m (down 3.0% from FY 2021). Net loss: US$98.1m (loss narrowed 45% from FY 2021). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Feb 17Full year 2022 earnings released: US$0.63 loss per share (vs US$1.20 loss in FY 2021)Full year 2022 results: US$0.63 loss per share (improved from US$1.20 loss in FY 2021). Revenue: US$819.8m (down 3.0% from FY 2021). Net loss: US$98.1m (loss narrowed 45% from FY 2021). Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Feb 16Ribbon Communications Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2023Ribbon Communications Inc. provided earnings guidance for the first quarter and full year of 2023. For the first quarter of 2023, the company projects revenue of $180 million to $190 million, up 7% year-over-year at the mid-point, constrained by a small number of specific supply chain shortages.For the full year 2023, the Company projects revenue of $840 million to $870 million, up 4% year-over-year at the mid-point.お知らせ • Feb 10Ribbon's Comprehensive STIR/SHAKEN Solution Enables Colt to Meet French Market Regulatory MandatesRibbon Communications Inc. announced that global digital infrastructure company Colt Technology Services (Colt) has selected Ribbon's STIR/SHAKEN as a Service. STIR/SHAKEN complements Ribbon's services Session Border Controller and Policy & Routing Server which are already in use by Colt to ensure caller identity in compliance with French government mandates. Already deployed within multiple carriers in France and the US, Ribbon's STIR/SHAKEN is a complete solution designed to meet regulatory compliance requirements for call authentication, signing, verification and certificate management, which can be easily and quickly deployed in service provider networks in order to help ensure caller identity and minimize fraudulent calls. Ribbon's STIR/SHAKEN as a Service solution leverages Ribbon's Identity Hub, an innovative, cloud-based platform that enables identity assurance services without the need to deploy on-premises equipment.お知らせ • Jan 18Ribbon Communications Inc. to Report Q4, 2022 Results on Feb 15, 2023Ribbon Communications Inc. announced that they will report Q4, 2022 results After-Market on Feb 15, 2023お知らせ • Dec 04Ribbon Communications Inc. Appoints Dan Redington as Executive Vice President of Sales for the Americas RegionRibbon Communications Inc. announced that Dan Redington has joined the company as Executive Vice President of Sales for the Americas region, reporting to Ribbon's Chief Executive Officer and President, Bruce McClelland. Dan will succeed Steven Bruny who will retire in early 2023. Mr. Redington has more than 30 years' experience leading sales and technical professionals and working with fixed and mobile operators. The majority of his career has been with Juniper Networks, where he most recently led the North America Service Provider segment. Prior to Juniper, he led the Customer Team focused on AT&T, one of the large Service Provider accounts for Juniper. He has extensive experience across a range of technologies including IP Routing and Switching, Optical Transport, SDN Management, Firewall and Security, and Cloud and Data Center Networking.Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Scott Mair was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 03Ribbon Communications Inc. Enables New Cloud Connect for Webex CallingRibbon Communications Inc. announced a major extension to its Ribbon Connect portfolio, Ribbon Connect for Webex. A multi-tenant, software as a service (SaaS) solution, Ribbon Connect for Webex enables service providers to rapidly deliver telephony services to Webex Calling deployments anywhere in the world via Cloud Connect. The Ribbon Connect portfolio leverages advanced tools and streamlined workflows, accelerating service providers' connections to one of the global leaders in unified communications services, and reducing time to market. Built from Ribbon's carrier-grade elements deployed in some of the world's largest networks, the Ribbon Connect portfolio enables service providers to accelerate their integration to Webex Calling and other market leading cloud UC providers. The breadth and depth of Ribbon's integrations helps these providers simplify the otherwise bespoke selling, provisioning, and billing processes required by multiple cloud UC services. The Ribbon Connect architecture fully complements Ribbon's extensive portfolio of SBCs, and Voice Threat Prevention capabilities.Reported Earnings • Oct 27Third quarter 2022 earnings released: US$0.12 loss per share (vs US$0.40 loss in 3Q 2021)Third quarter 2022 results: US$0.12 loss per share (improved from US$0.40 loss in 3Q 2021). Revenue: US$207.1m (down 1.6% from 3Q 2021). Net loss: US$18.4m (loss narrowed 69% from 3Q 2021). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.お知らせ • Oct 27Ribbon Communications Inc. Provides Earnings Guidance for the Fourth Quarter of 2022Ribbon Communications Inc. provided earnings guidance for the fourth quarter of 2022. For the period, the company expects revenue to be between $220 million and $240 million.お知らせ • Oct 26Ribbon's SBCs are certified for Google Voice SIP Link for Global AvailabilityRibbon Communications Inc. announced that its Session Border Controllers SBC 5400, SBC SWe, SBC SWe Edge, SBC 1000, and SBC 2000 have been certified for Google's new SIP Link, which enables Google Cloud business customers to leverage Google Voice telephony services across the globe. Today's work environments require solutions that address hybrid strategies, mobility needs and expectations of seamless collaboration, none of which the traditional desk phone was designed to address. Google Workspace offers a cloud-based collaboration solution that includes business phone calls while enabling employees to manage these calls from any connected device with a unified set of capabilities, including a common directory. Ribbon's extensive enterprise SBC portfolio, deployed in service provider networks around the globe, offers organizations secure telecom connectivity to help block unauthorized access and fraud, call encryption, and protection of the wider enterprise data network from bad actors. These SBCs are designed and tested to provide robust SIP security and interoperability, including with legacy PBXs, contact centers, analog devices, SIP devices and hundreds of different telecom providers.お知らせ • Oct 13Ribbon Communications Inc. to Report Q3, 2022 Results on Oct 26, 2022Ribbon Communications Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 26, 2022お知らせ • Sep 09Ribbon Appoints Scott Mair to its Board of DirectorsRibbon Communications Inc. announced the appointment of Scott Mair, former President, AT&T Networks Engineering and Operations, to its Board of Directors. Mr. Mair's accomplishments during his over 37-year career at AT&T include launching the first standards-based mobile 5G network and building and operating the U.S. Public Safety's first dedicated, nationwide communications platform for America's police, firefighters, EMS and first responders. He is a member of the Board at American Transmission Company (ATC) and holds a Bachelor's Degree in Communications and a Master's Degree in Industrial Technology from the University of Wisconsin – Platteville. Mr. Mair's appointment brings the size of Ribbon's Board to nine members, six of which are independent. Mr. Mair will serve on the Audit and Technology and Innovation Committees of the Board and has been appointed as a designee of the JPMorgan Chase & Co. stockholders under the First Amended and Restated Stockholders Agreement.お知らせ • Aug 26Ribbon Communications Inc. announced that it has received $52.067499 million in funding from Neuberger Berman BD LLC, Heights Capital Management, Inc., JPMorgan Chase & Co., Swarth Investments L.L.C.On August 25, 2022, Ribbon Communications Inc. closed the transaction. The company received $52,067,499 in the transaction. The transaction included participation from 13 investors.お知らせ • Aug 17Ribbon Communications Inc. announced that it expects to receive $52.0025 million in funding from Neuberger Berman BD LLC, Heights Capital Management, Inc., JPMorgan Chase & Co., Swarth Investments L.L.C.Ribbon Communications Inc. announced that it has entered into securities purchase agreement for the issue of 17,050,000 shares of common stock at a price of $3.05 for gross proceeds of $52,002,500 led by Neuberger Berman BD LLC on August 15, 2022. The transaction will include participation from Heights Capital Management, Inc., returning investors JPMorgan Chase & Co., and Swarth Investments L.L.C. The transaction is expected to close on or about August 16, 2022, subject to customary closing conditions. The securities were offered in the transaction under Section 4(a)(2) of the Securities Act of 1933, as amended, and have not been registered under the Securities Act, or applicable state securities laws.Reported Earnings • Jul 28Second quarter 2022 earnings released: US$0.20 loss per share (vs US$0.16 profit in 2Q 2021)Second quarter 2022 results: US$0.20 loss per share (down from US$0.16 profit in 2Q 2021). Revenue: US$205.8m (down 2.6% from 2Q 2021). Net loss: US$30.2m (down 230% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 6.8%, compared to a 8.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Jul 28Ribbon Communications Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2022Ribbon Communications Inc. provided earnings guidance for the third quarter ending September 30, 2022. For the third quarter of 2022, the Company projects revenue of $210 million to $225 million and GAAP diluted loss per share of $0.09 to $0.04. .お知らせ • Jul 14Ribbon Communications Inc. to Report Q2, 2022 Results on Jul 27, 2022Ribbon Communications Inc. announced that they will report Q2, 2022 results After-Market on Jul 27, 2022お知らせ • Jun 16Ribbon Communications Reportedly Receiving a Lot of Acquisition Interest from SuitorsRibbon Communications Inc. (NasdaqGS:RBBN) is receiving "a lot of acquisition interest from suitors" with the stock price testing all-time lows, said Dealreporter, according to contacts. The M&A focused publication quotes CEO Bruce McClelland as having recently said while speaking on the sidelines of the B. Riley Institutional Investor Conference that Ribbon was receiving "a lot of inbounds" and talking "to a lot of people," adding that "who knows what comes out of any of that".Recent Insider Transactions • May 05Insider recently sold €132k worth of stockOn the 3rd of May, Salvatore Bucci sold around 40k shares on-market at roughly €3.29 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €171k more than they sold in the last 12 months.Reported Earnings • Apr 28First quarter 2022 earnings released: US$0.47 loss per share (vs US$0.31 loss in 1Q 2021)First quarter 2022 results: US$0.47 loss per share (down from US$0.31 loss in 1Q 2021). Revenue: US$173.2m (down 10% from 1Q 2021). Net loss: US$70.0m (loss widened 57% from 1Q 2021). Over the next year, revenue is forecast to grow 4.1%, compared to a 7.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Chairman Shaul Shani was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 14Ribbon Communications Inc. to Report Q1, 2022 Results on Apr 27, 2022Ribbon Communications Inc. announced that they will report Q1, 2022 results After-Market on Apr 27, 2022お知らせ • Apr 09Ribbon Communications Inc., Annual General Meeting, May 25, 2022Ribbon Communications Inc., Annual General Meeting, May 25, 2022, at 10:00 US Eastern Standard Time. Agenda: To elect eight directors as named in the Proxy Statement; to ratify the appointment of Deloitte & Touche LLP as Ribbon Communications' independent registered public accounting firm for 2022; to approve, on a non-binding advisory basis, the compensation of named executive officers; to approve an amendment to the Ribbon Communications Inc. Amended and Restated 2019 Incentive Award Plan to add additional shares; and to transact other business, if any, as may properly come before the meeting or any adjournment, continuation or postponement thereof.お知らせ • Apr 03Ribbon Communications Inc. Announces Departure of Krish A. Prabhu, A Member of the Company's Board of DirectorsIn connection with the preparation for the 2022 annual meeting of stockholders of Ribbon Communications Inc., on March 30, 2022, Krish A. Prabhu, a member of the Company's Board of Directors, determined that he does not intend to stand for re-election as a director of the Company when his term expires at the Annual Meeting. Mr. Prabhu will remain a member of the Board and of the committees of the Board on which he currently serves through the Annual Meeting.Recent Insider Transactions • Mar 16Lead Independent Director recently bought €256k worth of stockOn the 14th of March, Bruns Grayson bought around 100k shares on-market at roughly €2.56 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €303k more in shares than they have sold in the last 12 months.お知らせ • Feb 18Ribbon Communications Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2022 and Full Year Ending December 31, 2022Ribbon Communications Inc. provided earnings guidance for the first quarter ending March 31, 2022 and full year ending December 31, 2022. For the first quarter of 2022, the Company projects revenue to be $165 million to $180 million. GAAP loss per share to be $0.30 to $0.27.For the full year 2022, the Company projects revenue to be $850 million to $880 million. GAAP loss per share to be $0.31 to $0.27.Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$1.20 loss per share (down from US$0.64 profit in FY 2020). Revenue: US$845.0m (flat on FY 2020). Net loss: US$177.2m (down 300% from profit in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.9%, compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to €3.86, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 24x in the Communications industry in Europe. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.64 per share.お知らせ • Dec 11Ribbon Communications Inc. Announces the Availability of its New SBC CNe (Cloud Native Edition) EdgeRibbon Communications Inc. announced the availability of its new SBC CNe (Cloud Native edition) Edge, which leverages next generation technology to deliver increased performance and customer value. Earlier this year, leading data, analytics and insights platform GlobalData identified Ribbon's SBC portfolio as a leader in Session Border Controller solutions. The addition of the Unified Communications-optimized SBC CNe Edge to the portfolio further extends Ribbon's market leadership and enables customers to migrate their communications workloads to private, public or hybrid clouds to secure cloud communications and collaboration voice calling applications such as Microsoft Teams on Azure and Zoom Phone. SBC CNe Edge leverages industry standard Docker containers and Kubernetes orchestration, which enables continuous upgrades, improved resiliency and reuse of existing enterprise management tools. It scales elastically to 10,000 sessions (up to 100,000 users), dynamically consuming compute resources based on call volume. This elastic design, combined with efficient use of compute resource can cut cloud compute costs in half versus alternatives, helping customers realize significant energy savings. SBC CNe Edge provides an intuitive web management interface with built-in templates for popular cloud services, IP-PBXs and telecom providers. It operates in concert with Ribbon Application Management Platform (RAMP) making it easy for multisite enterprises to centrally manage and monitor a variety of Ribbon security elements across hundreds or thousands of locations. For ease of deployment, SBC CNe Edge will be available on the Microsoft Azure Marketplace in the coming weeks.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to €5.25, the stock trades at a trailing P/E ratio of 21x. Average forward P/E is 22x in the Communications industry in Europe. Total loss to shareholders of 13% over the past three years.Reported Earnings • Oct 28Third quarter 2021 earnings released: US$0.40 loss per share (vs US$0.043 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: US$210.4m (down 9.0% from 3Q 2020). Net loss: US$59.4m (down US$65.7m from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.16 (vs US$0.057 loss in 2Q 2020)The company reported a solid second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: US$211.2m (flat on 2Q 2020). Net income: US$23.2m (up US$31.5m from 2Q 2020). Profit margin: 11% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Jun 02Ribbon Communications Inc. Announces its New TM400_2 Line CardRibbon Communications Inc. announced its new TM400_2 line card. Part of the Apollo optical networking portfolio, the TM400_2 leverages 400G ZR+, a disruptive technology that incorporates pluggables to deliver improved economics and flexibility. The TM400_2 delivers 400G optical transmission using standard and interoperable CFP2 DCO (Digital Coherent Optic) pluggables, optimized for transport over CDC (Colorless Directionless Contentionless) ROADM (Reconfigurable Optical Add-Drop Multiplexer) networks, in either independent wavelength or dual carrier modes. Leveraging multiple wavelengths allows for longer transmission distances than what embedded 800G solutions, often reliant on costly proprietary technology, can achieve with a single wavelength. In independent wavelength mode, the TM400_2 uses two 400G wavelengths to provide significant cost efficiencies compared to a single 800G embedded solution for metro applications. In dual carrier mode, the TM400_2 combines two high-performance 200G wavelengths to provide a 400G channel for long haul applications, delivering superior cost performance to current embedded solutions.Reported Earnings • Apr 30First quarter 2021 earnings released: US$0.31 loss per share (vs US$0.27 loss in 1Q 2020)The company reported a soft first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: US$192.8m (up 22% from 1Q 2020). Net loss: US$44.7m (loss widened 35% from 1Q 2020). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 29Ribbon Communications Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2021Ribbon Communications Inc. provided earnings guidance for the second quarter and full year of 2021. The Company's outlook is based on current indications for its business, which are subject to change. For the second quarter of 2021, the Company projects revenue of $215 million to $225 million, non-GAAP gross margin of 56% to 57%, non-GAAP diluted earnings per share of $0.09 to $0.11. For the full year 2021, guidance remains unchanged at revenue of $925 million to $945 million, non-GAAP gross margin of 55% to 56%, non-GAAP diluted earnings per share of $0.49 to $0.54. The current outlook assumes no worsening of conditions related to the COVID-19 pandemic.お知らせ • Mar 16Ribbon Communications Inc. Apollo OTN Transport and Switching Platforms Selects to Upgrade CiniaRibbon Communications Inc. announced that its Apollo OTN Transport and Switching platforms have been selected to upgrade Cinia's backbone transport network in Finland and Northern Europe, with key features including high capacity, low latency and resilience. Cinia is leveraging Ribbon's Apollo 9600 series of optical transport platforms and Apollo 9900 series OTN switching platforms at critical nodes for wavelength grooming and route protection. The flexgrid backbone accelerates service provisioning by using colorless, directionless ROADMs (Reconfigurable Optical Add-Drop Multiplexers) to map services onto wavelengths. The solution also transports and monitors alien lambdas, enabling Cinia to offer other carriers transit services with their own wavelengths. Additionally, the deployed platform with Ribbon's TM800E programmable transmission blades enable transport of 400GbE client connections, adding the latest generation of high-speed service functionality while maintaining network efficiency.Recent Insider Transactions • Mar 04Insider recently sold €126k worth of stockOn the 2nd of March, Salvatore Bucci sold around 18k shares on-market at roughly €7.20 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €262k more than they sold in the last 12 months.収支内訳Ribbon Communications の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:NU42 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 268263120018031 Dec 258454019717930 Sep 25869-4320017930 Jun 25863-4420517931 Mar 25835-5020417831 Dec 24834-5420718030 Sep 24809-5420118030 Jun 24802-5419318131 Mar 24820-5819318531 Dec 23826-6619219130 Sep 23834-5319419630 Jun 23838-5819719931 Mar 23833-6619820231 Dec 22820-9819920430 Sep 22817-21520320530 Jun 22820-25620320531 Mar 22825-20220220031 Dec 21845-17720419530 Sep 218594320019530 Jun 2187910920419531 Mar 218797720720031 Dec 208448920119530 Sep 20761-18618017930 Jun 20667-19016516431 Mar 20602-13216314731 Dec 19563-13016014130 Sep 195691818214230 Jun 19584719214231 Mar 19576-6319214231 Dec 18578-7718414530 Sep 18557-9119614930 Jun 18479-7717613631 Mar 18398-7015312031 Dec 17330-3513110130 Sep 17251-221038130 Jun 17242-291027831 Mar 17247-201037631 Dec 16253-141047330 Sep 16261-71057430 Jun 16264-51067331 Mar 16258-171097631 Dec 15249-321137825 Sep 15250-391167626 Jun 15255-4212079質の高い収益: NU42には$20.7M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: NU42過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: NU42過去 5 年間で収益を上げており、収益は年間11.1%増加しています。成長の加速: NU42は昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: NU42昨年収益を上げたため、昨年の収益成長をCommunications業界 ( 18.2% ) と比較することは困難です。株主資本利益率高いROE: NU42の 自己資本利益率 ( 7.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 19:59終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ribbon Communications Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21 アナリスト機関Kenneth MuthBairdTed MoreauBarrington Research Associates, Inc.Alexander ParisBarrington Research Associates, Inc.18 その他のアナリストを表示
お知らせ • Feb 02Ribbon Communications Inc. to Report Q4, 2025 Results on Feb 05, 2026Ribbon Communications Inc. announced that they will report Q4, 2025 results After-Market on Feb 05, 2026
お知らせ • Oct 14Ribbon Communications Inc. to Report Q3, 2025 Results on Oct 22, 2025Ribbon Communications Inc. announced that they will report Q3, 2025 results After-Market on Oct 22, 2025
お知らせ • Jul 10Ribbon Communications Inc. to Report Q2, 2025 Results on Jul 23, 2025Ribbon Communications Inc. announced that they will report Q2, 2025 results After-Market on Jul 23, 2025
お知らせ • Apr 17Ribbon Communications Inc. to Report Q1, 2025 Results on Apr 29, 2025Ribbon Communications Inc. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025
お知らせ • Jan 23Ribbon Communications Inc. to Report Q4, 2024 Results on Feb 12, 2025Ribbon Communications Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025
Reported Earnings • Oct 24Third quarter 2024 earnings released: US$0.077 loss per share (vs US$0.079 loss in 3Q 2023)Third quarter 2024 results: US$0.077 loss per share (improved from US$0.079 loss in 3Q 2023). Revenue: US$210.2m (up 3.5% from 3Q 2023). Net loss: US$13.4m (flat on 3Q 2023). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Board Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Director Lou Silver was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 29+ 2 more updatesRibbon Communications Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2026Ribbon Communications Inc. provided earnings guidance for the Second Quarter ending June 30, 2026. For the quarter, the Company projects revenue of $185 million to $195 million; GAAP loss from operations to be $13.0 million.
お知らせ • Apr 21Ribbon Communications Inc., Annual General Meeting, Jun 03, 2026Ribbon Communications Inc., Annual General Meeting, Jun 03, 2026.
お知らせ • Apr 16+ 1 more updateRibbon Communications Inc. Appoints Louis Silver to Its Board of DirectorsRibbon Communications Inc. announced the appointment of Louis Silver to its Board of Directors. Mr. Silver currently serves as a corporate advisor and Managing Director for Alba Capital S.A. and Wicklow Corp., private holding and investment companies. From 2005 to 2015, Mr. Silver was a Principal at RP Capital UK Ltd., a multi-asset fund focused on liquid and illiquid investments in Eastern Europe, the Middle East and Africa. Mr. Silver has over 25 years' experience serving on boards at multiple private and public companies focused primarily on technology investment. He currently serves on the Board of Directors of Ceva Inc., a Nasdaq-listed company, where he is Chairman of the Audit Committee and a member of the Compensation Committee. Mr. Silver's appointment brings the size of Ribbon's Board to nine members, six of whom are independent. Mr. Silver was appointed as a designee of Swarth Investments Ltd. pursuant to the Company's First Amended and Restated Stockholders Agreement.
お知らせ • Apr 14Ribbon Communications Inc. Achieves Successful Quantum Key Distribution Proof Of Concept With CESNETRibbon Communications Inc. announced the successful completion of a Quantum Key Distribution (QKD) proof of concept with CESNET, operator of the Czech Republic's national academic computer network. Ribbon's Apollo optical networking system adds Layer 1 optical encryption with virtually zero latency and no overhead, blocking all payload and addressing information. This configuration ensures encrypted DWDM/OTN networks can carry any client service without interoperability issues. Optical encryption is a powerful tool in the fight against unwanted intrusion, and Apollo enables operators to use it internally or offer it as a value-added service to customers.
お知らせ • Feb 06Ribbon Communications Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026Ribbon Communications Inc. provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company projects revenue of $160 million to $170 million. For the year, the company projects revenue of $840 million to $875 million.
お知らせ • Feb 02Ribbon Communications Inc. to Report Q4, 2025 Results on Feb 05, 2026Ribbon Communications Inc. announced that they will report Q4, 2025 results After-Market on Feb 05, 2026
お知らせ • Nov 12Seren Juno and Ribbon Achieve 20Tbps Transmission on 10,000 Km JUNO Trans-Pacific CableRibbon Communications Inc. announced the successful completion of a 20Tbps optical transmission field trial on the 10,000 km JUNO trans-Pacific submarine cable, developed and operated by Seren Juno. Ribbon's mission is to help service providers, enterprises and critical infrastructure operators worldwide modernize and secure their networks and services. Set to become the largest trans-Pacific cable system between Japan and the U.S., JUNO will deliver more than 350Tbps of total capacity across 20 fiber pairs, supporting growing global demand for high-speed connectivity. The trial featured Ribbon's Apollo 9408 transponder, powered by advanced 5nm 140GBaud technology, and the Apollo 9608 platform, which integrates submarine-grade optical line system functions. The Apollo 9408 supports flexible modulation from 400Gbps to 1.2Tbps per wavelength, enabling performance optimization tailored to cable conditions. Combined with the compact, low-power Apollo 9608, Ribbon sets a new benchmark for submarine optical transmission.
お知らせ • Oct 23Ribbon Communications Inc. Provides Earnings Guidance for Fourth Quarter and Year Ending of December 31, 2025Ribbon Communications Inc. provided earnings guidance for fourth quarter and year ending of December 31, 2025. For the quarter the Company projects revenue of $230 million to $250 million. GAAP income (loss) from operations of $24.0 million. For the year the Company projects revenue of Midpoint $857 million, Range +/- $10 Million. GAAP income (loss) from operations of $11.7 million.
お知らせ • Oct 14Ribbon Communications Inc. to Report Q3, 2025 Results on Oct 22, 2025Ribbon Communications Inc. announced that they will report Q3, 2025 results After-Market on Oct 22, 2025
お知らせ • Sep 16Ribbon Communications Inc. Appoints Steve McCaffery as Executive Vice President, Global Sales, Effective End of October, 2025Ribbon Communications Inc. announced the appointment of Steve McCaffery as Executive Vice President of Global Sales, effective end of October, 2025. McCaffery will be based in the UK and report to CEO Bruce McClelland. McCaffery will leverage his considerable experience with Service Providers, Enterprise, Government, and Critical Infrastructure operators across many regions of the world in this new role. He brings a strong track record of helping customers navigate emerging technologies, including the opportunity-rich data center space. McCaffery has held senior roles at major corporations including Halo Technology (an Amphenol company), Motorola, Google, ARRIS and others. He previously served as head of APAC and EMEA sales at Ribbon from 2021 to 2023. McCaffery succeeds Dan Redington, who will be leaving Ribbon at the end of the month to pursue other opportunities.
お知らせ • Aug 30Ribbon Communications Inc. Announces Dan Redington, Executive Vice President, Global Sales Leaves Company, Effective September 30, 2025Ribbon Communications Inc. announced that Effective as of September 30, 2025, Dan Redington, Executive Vice President, Global Sales will be leaving the Company to pursue other opportunities. Ribbon expects to appoint a new head of Global Sales prior to the end of the third quarter of 2025.
お知らせ • Aug 28Ribbon Communications Inc. Expands Portfolio of DISA JITC-Certified SolutionsRibbon Communications Inc. announced the expansion of its portfolio of Joint Interoperability Test Command (JITC)-certified solutions. The Ribbon Policy Engine Server (PSX), Ribbon Application Management Platform (RAMP), and Ribbon Analytics have been added to the U.S. Department of Defense (DoD) Defense Information Systems Agency (DISA) Approved Products List (APL), reinforcing Ribbon's commitment to delivering secure, mission-critical communications infrastructure. Secure and reliable communications are essential to the Department of Defense's ability to execute its mission across global operations. Ribbon's certified platforms provide DoD agencies with trusted, interoperable technology in support of their national security objectives. DISA's JITC provides risk-based testing, evaluation, and certification services to ensure Joint Warfighting IT capabilities meet mission needs and interoperability standards. Products listed on the APL have demonstrated compliance with DoD requirements for secure and reliable communications. The newly certified platforms join Ribbon's existing suite of APL-listed solutions, including the SBC 5400, SBC Software Edition (SWe), SBC 7000, G5 Media Gateway, and the Ribbon Application Server--certified as both an Enterprise Session Controller and Local Session Controller.
お知らせ • Jul 24+ 1 more updateRibbon Communications Inc. Provides Earnings Guidance for the Third Quarter of 2025 and Reaffirms Financial Guidance for the Year 2025Ribbon Communications Inc. provided earnings guidance for the third quarter of 2025. For the second quarter of 2025, the company projects revenue of $213 million to $227 million. Full Year 2025 projections remain unchanged. The Company's outlook is based on current indications for its business, which are subject to change.
お知らせ • Jul 17Ribbon Appoints Fahad Najam as Senior Vice President, Investor Relations and Corporate StrategyRibbon Communications Inc. has appointed Fahad Najam as Senior Vice President, Investor Relations and Corporate Strategy, effective immediately. This strategic hire reflects Ribbon's focus on accelerating its transformation and strengthening relationships with key stakeholders across the industry as it helps service providers, enterprises and critical infrastructure operators around the globe modernize and secure their networks and services. Mr. Najam brings more than 25 years of experience in the technology sector, including over a decade in equity investment research. He has over 10 years of experience authoring investment research covering communications equipment and network security sectors including as Managing Director and Senior Analyst at Loop Capital Markets and Senior Analyst at MKM Partners and Cowen and Company. He has advised policymakers on pivotal issues such as the high tech supply chain, 5G, and optical networking. Mr. Najam began his career at AT&T/Bell Labs and spent more than ten years in the networking industry before transitioning to Wall Street.
お知らせ • Jul 10Ribbon Communications Inc. to Report Q2, 2025 Results on Jul 23, 2025Ribbon Communications Inc. announced that they will report Q2, 2025 results After-Market on Jul 23, 2025
お知らせ • Apr 30Ribbon Communications Inc. Provides Earnings Guidance for the Second Quarter of 2025 and Reaffirms Financial Guidance for the Year 2025Ribbon Communications Inc. provided earnings guidance for the second quarter of 2025. For the second quarter of 2024, the company projects revenue of $210 million to $220 million. Full Year 2025 projections remain unchanged. The Company's outlook is based on current indications for its business, which are subject to change.
お知らせ • Apr 17Ribbon Communications Inc. to Report Q1, 2025 Results on Apr 29, 2025Ribbon Communications Inc. announced that they will report Q1, 2025 results After-Market on Apr 29, 2025
お知らせ • Apr 05Ribbon Communications Inc., Annual General Meeting, May 28, 2025Ribbon Communications Inc., Annual General Meeting, May 28, 2025.
お知らせ • Apr 02Ribbon Communications Inc. Showcases AI-Enabled Optical Innovation at OFCRibbon Communications Inc. announced that it will showcase its cutting-edge optical solutions at the 2025 Optical Fiber Communications Conference and Exhibition (OFC). Ribbon is dedicated to assisting the world's largest service providers, enterprises, and critical infrastructure operators in modernizing and safeguarding their networks and services. Ribbon will highlight several of its offerings in booth 2062, including: Muse Multilayer Automation Platform: Featuring a next generation AI Muse Agent, this innovative tool allows users to query the state of their network and receive clear, accurate information, enabling intelligent real-time network management; NPT 2714: This high capacity aggregation router features a new, innovative orthogonal architecture for modular centralized routers, merging the best aspects of modular and fixed systems. The NPT 2714 combines the redundancy and I/O diversity of modular systems with the simplicity and cost-efficiency of fixed systems, delivering redundancy at an optimized cost while enabling flexibility and expandability through operational continuity; Apollo ADM400/800 Switchponders: These advanced optical networking modules deliver the flexibility of any-to-any service switching on the small footprint and low power consumption of a line card, economically extending the benefits of OTN switching to the edge of optical networks; Apollo 9408 and 9458 Compact Modular Transport and OLS Platforms: These platforms deliver ultra-high density with ultra-low power consumption to meet the optical networking needs of large communication service providers and webscale operators, and feature an industry-highest 25.6T line capacity in a 2RU form factor. Additionally, both the NPT 2714 and Apollo ADM 400/800 have been recognized in the 2025 Lightwave + BTR Innovation Reviews, and will be honored at the Innovation Showcase on Monday, March 31 at San Francisco's Moscone Center.
お知らせ • Feb 28Ribbon Communications Inc. Expands Portfolio of Innovative, Cost Efficient RoutersRibbon Communications Inc. announced the addition of two new routers to its NPT XDR2000 series: the NPT 2714, which has been recognized as a High Score Recipient in this year's Lightwave + BTR Innovation Reviews, and the NPT 2507. Ribbon Is dedicated to assisting the world's largest service providers, enterprises and critical infrastructure operators in modernizing and safeguarding their networks and services. The NPT 2714 features a new, innovative, orthogonal architecture for modular centralized routers, merging the best aspects of modular and fixed systems. It combines the redundancy and I/O diversity of modular systems with the simplicity and cost-efficiency of fixed systems, which allows it to deliver redundancy at an optimized cost while enabling flexibility and expandability through operational continuity. Key features include: True "Pay As You Grow," offers the unique capability to start as a non-blocking 7.2Tbs switching capacity router and become a non-blocking 14.4Tbps router by adding 7.2Tbs switching card in-service. Security: includes software-driven MACsec (Media Access Security), removing any hardware dependency and ensuring availability for all network interfaces. Coherent Routing (IPoDWDM): IP and DWDM on a single platform with 36 x 400G ZR+ coherent interfaces including plugin amplifiers to extend reach. The NPT 2507 is a 7.2Tbps fixed form factor router which complements the NPT 2714 for a network solution where compact size for a fixed fan out of 100G and 400G interfaces are key requirements. It supports: High Capacity: 40 by 100G and 8 by 400G coherent interfaces. Cost Efficiency: optimized for aggregating 100G traffic, meeting operational needs without unnecessary complexity. These two platforms, which highlight Ribbon's leadership in delivering innovative solutions that drive efficiency and performance for network operators worldwide, will be GA in Third Quarter 2025.
お知らせ • Feb 13Ribbon Communications Inc. Provides Earnings Guidance for the First Quarter and Full Year 2025Ribbon Communications Inc. provides earnings guidance for the first quarter and full year 2025. For the quarter, the company projects revenue of $185 million to $195 million. For the full year, the company projects revenue of $870 million to $890 million.
お知らせ • Jan 23Ribbon Communications Inc. to Report Q4, 2024 Results on Feb 12, 2025Ribbon Communications Inc. announced that they will report Q4, 2024 results After-Market on Feb 12, 2025
New Risk • Oct 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.4% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Shareholders have been diluted in the past year (2.5% increase in shares outstanding).
Reported Earnings • Oct 24Third quarter 2024 earnings released: US$0.077 loss per share (vs US$0.079 loss in 3Q 2023)Third quarter 2024 results: US$0.077 loss per share (improved from US$0.079 loss in 3Q 2023). Revenue: US$210.2m (up 3.5% from 3Q 2023). Net loss: US$13.4m (flat on 3Q 2023). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Oct 24Ribbon Communications Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Ribbon Communications Inc. provided earnings guidance for the fourth quarter of 2024. For the fourth quarter of 2024, the Company expects sequential growth in both of businesses with revenue in a range of $235 million to $255 million.
お知らせ • Oct 10+ 1 more updateRibbon Live Demo Showcases Industry-First Compact Modular Sled with Both 400Zr+ and 800Zr+ PortsRibbon Communications Inc. announced the industry's first demonstration of a compact modular solution supporting 400G ZR+ with upgradability to 800G ZR+ on a single sled at NGON /NetworkX. The live demo operates on Ribbon's 9408 compact modular platform, featuring an industry-leading density of 25.6T per 2RU and an impressive low power consumption of less than 0.07W/G, significantly reducing TCO by saving space, electrical power, and cooling costs. Ribbon continues to execute on its strategy of rapid new technology adoption, utilizing Acacia's 131Gbaud 800G ZR+ QSFP-DD transceiver with interoperable PCS, powered by its 4nm Delphi DSP. The 9408 platform also supports 5nm-140Gbaud technology for capacity and reach optimized transport including wavelengths up to 1.2T.
お知らせ • Oct 03+ 1 more updateRibbon Communications Inc. Appoints John Townsend as Chief Financial Officer, Effective November 1, 2024Ribbon Communications Inc. announced the appointment of John Townsend as chief financial officer, effective November 1, 2024. Mr. Townsend will succeed Miguel Mick Lopez who Ribbon previously announced is retiring after a short transition period. Mr. Townsend is a proven financial leader with an impressive career that spans over 30 years leading large complex financial organizations for several of the industry's larger service providers across five continents and 30 countries. Mr. Townsend spent nine years at Verizon Communications as Chief Financial Officer for several organizations including Verizon Business, Verizon Consumer, and Verizon Wireless, supporting annual revenue streams in excess of $90 billion and leading his teams through periods of aggressive change and growth. Prior to Verizon, Mr. Townsend spent almost two decades at Vodafone with several regional CFO assignments where he was instrumental in leading commercial and business transformation programs that spanned across many countries and markets, navigating diverse multicultural organizations. As part of his time at Vodafone, he held the Chief Financial Officer position of the Verizon Wireless joint venture responsible for the company's SEC reporting and investor communications. Most recently Mr. Townsend served as the CFO of Digicel where he drove profitability improvements and operational efficiencies.
お知らせ • Aug 14+ 1 more updateMiguel "Mick" Lopez to Retire as CFO of Ribbon Communications IncRibbon Communications Inc. announced that Miguel "Mick" Lopez, Executive Vice President, Chief Financial Officer, intends to retire after 40 years in the technology industry. Ribbon has engaged an executive search firm to identify and evaluate potential successors from inside and outside the company. Mr. Lopez is expected to continue to serve as the Ribbon Chief Financial Officer until a successor is named.
Board Change • Aug 13Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Scott Mair was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. Independent Director Scott Mair was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 25Ribbon Communications Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2024Ribbon Communications Inc. provided earnings guidance for the third quarter and full year of 2024. For the third quarter of 2024, the Company expects continued sequential growth in both of businesses with revenue in a range of $205 million to $220 million. The Company has also adjusted full-year 2024 targets and now expects revenue in a range of $830 million to $850 million.
お知らせ • Jul 12Ribbon Communications Inc. to Report Q2, 2024 Results on Jul 24, 2024Ribbon Communications Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Jul 24, 2024
お知らせ • May 15Ribbon Communications Inc. announced delayed 10-Q filingOn 05/13/2024, Ribbon Communications Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
お知らせ • Apr 26Ribbon Communications Inc. Provides Financial Guidance for Second Quarter of 2024Ribbon Communications Inc. provided financial guidance for second quarter of 2024. For the second quarter of 2024, the company projects revenue of $200 million to $210 million.
Reported Earnings • Apr 25First quarter 2024 earnings released: US$0.18 loss per share (vs US$0.23 loss in 1Q 2023)First quarter 2024 results: US$0.18 loss per share (improved from US$0.23 loss in 1Q 2023). Revenue: US$179.7m (down 3.5% from 1Q 2023). Net loss: US$30.4m (loss narrowed 21% from 1Q 2023). Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.
New Risk • Apr 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.5% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
お知らせ • Apr 12Ribbon Communications Inc. to Report Q1, 2024 Results on Apr 24, 2024Ribbon Communications Inc. announced that they will report Q1, 2024 results After-Market on Apr 24, 2024
お知らせ • Mar 14Ribbon Communications Inc., Annual General Meeting, Jun 04, 2024Ribbon Communications Inc., Annual General Meeting, Jun 04, 2024.
Reported Earnings • Mar 01Full year 2023 earnings released: US$0.39 loss per share (vs US$0.63 loss in FY 2022)Full year 2023 results: US$0.39 loss per share (improved from US$0.63 loss in FY 2022). Revenue: US$826.3m (flat on FY 2022). Net loss: US$66.2m (loss narrowed 33% from FY 2022). Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 2.4% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Feb 25Insider recently sold €91k worth of stockOn the 23rd of February, Dan Redington sold around 32k shares on-market at roughly €2.88 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €51k more than they bought in the last 12 months.
Reported Earnings • Feb 15Full year 2023 earnings released: US$0.39 loss per share (vs US$0.63 loss in FY 2022)Full year 2023 results: US$0.39 loss per share (improved from US$0.63 loss in FY 2022). Revenue: US$826.3m (flat on FY 2022). Net loss: US$66.2m (loss narrowed 33% from FY 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 15Ribbon Communications Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2024Ribbon Communications Inc. provided earnings guidance for the first quarter and full year of 2024. For the quarter, the Company projects revenue of $180 million to $190 million.For the year, the Company projects revenue of $840 million to $870 million.
New Risk • Feb 09New major risk - Revenue and earnings growthEarnings have declined by 9.4% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 9.4% per year over the past 5 years. Minor Risk Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
お知らせ • Feb 01Ribbon Communications Inc. to Report Q4, 2023 Results on Feb 14, 2024Ribbon Communications Inc. announced that they will report Q4, 2023 results After-Market on Feb 14, 2024
お知らせ • Oct 26Ribbon Communications Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year Ending December 31, 2023Ribbon Communications Inc. provided earnings guidance for the fourth quarter and full year ending December 31, 2023. For the quarter, the company projects revenue to be in the range of $230 million to $240 million. GAAP income from operations to be in the range of $14.6 million to $20.6 million. For the full year, the company expects revenue of $830 million to $840 million. GAAP loss from operations to be in the range of $27.2 million to $21.2 million.
Reported Earnings • Oct 26Third quarter 2023 earnings released: US$0.079 loss per share (vs US$0.12 loss in 3Q 2022)Third quarter 2023 results: US$0.079 loss per share (improved from US$0.12 loss in 3Q 2022). Revenue: US$203.2m (down 1.9% from 3Q 2022). Net loss: US$13.5m (loss narrowed 27% from 3Q 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 1.3% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 12Ribbon Communications Inc. to Report Q3, 2023 Results on Oct 25, 2023Ribbon Communications Inc. announced that they will report Q3, 2023 results After-Market on Oct 25, 2023
Reported Earnings • Jul 27Second quarter 2023 earnings released: US$0.13 loss per share (vs US$0.20 loss in 2Q 2022)Second quarter 2023 results: US$0.13 loss per share (improved from US$0.20 loss in 2Q 2022). Revenue: US$210.6m (up 2.3% from 2Q 2022). Net loss: US$21.5m (loss narrowed 29% from 2Q 2022). Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 13Ribbon Communications Inc. to Report Q2, 2023 Results on Jul 26, 2023Ribbon Communications Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Jul 26, 2023
お知らせ • Jul 11Ribbon Communications Inc. Appoints Joni Roberts as Chief Marketing Officer and SVPRibbon Communications Inc. announced that industry executive Joni Roberts has been named Chief Marketing Officer, SVP, reporting to Chief Executive Officer Bruce McClelland. Ms. Roberts will run the company's global marketing strategy, marketing organization and investor relations. Before joining Ribbon, Ms. Roberts served as Vice President of Sales and Business Development for North America at RAD Data. Prior to RAD, she ran a global sales team at ADVA where she spearheaded efforts to open new markets in Latin America. Ms. Roberts had held senior positions at Fujitsu, Coriant, Dell, and Nortel.
Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 1 highly experienced director. Independent Director Scott Mair was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 21Ribbon Communications Inc., Annual General Meeting, Aug 03, 2023Ribbon Communications Inc., Annual General Meeting, Aug 03, 2023, at 10:00 US Eastern Standard Time. Agenda: To consider Election of eight directors named in the Proxy Statement; to consider Ratification of the appointment of Deloitte & Touche LLP as Ribbon Communications’ independent registered public accounting firm for 2023; to consider approval, on a non-binding advisory basis, of the compensation of the company's named executive officers; to consider approval, on a non-binding advisory basis, of the frequency of future advisory votes on the compensation of the company's named executive officers; to consider approval of an amendment to Ribbon’s Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation; and to consider transaction of other business, if any, as may properly come before the meeting or any adjournment, continuation or postponement thereof.
Reported Earnings • Apr 06Full year 2022 earnings released: US$0.63 loss per share (vs US$1.20 loss in FY 2021)Full year 2022 results: US$0.63 loss per share (improved from US$1.20 loss in FY 2021). Revenue: US$819.8m (down 3.0% from FY 2021). Net loss: US$98.1m (loss narrowed 45% from FY 2021). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 17Full year 2022 earnings released: US$0.63 loss per share (vs US$1.20 loss in FY 2021)Full year 2022 results: US$0.63 loss per share (improved from US$1.20 loss in FY 2021). Revenue: US$819.8m (down 3.0% from FY 2021). Net loss: US$98.1m (loss narrowed 45% from FY 2021). Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Feb 16Ribbon Communications Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2023Ribbon Communications Inc. provided earnings guidance for the first quarter and full year of 2023. For the first quarter of 2023, the company projects revenue of $180 million to $190 million, up 7% year-over-year at the mid-point, constrained by a small number of specific supply chain shortages.For the full year 2023, the Company projects revenue of $840 million to $870 million, up 4% year-over-year at the mid-point.
お知らせ • Feb 10Ribbon's Comprehensive STIR/SHAKEN Solution Enables Colt to Meet French Market Regulatory MandatesRibbon Communications Inc. announced that global digital infrastructure company Colt Technology Services (Colt) has selected Ribbon's STIR/SHAKEN as a Service. STIR/SHAKEN complements Ribbon's services Session Border Controller and Policy & Routing Server which are already in use by Colt to ensure caller identity in compliance with French government mandates. Already deployed within multiple carriers in France and the US, Ribbon's STIR/SHAKEN is a complete solution designed to meet regulatory compliance requirements for call authentication, signing, verification and certificate management, which can be easily and quickly deployed in service provider networks in order to help ensure caller identity and minimize fraudulent calls. Ribbon's STIR/SHAKEN as a Service solution leverages Ribbon's Identity Hub, an innovative, cloud-based platform that enables identity assurance services without the need to deploy on-premises equipment.
お知らせ • Jan 18Ribbon Communications Inc. to Report Q4, 2022 Results on Feb 15, 2023Ribbon Communications Inc. announced that they will report Q4, 2022 results After-Market on Feb 15, 2023
お知らせ • Dec 04Ribbon Communications Inc. Appoints Dan Redington as Executive Vice President of Sales for the Americas RegionRibbon Communications Inc. announced that Dan Redington has joined the company as Executive Vice President of Sales for the Americas region, reporting to Ribbon's Chief Executive Officer and President, Bruce McClelland. Dan will succeed Steven Bruny who will retire in early 2023. Mr. Redington has more than 30 years' experience leading sales and technical professionals and working with fixed and mobile operators. The majority of his career has been with Juniper Networks, where he most recently led the North America Service Provider segment. Prior to Juniper, he led the Customer Team focused on AT&T, one of the large Service Provider accounts for Juniper. He has extensive experience across a range of technologies including IP Routing and Switching, Optical Transport, SDN Management, Firewall and Security, and Cloud and Data Center Networking.
Board Change • Nov 16High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Scott Mair was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 03Ribbon Communications Inc. Enables New Cloud Connect for Webex CallingRibbon Communications Inc. announced a major extension to its Ribbon Connect portfolio, Ribbon Connect for Webex. A multi-tenant, software as a service (SaaS) solution, Ribbon Connect for Webex enables service providers to rapidly deliver telephony services to Webex Calling deployments anywhere in the world via Cloud Connect. The Ribbon Connect portfolio leverages advanced tools and streamlined workflows, accelerating service providers' connections to one of the global leaders in unified communications services, and reducing time to market. Built from Ribbon's carrier-grade elements deployed in some of the world's largest networks, the Ribbon Connect portfolio enables service providers to accelerate their integration to Webex Calling and other market leading cloud UC providers. The breadth and depth of Ribbon's integrations helps these providers simplify the otherwise bespoke selling, provisioning, and billing processes required by multiple cloud UC services. The Ribbon Connect architecture fully complements Ribbon's extensive portfolio of SBCs, and Voice Threat Prevention capabilities.
Reported Earnings • Oct 27Third quarter 2022 earnings released: US$0.12 loss per share (vs US$0.40 loss in 3Q 2021)Third quarter 2022 results: US$0.12 loss per share (improved from US$0.40 loss in 3Q 2021). Revenue: US$207.1m (down 1.6% from 3Q 2021). Net loss: US$18.4m (loss narrowed 69% from 3Q 2021). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 18% per year whereas the company’s share price has fallen by 13% per year.
お知らせ • Oct 27Ribbon Communications Inc. Provides Earnings Guidance for the Fourth Quarter of 2022Ribbon Communications Inc. provided earnings guidance for the fourth quarter of 2022. For the period, the company expects revenue to be between $220 million and $240 million.
お知らせ • Oct 26Ribbon's SBCs are certified for Google Voice SIP Link for Global AvailabilityRibbon Communications Inc. announced that its Session Border Controllers SBC 5400, SBC SWe, SBC SWe Edge, SBC 1000, and SBC 2000 have been certified for Google's new SIP Link, which enables Google Cloud business customers to leverage Google Voice telephony services across the globe. Today's work environments require solutions that address hybrid strategies, mobility needs and expectations of seamless collaboration, none of which the traditional desk phone was designed to address. Google Workspace offers a cloud-based collaboration solution that includes business phone calls while enabling employees to manage these calls from any connected device with a unified set of capabilities, including a common directory. Ribbon's extensive enterprise SBC portfolio, deployed in service provider networks around the globe, offers organizations secure telecom connectivity to help block unauthorized access and fraud, call encryption, and protection of the wider enterprise data network from bad actors. These SBCs are designed and tested to provide robust SIP security and interoperability, including with legacy PBXs, contact centers, analog devices, SIP devices and hundreds of different telecom providers.
お知らせ • Oct 13Ribbon Communications Inc. to Report Q3, 2022 Results on Oct 26, 2022Ribbon Communications Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 26, 2022
お知らせ • Sep 09Ribbon Appoints Scott Mair to its Board of DirectorsRibbon Communications Inc. announced the appointment of Scott Mair, former President, AT&T Networks Engineering and Operations, to its Board of Directors. Mr. Mair's accomplishments during his over 37-year career at AT&T include launching the first standards-based mobile 5G network and building and operating the U.S. Public Safety's first dedicated, nationwide communications platform for America's police, firefighters, EMS and first responders. He is a member of the Board at American Transmission Company (ATC) and holds a Bachelor's Degree in Communications and a Master's Degree in Industrial Technology from the University of Wisconsin – Platteville. Mr. Mair's appointment brings the size of Ribbon's Board to nine members, six of which are independent. Mr. Mair will serve on the Audit and Technology and Innovation Committees of the Board and has been appointed as a designee of the JPMorgan Chase & Co. stockholders under the First Amended and Restated Stockholders Agreement.
お知らせ • Aug 26Ribbon Communications Inc. announced that it has received $52.067499 million in funding from Neuberger Berman BD LLC, Heights Capital Management, Inc., JPMorgan Chase & Co., Swarth Investments L.L.C.On August 25, 2022, Ribbon Communications Inc. closed the transaction. The company received $52,067,499 in the transaction. The transaction included participation from 13 investors.
お知らせ • Aug 17Ribbon Communications Inc. announced that it expects to receive $52.0025 million in funding from Neuberger Berman BD LLC, Heights Capital Management, Inc., JPMorgan Chase & Co., Swarth Investments L.L.C.Ribbon Communications Inc. announced that it has entered into securities purchase agreement for the issue of 17,050,000 shares of common stock at a price of $3.05 for gross proceeds of $52,002,500 led by Neuberger Berman BD LLC on August 15, 2022. The transaction will include participation from Heights Capital Management, Inc., returning investors JPMorgan Chase & Co., and Swarth Investments L.L.C. The transaction is expected to close on or about August 16, 2022, subject to customary closing conditions. The securities were offered in the transaction under Section 4(a)(2) of the Securities Act of 1933, as amended, and have not been registered under the Securities Act, or applicable state securities laws.
Reported Earnings • Jul 28Second quarter 2022 earnings released: US$0.20 loss per share (vs US$0.16 profit in 2Q 2021)Second quarter 2022 results: US$0.20 loss per share (down from US$0.16 profit in 2Q 2021). Revenue: US$205.8m (down 2.6% from 2Q 2021). Net loss: US$30.2m (down 230% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 6.8%, compared to a 8.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 28Ribbon Communications Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2022Ribbon Communications Inc. provided earnings guidance for the third quarter ending September 30, 2022. For the third quarter of 2022, the Company projects revenue of $210 million to $225 million and GAAP diluted loss per share of $0.09 to $0.04. .
お知らせ • Jul 14Ribbon Communications Inc. to Report Q2, 2022 Results on Jul 27, 2022Ribbon Communications Inc. announced that they will report Q2, 2022 results After-Market on Jul 27, 2022
お知らせ • Jun 16Ribbon Communications Reportedly Receiving a Lot of Acquisition Interest from SuitorsRibbon Communications Inc. (NasdaqGS:RBBN) is receiving "a lot of acquisition interest from suitors" with the stock price testing all-time lows, said Dealreporter, according to contacts. The M&A focused publication quotes CEO Bruce McClelland as having recently said while speaking on the sidelines of the B. Riley Institutional Investor Conference that Ribbon was receiving "a lot of inbounds" and talking "to a lot of people," adding that "who knows what comes out of any of that".
Recent Insider Transactions • May 05Insider recently sold €132k worth of stockOn the 3rd of May, Salvatore Bucci sold around 40k shares on-market at roughly €3.29 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €171k more than they sold in the last 12 months.
Reported Earnings • Apr 28First quarter 2022 earnings released: US$0.47 loss per share (vs US$0.31 loss in 1Q 2021)First quarter 2022 results: US$0.47 loss per share (down from US$0.31 loss in 1Q 2021). Revenue: US$173.2m (down 10% from 1Q 2021). Net loss: US$70.0m (loss widened 57% from 1Q 2021). Over the next year, revenue is forecast to grow 4.1%, compared to a 7.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Chairman Shaul Shani was the last director to join the board, commencing their role in 2020. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 14Ribbon Communications Inc. to Report Q1, 2022 Results on Apr 27, 2022Ribbon Communications Inc. announced that they will report Q1, 2022 results After-Market on Apr 27, 2022
お知らせ • Apr 09Ribbon Communications Inc., Annual General Meeting, May 25, 2022Ribbon Communications Inc., Annual General Meeting, May 25, 2022, at 10:00 US Eastern Standard Time. Agenda: To elect eight directors as named in the Proxy Statement; to ratify the appointment of Deloitte & Touche LLP as Ribbon Communications' independent registered public accounting firm for 2022; to approve, on a non-binding advisory basis, the compensation of named executive officers; to approve an amendment to the Ribbon Communications Inc. Amended and Restated 2019 Incentive Award Plan to add additional shares; and to transact other business, if any, as may properly come before the meeting or any adjournment, continuation or postponement thereof.
お知らせ • Apr 03Ribbon Communications Inc. Announces Departure of Krish A. Prabhu, A Member of the Company's Board of DirectorsIn connection with the preparation for the 2022 annual meeting of stockholders of Ribbon Communications Inc., on March 30, 2022, Krish A. Prabhu, a member of the Company's Board of Directors, determined that he does not intend to stand for re-election as a director of the Company when his term expires at the Annual Meeting. Mr. Prabhu will remain a member of the Board and of the committees of the Board on which he currently serves through the Annual Meeting.
Recent Insider Transactions • Mar 16Lead Independent Director recently bought €256k worth of stockOn the 14th of March, Bruns Grayson bought around 100k shares on-market at roughly €2.56 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €303k more in shares than they have sold in the last 12 months.
お知らせ • Feb 18Ribbon Communications Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2022 and Full Year Ending December 31, 2022Ribbon Communications Inc. provided earnings guidance for the first quarter ending March 31, 2022 and full year ending December 31, 2022. For the first quarter of 2022, the Company projects revenue to be $165 million to $180 million. GAAP loss per share to be $0.30 to $0.27.For the full year 2022, the Company projects revenue to be $850 million to $880 million. GAAP loss per share to be $0.31 to $0.27.
Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$1.20 loss per share (down from US$0.64 profit in FY 2020). Revenue: US$845.0m (flat on FY 2020). Net loss: US$177.2m (down 300% from profit in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 7.9%, compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorated over the past weekAfter last week's 26% share price decline to €3.86, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 24x in the Communications industry in Europe. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.64 per share.
お知らせ • Dec 11Ribbon Communications Inc. Announces the Availability of its New SBC CNe (Cloud Native Edition) EdgeRibbon Communications Inc. announced the availability of its new SBC CNe (Cloud Native edition) Edge, which leverages next generation technology to deliver increased performance and customer value. Earlier this year, leading data, analytics and insights platform GlobalData identified Ribbon's SBC portfolio as a leader in Session Border Controller solutions. The addition of the Unified Communications-optimized SBC CNe Edge to the portfolio further extends Ribbon's market leadership and enables customers to migrate their communications workloads to private, public or hybrid clouds to secure cloud communications and collaboration voice calling applications such as Microsoft Teams on Azure and Zoom Phone. SBC CNe Edge leverages industry standard Docker containers and Kubernetes orchestration, which enables continuous upgrades, improved resiliency and reuse of existing enterprise management tools. It scales elastically to 10,000 sessions (up to 100,000 users), dynamically consuming compute resources based on call volume. This elastic design, combined with efficient use of compute resource can cut cloud compute costs in half versus alternatives, helping customers realize significant energy savings. SBC CNe Edge provides an intuitive web management interface with built-in templates for popular cloud services, IP-PBXs and telecom providers. It operates in concert with Ribbon Application Management Platform (RAMP) making it easy for multisite enterprises to centrally manage and monitor a variety of Ribbon security elements across hundreds or thousands of locations. For ease of deployment, SBC CNe Edge will be available on the Microsoft Azure Marketplace in the coming weeks.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improved over the past weekAfter last week's 15% share price gain to €5.25, the stock trades at a trailing P/E ratio of 21x. Average forward P/E is 22x in the Communications industry in Europe. Total loss to shareholders of 13% over the past three years.
Reported Earnings • Oct 28Third quarter 2021 earnings released: US$0.40 loss per share (vs US$0.043 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: US$210.4m (down 9.0% from 3Q 2020). Net loss: US$59.4m (down US$65.7m from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.16 (vs US$0.057 loss in 2Q 2020)The company reported a solid second quarter result with improved earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: US$211.2m (flat on 2Q 2020). Net income: US$23.2m (up US$31.5m from 2Q 2020). Profit margin: 11% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Jun 02Ribbon Communications Inc. Announces its New TM400_2 Line CardRibbon Communications Inc. announced its new TM400_2 line card. Part of the Apollo optical networking portfolio, the TM400_2 leverages 400G ZR+, a disruptive technology that incorporates pluggables to deliver improved economics and flexibility. The TM400_2 delivers 400G optical transmission using standard and interoperable CFP2 DCO (Digital Coherent Optic) pluggables, optimized for transport over CDC (Colorless Directionless Contentionless) ROADM (Reconfigurable Optical Add-Drop Multiplexer) networks, in either independent wavelength or dual carrier modes. Leveraging multiple wavelengths allows for longer transmission distances than what embedded 800G solutions, often reliant on costly proprietary technology, can achieve with a single wavelength. In independent wavelength mode, the TM400_2 uses two 400G wavelengths to provide significant cost efficiencies compared to a single 800G embedded solution for metro applications. In dual carrier mode, the TM400_2 combines two high-performance 200G wavelengths to provide a 400G channel for long haul applications, delivering superior cost performance to current embedded solutions.
Reported Earnings • Apr 30First quarter 2021 earnings released: US$0.31 loss per share (vs US$0.27 loss in 1Q 2020)The company reported a soft first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: US$192.8m (up 22% from 1Q 2020). Net loss: US$44.7m (loss widened 35% from 1Q 2020). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 29Ribbon Communications Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2021Ribbon Communications Inc. provided earnings guidance for the second quarter and full year of 2021. The Company's outlook is based on current indications for its business, which are subject to change. For the second quarter of 2021, the Company projects revenue of $215 million to $225 million, non-GAAP gross margin of 56% to 57%, non-GAAP diluted earnings per share of $0.09 to $0.11. For the full year 2021, guidance remains unchanged at revenue of $925 million to $945 million, non-GAAP gross margin of 55% to 56%, non-GAAP diluted earnings per share of $0.49 to $0.54. The current outlook assumes no worsening of conditions related to the COVID-19 pandemic.
お知らせ • Mar 16Ribbon Communications Inc. Apollo OTN Transport and Switching Platforms Selects to Upgrade CiniaRibbon Communications Inc. announced that its Apollo OTN Transport and Switching platforms have been selected to upgrade Cinia's backbone transport network in Finland and Northern Europe, with key features including high capacity, low latency and resilience. Cinia is leveraging Ribbon's Apollo 9600 series of optical transport platforms and Apollo 9900 series OTN switching platforms at critical nodes for wavelength grooming and route protection. The flexgrid backbone accelerates service provisioning by using colorless, directionless ROADMs (Reconfigurable Optical Add-Drop Multiplexers) to map services onto wavelengths. The solution also transports and monitors alien lambdas, enabling Cinia to offer other carriers transit services with their own wavelengths. Additionally, the deployed platform with Ribbon's TM800E programmable transmission blades enable transport of 400GbE client connections, adding the latest generation of high-speed service functionality while maintaining network efficiency.
Recent Insider Transactions • Mar 04Insider recently sold €126k worth of stockOn the 2nd of March, Salvatore Bucci sold around 18k shares on-market at roughly €7.20 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought €262k more than they sold in the last 12 months.