Ribbon Communications 경영진
경영진 기준 점검 3/4
Ribbon Communications CEO는 Bruce McClelland, Mar2020 에 임명되었습니다 의 임기는 6.5 년입니다. 총 연간 보상은 $17.46M, 4.3% 급여 및 95.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $5.73M 가치에 해당하는 회사 주식의 1.63% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.2 년과 6.5 년입니다.
핵심 정보
Bruce McClelland
최고경영자
US$17.5m
총 보수
| CEO 급여 비율 | 4.30% |
| CEO 재임 기간 | 6.5yrs |
| CEO 지분 보유율 | 1.6% |
| 경영진 평균 재임 기간 | 4.2yrs |
| 이사회 평균 재임 기간 | 6.5yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • Sep 01
Ribbon Communications: Why The Company's Optical Surge Outweighs Cloud Delays
Summary Ribbon Communications is rated Buy with a $3 price target, driven by optical networking backlog growth and strategic AI partnerships. RBBN's optical segment backlog rose 60% YTD, with a 1.6x book-to-bill, signaling robust future demand despite near-term Verizon CapEx delays. Management cut 2023 guidance to $810–$840M revenue and $78–$88M adjusted earnings, reflecting telecom CapEx deferrals and subsidy slowdowns. Key risks include customer concentration, supply chain inflation, and debt covenants; opticals’ EBITDA margin improvement is crucial for validating the margin expansion thesis. Read the full article on Seeking Alpha분석 기사 • Jul 31
Here's What Analysts Are Forecasting For Ribbon Communications Inc. (NASDAQ:RBBN) After Its Second-Quarter Results
It's been a good week for Ribbon Communications Inc. ( NASDAQ:RBBN ) shareholders, because the company has just...
내러티브 업데이트 • Jun 22
RBBN: Refined P/E Assumptions Will Support Future Multiple Repricing
Analysts have made a modest upward adjustment to Ribbon Communications' target valuation in dollar terms, reflecting updated views on risk, near term earnings potential, and P/E assumptions, while keeping the underlying fair value framework broadly unchanged. Analyst Commentary Recent commentary on Ribbon Communications points to a modestly improved stance on the stock, with updated assumptions feeding into a slightly higher target valuation while the broader framework stays intact.내러티브 업데이트 • Jun 05
RBBN: Cloud Partnerships And Margin Progress Will Support Future Multiple Repricing
Analysts have nudged their price target on Ribbon Communications higher by $0.10, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. Analyst Commentary Recent research highlights a modestly higher valuation view on Ribbon Communications, with the updated price target moving up by $0.10 as analysts refine their fair value work and core assumptions.분석 기사 • May 06
Why Ribbon Communications' (NASDAQ:RBBN) Earnings Are Better Than They Seem
Ribbon Communications Inc.'s ( NASDAQ:RBBN ) robust recent earnings didn't do much to move the stock. We think this is...내러티브 업데이트 • Apr 26
RBBN: Cloud Collaboration Progress Will Support Future Multiple Repricing
Analysts have reduced Ribbon Communications' price targets from $1.50 to $2, reflecting updated views on profit margins, discount rates and future P/E assumptions, while the fair value estimate remains at $3.65. Analyst Commentary Recent research updates show analysts revisiting their views on Ribbon Communications, with several cutting price targets and one issuing a downgrade.내러티브 업데이트 • Apr 11
RBBN: Cloud Partnerships And Higher Margin Outlook Will Support Future Repricing
Analysts have reduced their average price target for Ribbon Communications by a few dollars to reflect recent target cuts from several firms, while also updating their assumptions on discount rate, profit margin and future P/E to align with the latest research views. Analyst Commentary Recent Street research around Ribbon Communications points to a more cautious stance, with several firms trimming price targets and one downgrade.내러티브 업데이트 • Mar 27
RBBN: Cloud Partnerships And Margin Reset Will Support Future Repricing
Analysts have reduced their average Ribbon Communications price target by several dollars to reflect updated assumptions around discount rates, revenue growth and profit margin, as highlighted in recent Street research that collectively lowered targets by $1.50 to $2.00 and included a fresh downgrade. Analyst Commentary Recent research reflects a reset in expectations for Ribbon Communications, with several firms revising price targets and at least one downgrade.내러티브 업데이트 • Mar 13
RBBN: Cloud Agreements And Profit Margin Reset Will Support Future Repricing
Analysts have trimmed their price targets on Ribbon Communications by $2 to reflect updated views on future profitability and a lower assumed P/E, while their fair value estimate in absolute terms remains unchanged. Analyst Commentary Recent Street research on Ribbon Communications points to a mixed setup, with price targets trimmed by between $1.50 and $2 and at least one rating downgrade.
새로운 내러티브 • Feb 27
Voice Network Modernization And AI Operations Will Reshape This Undervalued Telecom Supplier
Catalysts About Ribbon Communications Ribbon Communications provides secure voice, IP optical networking and AI operations software to telecom carriers, enterprises and government clients worldwide. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Feb 26
RBBN: Reset Profit Expectations While Cloud Partnerships Will Support Future Repricing
The average analyst price target for Ribbon Communications has been reduced by several dollars to reflect updated views on profit margins and valuation multiples, as recent research reports from multiple firms point to a more cautious outlook on the shares. Analyst Commentary Recent research updates on Ribbon Communications include several reductions in price targets and at least one ratings downgrade, signaling that analysts are reassessing their expectations for the company’s execution and valuation.
새로운 내러티브 • Feb 12
Execution Risks In Voice Modernization And IP Optical Mix Will Eventually Be Rewarded
Catalysts About Ribbon Communications Ribbon Communications provides IP optical networking and cloud centric secure voice solutions for service providers, enterprises and government customers worldwide. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Feb 11
RBBN: Reset Expectations And Cloud Deals Will Support Future Repricing
The analyst price target for Ribbon Communications has been reduced by $2.10 to $3.65. Analysts refined their outlook using updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, following recent target cuts and a downgrade from several firms.내러티브 업데이트 • Oct 26
Improved Profit Margins And New Solutions Will Shape Cloud Communications Expansion
Analysts have lowered their price target for Ribbon Communications from $6.08 to $5.75, citing slightly reduced revenue growth expectations and an increased discount rate, while improved profit margin forecasts partially offset these changes. Analyst Commentary Analysts have provided a range of insights surrounding Ribbon Communications’ revised outlook, highlighting both positive and negative considerations tied to its valuation and future growth.분석 기사 • Aug 20
Is Ribbon Communications (NASDAQ:RBBN) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Jul 24
Ribbon Communications (NASDAQ:RBBN) Is Experiencing Growth In Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...새로운 내러티브 • Jul 06
Cloud And Edge Modernization Will Transform Global Telecom Networks
Transition to cloud and IP-based solutions, along with rising broadband infrastructure investments, is driving improved margins and expanding market opportunities.분석 기사 • Jun 10
There's No Escaping Ribbon Communications Inc.'s (NASDAQ:RBBN) Muted Revenues Despite A 26% Share Price Rise
Ribbon Communications Inc. ( NASDAQ:RBBN ) shareholders would be excited to see that the share price has had a great...분석 기사 • Apr 16
Ribbon Communications Inc. (NASDAQ:RBBN) Shares Could Be 47% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Ribbon Communications is US$6.85 based on 2 Stage Free Cash Flow to Equity...분석 기사 • Feb 27
What Ribbon Communications Inc.'s (NASDAQ:RBBN) 27% Share Price Gain Is Not Telling You
Ribbon Communications Inc. ( NASDAQ:RBBN ) shareholders have had their patience rewarded with a 27% share price jump in...분석 기사 • Jan 03
Here's Why Ribbon Communications (NASDAQ:RBBN) Has A Meaningful Debt Burden
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Nov 12
Are Investors Undervaluing Ribbon Communications Inc. (NASDAQ:RBBN) By 40%?
Key Insights The projected fair value for Ribbon Communications is US$7.09 based on 2 Stage Free Cash Flow to Equity...분석 기사 • Oct 18
Ribbon Communications Inc.'s (NASDAQ:RBBN) P/S Still Appears To Be Reasonable
There wouldn't be many who think Ribbon Communications Inc.'s ( NASDAQ:RBBN ) price-to-sales (or "P/S") ratio of 0.8x...분석 기사 • Mar 26
Why We're Not Concerned About Ribbon Communications Inc.'s (NASDAQ:RBBN) Share Price
There wouldn't be many who think Ribbon Communications Inc.'s ( NASDAQ:RBBN ) price-to-sales (or "P/S") ratio of 0.7x...CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$16m |
| Mar 31 2026 | n/a | n/a | US$31m |
| Dec 31 2025 | US$17m | US$750k | US$40m |
| Sep 30 2025 | n/a | n/a | -US$43m |
| Jun 30 2025 | n/a | n/a | -US$44m |
| Mar 31 2025 | n/a | n/a | -US$50m |
| Dec 31 2024 | US$4m | US$750k | -US$54m |
| Sep 30 2024 | n/a | n/a | -US$54m |
| Jun 30 2024 | n/a | n/a | -US$54m |
| Mar 31 2024 | n/a | n/a | -US$58m |
| Dec 31 2023 | US$3m | US$750k | -US$66m |
| Sep 30 2023 | n/a | n/a | -US$53m |
| Jun 30 2023 | n/a | n/a | -US$58m |
| Mar 31 2023 | n/a | n/a | -US$66m |
| Dec 31 2022 | US$2m | US$750k | -US$98m |
| Sep 30 2022 | n/a | n/a | -US$215m |
| Jun 30 2022 | n/a | n/a | -US$256m |
| Mar 31 2022 | n/a | n/a | -US$202m |
| Dec 31 2021 | US$781k | US$750k | -US$177m |
| Sep 30 2021 | n/a | n/a | US$43m |
| Jun 30 2021 | n/a | n/a | US$109m |
| Mar 31 2021 | n/a | n/a | US$77m |
| Dec 31 2020 | US$5m | US$479k | US$89m |
보상 대 시장: Bruce의 총 보수(USD17.46M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.41M)보다 높습니다.
보상과 수익: Bruce의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Bruce McClelland (59 yo)
6.5yrs
재임 기간
US$17,457,675
보수
Mr. Bruce W. McClelland is the President, Chief Executive Officer and Director of Ribbon Communications Operating Company, Inc and Ribbon Communications Inc. since March 1, 2020. He served as the Chief Ope...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 6.5yrs | US$17.46m | 1.63% $ 5.7m | |
| Executive VP & COO | 3.6yrs | US$3.29m | 0.34% $ 1.2m | |
| Executive VP | 6.3yrs | US$2.46m | 0.27% $ 949.8k | |
| Executive Vice President of Global Sales | less than a year | US$2.47m | 0.049% $ 171.8k | |
| Executive VP | 8.7yrs | 데이터 없음 | 0.30% $ 1.1m | |
| Vice President of Technology & Sales Engineering | no data | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Investor Relations & Corporate Strategy | 1.2yrs | 데이터 없음 | 데이터 없음 | |
| Chief Marketing Officer & Senior VP | 3.7yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Human Resources | no data | 데이터 없음 | 데이터 없음 | |
| Head of IP Solutions & IP Portfolio Marketing | 4.7yrs | 데이터 없음 | 데이터 없음 |
4.2yrs
평균 재임 기간
59yo
평균 나이
경험이 풍부한 관리: RBBN의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.2 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 6.5yrs | US$17.46m | 1.63% $ 5.7m | |
| Director | 8.9yrs | 데이터 없음 | 데이터 없음 | |
| Lead Independent Director | 8.9yrs | US$299.05k | 0.47% $ 1.7m | |
| Independent Director | 16.7yrs | US$271.05k | 0.22% $ 759.9k | |
| Independent Director | 6.6yrs | US$269.05k | 0.13% $ 472.6k | |
| Chairman | 6.3yrs | US$1.00m | 0.13% $ 468.3k | |
| Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Independent Director | 4yrs | US$375.55k | 0.12% $ 410.0k | |
| Independent Director | 6.3yrs | US$239.05k | 0.12% $ 439.9k |
6.5yrs
평균 재임 기간
71yo
평균 나이
경험이 풍부한 이사회: RBBN의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6.5 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/10 03:01 |
| 종가 | 2026/09/10 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Ribbon Communications Inc.는 21명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Kenneth Muth | Baird |
| Ted Moreau | Barrington Research Associates, Inc. |
| Alexander Paris | Barrington Research Associates, Inc. |