Ribbon Communications Inc.

NasdaqGS:RBBN Stock Report

Market Cap: US$456.3m

Ribbon Communications Management

Management criteria checks 3/4

Ribbon Communications' CEO is Bruce McClelland, appointed in Mar 2020, has a tenure of 6.08 years. total yearly compensation is $17.46M, comprised of 4.3% salary and 95.7% bonuses, including company stock and options. directly owns 0.86% of the company’s shares, worth $3.94M. The average tenure of the management team and the board of directors is 3.3 years and 6.1 years respectively.

Key information

Bruce McClelland

Chief executive officer

US$17.5m

Total compensation

CEO salary percentage4.30%
CEO tenure6.1yrs
CEO ownership0.9%
Management average tenure3.3yrs
Board average tenure6.1yrs

Recent management updates

Recent updates

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.

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.

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.

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.

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?

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.

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?

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.

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.

Is Ribbon Communications (NASDAQ:RBBN) Using Too Much Debt?

Aug 20
Is Ribbon Communications (NASDAQ:RBBN) Using Too Much Debt?

Ribbon Communications (NASDAQ:RBBN) Is Experiencing Growth In Returns On Capital

Jul 24
Ribbon Communications (NASDAQ:RBBN) Is Experiencing Growth In Returns On Capital
User avatar

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.

There's No Escaping Ribbon Communications Inc.'s (NASDAQ:RBBN) Muted Revenues Despite A 26% Share Price Rise

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) Shares Could Be 47% Below Their Intrinsic Value Estimate

Apr 16
Ribbon Communications Inc. (NASDAQ:RBBN) Shares Could Be 47% Below Their Intrinsic Value Estimate

What Ribbon Communications Inc.'s (NASDAQ:RBBN) 27% Share Price Gain Is Not Telling You

Feb 27
What Ribbon Communications Inc.'s (NASDAQ:RBBN) 27% Share Price Gain Is Not Telling You

Here's Why Ribbon Communications (NASDAQ:RBBN) Has A Meaningful Debt Burden

Jan 03
Here's Why Ribbon Communications (NASDAQ:RBBN) Has A Meaningful Debt Burden

Are Investors Undervaluing Ribbon Communications Inc. (NASDAQ:RBBN) By 40%?

Nov 12
Are Investors Undervaluing Ribbon Communications Inc. (NASDAQ:RBBN) By 40%?

Ribbon Communications Inc.'s (NASDAQ:RBBN) P/S Still Appears To Be Reasonable

Oct 18
Ribbon Communications Inc.'s (NASDAQ:RBBN) P/S Still Appears To Be Reasonable

Why We're Not Concerned About Ribbon Communications Inc.'s (NASDAQ:RBBN) Share Price

Mar 26
Why We're Not Concerned About Ribbon Communications Inc.'s (NASDAQ:RBBN) Share Price

The Market Lifts Ribbon Communications Inc. (NASDAQ:RBBN) Shares 31% But It Can Do More

Dec 18
The Market Lifts Ribbon Communications Inc. (NASDAQ:RBBN) Shares 31% But It Can Do More

Is Ribbon Communications (NASDAQ:RBBN) Weighed On By Its Debt Load?

Nov 07
Is Ribbon Communications (NASDAQ:RBBN) Weighed On By Its Debt Load?

CEO Compensation Analysis

How has Bruce McClelland's remuneration changed compared to Ribbon Communications's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$31m

Dec 31 2025US$17mUS$750k

US$40m

Sep 30 2025n/an/a

-US$43m

Jun 30 2025n/an/a

-US$44m

Mar 31 2025n/an/a

-US$50m

Dec 31 2024US$4mUS$750k

-US$54m

Sep 30 2024n/an/a

-US$54m

Jun 30 2024n/an/a

-US$54m

Mar 31 2024n/an/a

-US$58m

Dec 31 2023US$3mUS$750k

-US$66m

Sep 30 2023n/an/a

-US$53m

Jun 30 2023n/an/a

-US$58m

Mar 31 2023n/an/a

-US$66m

Dec 31 2022US$2mUS$750k

-US$98m

Sep 30 2022n/an/a

-US$215m

Jun 30 2022n/an/a

-US$256m

Mar 31 2022n/an/a

-US$202m

Dec 31 2021US$781kUS$750k

-US$177m

Sep 30 2021n/an/a

US$43m

Jun 30 2021n/an/a

US$109m

Mar 31 2021n/an/a

US$77m

Dec 31 2020US$5mUS$479k

US$89m

Compensation vs Market: Bruce's total compensation ($USD17.46M) is above average for companies of similar size in the US market ($USD2.48M).

Compensation vs Earnings: Bruce's compensation has been consistent with company performance over the past year.


CEO

Bruce McClelland (58 yo)

6.1yrs
Tenure
US$17,457,675
Compensation

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...


Leadership Team

NamePositionTenureCompensationOwnership
Bruce McClelland
President6.1yrsUS$17.46m0.86%
$ 3.9m
John Townsend
Executive VP & CFO1.4yrsUS$641.72k0.053%
$ 242.6k
Salvatore Bucci
Executive VP & COO3.2yrsUS$3.29m0.26%
$ 1.2m
Patrick Macken
Executive VP5.8yrsUS$2.46m0.16%
$ 738.9k
Stephen McCaffery
Executive Vice President of Global Salesless than a yearUS$2.47m0.050%
$ 226.7k
Eric Marmurek
Senior VP8.3yrsno data0.26%
$ 1.2m
Jamie Gibson
Vice President of Technology & Sales Engineeringno datano datano data
Fahad Najam
Senior Vice President of Investor Relations & Corporate Strategyless than a yearno datano data
Joni Roberts
Chief Marketing Officer & Senior VP3.3yrsno datano data
Petrena Ferguson
Senior Vice President of Human Resourcesno datano datano data
David Stokes
Head of IP Solutions & IP Portfolio Marketing4.3yrsno datano data
3.3yrs
Average Tenure
59yo
Average Age

Experienced Management: RBBN's management team is considered experienced (3.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Bruce McClelland
President6.1yrsUS$17.46m0.86%
$ 3.9m
Richard Smith
Director8.5yrsno datano data
Bruns Grayson
Lead Independent Director8.5yrsUS$299.05k0.45%
$ 2.0m
Beatriz Infante
Independent Director16.3yrsUS$271.05k0.20%
$ 892.4k
R. Ewing
Independent Director6.2yrsUS$269.05k0.11%
$ 513.2k
Shaul Shani
Chairman5.8yrsUS$1.00m0.10%
$ 477.0k
Louis Silver
Directorno datano datano data
Scott Mair
Independent Director3.6yrsUS$375.55k0.080%
$ 365.6k
Tanya Tamone
Independent Director5.8yrsUS$239.05k0.10%
$ 470.1k
6.1yrs
Average Tenure
70yo
Average Age

Experienced Board: RBBN's board of directors are considered experienced (6.1 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/29 10:40
End of Day Share Price 2026/04/29 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Ribbon Communications Inc. is covered by 22 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kenneth MuthBaird
Alexander ParisBarrington Research Associates, Inc.
Ted MoreauBarrington Research Associates, Inc.