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Ribbon Communications (RBBN) investor relations material
Ribbon Communications Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2025 revenue reached $215 million, up 2% year-over-year, with year-to-date revenue up 6% and strong customer adoption of the Acumen AI ops platform, including major wins in EMEA and with IBM.
IP Optical Networks sales grew 11% year-over-year, with robust performance in EMEA (up to 50%) and India (up 31% in Q3, 50% YTD).
Cloud & Edge portfolio is increasingly strategic, with year-to-date revenue up 9% and product/professional service revenue up 18% excluding maintenance.
U.S. government shutdown delayed procurement, impacting federal sales, but projects are delayed, not lost.
Cash from operations was $26 million, with a closing cash balance of $77 million, up $14 million sequentially.
Financial highlights
Q3 revenue was $215 million, up 2% year-over-year, with non-GAAP gross margin at 52.6%–53% and adjusted EBITDA at $29 million.
Non-GAAP net income was $7–8 million, with diluted EPS of $0.04; GAAP net loss was $12 million, or $(0.07) per share.
Year-to-date non-GAAP revenue was $617 million, gross margin 51%, and adjusted EBITDA $67 million.
Cash from operations was $26 million; closing cash balance was $77 million.
CapEx for Q3 was $5.5 million; share repurchases totaled $3.5 million for 900,000–911,000 shares.
Outlook and guidance
Q4 2025 revenue projected at $230–$250 million; adjusted EBITDA expected at $42–$48 million.
FY25 revenue midpoint outlook is $857 million, with non-GAAP gross margin at 52.3%–52.7%.
Q4 expected to be the strongest quarter, with Cloud and Edge gross margins in the high 60s.
U.S. government shutdown impact removed from Q4 projections; purchases assumed to occur in 2026.
IP Optical sales to remain strong in India and stable in North America and Europe; maintenance revenue to decline due to contract completion.
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