Ribbon Communications (RBBN) Investor presentation summary

Strategic positioning and market leadership

• Recognized as a global leader in mission-critical communications and networking infrastructure, serving telecom, enterprise, and government sectors with deeply embedded solutions and high switching costs.

• Trusted by over 1,000 global customers, including major service providers and enterprises, with average customer relationships spanning 20 years.

• Provides secure, carrier-grade voice, orchestration, and networking infrastructure, increasingly relevant as AI agents drive higher traffic and compliance needs.

AI-driven innovation and ecosystem integration

• Positioned at the center of the AI communications ecosystem, enabling secure AI voice, autonomous networking, and data center interconnect.

• Offers Acumen AI platform for AlOps, automation, and unified observability, supporting low-code/no-code applications and open, multi-vendor environments.

• Selected by a leading CRM platform to power secure AI-driven voice infrastructure, providing a cloud-native, usage-based solution for contact centers.

• Delivers elastic scalability, threat protection, and fraud mitigation for AI agent communications, leveraging public cloud deployments.

Growth opportunities and financial performance

• Capitalizing on AI infrastructure growth drivers, including secure AI voice, AlOps, and rural data center interconnect, with 67% of planned US data center growth in rural areas.

• Maintains a durable revenue base with 90%+ maintenance renewal rates, 67% software/services mix, and multi-year customer contracts.

• Demonstrates strong recurring revenue, high visibility, and diversified exposure across telecom, enterprise, federal, and critical infrastructure markets.

• Achieves profitability growth through increasing software content, disciplined cost management, and expanding AI monetization opportunities, with a 12% CAGR in adjusted EBITDA.