Q1 2025 Ribbon Communications Inc Earnings Call Transcript

Apr 29, 2025 / 08:30 PM GMT

Release Date Price: $3.75 (+1.90%)

Transcript 10-Q8-K

Key Points

Positve

Ribbon Communications Inc (RBBN) reported a 35% increase in backlog from the same point last year, indicating strong demand.
The company's cloud and edge business continues to be a growth engine, with sales growing approximately 6% year over year.
Sales to global service providers were a primary driver of growth, with total cloud and edge revenue increasing approximately 20% year over year.
Ribbon Communications Inc (RBBN) expects a strong second quarter with sales projected to grow more than 10% year over year.
The company has a strong presence in Asia, with sales in India increasing 80% year over year, contributing to the highest level in the last five years.

Negative

First quarter sales were flat year over year and lower than expected due to the timing of two enterprise projects.
Margins in the first quarter were lower than projected, primarily due to the mix of shipments and lower sales volume.
Cloud and edge sales to enterprise customers were down approximately 23% year over year.
First quarter non-GAAP gross margin was 48.6%, lower than expected due to higher sales in India and higher cloud and edge hardware shipments.
The IP optical segment recorded a 6% decrease in revenue year over year, impacted by the suspension of shipments to Eastern Europe.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RBBN.OQ - Ribbon Communications Inc
Q1 2025 Ribbon Communications Inc Earnings Call
Apr 29, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings. A welcome to the Ribbon Communications first quarter 2025 financial results conference call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation.

If anyone should require operator assistance, please press 0 on your telephone keypad.

As a reminder, this conference is being recorded.

I would now like to turn the conference over to your host, Johnny Roberts, Chief Marketing Officer. Please go ahead.

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Unidentified_2 [2]
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Good afternoon

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