Q1 2026 Ribbon Communications Inc Earnings Call Transcript

Apr 28, 2026 / 08:30 PM GMT

Release Date Price: $2.6 (-2.26%)

Transcript 10-Q8-K

Key Points

Positve

Ribbon Communications Inc (RBBN) reported stronger-than-expected demand in India, particularly with Bharti Airtel, which was a 10%-plus customer in the quarter.
The company achieved key wins in the rapidly growing data center interconnect space across multiple geographies, including Europe, the U.S., and Asia.
Ribbon Communications Inc (RBBN) established a new partnership with Amazon Web Services, reinforcing its leadership position in cloud-native secure voice infrastructure.
The company has a strong pipeline of projects, including major network upgrades in Europe and Africa, and continued growth in India.
Ribbon Communications Inc (RBBN) is preparing to launch its new AIOps and automation platform, Acumen, with lead customer Optimum, which is expected to go live later this quarter.

Negative

First quarter revenue decreased by 10% from the prior year, driven by lower sales in both Cloud and Edge and IP Optical Networks segments.
Consolidated non-GAAP gross margin was abnormally low at 45.8%, down 280 basis points year-on-year, primarily due to lower professional services revenue.
Adjusted EBITDA for the quarter was a loss of $8 million, a $14 million decrease from the prior year, driven by low revenues and gross margins.
Sales to service providers in the Asia-Pac region were down year-over-year, following a strong performance from the region last year.
The company experienced lower sales than anticipated to U.S. Tier 1 service providers, impacting overall performance.

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

RBBN.OQ - Ribbon Communications Inc
Q1 2026 Ribbon Communications Inc Earnings Call
Apr 28, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the Ribbon Communications First Quarter 2026 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 star zero on your telephone keypad.

As a reminder, this conference is being recorded. It is now my pleasure to introduce Fahad Najam, Senior Vice President of Investor Relations. Please go ahead.

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Unidentified_2 [2]
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Good afternoon and welcome to

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