Ribbon (RBBN) Q2 2025 Earnings Call Transcript
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Ribbon Communications (NASDAQ:RBBN) delivered record quarterly revenue of $221 million in Q2 2025, driven primarily by strong uptake in both its Cloud and Edge and IP Optical Networks segments, particularly among tier one service providers like Verizon and leading operators in India. Management highlighted that the company’s revenue and adjusted EBITDA reached the high end of guidance on a non-GAAP basis, with a book-to-bill ratio remaining above 1.0 and deferred revenue building quarter over quarter. Executives cited new business wins in North America, Asia Pacific, and EMEA, with particular emphasis on critical infrastructure and federal agency contracts as drivers of enterprise growth. The company announced a stock repurchase program and expects to benefit from U.S. legislative changes affecting R tax treatment, projecting notable cash tax savings of approximately $15 million to $20 million in 2025.
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