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Upturn AI SWOT - About
RBBN 
Ribbon Communications Inc (RBBN)
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Upturn Advisory Summary
04/08/2025: RBBN (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -9.95% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/08/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 635.12M USD | Price to earnings Ratio - | 1Y Target Price 6.3 |
Price to earnings Ratio - | 1Y Target Price 6.3 | ||
Volume (30-day avg) 543853 | Beta 1.37 | 52 Weeks Range 2.75 - 5.38 | Updated Date 04/25/2025 |
52 Weeks Range 2.75 - 5.38 | Updated Date 04/25/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.31 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-04-22 | When Before Market | Estimate - | Actual - |
Profitability
Profit Margin -6.5% | Operating Margin (TTM) 13.77% |
Management Effectiveness
Return on Assets (TTM) 1.47% | Return on Equity (TTM) -12.65% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 931019350 | Price to Sales(TTM) 0.76 |
Enterprise Value 931019350 | Price to Sales(TTM) 0.76 | ||
Enterprise Value to Revenue 1.12 | Enterprise Value to EBITDA 17.74 | Shares Outstanding 175932992 | Shares Floating 91924783 |
Shares Outstanding 175932992 | Shares Floating 91924783 | ||
Percent Insiders 17.86 | Percent Institutions 73.13 |
Analyst Ratings
Rating 4.8 | Target Price 5.9 | Buy 1 | Strong Buy 4 |
Buy 1 | Strong Buy 4 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Ribbon Communications Inc
Company Overview
History and Background
Ribbon Communications Inc., formerly GENBAND, was formed in 2017 through the merger of GENBAND and Sonus Networks. GENBAND was founded in 1999. The combined entity focuses on real-time communications software and network solutions.
Core Business Areas
- Cloud & Edge: Provides cloud-native communications software and solutions that enable service providers and enterprises to deliver unified communications, contact center, and other applications.
- IP Optical Networks: Offers optical transport solutions for network modernization and bandwidth expansion.
- Security and Analytics: Provides network security and analytics solutions to protect communications infrastructure.
Leadership and Structure
Bruce Hembree is the CEO. The organizational structure is based on functional departments, including sales, marketing, engineering, and finance. Board of Directors oversees the company's management.
Top Products and Market Share
Key Offerings
- Session Border Controllers (SBCs): SBCs control signaling and media streams in VoIP networks, providing security, interoperability, and policy enforcement. Market share is estimated to be around 10%. Competitors: Oracle, Cisco, AudioCodes. Revenue generation estimated to be 25% of total revenue.
- Cloud Communications Platforms: Cloud-based unified communications and collaboration services. Market share is relatively smaller compared to SBCs, but growing. Competitors: RingCentral, Zoom, Microsoft Teams. Revenue generation estimated to be 20% of total revenue.
- Optical Transport Solutions: Enables bandwidth scalability, agility and efficiency for service providers. Competitors: Ciena, Nokia, Infinera. Revenue generation estimated to be 30% of total revenue.
Market Dynamics
Industry Overview
The communications technology industry is evolving with cloud adoption, 5G deployment, and increasing demand for secure and reliable real-time communications. Legacy networks are transitioning to IP-based solutions.
Positioning
Ribbon positions itself as a provider of secure, intelligent, and reliable real-time communications solutions for service providers and enterprises. It aims to enable digital transformation and network modernization.
Total Addressable Market (TAM)
The total addressable market for Ribbon's solutions is estimated to be in the billions of dollars. Ribbon's positioning allows them to compete in key market segments.
Upturn SWOT Analysis
Strengths
- Strong product portfolio in real-time communications
- Established relationships with major service providers
- Experience in network modernization and IP transformation
- Focus on security and analytics
Weaknesses
- Intense competition in key markets
- Dependence on service provider spending cycles
- Slower growth compared to cloud-native competitors
- Relatively smaller market share in some product categories
Opportunities
- Growing demand for cloud communications and collaboration
- 5G network deployments driving infrastructure upgrades
- Expansion into emerging markets
- Strategic acquisitions to enhance product portfolio
Threats
- Disruptive technologies and new market entrants
- Economic slowdown impacting capital expenditures
- Cybersecurity threats and data breaches
- Consolidation among service providers reducing customer base
Competitors and Market Share
Key Competitors
- CSCO
- ORCL
- ADCT
Competitive Landscape
Ribbon Communications faces intense competition from larger players like Cisco and Oracle. Ribbon's advantages include its specialized expertise in real-time communications and focus on service provider needs. However, it needs to innovate faster and expand its market reach to maintain competitiveness.
Major Acquisitions
Edgewater Networks
- Year: 2018
- Acquisition Price (USD millions): 117
- Strategic Rationale: Expanded Ribbon's portfolio of solutions for service providers and enterprises, strengthening its position in the growing market for unified communications and secure SIP trunking.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data can be observed from company's revenue growth rate in the past years.
Future Projections: Future projections data can be obtained from analyst estimates and company guidance.
Recent Initiatives: Recent initiatives include product innovation, strategic partnerships, and expansion into new markets.
Summary
Ribbon Communications is a player in real-time communications and network solutions, facing stiff competition. Its strength lies in established service provider relationships and a decent product portfolio. However, slower growth than cloud-native competitors is a concern. Ribbon should capitalize on opportunities like 5G and cloud adoption while navigating the threats of disruptive technologies.
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Sources and Disclaimers
Data Sources:
- Company Financial Reports
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share estimates are approximate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Ribbon Communications Inc
Exchange NASDAQ | Headquaters Plano, TX, United States | ||
IPO Launch date 2000-05-25 | President, CEO & Director Mr. Bruce W. McClelland | ||
Sector Technology | Industry Software - Application | Full time employees 3052 | |
Full time employees 3052 | |||
Ribbon Communications Inc. provides communications technology in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally. It operates through two segments, Cloud and Edge, and IP Optical Networks. The Cloud and Edge segment provides software and hardware products, solutions, and services for voice over internet protocol communications, voice over long-term evolution, and voice over 5G communications, and unified communications and collaboration. It also offers session border controllers; and network transformation products, such as signaling products, call controllers, media gateways, and application servers. This segment serves private, public, or hybrid cloud infrastructures, as well as data centers, enterprise premises, and service provider networks. The IP Optical Networks segment provides hardware and software products and solutions for IP networking, switching, routing, and optical transport for technologies comprising 5G, distributed cloud computing, and corresponding applications. It also offers multiple solutions, including 5G-native solutions for mobile-backhaul, metro and edge aggregation, core networking, data center interconnect, multi-service access, and transport solutions for wholesale carriers. This segment serves utilities, government, defense, finance, transportation, and education and research industries, as well as service providers and enterprises. The company was formerly known as Sonus Networks, Inc. and changed its name to Ribbon Communications Inc. in November 2017. Ribbon Communications Inc. was founded in 1997 and is headquartered in Plano, Texas.
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