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Upturn AI SWOT - About
Ribbon Communications Inc (RBBN)

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Upturn Advisory Summary
11/05/2025: RBBN (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $5.75
1 Year Target Price $5.75
| 4 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -14.33% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 568.65M USD | Price to earnings Ratio - | 1Y Target Price 5.75 |
Price to earnings Ratio - | 1Y Target Price 5.75 | ||
Volume (30-day avg) 5 | Beta 1.01 | 52 Weeks Range 3.01 - 5.38 | Updated Date 11/5/2025 |
52 Weeks Range 3.01 - 5.38 | Updated Date 11/5/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.24 |
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 2025-10-22 | When - | Estimate 0.0833 | Actual 0.04 |
Profitability
Profit Margin -4.96% | Operating Margin (TTM) 3.12% |
Management Effectiveness
Return on Assets (TTM) 2.06% | Return on Equity (TTM) -11.4% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 1016402563 | Price to Sales(TTM) 0.65 |
Enterprise Value 1016402563 | Price to Sales(TTM) 0.65 | ||
Enterprise Value to Revenue 1.18 | Enterprise Value to EBITDA 14.86 | Shares Outstanding 176599590 | Shares Floating 92117878 |
Shares Outstanding 176599590 | Shares Floating 92117878 | ||
Percent Insiders 18.02 | Percent Institutions 74.02 |
Upturn AI SWOT
Ribbon Communications Inc

Company Overview
History and Background
Ribbon Communications Inc. was formed in 2017 from the merger of Genband and Sonus Networks. Genband was founded in 1999, and Sonus Networks in 1997. The combined company focuses on real-time communications and network modernization solutions.
Core Business Areas
- Cloud & Edge: Provides cloud-native software and network function virtualization (NFV) solutions, session border controllers (SBCs), and media gateways for service providers and enterprises.
- IP Optical Networks: Delivers optical transport solutions for network modernization, 5G transport, and private networks. This includes DWDM/OTN technologies.
- Kandy Communications Platform: Offers a cloud-based communications platform as a service (CPaaS) that enables businesses to integrate real-time communications capabilities into their applications.
Leadership and Structure
Bruce McClelland is the President and CEO. The company has a typical corporate structure with functional departments like Sales, Marketing, Engineering, and Finance, reporting to the executive leadership team.
Top Products and Market Share
Key Offerings
- Session Border Controllers (SBCs): SBCs secure and control real-time communications across IP networks. Ribbon is a significant player in the SBC market. Competitors include Oracle, Cisco, and AudioCodes. Ribbon claims to be #2 in market share for SBCs. Specific revenue figures are not publicly broken out.
- Optical Transport Solutions: DWDM/OTN solutions for high-capacity network transport. Competitors include Ciena, Nokia, and Huawei. Revenue attributed to this is not public information.
- Kandy CPaaS Platform: Cloud-based platform for integrating communications features into applications. Competitors include Twilio, Vonage, and MessageBird. Revenue attributed to this is not public information.
Market Dynamics
Industry Overview
The communications technology industry is undergoing significant transformation driven by cloud adoption, 5G deployment, and the increasing demand for real-time communications services. Network modernization and security are key trends.
Positioning
Ribbon Communications is positioned as a provider of cloud-native and network modernization solutions for service providers and enterprises. They focus on enabling secure and reliable real-time communications.
Total Addressable Market (TAM)
The TAM for real-time communications and network modernization is estimated to be in the tens of billions of dollars annually. Ribbon is positioned to address a portion of this market with its portfolio of solutions. Estimates range $30-50 billion across CPaaS, SBC and Optical networking. Ribbon holds less than 5% of this TAM.
Upturn SWOT Analysis
Strengths
- Strong product portfolio in SBCs and optical transport
- Established relationships with major service providers
- Focus on cloud-native solutions
- Global presence and support capabilities
- Kandy Communications Platform provides a competitive advantage
Weaknesses
- Intense competition in key markets
- Relatively smaller market share compared to larger competitors
- Potential dependence on a few large customers
- Integration challenges related to past acquisitions
- Variable financial performance
Opportunities
- Growing demand for 5G transport solutions
- Increasing adoption of cloud communications
- Expansion into new geographic markets
- Strategic partnerships and acquisitions
- Secure government contracts due to geopolitical landscape
Threats
- Rapid technological changes
- Economic downturns affecting capital spending
- Increased competition from larger players
- Cybersecurity threats
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- ORCL
- CSCO
- CIEN
- NOK
Competitive Landscape
Ribbon's advantages include a strong SBC product line and focus on cloud solutions. Disadvantages include smaller scale compared to Cisco and Oracle. Ribbon has struggled to grow revenues.
Major Acquisitions
Edgewater Networks
- Year: 2018
- Acquisition Price (USD millions): 117
- Strategic Rationale: Expanded Ribbon's presence in the SMB market with cloud-based unified communications and security solutions.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is influenced by acquisitions and market dynamics. Specific data requires reviewing financial reports for year-over-year revenue growth.
Future Projections: Future projections depend on analyst estimates, which vary. Analyst consensus is critical to establish.
Recent Initiatives: Recent initiatives include expanding their cloud-native offerings, forming strategic partnerships, and targeting new geographic markets. They are focusing on solutions for network modernization and security.
Summary
Ribbon Communications is a player in the network modernization and real-time communications space, with particular strength in SBCs. They face intense competition and must execute well on their cloud strategy. Growing revenues will be key to showing strength. Ribbon's biggest weakness is its inability to capture more revenue.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and analyst estimates. Market conditions and company performance are subject to change. The market share figures are estimates and may vary. This is not financial advice; consult with a financial professional before making investment decisions.
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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