Ribbon Communications: 3 Key Takeaways for Long-Term Investors
On its third-quarter 2026 earnings call, held on Oct. 27, 2026, Ribbon Communications (NASDAQ:RBBN) reported sequential revenue growth of 14% to $219 million as demand recovered in both operating segments. Long-term investors need to evaluate whether the shift toward internet protocol (IP) routing software and edge artificial intelligence (AI) capabilities provides a lasting path to margin expansion. Three things management said stand out. Sales in the IP optical networks segment rose 17% sequentially to $96 million, led by demand from regional service providers and utility networks. Modernization projects replacing legacy gear lifted routing shipments beyond total optical equipment volume. Continue reading