Ribbon Communications provided third-quarter and full-year 2026 guidance during its second-quarter earnings call. For the third quarter, the company expects revenue between $215 million and $230 million and adjusted EBITDA between $26 million and $31 million. For the full year, Ribbon updated its outlook to revenue of $810 million to $840 million and adjusted EBITDA of $78 million to $88 million. CEO Bruce McClelland noted that second-quarter revenue grew 18% sequentially to $192 million, with IP Optical product and service bookings reaching an all-time high and a book-to-bill ratio of 1.6 times revenue. The company also announced a significant partnership with Salesforce to accelerate the Agentforce Contact Center offering, which McClelland said validates a new market segment. However, management moderated its second-half growth expectations due to slower-than-expected voice network modernization deployments with U.S. Tier 1 service providers and anticipated supply limitations.
Ribbon Communications IncRibbon provided Q3 and full-year guidance with revenue growth and strong IP Optical bookings, though moderated expectations due to slower deployments and supply limits.
Salesforce.com IncRibbon's partnership with Salesforce to accelerate Agentforce Contact Center validates a new market segment for Salesforce.