Ribbon Communications Inc. (RBBN) stock falls on Q4 2025 Earnings

Ribbon Communications Inc. (RBBN) reported fourth-quarter 2025 results. Key results:

Total revenue: $227.3 million (down 9.56% year-over-year).

Gross profit: $121.1 million (down 13.57% year-over-year).

Operating profit: $9.3 million (down 72.01% year-over-year).

Net income attributable to common shareholders: $89.1 million (up 1,299.51% year-over-year).

Diluted earnings per share: $0.50 (up 1,150.0% year-over-year).

Cash flow and balance sheet highlights:

Cash from operating activities: $27.9 million (down 54.89% year-over-year).

Purchases of property, plant and equipment (capital expenditures): $3.8 million (outflow; down 52.93% year-over-year).

Cash and cash equivalents: $96.4 million (up 9.84% year-over-year).

Cost of sales: $106.3 million (down 4.52% year-over-year).

Total liabilities: $763.3 million (up 0.70% year-over-year).

Estimates and market reaction:

Reported revenue of $227.3 million versus a consensus estimate of $246.2 million, missing the top-line expectation.

Reported diluted EPS of $0.50 versus an estimate of $0.11, materially exceeding expectations.

Stock price moved -15.71% since market close.

In summary, Ribbon Communications (RBBN) posted a quarter with lower revenue and gross margin but a sharply higher net income and EPS versus the prior year; operating cash flow declined significantly while liquidity on the balance sheet improved modestly.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Ribbon Communications Inc. Insider Trading Activity

Ribbon Communications Inc. insiders have traded $RBBN stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $RBBN stock by insiders over the last 6 months:

DAN REDINGTON (EVP, Global Sales) has made 0 purchases and 3 sales selling 189,610 shares for an estimated $766,591.
BEATRIZ V INFANTE sold 8,690 shares for an estimated $34,597

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Ribbon Communications Inc. Hedge Fund Activity

We have seen 76 institutional investors add shares of Ribbon Communications Inc. stock to their portfolio, and 70 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO removed 1,749,504 shares (-3.4%) from their portfolio in Q3 2025, for an estimated $6,648,115
MILLENNIUM MANAGEMENT LLC removed 830,148 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $3,154,562
ROYCE & ASSOCIATES LP added 633,035 shares (+17.2%) to their portfolio in Q3 2025, for an estimated $2,405,533
CINCTIVE CAPITAL MANAGEMENT LP added 524,067 shares (+inf%) to their portfolio in Q3 2025, for an estimated $1,991,454
FRANKLIN RESOURCES INC removed 493,135 shares (-45.2%) from their portfolio in Q3 2025, for an estimated $1,873,913
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 481,276 shares (+99.6%) to their portfolio in Q3 2025, for an estimated $1,828,848
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. added 389,116 shares (+26.4%) to their portfolio in Q3 2025, for an estimated $1,478,640

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Ribbon Communications Inc. Analyst Ratings

Wall Street analysts have issued reports on $RBBN in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Rosenblatt issued a "Buy" rating on 10/23/2025

To track analyst ratings and price targets for Ribbon Communications Inc., check out Quiver Quantitative's $RBBN forecast page.