Ribbon Sees Third-Quarter 2026 Revenue of $215 Million to $230 Million
Key Facts
Ribbon Communications set a third-quarter 2026 revenue range of $215 million to $230 million, with adjusted EBITDA of $26 million to $31 million, according to its guidance issued in July. The outlook follows second-quarter revenue of $192 million, compared with $221 million in the same period of 2025. The company also swung to a GAAP operating loss of $12 million, from operating income of $4 million a year earlier. Sequentially, second-quarter revenue rose 18% from the first quarter, according to the company’s statement. These figures frame the third-quarter guidance against a backdrop of consecutive revenue improvement, alongside year-over-year declines in revenue and adjusted profitability.
Ribbon management said it expects revenue to continue growing sequentially and earnings to improve through the remainder of 2026. The company also sees greater opportunities in its IP Optical networking business, without specifying their value in the statement included in its second-quarter results release. In the same quarter, the company said demand for the business continued to improve and bookings reached a new record. That comment provides context for management’s outlook on opportunities in IP Optical networking but does not change the third-quarter revenue and earnings ranges the company announced. Second-quarter figures also show that sequential revenue improvement coincided with adjusted EBITDA falling to $12 million from $32 million in the second quarter of 2025.
For the full fiscal year, Ribbon forecast 2026 revenue of $810 million to $840 million, along with adjusted EBITDA of $78 million to $88 million. These figures are the annual outlook the company announced in July, alongside its third-quarter guidance. The third-quarter range implies revenue above the second-quarter level of $192 million, while the actual sequential comparison will depend on the results the company reports. The quarter’s adjusted EBITDA range follows a second-quarter result of $12 million, compared with $32 million a year earlier. The guidance cited here did not include any subsequent revision to the annual targets.
Ribbon said it will report third-quarter results after the market closes on October 27, 2026, with a results call scheduled to begin at 4:30 p.m. U.S. Eastern time. The company plans to present and discuss the period’s results on the call, according to its investor relations calendar. The date follows the company’s announcement of a quarterly revenue range of $215 million to $230 million and an adjusted EBITDA range of $26 million to $31 million. The company had tied its second-half outlook to expectations for sequential revenue growth and improved earnings. Those forecasts remain a benchmark when the quarterly results are released.