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Revenue by Segment
Breaks down Ribbon’s sales across its main business lines—for example software, hardware, and services—revealing which parts drive growth and which may be under pressure. A shift toward higher-margin software and services suggests more predictable revenue and better long-term profitability, while heavy reliance on hardware can mean greater sensitivity to cyclical demand and price pressure.Cloud & Edge is the larger, higher‑margin franchise but has swung from a late‑2024 spike into a Q1‑2026 trough, while IP Optical exhibits deeper cyclicality and is also near multi‑year lows. Management’s book‑to‑bill (>1 consolidated; 1.5x IP Optical), AWS/cloud‑native wins and large voice/DCI bookings support the guided sequential recovery, but margin compression, cash burn and customer concentration (notably a large India account) mean the improvement hinges on execution and timely conversion of multi‑quarter project backlog.
Date | Cloud & Edge | IP Optical Networks |
|---|---|---|
Jun 30, 2026 | $110.50M | $81.83M |
Mar 31, 2026 | $100.00M | $63.00M |
Dec 31, 2025 | $142.00M | $85.00M |
Sep 30, 2025 | $124.00M | $91.00M |
Jun 30, 2025 | $137.00M | $84.00M |
Mar 31, 2025 | $108.00M | $74.00M |
Dec 31, 2024 | $165.00M | $87.00M |
Sep 30, 2024 | $128.00M | $82.00M |
Jun 30, 2024 | $111.00M | $82.00M |
Mar 31, 2024 | $102.00M | $78.00M |