Ribbon Communications Reports Q3 2026 Revenue Growth Driven by IP Routing and Verizon Modernization
Ribbon Communications (RBBN) reported a strong third quarter for 2026, with revenue increasing 14% sequentially to $219 million. The growth was primarily driven by a 35% surge in internet protocol (IP) routing product shipments and significant expansion in sales to Verizon Communications, which grew approximately 50% compared to the first-half quarterly run rate. The company is strategically pivoting toward IP routing software and edge AI capabilities, including new security features designed to detect AI-generated voice impersonation. While management projects fourth-quarter revenue between $233 million and $247 million, they cautioned that supply chain constraints in memory and core silicon may limit shipment volumes during the final quarter of the year.
Topics: earnings report IP routing optical networks revenue growth telecommunications infrastructure
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