RBBN at a glance
Ribbon Communications Inc. (RBBN, SEC CIK 1708055) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on July 28, 2026 and Form 4 insider filings as recently as July 15, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Ribbon Communications Inc. (RBBN) reported revenue of $844.6 million (up 1.3% from FY2024) and net income of $39.6 million. Diluted EPS was $0.22.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding Ribbon Communications Inc. (RBBN) shares worth $187.8 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $844.6M
- +1.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 27 funds
- $187.8M · +1 vs prior quarter
- Latest 8-K
- Jul 28, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $192.3M, down $28.2M or 12.8% YoY from $220.6M
- Gross margin 47.0% vs 49.6% YoY; operating loss $12.2M vs $4.2M income
- Cloud and Edge revenue $110.5M vs $137.0M; margin 59.5% vs 61.1%
- IP Optical Networks revenue $81.8M vs $83.5M; margin 30.1% vs 30.6%
- 2026 revenue expected to decline slightly; tariff uncertainty, delayed purchases, and supply disruptions remain headwinds
Risk Factors
- No risk-factors section provided; no new or changed risks identifiable
- Liquidity risk from repurchases funded with cash on hand and operating cash flow
- Debt covenant risk: 2024 Credit Facility limits aggregate repurchases to $15 million
- Equity concentration risk: $40.2 million remaining under the $50 million repurchase authorization
- Share dilution risk from 1,839,024 awards surrendered for employee tax withholding needs
AI summary of the RBBN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Ribbon reported financial results for the quarter ended June 30, 2026
- Detailed results, guidance, and management commentary are in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue $192M, down from $221M YoY but up from $163M in Q1, signaling sequential recovery
- GAAP net loss widened to $27M from $11M; Adjusted EBITDA fell to $12M from $32M YoY
Item 7.01: Regulation FD Disclosure
- Investor presentation dated June 17, 2026 furnished under Regulation FD
- Presentation likely contains material investor-facing updates; review Exhibit 99.1 for operating and strategic details
Item EX-99.1: Item EX-99.1
- Investor presentation positions Ribbon as AI infrastructure provider across secure voice, autonomous networking, and data-center interconnect
- 67% software and services mix, 90%+ maintenance renewals, and 20-year average customer tenure support recurring revenue visibility
Item 5.07: Submission of Matters to a Vote of Security Holders
- 163,724,665 shares voted, representing approximately 93% of outstanding shares
- All nine director nominees elected through 2027, with Beatriz V. Infante receiving the highest opposition at 6,167,837 votes
AI summaries of RBBN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for RBBN
Don't miss the next RBBN filing
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- Fund moves. Which tracked funds opened, added or cut RBBN, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| GRAYSON BRUNS H | A | Jul 15, 2026 | 14,423 | - |
| SHANI SHAUL | A | Jul 15, 2026 | 11,752 | - |
| SHANI SHAUL | M | Jun 16, 2026 | 42,500 | - |
| EWING R STEWART JR | M | Jun 16, 2026 | 42,500 | - |
| INFANTE BEATRIZ V | M | Jun 16, 2026 | 42,500 | - |
| INFANTE BEATRIZ V | M | Jun 16, 2026 | 42,500 | - |
| GRAYSON BRUNS H | M | Jun 16, 2026 | 42,500 | - |
| GRAYSON BRUNS H | M | Jun 16, 2026 | 42,500 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $833.9M | $844.6M |
| Gross Profit | - | $439.5M | $420.7M |
| Operating Income | - | $16.9M | -$3.3M |
| Net Income | - | -$54.2M | $39.6M |
| Gross Margin | - | 52.7% | 49.8% |
| Op. Margin | - | 2.0% | -0.4% |
| Net Margin | - | -6.5% | 4.7% |
| Balance Sheet | |||
| Total Assets | $1.1B | $1.2B | $1.2B |
| Equity | $452.8M | $404.6M | $449.0M |
| ROE | - | -13.4% | 8.8% |
| Per Share | |||
| EPS | - | $-0.31 | $0.22 |
| Cash Flow | |||
| Operating CF | - | $50.2M | $51.4M |
| CapEx | - | $22.4M | $25.3M |
Source: XBRL data in Ribbon Communications Inc. (RBBN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate RBBN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $187.8M |
| Q1 2026 | 26 | $170.4M |
| Q4 2025 | 23 | $232.9M |
| Q3 2025 | 26 | $497.8M |
| Q2 2025 | 27 | $326.3M |
| Q1 2025 | 23 | $286.2M |
| Q4 2024 | 18 | $80.0M |
| Q3 2024 | 15 | $37.3M |
- Citadel Advisors LLC+666.2K (+116%)
- BlackRock+422.6K (+6%)
- D.E. Shaw & Co+251.9K (+16%)
- Millennium Management+207.1K (+42%)
- Vanguard Portfolio Management LLC+177.4K (+5%)
- Goldman Sachs Group−329.3K (-44%)
- Vanguard Capital Management LLC−290.8K (-7%)
- Dimensional Fund Advisors−64.8K (-1%)
- Morgan Stanley−43.7K (-10%)
- Bank of America Corp−19.8K (-10%)
- Two Sigma Investments+102.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 185 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
RBBN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 4 | Apr 17, 2026 | - | - | - |
| 4 | Apr 17, 2026 | - | - | - |
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RBBN SEC filings: frequently asked questions
Which institutions hold RBBN stock?
As of June 30, 2026, the largest Ribbon Communications Inc. (RBBN) holders among the 13F filers tracked by SignalX were JPMorgan Chase & Co ($115.5 million), BlackRock ($16.7 million), Dimensional Fund Advisors ($14.7 million), Vanguard Capital Management LLC ($9.2 million), Vanguard Portfolio Management LLC ($8.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was RBBN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Ribbon Communications Inc. (RBBN) reported revenue of $844.6 million (up 1.3% from FY2024) and net income of $39.6 million. Diluted EPS was $0.22. The figures come from the XBRL data in the 10-K.
What did RBBN report in its latest 8-K?
Ribbon Communications Inc. (RBBN) filed an 8-K on July 28, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Ribbon reported financial results for the quarter ended June 30, 2026.
What are the latest RBBN SEC filings?
Ribbon Communications Inc. (RBBN) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on July 28, 2026 and a Form 4 insider filing on July 15, 2026.
What is RBBN's SEC CIK number?
Ribbon Communications Inc. (RBBN)'s SEC Central Index Key (CIK) is 1708055. EDGAR lists every RBBN filing under that number.
Ask anything about RBBN
The research agent reads RBBN's filings, financials, insider trades and 13F holders, then answers with sources.