Ribbon Communications Inc. · NASDAQ:RBBN
Ribbon Communications — Investor Presentation (June 2026)
22 slides from Ribbon Communications's investor presentation, June 2026
Slide 1: Investor Presentation June 2026
Investor Presentation June 2026 1
Slide 2: Note Regarding Forward-Looking Statements and Non-GAAP Financial Measures
Note Regarding Forward-Looking Statements and Non-GAAP Financial Measures This presentation contains “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform Act of 1995, which are subject to a number of risks and uncertainties. All statements other than state
Slide 3: Ribbon: A Compelling AI Infrastructure Investment Opportunity
Ribbon: A Compelling AI Infrastructure Investment Opportunity 1 A global leader in mission- 2 Enabling secure AI voice, 3 Delivering durable cash flow, critical communications and autonomous networking, growing recurring revenue networking infrastructure data center interconnect streams, and improvi
Slide 4: A global leader in mission-critical communications and networking infrastructure
1 A global leader in mission- critical communications and networking infrastructure 4
Slide 5: Ribbon Powers Mission-Critical Communications Networks
Ribbon Powers Mission-Critical Communications Networks Global Service Enterprise & AI Government & Critical Providers Platforms Infrastructure 5
Slide 6: The Trusted Infrastructure For Mission-critical Communications
The Trusted Infrastructure For Mission-critical Communications Ribbon provides the secure voice, orchestration, networking and observability infrastructure required for AI-driven real- time interactions at global scale 1 2 3 Deeply Secure Long-Term Embedded Communications Customer Infrastructure Exp
Slide 7: Enabling secure AI voice, autonomous networking, data center interconnect
2 Enabling secure AI voice, autonomous networking, data center interconnect 7
Slide 8: Ribbon at the Center of the AI Communications Ecosystem
Ribbon at the Center of the AI Communications Ecosystem AI Agents Enterprise Voice & Carriers Networking Security Rural Data Center Interconnect (DCI) 8
Slide 9: Positioned for Multiple AI Growth Vectors
Positioned for Multiple AI Growth Vectors AIOps and Automation Global Engagements • Faster Outcomes: Low code/ no code applications • Unified Observability: Across layers 0-7 • Open and Multi-vendor: No vendor lock-in • End-to-End Automation: AIOps, DevOps & SecOps Data Center Connectivity Enabling
Slide 10: Selected by a Leading CRM Platform to Power Secure AI-driven Voice Infrastructure
Selected by a Leading CRM Platform to Power Secure AI-driven Voice Infrastructure Critical Infrastructure Layer Ribbon provides the critical infrastructure layer of a new Contact Center Platform built on industry leading CRM Solution Secure AI Communications backbone Ribbon Partners AI-first engagem
Slide 11: Agentic AI - Transforming Communications Infrastructure Stack
Agentic AI - Transforming Communications Infrastructure Stack Shifting from Human Capital Constraints to Compute Capacity • AI will massively increase voice interactions AI Agent to AI Agent • We are in the beginning of a 5–10-year cycle of AI agents • Ribbon is ideally suited to support migration t
Slide 12: Securing the Agentic AI Voice Tech Stack
Securing the Agentic AI Voice Tech Stack Ribbon’s cloud-native SBCs, PSX (for centralized call routing), and Call Trust elements, deployed globally on AWS, serve as the foundation for Agentforce calling AI Agents (elastic scaling) Customer Experience – Natural Language Agentforce Application Process
Slide 13: Autonomous Networking & AIOps
Autonomous Networking & AIOps Design, Deployment, Management, Troubleshooting, and Optimization Agentic AI Platform More Agility Faster Deployments Lower Opex Acumen Builder • Seamlessly integrates AI capabilities Business outcome • Changes the economics of deploying and development platform running
Slide 14: Growing Regional Data Center Interconnect (DCI) Opportunity
Growing Regional Data Center Interconnect (DCI) Opportunity AI infrastructure requires massive edge-to-core data transport Ribbon Positioned to Win Rural DCI % of data centers in the USA • Optical scaling Urban Rural • Cross-sell into rural telecom installed base • Edge AI Factories and Rural Data C
Slide 15: Delivering durable cash flow, growing recurring revenue streams, and improving profitability
3 Delivering durable cash flow, growing recurring revenue streams, and improving profitability 15
Slide 16: Durable Recurring Revenue & Embedded Customer Relationships
Durable Recurring Revenue & Embedded Customer Relationships 90% 67% 32% Maintenance Software/ Maintenance Renewals Services Mix Revenue 20Years Average Customer Tenure 16
Slide 17: Durable Revenue Base with Emerging AI Infrastructure Growth Drivers
Durable Revenue Base with Emerging AI Infrastructure Growth Drivers Recurring Software & Services $850 Provides high visibility and durable cash flow generation 67% software and $845 service mix 90+% Multi-year Customer Contracts $840 Maintenance Renewal Rate Mission-critical deployments create high
Slide 18: Disciplined Execution Driving Durable Profitability Growth
Disciplined Execution Driving Durable Profitability Growth $140 12% CAGR Increasing software content and operating leverage across the portfolio $120 $100 Secure AI voice, AIOps and DCI $80 opportunities expanding monetization $60 potential $40 $20 Disciplined cost management and capital allocation
Slide 19: Compelling Investment Thesis
Compelling Investment Thesis Mission-Critical Multiple AI Durable Strong Revenue Communications Infrastructure Competitive Moat and Durable Infrastructure Growth Drivers & Recurring Profitability Revenue • Deeply embedded in • Secure AI voice and • Long-duration customer • Increasing software mix te
Slide 20: Ribbon at a Glance
Ribbon at a Glance Cloud & Edge (61% of FY 2025 Total Revenue) IP Optical (39% of FY 2025 Total Revenue) What We Do What We Do • Secure voice & communications infrastructure • Optical transport and DCI networking • Cloud-native network modernization • IP routing and network infrastructure • AI-ready
Slide 21: Refer to the supplemental schedules on the investor relations website
Refer to the supplemental schedules including financial results, key stats, and non-GAAP reconciliations on the investor relations website investors.ribboncommunications.com 21
Slide 22: Thank You
ridooon Thank You
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