Earnings Call Summary | Ribbon Communications(RBBN.US) Q1 2024 Earnings Conference
Earnings Call Summary | Ribbon Communications(RBBN.US) Q1 2024 Earnings Conference
The following is a summary of the Ribbon Communications Inc. (RBBN) Q1 2024 Earnings Call Transcript:
以下是Ribbon Communications Inc.（RBBN）2024年第一季度業績電話會議記錄的摘要：
Financial Performance:
財務業績：
Ribbon Communications reported Q1 revenue of $180 million, a 3.5% decrease year-over-year.
Non-GAAP gross margin was 55.1%, a 700 basis point increase year-over-year, due to a positive regional and product mix.
Non-GAAP net loss improved by $2 million, with earnings beating the upper end of guidance.
Adjusted EBITDA turned positive at $12 million, an improvement of $14 million compared to last year's EBITDA loss.
Ribbon Communications報告稱，第一季度收入爲1.8億美元，同比下降3.5％。
由於區域和產品組合良好，非公認會計准則毛利率爲55.1％，同比增長700個點子。
非公認會計准則淨虧損增加了200萬美元，收益超過了預期的上限。
調整後的息稅折舊攤銷前利潤轉爲正數，爲1200萬美元，與去年的息稅折舊攤銷前利潤虧損相比增加了1400萬美元。
Business Progress:
業務進展：
Ribbon announced a multi-year program with Verizon, projected to generate $300 million over three years.
Q1 revenue (excluding major US Tier 1 customers) saw a 1% year-on-year growth.
The IP Optical Networks business reported a 9% year-on-year increase due to strong sales in the EMEA region.
The software content of product sales increased from 25% to 29% year-over-year.
Anticipated improvement in the US Tier 1 environment and growth in enterprise and US federal projects for the Cloud Managed portfolio.
Launched the 9400 platform and Neptune 2400 High Performance Aggregation Router and announced interoperability features with Cisco.
Plans are in motion to refinance capital structure including term loan and preferred shares.
Ribbon宣佈與Verizon合作開展一項爲期多年的計劃，預計將在三年內產生3億美元的收入。
第一季度收入（不包括美國主要的一級客戶）同比增長了1％。
由於歐洲、中東和非洲地區的強勁銷售，IP光纖網絡業務同比增長9％。
產品銷售的軟件含量同比從25％增長到29％。
預計美國一級環境將有所改善，雲管理產品組合的企業和美國聯邦項目也將增長。
推出了 9400 平台和 Neptune 2400 高性能聚合路由器，並宣佈了與思科的互操作性功能。
包括定期貸款和優先股在內的資本結構再融資的計劃正在進行中。
More details: Ribbon Communications IR
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譯文內容由第三人軟體翻譯。