07/23/2026 | Press release | Archived content
| RIBBON COMMUNICATIONS INC. | |||||||||||||||||||||||||||||||||||||
| Consolidated Balance Sheets | |||||||||||||||||||||||||||||||||||||
| (in thousands) | |||||||||||||||||||||||||||||||||||||
| December 31, | December 31, | December 31, | March 31, | June 30, | September 30, | December 31, | March 31, | June 30, | September 30, | December 31, | March 31, | June 30, | September 30, | December 31, | March 31, | June 30, | |||||||||||||||||||||
| 2020 | 2021 | 2022 | 2023 | 2023 | 2023 | 2023 | 2024 | 2024 | 2024 | 2024 | 2025 | 2025 | 2025 | 2025 | 2026 | 2026 | |||||||||||||||||||||
| Assets | |||||||||||||||||||||||||||||||||||||
| Current assets: | |||||||||||||||||||||||||||||||||||||
| Cash, cash equivalents and restricted cash | $ 135,697 | $ 106,485 | $ 67,262 | $ 46,034 | $ 34,646 | $ 24,501 | $ 26,630 | $ 30,931 | $ 67,408 | $ 40,093 | $ 90,479 | $ 73,814 | $ 62,274 | $ 76,767 | $ 98,131 | $ 69,599 | $ 45,483 | ||||||||||||||||||||
| Accounts receivable, net | 237,738 | 282,917 | 267,244 | 255,146 | 253,045 | 242,183 | 268,421 | 212,498 | 210,954 | 249,183 | 254,718 | 225,485 | 249,360 | 218,312 | 231,885 | 204,058 | 220,203 | ||||||||||||||||||||
| Inventory | 45,750 | 54,043 | 75,423 | 75,641 | 74,382 | 70,184 | 77,521 | 80,758 | 79,216 | 77,316 | 79,179 | 79,631 | 80,299 | 80,007 | 78,806 | 81,463 | 87,811 | ||||||||||||||||||||
| Other current assets | 28,461 | 37,545 | 68,057 | 52,815 | 58,869 | 53,620 | 46,146 | 44,943 | 46,576 | 49,987 | 39,286 | 46,133 | 42,007 | 43,341 | 45,663 | 53,379 | 52,132 | ||||||||||||||||||||
| Total current assets | 447,646 | 480,990 | 477,986 | 429,636 | 420,942 | 390,488 | 418,718 | 369,130 | 404,154 | 416,579 | 463,662 | 425,063 | 433,940 | 418,427 | 454,485 | 408,499 | 405,629 | ||||||||||||||||||||
| Property and equipment, net | 48,888 | 47,685 | 44,832 | 43,412 | 42,418 | 42,319 | 41,820 | 40,758 | 40,824 | 48,782 | 60,364 | 64,744 | 66,659 | 66,427 | 65,559 | 64,077 | 61,137 | ||||||||||||||||||||
| Intangible assets, net | 417,356 | 350,730 | 294,728 | 280,075 | 265,376 | 251,053 | 238,087 | 224,880 | 212,052 | 199,322 | 187,537 | 175,994 | 164,742 | 153,752 | 143,344 | 134,233 | 124,384 | ||||||||||||||||||||
| Goodwill | 416,892 | 300,892 | 300,892 | 300,892 | 300,892 | 300,892 | 300,892 | 300,892 | 300,892 | 300,892 | 300,892 | 300,892 | 300,892 | 300,892 | 300,892 | 300,892 | 300,892 | ||||||||||||||||||||
| Investments | 115,183 | 43,931 | - | - | - | - | - | - | 0 | 0 | - | - | - | - | - | - | - | ||||||||||||||||||||
| Deferred income taxes | 10,651 | 47,287 | 53,649 | 65,902 | 66,829 | 63,422 | 69,761 | 72,438 | 78,067 | 84,472 | 88,982 | 93,672 | 99,314 | 91,117 | 174,318 | 181,834 | 182,727 | ||||||||||||||||||||
| Operating lease right-of-use assets | 69,757 | 53,147 | 44,888 | 43,378 | 42,390 | 39,167 | 39,783 | 37,110 | 33,901 | 30,732 | 34,544 | 48,748 | 47,383 | 48,204 | 46,240 | 44,010 | 41,895 | ||||||||||||||||||||
| Other assets | 20,892 | 23,075 | 38,589 | 28,365 | 28,349 | 34,274 | 35,092 | 33,252 | 35,562 | 33,980 | 26,573 | 28,364 | 29,242 | 26,415 | 27,417 | 26,157 | 26,158 | ||||||||||||||||||||
| $ 1,547,265 | $ 1,347,737 | $ 1,255,564 | $ 1,191,660 | $ 1,167,196 | $ 1,121,615 | $ 1,144,153 | $ 1,078,460 | $ 1,105,452 | $ 1,114,759 | $ 1,162,554 | $ 1,137,477 | $ 1,142,172 | $ 1,105,234 | $ 1,212,255 | $ 1,159,702 | $ 1,142,822 | |||||||||||||||||||||
| Liabilities and Stockholders' Equity | |||||||||||||||||||||||||||||||||||||
| Current liabilities: | |||||||||||||||||||||||||||||||||||||
| Current portion of term debt | $ 15,531 | $ 20,058 | $ 20,058 | $ 20,058 | $ 25,073 | $ 30,087 | $ 35,102 | $ 228,168 | $ 3,500 | $ 4,813 | $ 6,125 | $ 7,438 | $ 8,750 | $ 8,750 | $ 8,750 | $ 8,750 | $ 8,750 | ||||||||||||||||||||
| Revolving credit facility | - | - | - | - | - | 10,000 | - | - | - | - | - | - | - | - | - | - | - | ||||||||||||||||||||
| Accounts payable | 63,387 | 97,121 | 95,810 | 84,008 | 93,640 | 73,873 | 85,164 | 66,847 | 64,333 | 78,939 | 87,759 | 80,843 | 88,697 | 76,743 | 79,840 | 77,293 | 87,077 | ||||||||||||||||||||
| Accrued expenses and other | 134,865 | 100,752 | 85,270 | 102,000 | 97,620 | 89,076 | 91,687 | 84,491 | 92,847 | 102,942 | 106,251 | 89,935 | 90,144 | 88,069 | 90,759 | 77,890 | 82,512 | ||||||||||||||||||||
| Operating lease liabilities | 17,023 | 17,403 | 15,416 | 14,973 | 15,340 | 14,901 | 15,739 | 14,213 | 12,347 | 10,644 | 9,443 | 10,341 | 10,816 | 11,615 | 11,699 | 11,601 | 11,655 | ||||||||||||||||||||
| Warrant liability | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 682 | 1,007 | ||||||||||||||||||||
| Deferred revenue | 96,824 | 109,119 | 113,939 | 121,761 | 113,915 | 107,536 | 113,381 | 110,596 | 99,547 | 95,761 | 119,295 | 116,623 | 115,212 | 106,697 | 124,425 | 122,619 | 118,333 | ||||||||||||||||||||
| Total current liabilities | 327,630 | 344,453 | 330,493 | 342,800 | 345,588 | 325,473 | 341,073 | 504,315 | 272,574 | 293,099 | 328,873 | 305,180 | 313,619 | 291,874 | 315,473 | 298,835 | 309,334 | ||||||||||||||||||||
| Long-term debt, net of current | 369,035 | 350,217 | 306,270 | 225,764 | 216,332 | 206,908 | 197,482 | - | 333,979 | 332,428 | 330,726 | 329,176 | 327,625 | 326,075 | 324,525 | 322,975 | 320,606 | ||||||||||||||||||||
| Warrant liability | - | - | - | 5,496 | 4,178 | 5,052 | 5,295 | 5,927 | 6,170 | 5,587 | 8,064 | 6,179 | 6,273 | 5,103 | 1,919 | - | - | ||||||||||||||||||||
| Preferred stock liability | - | - | - | 47,854 | 50,582 | 49,855 | 53,337 | 56,204 | - | - | - | - | - | - | - | - | - | ||||||||||||||||||||
| Operating lease liabilities, net of current | 72,614 | 55,196 | 46,183 | 43,367 | 41,827 | 38,282 | 38,711 | 36,768 | 34,858 | 33,249 | 37,376 | 61,144 | 62,063 | 61,806 | 60,159 | 57,042 | 56,000 | ||||||||||||||||||||
| Deferred revenue, net of current | 26,010 | 20,619 | 19,254 | 18,356 | 20,045 | 17,865 | 19,218 | 14,019 | 16,632 | 16,751 | 20,991 | 23,515 | 31,749 | 29,748 | 31,654 | 32,423 | 34,632 | ||||||||||||||||||||
| Deferred income taxes | 16,842 | 8,116 | 3,750 | 3,757 | 3,756 | 3,729 | 5,616 | 5,616 | 5,616 | 5,616 | 5,941 | 5,941 | 5,941 | 5,941 | 5,728 | 5,728 | 5,728 | ||||||||||||||||||||
| Other long-term liabilities | 48,281 | 41,970 | 31,187 | 31,338 | 30,641 | 30,523 | 30,658 | 30,953 | 30,601 | 32,495 | 25,962 | 24,527 | 24,467 | 24,635 | 23,803 | 23,597 | 23,950 | ||||||||||||||||||||
| Total liabilities | 860,412 | 820,571 | 737,137 | 718,732 | 712,949 | 677,687 | 691,390 | 653,802 | 700,430 | 719,225 | 757,933 | 755,662 | 771,737 | 745,182 | 763,261 | 740,600 | 750,250 | ||||||||||||||||||||
| Commitments and contingencies | |||||||||||||||||||||||||||||||||||||
| Stockholders' equity: | |||||||||||||||||||||||||||||||||||||
| Preferred stock | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | ||||||||||||||||||||
| Common stock | 15 | 15 | 17 | 17 | 17 | 17 | 17 | 17 | 17 | 17 | 18 | 18 | 18 | 18 | 18 | 18 | 18 | ||||||||||||||||||||
| Additional paid-in capital | 1,870,256 | 1,875,234 | 1,941,569 | 1,945,525 | 1,950,079 | 1,954,586 | 1,958,909 | 1,962,602 | 1,964,304 | 1,967,952 | 1,970,708 | 1,974,219 | 1,973,990 | 1,975,925 | 1,976,958 | 1,981,988 | 1,981,940 | ||||||||||||||||||||
| Accumulated deficit | (1,178,476) | (1,355,661) | (1,453,744) | (1,492,049) | (1,513,528) | (1,527,029) | (1,519,950) | (1,550,311) | (1,567,127) | (1,580,549) | (1,574,185) | (1,600,412) | (1,611,505) | (1,623,614) | (1,534,549) | (1,569,038) | (1,595,909) | ||||||||||||||||||||
| Accumulated other comprehensive income | (4,942) | 7,578 | 30,585 | 19,435 | 17,679 | 16,354 | 13,787 | 12,350 | 7,828 | 8,114 | 8,080 | 7,990 | 7,932 | 7,723 | 6,567 | 6,134 | 6,523 | ||||||||||||||||||||
| Total stockholders' equity | 686,853 | 527,166 | 518,427 | 472,928 | 454,247 | 443,928 | 452,763 | 424,658 | 405,022 | 395,534 | 404,621 | 381,815 | 370,435 | 360,052 | 448,994 | 419,102 | 392,572 | ||||||||||||||||||||
| $ 1,547,265 | $ 1,347,737 | $ 1,255,564 | $ 1,191,660 | $ 1,167,196 | $ 1,121,615 | $ 1,144,153 | $ 1,078,460 | $ 1,105,452 | $ 1,114,759 | $ 1,162,554 | $ 1,137,477 | $ 1,142,172 | $ 1,105,234 | $ 1,212,255 | $ 1,159,702 | $ 1,142,822 |
| RIBBON COMMUNICATIONS INC. | ||||||||||||||||||||||||||||||||||||||||||||||
| Consolidated Statements of Cash Flows | ||||||||||||||||||||||||||||||||||||||||||||||
| (in thousands) | ||||||||||||||||||||||||||||||||||||||||||||||
| Year | Year | Year | Three Months | Three Months | Three Months | Three Months | Year | Three Months | Three Months | Three Months | Three Months | Year | Three Months | Three Months | Three Months | Three Months | Year | Three Months | Three Months | Six Months | ||||||||||||||||||||||||||
| Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | ||||||||||||||||||||||||||
| December 31, | December 31, | December 31, | March 31, | June 30, | September 30, | December 31, | December 31, | March 31, | June 30, | September 30, | December 31, | December 31, | March 31, | June 30, | September 30, | December 31, | December 31, | March 31, | June 30, | June 30, | ||||||||||||||||||||||||||
| 2020 | 2021 | 2022 | 2023 | 2023 | 2023 | 2023 | 2023 | 2024 | 2024 | 2024 | 2024 | 2024 | 2025 | 2025 | 2025 | 2025 | 2025 | 2026 | 2026 | 2026 | ||||||||||||||||||||||||||
| Cash flows from operating activities: | ||||||||||||||||||||||||||||||||||||||||||||||
| Net income (loss) | $ 88,591 | $ (177,185) | $ (98,083) | $ (38,305) | $ (21,479) | $ (13,501) | $ 7,079 | $ (66,206) | $ (30,361) | $ (16,816) | $ (13,422) | $ 6,364 | $ (54,235) | $ (26,227) | $ (11,093) | $ (12,109) | $ 89,065 | $ 39,636 | $ (34,489) | $ (26,871) | $ (61,360) | |||||||||||||||||||||||||
| Adjustments to reconcile net income (loss) to cash flows provided by (used in) operating activities: | ||||||||||||||||||||||||||||||||||||||||||||||
| Depreciation and amortization of property and equipment | 17,188 | 16,962 | 15,295 | 3,510 | 3,549 | 3,544 | 3,502 | 14,105 | 3,394 | 3,376 | 3,361 | 3,408 | 13,539 | 3,469 | 4,288 | 4,425 | 4,546 | 16,728 | 4,460 | 4,671 | 9,131 | |||||||||||||||||||||||||
| Amortization of intangible assets | 60,910 | 66,626 | 61,188 | 14,653 | 14,699 | 14,373 | 13,166 | 56,891 | 13,257 | 13,040 | 12,780 | 11,785 | 50,862 | 11,543 | 11,252 | 10,990 | 10,408 | 44,193 | 10,218 | 9,849 | 20,067 | |||||||||||||||||||||||||
| Amortization of debt issuance costs and original issue discount | 5,673 | 4,763 | 2,308 | 1,065 | 728 | 724 | 724 | 3,241 | 716 | 2,729 | 692 | 710 | 4,847 | 701 | 700 | 701 | 700 | 2,802 | 701 | 775 | 1,476 | |||||||||||||||||||||||||
| Amortization of accumulated other comprehensive gain related to interest rate swap | - | - | - | - | (2,062) | (1,756) | (1,757) | (5,575) | (1,756) | (6,440) | - | - | (8,196) | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||
| Stock-based compensation | 13,899 | 19,418 | 18,707 | 5,848 | 6,116 | 4,950 | 4,892 | 21,806 | 4,522 | 3,494 | 4,045 | 4,025 | 16,086 | 4,298 | 4,477 | 5,844 | 4,787 | 19,406 | 5,957 | 4,829 | 10,786 | |||||||||||||||||||||||||
| Impairment of goodwill | - | 116,000 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||
| Deferred income taxes | (4,616) | (45,596) | (18,251) | (6,048) | (898) | 3,329 | (5,579) | (9,196) | (2,620) | (5,484) | (6,510) | (2,273) | (16,887) | (4,628) | (4,356) | 9,036 | (85,655) | (85,603) | (7,628) | (842) | (8,470) | |||||||||||||||||||||||||
| Gain on sale of business | (83,552) | (2,772) | (62) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||
| Decrease (increase) in fair value of investments | (30,296) | 71,252 | 41,291 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||
| Reduction to deferred purchase consideration | (70) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||
| Realized gain on swap sale | - | - | - | (7,301) | - | - | - | (7,301) | - | - | - | - | - | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||
| Change in fair value of warrant liability | - | - | - | - | (1,318) | 874 | 243 | (201) | 632 | 243 | (583) | 2,477 | 2,769 | (1,735) | 94 | (1,170) | (3,184) | (5,995) | (1,237) | 325 | (912) | |||||||||||||||||||||||||
| Change in fair value of preferred stock liability | - | - | - | - | 1,456 | (2,028) | 2,120 | 1,548 | 1,512 | 6,579 | - | - | 8,091 | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||
| Dividends accrued on preferred stock liability | - | - | - | - | 1,272 | 1,301 | 1,362 | 3,935 | 1,355 | 1,388 | - | - | 2,743 | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||
| Payment of dividends accrued on preferred stock liability | - | - | - | - | - | - | - | - | - | (6,686) | - | - | (6,686) | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||
| Foreign currency exchange (gain) loss | 2,961 | 5,002 | 1,576 | (2,185) | 1,105 | 2,254 | (1,218) | (44) | 1,144 | 879 | (666) | 4,384 | 5,741 | (1,328) | 1,915 | 1,111 | 1,955 | 3,653 | 1,173 | 1,671 | 2,844 | |||||||||||||||||||||||||
| Changes in operating assets and liabilities: | ||||||||||||||||||||||||||||||||||||||||||||||
| Accounts receivable | 9,578 | (47,279) | 14,285 | 19,742 | 1,792 | 9,811 | (25,619) | 5,726 | 55,384 | 762 | (37,250) | (6,476) | 12,420 | 29,459 | (24,881) | 29,680 | (14,230) | 20,028 | 27,233 | (16,838) | 10,395 | |||||||||||||||||||||||||
| Inventory | 11,842 | (9,029) | (32,099) | (2,917) | 696 | (2,106) | (6,374) | (10,701) | (4,379) | (26) | 2,775 | (1,986) | (3,616) | (1,546) | (1,274) | 2,438 | 616 | 234 | (4,600) | (6,719) | (11,319) | |||||||||||||||||||||||||
| Other operating assets | 44,343 | 9,958 | 2,109 | 15,031 | (1,545) | 14,299 | 7,049 | 34,834 | 7,923 | 931 | 602 | 21,003 | 30,459 | (5,578) | 5,392 | 1,008 | (1,386) | (564) | (2,801) | 3,839 | 1,038 | |||||||||||||||||||||||||
| Accounts payable | (49,561) | 34,482 | (448) | (10,405) | 8,665 | (20,536) | 11,778 | (10,498) | (17,837) | (2,704) | 12,961 | 1,564 | (6,016) | (2,184) | 7,267 | (10,100) | 1,760 | (3,257) | (3,389) | 12,517 | 9,128 | |||||||||||||||||||||||||
| Accrued expenses and other long-term liabilities | 20,629 | (50,324) | (37,635) | 11,521 | (9,178) | (18,598) | 1,571 | (14,684) | (11,800) | 3,393 | 10,031 | (10,991) | (9,367) | (9,631) | (1,399) | (4,850) | 224 | (15,656) | (16,558) | 3,371 | (13,187) | |||||||||||||||||||||||||
| Deferred revenue | (5,955) | 6,904 | 3,455 | 6,924 | (6,157) | (8,560) | 7,200 | (593) | (7,986) | (8,436) | (3,665) | 27,773 | 7,686 | (148) | 6,823 | (10,515) | 19,633 | 15,793 | (1,036) | (2,078) | (3,114) | |||||||||||||||||||||||||
| Net cash provided by (used in) operating activities | 101,564 | 19,182 | (26,364) | 11,133 | (2,559) | (11,626) | 20,139 | 17,087 | 13,100 | (9,778) | (14,849) | 61,767 | 50,240 | (3,535) | (795) | 26,489 | 29,239 | 51,398 | (21,996) | (11,501) | (33,497) | |||||||||||||||||||||||||
| Cash flows from investing activities: | ||||||||||||||||||||||||||||||||||||||||||||||
| Purchases of property and equipment | (26,721) | (17,132) | (10,254) | (2,413) | (1,678) | (2,529) | (2,761) | (9,381) | (2,513) | (3,100) | (8,815) | (7,978) | (22,406) | (12,149) | (5,682) | (5,537) | (1,974) | (25,342) | (3,072) | (4,296) | (7,368) | |||||||||||||||||||||||||
| Purchases of software licenses | - | - | (3,300) | - | - | - | (100) | (100) | (150) | (113) | (199) | - | (462) | - | - | - | - | - | - | (553) | (553) | |||||||||||||||||||||||||
| Business acquisitions, net of cash acquired | (346,852) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||
| Proceeds from the sale of business | - | 2,944 | 1,418 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||
| Proceeds from the sale of fixed assets | 43,500 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | ||||||||||||||||||||
| - | - | - | - | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||||||||||||
| Net cash provided by (used in) investing activities | (330,073) | (14,188) | (12,136) | (2,413) | (1,678) | (2,529) | (2,861) | (9,481) | (2,663) | (3,213) | (9,014) | (7,978) | (22,868) | (12,149) | (5,682) | (5,537) | (1,974) | (25,342) | (3,072) | (4,849) | (7,921) | |||||||||||||||||||||||||
| Cash flows from financing activities: | ||||||||||||||||||||||||||||||||||||||||||||||
| Borrowings under revolving line of credit | 615 | - | 73,625 | - | 30,000 | 37,000 | 30,000 | 97,000 | 15,000 | 29,106 | - | - | 44,106 | - | - | - | - | - | - | 15,000 | 15,000 | |||||||||||||||||||||||||
| Principal payments on revolving line of credit | (8,615) | - | (73,625) | - | (30,000) | (27,000) | (40,000) | (97,000) | (15,000) | (29,106) | - | - | (44,106) | - | - | - | - | - | - | (15,000) | (15,000) | |||||||||||||||||||||||||
| Proceeds from issuance of long-term debt | 478,500 | 74,625 | - | - | - | - | - | - | - | 342,300 | - | - | 342,300 | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||
| Principal payments of term debt | (134,188) | (92,176) | (45,058) | (80,015) | (5,014) | (5,015) | (5,014) | (95,058) | (5,014) | (230,381) | (875) | (875) | (237,145) | (875) | (875) | (2,188) | (2,187) | (6,125) | (2,187) | (2,188) | (4,375) | |||||||||||||||||||||||||
| Principal payments of finance leases | (1,258) | (903) | (595) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||
| Payment of debt issuance costs | (14,147) | (789) | (1,046) | (1,562) | (10) | - | (113) | (1,685) | - | (3,978) | (2,007) | (327) | (6,312) | - | - | - | - | - | - | (977) | (977) | |||||||||||||||||||||||||
| Proceeds from equity offering | - | - | 52,067 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||
| Payment of equity offering issuance costs | - | - | (1,654) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||
| Proceeds from issuance of preferred stock and warrant liabilities | - | - | - | 53,350 | - | - | - | 53,350 | - | - | - | - | - | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||
| Payment of preferred stock liability | - | - | - | - | - | - | - | - | - | (56,850) | - | - | (56,850) | - | - | - | - | - | - | - | - | |||||||||||||||||||||||||
| Proceeds from the exercise of stock options | 70 | 24 | 1 | 1 | 1 | 13 | - | 15 | 17 | - | - | 4 | 21 | 1 | 5 | - | - | 6 | - | - | - | |||||||||||||||||||||||||
| Payment of tax withholding obligations related to net share settlements of restricted stock awards | (1,674) | (14,464) | (2,784) | (1,893) | (1,563) | (456) | (569) | (4,481) | (846) | (1,792) | (397) | (1,273) | (4,308) | (938) | (2,458) | (431) | (530) | (4,357) | (103) | (4,877) | (4,980) | |||||||||||||||||||||||||
| Repurchase of common stock | - | - | - | - | - | - | - | - | - | - | (2,253) | (3,478) | (3,224) | (8,955) | (824) | - | (824) | |||||||||||||||||||||||||||||
| Net cash provided by (used in) financing activities | 319,303 | (33,683) | 931 | (30,119) | (6,586) | 4,542 | (15,696) | (47,859) | (5,843) | 49,299 | (3,279) | (2,471) | 37,706 | (1,812) | (5,581) | (6,097) | (5,941) | (19,431) | (3,114) | (8,042) | (11,156) | |||||||||||||||||||||||||
| Effect of exchange rate changes on cash and cash equivalents | 260 | (523) | (1,654) | 171 | (565) | (532) | 547 | (379) | (293) | 169 | (173) | (932) | (1,229) | 831 | 518 | (362) | 40 | 1,027 | (350) | 276 | (74) | |||||||||||||||||||||||||
| Net increase (decrease) in cash and cash equivalents | 91,054 | (29,212) | (39,223) | (21,228) | (11,388) | (10,145) | 2,129 | (40,632) | 4,301 | 36,477 | (27,315) | 50,386 | 63,849 | (16,665) | (11,540) | 14,493 | 21,364 | 7,652 | (28,532) | (24,116) | (52,648) | |||||||||||||||||||||||||
| Cash and cash equivalents, beginning of period | 44,643 | 135,697 | 106,485 | 67,262 | 46,034 | 34,646 | 24,501 | 67,262 | 26,630 | 30,931 | 67,408 | 40,093 | 26,630 | 90,479 | 73,814 | 62,274 | 76,767 | 90,479 | 98,131 | 69,599 | 98,131 | |||||||||||||||||||||||||
| Cash and cash equivalents, end of period | $ 135,697 | $ 106,485 | $ 67,262 | $ 46,034 | $ 34,646 | $ 24,501 | $ 26,630 | $ 26,630 | $ 30,931 | $ 67,408 | $ 40,093 | $ 90,479 | $ 90,479 | $ 73,814 | $ 62,274 | $ 76,767 | $ 98,131 | $ 98,131 | $ 69,599 | $ 45,483 | $ 45,483 |
| RIBBON COMMUNICATIONS INC. | |||||||||||||||||||||||||||||||||||||||||||||
| Consolidated Statements of Operations - GAAP | |||||||||||||||||||||||||||||||||||||||||||||
| (in thousands, except per share amounts) | |||||||||||||||||||||||||||||||||||||||||||||
| Year | Year | Year | Three Months | Three Months | Three Months | Three Months | Year | Three Months | Three Months | Three Months | Three Months | Year | Three Months | Three Months | Three Months | Three Months | Year | Three Months | Three Months | Six Months | |||||||||||||||||||||||||
| Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | |||||||||||||||||||||||||
| December 31, | December 31, | December 31, | March 31, | June 30, | September 30, | December 31, | December 31, | March 31, | June 30, | September 30, | December 31, | December 31, | March 31, | June 30, | September 30, | December 31, | December 31, | March 31, | June 30, | June 30, | |||||||||||||||||||||||||
| 2020 | 2021 | 2022 | 2023 | 2023 | 2023 | 2023 | 2023 | 2024 | 2024 | 2024 | 2024 | 2024 | 2025 | 2025 | 2025 | 2025 | 2025 | 2026 | 2026 | 2026 | |||||||||||||||||||||||||
| Revenue: | |||||||||||||||||||||||||||||||||||||||||||||
| Product | $ 467,912 | $ 453,042 | $ 442,680 | $ 93,318 | $ 117,347 | $ 108,501 | $ 125,984 | $ 445,150 | $ 87,610 | $ 99,133 | $ 112,151 | $ 148,335 | $ 447,229 | $ 81,991 | $ 115,057 | $ 109,979 | $ 127,560 | $ 434,587 | $ 68,114 | $ 95,560 | $ 163,674 | ||||||||||||||||||||||||
| Service | 375,883 | 391,915 | 377,080 | 92,841 | 93,271 | 94,660 | 100,417 | 381,189 | 92,054 | 93,487 | 98,087 | 103,024 | 386,652 | 99,288 | 105,526 | 105,392 | 99,763 | 409,969 | 94,492 | 96,780 | 191,272 | ||||||||||||||||||||||||
| Total revenue | 843,795 | 844,957 | 819,760 | 186,159 | 210,618 | 203,161 | 226,401 | 826,339 | 179,664 | 192,620 | 210,238 | 251,359 | 833,881 | 181,279 | 220,583 | 215,371 | 227,323 | 844,556 | 162,606 | 192,340 | 354,946 | ||||||||||||||||||||||||
| Cost of revenue: | |||||||||||||||||||||||||||||||||||||||||||||
| Product | 204,772 | 214,745 | 245,145 | 62,063 | 67,927 | 59,436 | 61,183 | 250,609 | 45,794 | 54,845 | 59,405 | 68,483 | 228,527 | 57,893 | 66,746 | 62,037 | 62,571 | 249,247 | 49,425 | 58,877 | 108,302 | ||||||||||||||||||||||||
| Service | 145,916 | 147,209 | 142,137 | 35,305 | 33,782 | 33,065 | 37,205 | 139,357 | 35,364 | 33,376 | 34,893 | 37,316 | 140,949 | 35,628 | 39,253 | 40,311 | 39,067 | 154,259 | 38,928 | 38,766 | 77,694 | ||||||||||||||||||||||||
| Amortization of acquired technology | 42,290 | 38,343 | 31,542 | 7,389 | 7,439 | 7,157 | 6,305 | 28,290 | 6,551 | 6,532 | 6,323 | 5,487 | 24,893 | 5,388 | 5,277 | 5,057 | 4,622 | 20,344 | 4,562 | 4,354 | 8,916 | ||||||||||||||||||||||||
| Total cost of revenue | 392,978 | 400,297 | 418,824 | 104,757 | 109,148 | 99,658 | 104,693 | 418,256 | 87,709 | 94,753 | 100,621 | 111,286 | 394,369 | 98,909 | 111,276 | 107,405 | 106,260 | 423,850 | 92,915 | 101,997 | 194,912 | ||||||||||||||||||||||||
| Gross profit | 450,817 | 444,660 | 400,936 | 81,402 | 101,470 | 103,503 | 121,708 | 408,083 | 91,955 | 97,867 | 109,617 | 140,073 | 439,512 | 82,370 | 109,307 | 107,966 | 121,063 | 420,706 | 69,691 | 90,343 | 160,034 | ||||||||||||||||||||||||
| Operating expenses: | |||||||||||||||||||||||||||||||||||||||||||||
| Research and development | 194,525 | 194,948 | 203,676 | 51,304 | 47,776 | 46,229 | 45,351 | 190,660 | 45,763 | 43,489 | 45,645 | 45,044 | 179,941 | 43,568 | 44,696 | 45,894 | 44,714 | 178,872 | 44,445 | 44,858 | 89,303 | ||||||||||||||||||||||||
| Sales and marketing | 139,318 | 150,279 | 147,766 | 35,399 | 33,905 | 32,795 | 35,361 | 137,460 | 34,716 | 32,984 | 33,060 | 37,070 | 137,830 | 31,788 | 32,536 | 33,063 | 35,688 | 133,075 | 32,269 | 33,124 | 65,393 | ||||||||||||||||||||||||
| General and administrative | 63,286 | 53,661 | 51,053 | 14,045 | 14,346 | 12,885 | 13,686 | 54,962 | 15,191 | 14,901 | 21,588 | 17,060 | 68,740 | 15,128 | 16,630 | 16,368 | 16,113 | 64,239 | 16,978 | 14,643 | 31,621 | ||||||||||||||||||||||||
| Amortization of acquired intangible assets | 18,620 | 28,283 | 29,646 | 7,264 | 7,260 | 7,216 | 6,861 | 28,601 | 6,706 | 6,508 | 6,457 | 6,298 | 25,969 | 6,155 | 5,975 | 5,933 | 5,786 | 23,849 | 5,656 | 5,495 | 11,151 | ||||||||||||||||||||||||
| Impairment of goodwill | - | 116,000 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | ||||||||||||||||||||||||
| Acquisition-, disposal- and integration-related | 17,164 | 7,632 | 6,286 | 1,642 | 498 | 842 | 1,494 | 4,476 | - | - | - | - | - | - | 3,898 | 439 | - | 4,337 | - | - | - | ||||||||||||||||||||||||
| Restructuring and related | 16,235 | 11,653 | 10,833 | 6,937 | 4,307 | 2,680 | 2,285 | 16,209 | 3,065 | 1,920 | 3,794 | 1,381 | 10,160 | 5,341 | 1,346 | 3,506 | 9,465 | 19,658 | 2,038 | 4,442 | 6,480 | ||||||||||||||||||||||||
| Total operating expenses | 449,148 | 562,456 | 449,260 | 116,591 | 108,092 | 102,647 | 105,038 | 432,368 | 105,441 | 99,802 | 110,544 | 106,853 | 422,640 | 101,980 | 105,081 | 105,203 | 111,766 | 424,030 | 101,386 | 102,562 | 203,948 | ||||||||||||||||||||||||
| Income (loss) from operations | 1,669 | (117,796) | (48,324) | (35,189) | (6,622) | 856 | 16,670 | (24,285) | (13,486) | (1,935) | (927) | 33,220 | 16,872 | (19,610) | 4,226 | 2,763 | 9,297 | (3,324) | (31,695) | (12,219) | (43,914) | ||||||||||||||||||||||||
| Interest expense, net | (21,042) | (15,831) | (19,780) | (6,422) | (6,766) | (7,143) | (6,989) | (27,320) | (5,987) | (3,879) | (11,952) | (12,003) | (33,821) | (10,500) | (10,977) | (11,606) | (10,928) | (44,011) | (9,756) | (10,685) | (20,441) | ||||||||||||||||||||||||
| Other (expense) income, net | 112,690 | (74,516) | (44,495) | 4,772 | (2,688) | (2,620) | (3,232) | (3,768) | (7,513) | (9,503) | 1,056 | (13,159) | (29,119) | 3,129 | (2,159) | (134) | 1,390 | 2,226 | 514 | (2,258) | (1,744) | ||||||||||||||||||||||||
| Income (loss) before income taxes | 93,317 | (208,143) | (112,599) | (36,839) | (16,076) | (8,907) | 6,449 | (55,373) | (26,986) | (15,317) | (11,823) | 8,058 | (46,068) | (26,981) | (8,910) | (8,977) | (241) | (45,109) | (40,937) | (25,162) | (66,099) | ||||||||||||||||||||||||
| Income tax benefit (provision) | (4,726) | 30,958 | 14,516 | (1,466) | (5,403) | (4,594) | 630 | (10,833) | (3,375) | (1,499) | (1,599) | (1,694) | (8,167) | 754 | (2,183) | (3,132) | 89,306 | 84,745 | 6,448 | (1,709) | 4,739 | ||||||||||||||||||||||||
| Net income (loss) | $ 88,591 | $ (177,185) | $ (98,083) | $ (38,305) | $ (21,479) | $ (13,501) | $ 7,079 | $ (66,206) | $ (30,361) | $ (16,816) | $ (13,422) | $ 6,364 | $ (54,235) | $ (26,227) | $ (11,093) | $ (12,109) | $ 89,065 | $ 39,636 | $ (34,489) | $ (26,871) | $ (61,360) | ||||||||||||||||||||||||
| Earnings (loss) per share | |||||||||||||||||||||||||||||||||||||||||||||
| Basic | $ 0.64 | $ (1.20) | $ (0.63) | $ (0.23) | $ (0.13) | $ (0.08) | $ 0.04 | $ (0.39) | $ (0.18) | $ (0.10) | $ (0.08) | $ 0.04 | $ (0.31) | $ (0.15) | $ (0.06) | $ (0.07) | $ 0.51 | $ 0.22 | $ (0.20) | $ (0.15) | $ (0.35) | ||||||||||||||||||||||||
| Diluted | $ 0.61 | $ (1.20) | $ (0.63) | $ (0.23) | $ (0.13) | $ (0.08) | $ 0.04 | $ (0.39) | $ (0.18) | $ (0.10) | $ (0.08) | $ 0.04 | $ (0.31) | $ (0.15) | $ (0.06) | $ (0.07) | $ 0.50 | $ 0.22 | $ (0.20) | $ (0.15) | $ (0.35) | ||||||||||||||||||||||||
| Shares used to compute earnings (loss) per share: | |||||||||||||||||||||||||||||||||||||||||||||
| Basic | 138,967 | 147,575 | 156,668 | 168,541 | 170,103 | 171,190 | 171,755 | 170,408 | 172,428 | 173,793 | 174,613 | 175,321 | 174,044 | 175,719 | 176,749 | 176,620 | 175,704 | 176,199 | 175,661 | 177,251 | 176,460 | ||||||||||||||||||||||||
| Diluted | 144,650 | 147,575 | 156,668 | 168,541 | 170,103 | 171,190 | 172,990 | 170,408 | 172,428 | 173,793 | 174,613 | 178,703 | 174,044 | 175,719 | 176,749 | 176,620 | 178,724 | 179,822 | 175,661 | 177,251 | 176,460 |
| RIBBON COMMUNICATIONS INC. | |||||||||||||||||||||||||||||||||||||||||||||
| Consolidated Statements of Operations - Non-GAAP | |||||||||||||||||||||||||||||||||||||||||||||
| (in thousands, except per share amounts) | |||||||||||||||||||||||||||||||||||||||||||||
| Year | Year | Year | Three Months | Three Months | Three Months | Three Months | Year | Three Months | Three Months | Three Months | Three Months | Year | Three Months | Three Months | Three Months | Three Months | Year | Three Months | Three Months | Six Months | |||||||||||||||||||||||||
| Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | Ended | |||||||||||||||||||||||||
| December 31, | December 31, | December 31, | March 31, | June 30, | September 30, | December 31, | December 31, | March 31, | June 30, | September 30, | December 31, | December 31, | March 31, | June 30, | September 30, | December 31, | December 31, | March 31, | June 30, | June 30, | |||||||||||||||||||||||||
| 2020 | 2021 | 2022 | 2023 | 2023 | 2023 | 2023 | 2023 | 2024 | 2024 | 2024 | 2024 | 2024 | 2025 | 2025 | 2025 | 2025 | 2025 | 2026 | 2026 | 2026 | |||||||||||||||||||||||||
| Revenue: | |||||||||||||||||||||||||||||||||||||||||||||
| Product | $ 467,912 | $ 453,042 | $ 442,680 | $ 93,318 | $ 117,347 | $ 108,501 | $ 125,984 | $ 445,150 | $ 87,610 | $ 99,133 | $ 112,151 | $ 148,335 | $ 447,229 | $ 81,991 | $ 115,057 | $ 109,979 | $ 127,560 | $ 434,587 | $ 68,114 | $ 95,560 | $ 163,674 | ||||||||||||||||||||||||
| Service | 375,883 | 391,915 | 377,080 | 92,841 | 93,271 | 94,660 | 100,417 | 381,189 | 92,054 | 93,487 | 98,087 | 103,024 | 386,652 | 99,288 | 105,526 | 105,392 | 99,763 | 409,969 | 94,492 | 96,780 | 191,272 | ||||||||||||||||||||||||
| Total revenue | 843,795 | 844,957 | 819,760 | 186,159 | 210,618 | 203,161 | 226,401 | 826,339 | 179,664 | 192,620 | 210,238 | 251,359 | 833,881 | 181,279 | 220,583 | 215,371 | 227,323 | 844,556 | 162,606 | 192,340 | 354,946 | ||||||||||||||||||||||||
| Cost of revenue: | |||||||||||||||||||||||||||||||||||||||||||||
| Product | 202,598 | 214,432 | 244,674 | 61,914 | 67,812 | 59,315 | 61,058 | 250,099 | 45,688 | 54,781 | 59,341 | 68,417 | 228,227 | 57,827 | 66,713 | 62,020 | 62,528 | 249,088 | 49,382 | 58,838 | 108,220 | ||||||||||||||||||||||||
| Service | 145,215 | 145,525 | 139,980 | 34,770 | 33,256 | 32,529 | 36,655 | 137,210 | 34,892 | 33,102 | 34,602 | 37,028 | 139,624 | 35,342 | 39,055 | 40,159 | 38,902 | 153,458 | 38,767 | 38,591 | 77,358 | ||||||||||||||||||||||||
| Amortization of acquired technology | - | - | - | - | - | - | - | - | - | ||||||||||||||||||||||||||||||||||||
| Total cost of revenue | 347,813 | 359,957 | 384,654 | 96,684 | 101,068 | 91,844 | 97,713 | 387,309 | 80,580 | 87,883 | 93,943 | 105,445 | 367,851 | 93,169 | 105,768 | 102,179 | 101,430 | 402,546 | 88,149 | 97,429 | 185,578 | ||||||||||||||||||||||||
| Gross profit | 495,982 | 485,000 | 435,106 | 89,475 | 109,550 | 111,317 | 128,688 | 439,030 | 99,084 | 104,737 | 116,295 | 145,914 | 466,030 | 88,110 | 114,815 | 113,192 | 125,893 | 442,010 | 74,457 | 94,911 | 169,368 | ||||||||||||||||||||||||
| Operating expenses: | |||||||||||||||||||||||||||||||||||||||||||||
| Research and development | 191,557 | 190,695 | 198,568 | 50,042 | 46,476 | 44,970 | 44,239 | 185,727 | 44,695 | 42,873 | 44,900 | 44,307 | 176,775 | 42,843 | 44,241 | 45,496 | 44,278 | 176,858 | 43,968 | 44,398 | 88,366 | ||||||||||||||||||||||||
| Sales and marketing | 135,189 | 143,061 | 141,692 | 33,270 | 31,763 | 31,393 | 33,923 | 130,349 | 33,559 | 32,030 | 31,952 | 35,892 | 133,433 | 30,615 | 31,470 | 31,570 | 34,773 | 128,428 | 31,139 | 32,021 | 63,160 | ||||||||||||||||||||||||
| General and administrative | 55,258 | 47,711 | 46,156 | 12,095 | 12,199 | 10,775 | 11,481 | 46,550 | 12,521 | 11,547 | 12,855 | 13,721 | 50,644 | 12,280 | 11,591 | 11,632 | 11,312 | 46,815 | 12,088 | 11,289 | 23,377 | ||||||||||||||||||||||||
| Amortization of acquired intangible assets | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | ||||||||||||||||||||||||
| Impairment of goodwill | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | ||||||||||||||||||||||||
| Acquisition-, disposal- and integration-related | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | ||||||||||||||||||||||||
| Restructuring and related | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | ||||||||||||||||||||||||
| Total operating expenses | 382,004 | 381,467 | 386,416 | 95,407 | 90,438 | 87,138 | 89,643 | 362,626 | 90,775 | 86,450 | 89,707 | 93,920 | 360,852 | 85,738 | 87,302 | 88,698 | 90,363 | 352,101 | 87,195 | 87,708 | 174,903 | ||||||||||||||||||||||||
| Income (loss) from operations | 113,978 | 103,533 | 48,690 | (5,932) | 19,112 | 24,179 | 39,045 | 76,404 | 8,309 | 18,287 | 26,588 | 51,994 | 105,178 | 2,372 | 27,513 | 24,494 | 35,530 | 89,909 | (12,738) | 7,203 | (5,535) | ||||||||||||||||||||||||
| Interest expense, net | (21,042) | (19,387) | (19,780) | (6,422) | (6,766) | (7,143) | (6,989) | (27,320) | (5,987) | (3,879) | (11,952) | (12,003) | (33,821) | (10,500) | (10,977) | (11,606) | (10,928) | (44,011) | (9,756) | (10,685) | (20,441) | ||||||||||||||||||||||||
| Other (expense) income, net | (1,158) | (2,479) | (3,203) | 8,317 | (1,278) | (2,472) | 492 | 5,059 | (4,014) | (1,293) | 473 | (4,368) | (9,202) | 1,394 | (2,065) | (1,304) | (1,794) | (3,769) | (723) | (1,933) | (2,656) | ||||||||||||||||||||||||
| Income (loss) before income taxes | 91,778 | 81,667 | 25,707 | (4,037) | 11,068 | 14,564 | 32,548 | 54,143 | (1,692) | 13,115 | 15,109 | 35,623 | 62,155 | (6,734) | 14,471 | 11,584 | 22,808 | 42,129 | (23,217) | (5,415) | (28,632) | ||||||||||||||||||||||||
| Income tax benefit (provision) | (30,061) | (32,251) | (8,359) | 1,210 | (3,320) | (5,209) | (10,976) | (18,295) | 596 | (4,594) | (6,623) | (7,342) | (17,963) | 2,155 | (4,862) | (4,633) | 83,342 | 76,002 | 14,860 | 514 | 15,374 | ||||||||||||||||||||||||
| Net income (loss) | $ 61,717 | $ 49,416 | $ 17,348 | $ (2,827) | $ 7,748 | $ 9,355 | $ 21,572 | $ 35,848 | $ (1,096) | $ 8,521 | $ 8,486 | $ 28,281 | $ 44,192 | $ (4,579) | $ 9,609 | $ 6,951 | $ 106,150 | $ 118,131 | $ (8,357) | $ (4,901) | $ (13,258) | ||||||||||||||||||||||||
| Income (loss) from operations | $ 113,978 | $ 103,533 | $ 48,690 | $ (5,932) | $ 19,112 | $ 24,179 | $ 39,045 | $ 76,404 | $ 8,309 | $ 18,287 | $ 26,588 | $ 51,994 | $ 105,178 | $ 2,372 | $ 27,513 | $ 24,494 | $ 35,530 | $ 89,909 | $ (12,738) | $ 7,203 | $ (5,535) | ||||||||||||||||||||||||
| Depreciation expense | 17,188 | 16,962 | 15,295 | 3,510 | 3,549 | 3,544 | 3,502 | 14,105 | 3,394 | 3,376 | 3,361 | 3,408 | 13,539 | 3,469 | 4,288 | 4,425 | 4,546 | 16,728 | 4,460 | 4,671 | 9,131 | ||||||||||||||||||||||||
| Adjusted EBITDA | $ 131,166 | $ 120,495 | $ 63,985 | $ (2,422) | $ 22,661 | $ 27,723 | $ 42,547 | $ 90,509 | $ 11,703 | $ 21,663 | $ 29,949 | $ 55,402 | $ 118,717 | $ 5,841 | $ 31,801 | $ 28,919 | $ 40,076 | $ 106,637 | $ (8,278) | $ 11,874 | $ 3,596 | ||||||||||||||||||||||||
| Earnings (loss) per share | |||||||||||||||||||||||||||||||||||||||||||||
| Basic | $ 0.44 | $ 0.33 | $ 0.11 | $ (0.02) | $ 0.05 | $ 0.05 | $ 0.13 | $ 0.21 | $ (0.01) | $ 0.05 | $ 0.05 | $ 0.16 | $ 0.25 | $ (0.03) | $ 0.05 | $ 0.04 | $ 0.59 | $ 0.66 | $ (0.05) | $ (0.03) | $ (0.08) | ||||||||||||||||||||||||
| Diluted | $ 0.43 | $ 0.32 | $ 0.11 | $ (0.02) | $ 0.04 | $ 0.05 | $ 0.12 | $ 0.21 | $ (0.01) | $ 0.05 | $ 0.05 | $ 0.16 | $ 0.25 | $ (0.03) | $ 0.05 | $ 0.04 | $ 0.59 | $ 0.66 | $ (0.05) | $ (0.03) | $ (0.08) | ||||||||||||||||||||||||
| Shares used to compute earnings (loss) per share: | |||||||||||||||||||||||||||||||||||||||||||||
| Basic | 138,967 | 147,575 | 156,668 | 168,541 | 170,103 | 171,190 | 171,755 | 170,408 | 172,428 | 173,793 | 174,613 | 175,321 | 174,044 | 175,719 | 176,749 | 176,620 | 175,704 | 176,199 | 175,661 | 177,251 | 176,460 | ||||||||||||||||||||||||
| Diluted | 144,650 | 154,527 | 161,325 | 168,541 | 175,220 | 176,298 | 172,990 | 172,947 | 172,428 | 176,246 | 177,028 | 178,703 | 177,306 | 175,719 | 179,884 | 181,033 | 178,724 | 179,822 | 175,661 | 177,251 | 176,460 |
| RIBBON COMMUNICATIONS INC. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| NON-GAAP RECONCILIATION | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| (in millions, except per share amounts and %s) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| FY20 | FY21 | FY22 | 1Q23 | 2Q23 | 3Q23 | 4Q23 | FY23 | 1Q24 | 2Q24 | 3Q24 | 4Q24 | FY24 | 1Q25 | 2Q25 | 3Q25 | 4Q25 | FY25 | 1Q26 | 2Q26 | 1H26 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | Cloud and | IP Optical | |||||||||||||||||||||||||||||||||||||||||||
| Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | Edge | Networks | Consolidated | ||||||||||||||||||||||
| Revenue | $ 583,270 | $ 260,525 | $ 843,795 | $ 556,656 | $ 288,301 | $ 844,957 | $ 508,137 | $ 311,623 | $ 819,760 | $ 114,480 | $ 71,679 | $ 186,159 | $ 125,256 | $ 85,362 | $ 210,618 | $ 115,765 | $ 87,396 | $ 203,161 | $ 122,146 | $ 104,255 | $ 226,401 | $ 477,647 | $ 348,692 | $ 826,339 | $ 101,669 | $ 77,995 | $ 179,664 | $ 110,555 | $ 82,065 | $ 192,620 | $ 128,078 | $ 82,160 | $ 210,238 | $ 164,855 | $ 86,504 | $ 251,359 | $ 505,157 | $ 328,724 | $ 833,881 | $ 107,591 | $ 73,688 | $ 181,279 | $ 137,048 | $ 83,535 | $ 220,583 | $ 124,438 | $ 90,933 | $ 215,371 | $ 142,353 | $ 84,970 | $ 227,323 | $ 511,430 | $ 333,126 | $ 844,556 | $ 99,512 | $ 63,094 | $ 162,606 | $ 110,505 | $ 81,835 | $ 192,340 | $ 210,017 | $ 144,929 | $ 354,946 | |||||||||||||||||||||
| GAAP Gross profit | $ 353,465 | $ 97,352 | $ 450,817 | $ 343,464 | $ 101,196 | $ 444,660 | $ 310,297 | $ 90,639 | $ 400,936 | $ 66,077 | $ 15,325 | $ 81,402 | $ 79,330 | $ 22,140 | $ 101,470 | $ 74,731 | $ 28,772 | $ 103,503 | $ 79,880 | $ 41,828 | $ 121,708 | $ 300,018 | $ 108,065 | $ 408,083 | $ 64,430 | $ 27,525 | $ 91,955 | $ 70,441 | $ 27,426 | $ 97,867 | $ 84,349 | $ 25,268 | $ 109,617 | $ 109,997 | $ 30,076 | $ 140,073 | $ 329,217 | $ 110,295 | $ 439,512 | $ 66,126 | $ 16,244 | $ 82,370 | $ 83,707 | $ 25,600 | $ 109,307 | $ 76,509 | $ 31,457 | $ 107,966 | $ 96,733 | $ 24,330 | $ 121,063 | $ 323,075 | $ 97,631 | $ 420,706 | $ 56,149 | $ 13,542 | $ 69,691 | $ 65,747 | $ 24,596 | $ 90,343 | $ 121,896 | $ 38,138 | $ 160,034 | |||||||||||||||||||||
| GAAP Gross margin (Gross profit/Revenue) | 60.6% | 37.4% | 53.4% | 61.7% | 35.1% | 52.6% | 61.1% | 29.1% | 48.9% | 57.7% | 21.4% | 43.7% | 63.3% | 25.9% | 48.2% | 64.6% | 32.9% | 50.9% | 65.4% | 40.1% | 53.8% | 62.8% | 31.0% | 49.4% | 63.4% | 35.3% | 51.2% | 63.7% | 33.4% | 50.8% | 65.9% | 30.8% | 52.1% | 66.7% | 34.8% | 55.7% | 65.2% | 33.6% | 52.7% | 61.5% | 22.0% | 45.4% | 61.1% | 30.6% | 49.6% | 61.5% | 34.6% | 50.1% | 68.0% | 28.6% | 53.3% | 63.2% | 29.3% | 49.8% | 56.4% | 21.5% | 42.9% | 59.5% | 30.1% | 47.0% | 58.0% | 26.3% | 45.1% | |||||||||||||||||||||
| Stock-based compensation | 0.1% | 0.0% | 0.1% | 0.2% | 0.2% | 0.2% | 0.3% | 0.3% | 0.3% | 0.3% | 0.4% | 0.4% | 0.3% | 0.3% | 0.3% | 0.4% | 0.3% | 0.3% | 0.4% | 0.1% | 0.3% | 0.4% | 0.3% | 0.3% | 0.4% | 0.1% | 0.3% | 0.3% | 0.1% | 0.2% | 0.2% | 0.1% | 0.2% | 0.2% | 0.1% | 0.2% | 0.2% | 0.1% | 0.2% | 0.2% | 0.2% | 0.2% | 0.1% | 0.1% | 0.1% | 0.1% | 0.0% | 0.1% | 0.1% | 0.1% | 0.1% | 0.1% | 0.1% | 0.1% | 0.2% | 0.1% | 0.1% | 0.2% | 0.1% | 0.1% | 0.2% | 0.1% | 0.1% | |||||||||||||||||||||
| Amortization of acquired technology | 5.3% | 4.3% | 5.0% | 4.6% | 4.4% | 4.6% | 3.6% | 4.2% | 3.9% | 3.1% | 5.4% | 4.0% | 2.9% | 4.6% | 3.5% | 2.8% | 4.4% | 3.6% | 2.0% | 3.8% | 2.7% | 2.7% | 4.4% | 3.4% | 2.2% | 5.6% | 3.6% | 2.0% | 5.2% | 3.4% | 1.6% | 5.2% | 3.0% | 0.7% | 4.9% | 2.2% | 1.5% | 5.2% | 3.0% | 0.8% | 6.0% | 3.0% | 0.7% | 5.2% | 2.4% | 0.6% | 4.8% | 2.4% | 0.2% | 5.1% | 2.0% | 0.6% | 5.2% | 2.4% | 0.2% | 6.8% | 2.8% | 0.1% | 5.0% | 2.2% | 0.2% | 5.9% | 2.5% | |||||||||||||||||||||
| Acquisition-related inventory adjustment | 0.0% | 0.8% | 0.3% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |||||||||||||||||||||
| Non-GAAP Gross margin | 66.0% | 42.5% | 58.8% | 66.5% | 39.7% | 57.4% | 65.0% | 33.6% | 53.1% | 61.1% | 27.2% | 48.1% | 66.5% | 30.8% | 52.0% | 67.8% | 37.6% | 54.8% | 67.8% | 44.0% | 56.8% | 65.9% | 35.7% | 53.1% | 66.0% | 41.0% | 55.1% | 66.0% | 38.7% | 54.4% | 67.7% | 36.1% | 55.3% | 67.6% | 39.8% | 58.1% | 66.9% | 38.9% | 55.9% | 62.5% | 28.2% | 48.6% | 61.9% | 35.9% | 52.1% | 62.2% | 39.4% | 52.6% | 68.3% | 33.8% | 55.4% | 63.9% | 34.6% | 52.3% | 56.8% | 28.4% | 45.8% | 59.8% | 35.2% | 49.3% | 58.4% | 32.3% | 47.7% | |||||||||||||||||||||
| GAAP Income (loss) from operations | $ 48,624 | $ (46,955) | $ 1,669 | $ 76,356 | $ (194,152) | $ (117,796) | $ 61,716 | $ (110,040) | $ (48,324) | $ 839 | $ (36,028) | $ (35,189) | $ 19,022 | $ (25,644) | $ (6,622) | $ 16,862 | $ (16,006) | $ 856 | $ 20,075 | $ (3,405) | $ 16,670 | $ 56,798 | $ (81,083) | $ (24,285) | $ 3,214 | $ (16,700) | $ (13,486) | $ 12,736 | $ (14,671) | $ (1,935) | $ 19,867 | $ (20,794) | $ (927) | $ 48,275 | $ (15,055) | $ 33,220 | $ 84,092 | $ (67,220) | $ 16,872 | $ 9,555 | $ (29,165) | $ (19,610) | $ 20,650 | $ (16,424) | $ 4,226 | $ 14,491 | $ (11,728) | $ 2,763 | $ 34,600 | $ (25,303) | $ 9,297 | $ 79,296 | $ (82,620) | $ (3,324) | $ (4,092) | $ (27,603) | $ (31,695) | $ 4,221 | $ (16,440) | $ (12,219) | $ 129 | $ (44,043) | $ (43,914) | |||||||||||||||||||||
| Depreciation | 12,111 | 5,077 | 17,188 | 12,269 | 4,693 | 16,962 | 10,758 | 4,537 | 15,295 | 2,499 | 1,011 | 3,510 | 2,477 | 1,072 | 3,549 | 2,426 | 1,118 | 3,544 | 2,396 | 1,106 | 3,502 | 9,798 | 4,307 | 14,105 | 2,333 | 1,061 | 3,394 | 2,324 | 1,052 | 3,376 | 2,324 | 1,037 | 3,361 | 2,356 | 1,052 | 3,408 | 9,337 | 4,202 | 13,539 | 2,353 | 1,116 | 3,469 | 2,399 | 1,889 | 4,288 | 2,399 | 2,026 | 4,425 | 2,403 | 2,143 | 4,546 | 9,554 | 7,174 | 16,728 | 2,322 | 2,138 | 4,460 | 2,564 | 2,107 | 4,671 | 4,886 | 4,245 | 9,131 | |||||||||||||||||||||
| Amortization of acquired intangible assets | 47,774 | 13,136 | 60,910 | 44,464 | 22,162 | 66,626 | 35,731 | 25,457 | 61,188 | 7,639 | 7,014 | 14,653 | 7,704 | 6,995 | 14,699 | 7,381 | 6,992 | 14,373 | 6,171 | 6,995 | 13,166 | 28,895 | 27,996 | 56,891 | 5,879 | 7,378 | 13,257 | 5,887 | 7,153 | 13,040 | 5,627 | 7,153 | 12,780 | 4,631 | 7,154 | 11,785 | 22,024 | 28,838 | 50,862 | 4,336 | 7,207 | 11,543 | 4,335 | 6,917 | 11,252 | 4,073 | 6,917 | 10,990 | 3,491 | 6,917 | 10,408 | 16,235 | 27,958 | 44,193 | 3,368 | 6,850 | 10,218 | 3,300 | 6,549 | 9,849 | 6,668 | 13,399 | 20,067 | |||||||||||||||||||||
| Impairment of goodwill | - | - | - | - | 116,000 | 116,000 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |||||||||||||||||||||
| Stock-based compensation | 12,650 | 1,249 | 13,899 | 12,508 | 6,910 | 19,418 | 11,517 | 7,190 | 18,707 | 3,657 | 2,191 | 5,848 | 3,817 | 2,299 | 6,116 | 3,146 | 1,804 | 4,950 | 3,436 | 1,456 | 4,892 | 14,056 | 7,750 | 21,806 | 3,163 | 1,359 | 4,522 | 2,524 | 970 | 3,494 | 2,866 | 1,179 | 4,045 | 2,837 | 1,188 | 4,025 | 11,390 | 4,696 | 16,086 | 2,898 | 1,400 | 4,298 | 3,218 | 1,259 | 4,477 | 4,164 | 1,680 | 5,844 | 3,391 | 1,396 | 4,787 | 13,671 | 5,735 | 19,406 | 4,255 | 1,702 | 5,957 | 3,442 | 1,387 | 4,829 | 7,697 | 3,089 | 10,786 | |||||||||||||||||||||
| Acquisition-related inventory adjustment | - | 2,000 | 2,000 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | |||||||||||||||||||||
| Litigation costs | 2,101 | - | 2,101 | - | - | - | - | - | - | 129 | 48 | 177 | 83 | 31 | 114 | 349 | 129 | 478 | 393 | 145 | 538 | 954 | 353 | 1,307 | 695 | 256 | 951 | 1,290 | 478 | 1,768 | 5,034 | 1,862 | 6,896 | 1,155 | 428 | 1,583 | 8,174 | 3,024 | 11,198 | 584 | 216 | 800 | 1,689 | 625 | 2,314 | 695 | 257 | 952 | 709 | 264 | 973 | 3,677 | 1,362 | 5,039 | 542 | 202 | 744 | 221 | 81 | 302 | 763 | 283 | 1,046 | |||||||||||||||||||||
| Cybersecurity incident | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 600 | - | 600 | 600 | - | 600 | - | - | - | - | - | - | - | - | - | |||||||||||||||||||||
| Acquisition-, disposal- and integration-related | 1,852 | 15,312 | 17,164 | 481 | 7,151 | 7,632 | 156 | 6,130 | 6,286 | - | 1,642 | 1,642 | - | 498 | 498 | - | 842 | 842 | - | 1,494 | 1,494 | - | 4,476 | 4,476 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 3,898 | - | 3,898 | 281 | 158 | 439 | - | - | - | 4,179 | 158 | 4,337 | - | - | - | - | - | - | - | - | - | |||||||||||||||||||||
| Restructuring and related | 10,566 | 5,669 | 16,235 | 8,055 | 3,598 | 11,653 | 7,944 | 2,889 | 10,833 | 5,742 | 1,195 | 6,937 | 1,678 | 2,629 | 4,307 | 1,470 | 1,210 | 2,680 | 1,747 | 538 | 2,285 | 10,637 | 5,572 | 16,209 | 2,088 | 977 | 3,065 | 1,144 | 776 | 1,920 | 2,121 | 1,673 | 3,794 | 465 | 916 | 1,381 | 5,818 | 4,342 | 10,160 | 672 | 4,669 | 5,341 | 847 | 499 | 1,346 | 1,838 | 1,668 | 3,506 | 3,002 | 6,463 | 9,465 | 6,359 | 13,299 | 19,658 | 1,601 | 437 | 2,038 | 3,897 | 545 | 4,442 | 5,498 | 982 | 6,480 | |||||||||||||||||||||
| Non-GAAP Adjusted EBITDA | $ 135,678 | $ (4,512) | $ 131,166 | $ 154,133 | $ (33,638) | $ 120,495 | $ 127,822 | $ (63,837) | $ 63,985 | $ 20,505 | $ (22,927) | $ (2,422) | $ 34,781 | $ (12,120) | $ 22,661 | $ 31,634 | $ (3,911) | $ 27,723 | $ 34,218 | $ 8,329 | $ 42,547 | $ 121,138 | $ (30,629) | $ 90,509 | $ 17,372 | $ (5,669) | $ 11,703 | $ 25,905 | $ (4,242) | $ 21,663 | $ 37,839 | $ (7,890) | $ 29,949 | $ 59,719 | $ (4,317) | $ 55,402 | $ 140,835 | $ (22,118) | $ 118,717 | $ 20,398 | $ (14,557) | $ 5,841 | $ 37,036 | $ (5,235) | $ 31,801 | $ 27,941 | $ 978 | $ 28,919 | $ 48,196 | $ (8,120) | $ 40,076 | $ 133,571 | $ (26,934) | $ 106,637 | $ 7,996 | $ (16,274) | $ (8,278) | $ 17,645 | $ (5,771) | $ 11,874 | $ 25,641 | $ (22,045) | $ 3,596 | |||||||||||||||||||||
| Adjusted EBITDA Margin (Adjusted EBITDA/Revenue): | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| GAAP Income (loss) from operations | 8.3% | (18.0%) | 0.2% | 13.7% | (67.3%) | (13.9%) | 12.1% | (35.3%) | (5.9%) | 0.7% | (50.3%) | (18.9%) | 15.2% | (30.0%) | (3.1%) | 14.6% | (18.3%) | 0.4% | 16.4% | (3.3%) | 7.4% | 11.9% | (23.3%) | (2.9%) | 3.2% | (21.4%) | (7.5%) | 11.5% | (17.9%) | (1.0%) | 15.5% | (25.3%) | (0.4%) | 29.3% | (17.4%) | 13.2% | 16.6% | (20.4%) | 2.0% | 8.9% | (39.6%) | (10.8%) | 15.1% | (19.7%) | 1.9% | 11.6% | (12.9%) | 1.3% | 24.3% | (29.8%) | 4.1% | 15.5% | (24.8%) | (0.4%) | (4.1%) | (43.7%) | (19.5%) | 3.8% | (20.1%) | (6.4%) | 0.1% | (30.4%) | (12.4%) | |||||||||||||||||||||
| Depreciation | 2.1% | 1.9% | 2.0% | 2.2% | 1.6% | 2.0% | 2.1% | 1.5% | 1.9% | 2.2% | 1.4% | 1.9% | 2.0% | 1.3% | 1.7% | 2.1% | 1.3% | 1.7% | 2.0% | 1.1% | 1.5% | 2.1% | 1.2% | 1.7% | 2.3% | 1.4% | 1.9% | 2.1% | 1.3% | 1.8% | 1.8% | 1.3% | 1.6% | 1.4% | 1.2% | 1.4% | 1.8% | 1.3% | 1.6% | 2.2% | 1.5% | 1.9% | 1.8% | 2.3% | 1.9% | 1.9% | 2.2% | 2.1% | 1.7% | 2.5% | 2.0% | 1.9% | 2.2% | 2.0% | 2.3% | 3.4% | 2.7% | 2.3% | 2.6% | 2.4% | 2.3% | 2.9% | 2.6% | |||||||||||||||||||||
| Amortization of acquired intangible assets | 8.2% | 5.0% | 7.3% | 8.1% | 7.7% | 7.9% | 7.1% | 8.1% | 7.4% | 6.7% | 9.7% | 7.9% | 6.2% | 8.1% | 7.0% | 6.3% | 7.9% | 7.2% | 5.1% | 6.8% | 5.8% | 6.1% | 8.1% | 6.9% | 5.7% | 9.4% | 7.4% | 5.3% | 8.7% | 6.7% | 4.4% | 8.7% | 6.0% | 2.8% | 8.2% | 4.7% | 4.4% | 8.8% | 6.2% | 4.1% | 9.8% | 6.4% | 3.2% | 8.3% | 5.2% | 3.4% | 7.7% | 5.1% | 2.5% | 8.2% | 4.5% | 3.2% | 8.4% | 5.2% | 3.4% | 10.8% | 6.3% | 3.1% | 7.9% | 5.2% | 3.1% | 9.3% | 5.7% | |||||||||||||||||||||
| Impairment of goodwill | 0.0% | 0.0% | 0.0% | 0.0% | 40.2% | 13.7% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |||||||||||||||||||||
| Stock-based compensation | 2.2% | 0.5% | 1.6% | 2.2% | 2.4% | 2.3% | 2.3% | 2.3% | 2.3% | 3.2% | 3.1% | 3.1% | 3.0% | 2.7% | 2.9% | 2.7% | 2.1% | 2.4% | 2.8% | 1.4% | 2.2% | 2.9% | 2.2% | 2.6% | 3.1% | 1.7% | 2.5% | 2.3% | 1.2% | 1.8% | 2.2% | 1.4% | 1.9% | 1.7% | 1.4% | 1.6% | 2.3% | 1.4% | 1.9% | 2.7% | 1.9% | 2.4% | 2.3% | 1.5% | 2.0% | 3.3% | 1.8% | 2.7% | 2.4% | 1.6% | 2.1% | 2.7% | 1.7% | 2.3% | 4.3% | 2.7% | 3.7% | 3.1% | 1.7% | 2.5% | 3.7% | 2.1% | 3.0% | |||||||||||||||||||||
| Acquisition-related inventory adjustment | 0.0% | 0.8% | 0.2% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |||||||||||||||||||||
| Litigation costs | 0.4% | 0.0% | 0.2% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.1% | 0.1% | 0.1% | 0.1% | * | 0.1% | 0.3% | 0.1% | 0.2% | 0.3% | 0.1% | 0.2% | 0.2% | 0.1% | 0.2% | 0.7% | 0.3% | 0.5% | 1.2% | 0.6% | 0.9% | 3.9% | 2.3% | 3.3% | 0.7% | 0.5% | 0.6% | 1.6% | 0.9% | 1.3% | 0.5% | 0.3% | 0.4% | 1.2% | 0.7% | 1.0% | 0.6% | 0.3% | 0.4% | 0.5% | 0.3% | 0.4% | 0.7% | 0.4% | 0.6% | 0.5% | 0.3% | 0.4% | 0.2% | 0.1% | 0.2% | 0.4% | 0.2% | 0.3% | |||||||||||||||||||||
| Cybersecurity incident | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.4% | 0.0% | 0.3% | 0.1% | 0.0% | 0.1% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |||||||||||||||||||||
| Acquisition-, disposal- and integration-related | 0.3% | 5.9% | 2.0% | 0.1% | 2.5% | 0.9% | * | 2.0% | 0.8% | 0.0% | 2.3% | 0.9% | 0.0% | 0.6% | 0.2% | 0.0% | 1.0% | 0.4% | 0.0% | 1.4% | 0.7% | 0.0% | 1.3% | 0.5% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 2.8% | 0.0% | 1.8% | 0.2% | 0.2% | 0.2% | 0.0% | 0.0% | 0.0% | 0.8% | 0.0% | 0.5% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |||||||||||||||||||||
| Restructuring and related | 1.8% | 2.2% | 2.0% | 1.4% | 1.2% | 1.4% | 1.6% | 0.9% | 1.3% | 5.0% | 1.7% | 3.7% | 1.3% | 3.1% | 2.0% | 1.3% | 1.4% | 1.3% | 1.4% | 0.5% | 1.0% | 2.2% | 1.6% | 2.0% | 2.1% | 1.3% | 1.7% | 1.0% | 0.9% | 1.0% | 1.7% | 2.0% | 1.8% | 0.3% | 1.1% | 0.5% | 1.2% | 1.3% | 1.2% | 0.6% | 6.3% | 2.9% | 0.6% | 0.6% | 0.6% | 1.5% | 1.8% | 1.6% | 2.1% | 7.6% | 4.2% | 1.2% | 4.0% | 2.3% | 1.6% | 0.7% | 1.3% | 3.5% | 0.7% | 2.3% | 2.6% | 0.7% | 1.8% | |||||||||||||||||||||
| Non-GAAP Adjusted EBITDA Margin | 23.3% | (1.7%) | 15.5% | 27.7% | (11.7%) | 14.3% | 25.2% | (20.5%) | 7.8% | 17.9% | (32.0%) | (1.3%) | 27.8% | (14.2%) | 10.8% | 27.3% | (4.5%) | 13.6% | 28.0% | 8.0% | 18.8% | 25.4% | (8.8%) | 11.0% | 17.1% | (7.3%) | 6.5% | 23.4% | (5.2%) | 11.2% | 29.5% | (9.6%) | 14.2% | 36.2% | (5.0%) | 22.0% | 27.9% | (6.7%) | 14.2% | 19.0% | (19.8%) | 3.2% | 27.0% | (6.3%) | 14.4% | 22.5% | 1.1% | 13.4% | 33.9% | (9.6%) | 17.6% | 26.1% | (8.1%) | 12.6% | 8.0% | (25.8%) | (5.1%) | 16.0% | (7.1%) | 6.2% | 12.2% | (15.2%) | 1.0% | |||||||||||||||||||||
| * Less than 0.1% impact on non-GAAP Adjusted EBITDA margin | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| GAAP Operating expenses | $ 449,148 | $ 562,456 | $ 449,260 | $ 116,591 | $ 108,092 | $ 102,647 | $ 105,038 | $ 432,368 | $ 105,441 | $ 99,802 | $ 110,544 | $ 106,853 | $ 422,640 | $ 101,980 | $ 105,081 | $ 105,203 | $ 111,766 | $ 424,030 | $ 101,386 | $ 102,562 | $ 203,948 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Stock-based compensation | (13,024) | (17,421) | (16,079) | (5,164) | (5,475) | (4,293) | (4,217) | (19,149) | (3,944) | (3,156) | (3,690) | (3,671) | (14,461) | (3,946) | (4,246) | (5,675) | (4,579) | (18,446) | (5,753) | (4,615) | (10,368) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Amortization of acquired intangible assets | (18,620) | (28,283) | (29,646) | (7,264) | (7,260) | (7,216) | (6,861) | (28,601) | (6,706) | (6,508) | (6,457) | (6,298) | (25,969) | (6,155) | (5,975) | (5,933) | (5,786) | (23,849) | (5,656) | (5,495) | (11,151) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Impairment of goodwill | - 0 | (116,000) | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Litigation costs | (2,101) | - 0 | - 0 | (177) | (114) | (478) | (538) | (1,307) | (951) | (1,768) | (6,896) | (1,583) | (11,198) | (800) | (2,314) | (952) | (973) | (5,039) | (744) | (302) | (1,046) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Cybersecurity incident | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | (600) | (600) | - 0 | - 0 | - 0 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Acquisition-, disposal- and integration-related | (17,164) | (7,632) | (6,286) | (1,642) | (498) | (842) | (1,494) | (4,476) | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | (3,898) | (439) | - 0 | (4,337) | - 0 | - 0 | - 0 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Restructuring and related | (16,235) | (11,653) | (10,833) | (6,937) | (4,307) | (2,680) | (2,285) | (16,209) | (3,065) | (1,920) | (3,794) | (1,381) | (10,160) | (5,341) | (1,346) | (3,506) | (9,465) | (19,658) | (2,038) | (4,442) | (6,480) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-GAAP Operating expenses | $ 382,004 | $ 381,467 | $ 386,416 | $ 95,407 | $ 90,438 | $ 87,138 | $ 89,643 | $ 362,626 | $ 90,775 | $ 86,450 | $ 89,707 | $ 93,920 | $ 360,852 | $ 85,738 | $ 87,302 | $ 88,698 | $ 90,363 | $ 352,101 | $ 87,195 | $ 87,708 | $ 174,903 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Income (loss) from operations as a percentage of revenue ("Operating margin"): | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| GAAP Operating margin | 0.2% | 66.6% | (5.9%) | (18.9%) | (3.1%) | 0.4% | 7.4% | (2.9%) | (7.5%) | (1.0%) | (0.4%) | 13.2% | 2.0% | (10.8%) | 1.9% | 1.3% | 4.1% | (0.4%) | (19.5%) | (6.4%) | (12.4%) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Stock-based compensation | 1.6% | 1.6% | 2.3% | 3.1% | 2.9% | 2.4% | 2.2% | 2.6% | 2.5% | 1.8% | 1.9% | 1.6% | 1.9% | 2.4% | 2.0% | 2.7% | 2.1% | 2.3% | 3.7% | 2.5% | 3.0% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Amortization of acquired intangible assets | 7.3% | 7.3% | 7.4% | 7.9% | 7.0% | 7.2% | 5.7% | 6.8% | 7.4% | 6.8% | 6.0% | 4.8% | 6.2% | 6.4% | 5.2% | 5.2% | 4.5% | 5.2% | 6.2% | 5.1% | 5.7% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Acquisition-related inventory adjustment | 0.2% | 0.2% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Litigation costs | 0.2% | 0.2% | 0.0% | 0.1% | 0.1% | 0.2% | 0.2% | 0.2% | 0.5% | 0.9% | 3.3% | 0.6% | 1.3% | 0.4% | 1.0% | 0.4% | 0.4% | 0.6% | 0.5% | 0.2% | 0.3% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Cybersecurity incident | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.3% | 0.1% | 0.0% | 0.0% | 0.0% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Acquisition-, disposal- and integration-related | 2.0% | 2.0% | 0.8% | 0.9% | 0.2% | 0.4% | 0.7% | 0.5% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 1.8% | 0.2% | 0.0% | 0.5% | 0.0% | 0.0% | 0.0% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Restructuring and related | 2.0% | 2.0% | 1.3% | 3.7% | 2.0% | 1.3% | 1.0% | 2.0% | 1.7% | 1.0% | 1.8% | 0.5% | 1.2% | 2.9% | 0.6% | 1.6% | 4.2% | 2.3% | 1.3% | 2.3% | 1.8% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-GAAP Operating margin | 13.5% | 79.9% | 5.9% | (3.2%) | 9.1% | 11.9% | 17.2% | 9.2% | 4.6% | 9.5% | 12.6% | 20.7% | 12.6% | 1.3% | 12.5% | 11.4% | 15.6% | 10.6% | (7.8%) | 3.7% | (1.6%) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| GAAP Diluted earnings (loss) per share | $ 0.61 | $ (1.20) | $ (0.63) | $ (0.23) | $ (0.13) | $ (0.08) | $ 0.04 | $ (0.39) | $ (0.18) | $ (0.10) | $ (0.08) | $ 0.04 | $ (0.31) | $ (0.15) | $ (0.06) | $ (0.07) | $ 0.50 | $ 0.22 | $ (0.20) | $ (0.15) | $ (0.35) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Stock-based compensation | 0.11 | 0.14 | 0.12 | 0.04 | 0.03 | 0.03 | 0.03 | 0.13 | 0.03 | 0.02 | 0.02 | 0.02 | 0.09 | 0.02 | 0.02 | 0.04 | 0.03 | 0.11 | 0.03 | 0.03 | 0.06 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Amortization of acquired intangible assets | 0.42 | 0.44 | 0.39 | 0.08 | 0.09 | 0.08 | 0.08 | 0.33 | 0.07 | 0.08 | 0.08 | 0.06 | 0.29 | 0.07 | 0.06 | 0.06 | 0.06 | 0.25 | 0.06 | 0.05 | 0.11 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Impairment of goodwill | - 0 | 0.77 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Acquisition-related inventory adjustment | 0.01 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Litigation costs | 0.01 | - 0 | - 0 | ** | ** | ** | ** | 0.01 | 0.01 | 0.01 | 0.04 | 0.01 | 0.06 | - 0 | 0.01 | 0.01 | 0.01 | 0.03 | 0.01 | - 0 | 0.01 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Cybersecurity incident | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | ** | ** | - 0 | - 0 | - 0 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Acquisition-, disposal- and integration-related | 0.12 | 0.05 | 0.04 | 0.01 | 0.01 | ** | 0.01 | 0.03 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | 0.02 | ** | - 0 | 0.02 | - 0 | - 0 | - 0 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Restructuring and related | 0.11 | 0.08 | 0.07 | 0.04 | 0.02 | 0.02 | 0.01 | 0.09 | 0.02 | 0.01 | 0.02 | 0.01 | 0.06 | 0.03 | 0.01 | 0.02 | 0.05 | 0.11 | 0.01 | 0.03 | 0.04 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Interest income on debentures | - 0 | (0.02) | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Decrease (increase) in fair value of investments | (0.21) | 0.50 | 0.26 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Gain on sale of business | (0.58) | (0.02) | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Preferred stock and warrant liability mark-to-market adjustment | - 0 | - 0 | - 0 | - 0 | 0.01 | ** | 0.02 | 0.03 | 0.02 | 0.05 | ** | 0.01 | 0.08 | (0.01) | ** | (0.01) | (0.02) | (0.03) | (0.01) | - 0 | (0.01) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Preferred stock and warrant liability issuance costs | - 0 | - 0 | - 0 | 0.02 | - 0 | - 0 | - 0 | 0.02 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Tax indemnification write-off | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | 0.04 | 0.04 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | - 0 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Tax effect of non-GAAP adjustments | (0.17) | (0.42) | (0.14) | 0.02 | 0.01 | ** | (0.07) | (0.04) | 0.02 | (0.02) | (0.03) | (0.03) | (0.06) | 0.01 | (0.01) | (0.01) | (0.04) | (0.05) | 0.05 | 0.01 | 0.06 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-GAAP Diluted earnings (loss) per share | $ 0.43 | $ 0.32 | $ 0.11 | $ (0.02) | $ 0.04 | $ 0.05 | $ 0.12 | $ 0.21 | $ (0.01) | $ 0.05 | $ 0.05 | $ 0.16 | $ 0.25 | $ (0.03) | $ 0.05 | $ 0.04 | $ 0.59 | $ 0.66 | $ (0.05) | $ (0.03) | $ (0.08) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Weighted average shares used to compute diluted earnings (loss) per share (000's): | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Shares used to compute GAAP diluted earnings (loss) per share | 138,967 | 147,575 | 156,668 | 168,541 | 170,103 | 171,190 | 171,755 | 170,408 | 172,428 | 173,793 | 174,613 | 175,321 | 174,044 | 175,719 | 176,749 | 176,620 | 175,704 | 176,199 | 175,661 | 177,251 | 176,460 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Shares used to compute non-GAAP diluted earnings (loss) per share | 144,650 | 154,527 | 161,325 | 168,541 | 175,220 | 176,298 | 172,990 | 172,947 | 172,428 | 176,246 | 177,028 | 178,703 | 177,306 | 175,719 | 179,884 | 181,033 | 178,724 | 179,822 | 175,661 | 177,251 | 176,460 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| ** Less than $0.01 impact on non-GAAP Diluted earnings (loss) per share |
| Discussion of Non-GAAP Financial Measures |
| The Company's management uses several different financial measures, both GAAP and non-GAAP, in analyzing and assessing the overall performance of its business, making operating decisions, planning and forecasting future periods, and determining payments under compensation programs. The Company considers the use of non-GAAP financial measures helpful in assessing the core performance of its continuing operations and when planning and forecasting future periods. The Company's annual financial plan is prepared on a non-GAAP basis and is approved by its board of directors. In addition, budgeting and forecasting for revenue and expenses are conducted on a non-GAAP basis, and actual results on a non-GAAP basis are assessed against the annual financial plan. The Company defines continuing operations as the ongoing results of its business adjusted for certain expenses and credits, as described below. The Company believes that providing non-GAAP information to investors allows them to view the Company's financial results in the way its management views them and helps investors to better understand the Company's core financial and operating performance and evaluate the efficacy of the methodology and information used by its management to evaluate and measure such performance. |
| While the Company's management uses non-GAAP financial measures as tools to enhance its understanding of certain aspects of the Company's financial performance, management does not consider these measures to be a substitute for, or superior to, GAAP measures. In addition, the Company's presentations of these measures may not be comparable to similarly titled measures used by other companies. These non-GAAP financial measures should not be considered alternatives for, or in isolation from, the financial information prepared and presented in accordance with GAAP. Investors are cautioned that there are material limitations associated with the use of non-GAAP financial measures. In particular, many of the adjustments to the Company's financial measures reflect the exclusion of items that are recurring and will be reflected in its financial results for the foreseeable future. |
| Stock-Based Compensation: The expense related to stock-based awards is generally not controllable in the short-term and can vary significantly based on the timing, size and nature of awards granted. The Company believes that presenting non-GAAP operating results that exclude stock-based compensation provides investors with visibility and insight into its management's method of analysis and its core operating performance. |
| Amortization of Acquired Technology (including software licenses); Amortization of Acquired Intangible Assets: Amortization amounts are inconsistent in frequency and amount and are significantly impacted by the timing and size of acquisitions. Amortization of acquired technology is reported separately within Cost of revenue and Amortization of acquired intangible assets is reported separately within Operating expenses. These items are reported collectively as Amortization of acquired intangible assets in the accompanying reconciliations of non-GAAP and GAAP financial measures. The Company believes that excluding non-cash amortization of these intangible assets facilitates the comparison of its financial results to its historical operating results and to other companies in its industry as if the acquired intangible assets had been developed internally rather than acquired. |
| Impairment of Goodwill: The Company performs its annual testing for impairment of goodwill in the fourth quarter each year. For the purpose of testing goodwill for impairment, all goodwill has been assigned to one of the Company's two operating segments. The Company performs a fair value analysis using both an income and market approach, which encompasses a discounted cash flow analysis and a guideline public company analysis using selected multiples. Based on the results of the impairment test completed in the fourth quarter of 2021, the Company determined that the carrying value of its IP Optical Networks segment exceeded its fair value, and accordingly, recorded a non-cash impairment charge of $116 million. There was no impairment of the Company's Cloud and Edge segment. The Company believes that such non-cash costs are not part of its core business or ongoing operations. Accordingly, the Company believes that excluding the goodwill impairment charge facilitates the comparison of the Company's financial results to its historical operating results and to other companies in its industry. |
| Acquisition-Related Inventory Adjustment: Acquisition-related inventory adjustment amounts are inconsistent in frequency and amount and are significantly impacted by the then-current market prices of such inventory items. In 2020, in connection with the ECI Acquisition, the Company adjusted inventory as part of purchase accounting. The Company believes that excluding non-cash inventory adjustments arising from acquisitions facilitates the comparison of its financial results to its historical operating results and to other companies in its industry as if the inventory had been acquired by the Company through its normal channels rather than in connection with its acquired businesses. |
| Litigation Costs: In connection with certain ongoing litigation, as described in the Company's Commitments and Contingencies footnotes in its Form 10-Qs and Form 10-Ks filed with the SEC, the Company has incurred litigation costs. Also, on October 14, 2024, a settlement in principle was reached on one of these legal matters and the Company accrued the $5 million settlement in the third quarter of 2024. These costs are included as a component of general and administrative expense. The Company believes that such costs are not part of its core business or ongoing operations, are unplanned, and are generally not within its control. Accordingly, the Company believes that excluding litigation costs related to these specific legal matters facilitates the comparison of the Company's financial results to its historical operating results and to other companies in its industry. |
| Cybersecurity Incident: The Company has recorded expenses associated with responding to and remediating a cybersecurity incident, including costs for external legal services, cybersecurity experts, and IT restoration activities. The Company believes that excluding these expenses facilitates the comparison of its financial results to its historical operating performance and to other companies in its industry, as these costs are non-recurring in nature and are not associated with future revenue streams or ongoing operational benefits. |
| Acquisition-, Disposal- and Integration-Related: The Company considers certain acquisition-, disposal- and integration-related costs to be unrelated to the organic continuing operations of the Company and its acquired businesses. Such costs are generally not relevant to assessing or estimating the long-term performance of the acquired assets. The Company excludes such acquisition-, disposal- and integration-related costs to allow more accurate comparisons of its financial results to its historical operations and the financial results of less acquisitive peer companies and allows management and investors to consider the ongoing operations of the business both with and without such expenses. |
| Restructuring and Related: The Company has recorded restructuring and related expense to streamline operations and reduce operating costs by closing and consolidating certain facilities and reducing its worldwide workforce. The Company believes that excluding restructuring and related expense facilitates the comparison of its financial results to its historical operating results and to other companies in its industry, as there are no future revenue streams or other benefits associated with these costs. |
| Interest Income on Debentures: The Company recorded paid-in-kind interest income on the American Cloud Technologies, Inc. ("AVCT") Series A-1 convertible debentures (the "Debentures") it received as consideration in connection with the sale of its Kandy Communications business (the "Kandy Sale") through September 8, 2021, when the Debentures were converted to shares of AVCT common stock (the "Debenture Shares"), which increased their fair value. The Company excluded this interest income because it believes that such a gain is not part of its core business or ongoing operations. |
| Decrease/(Increase) in Fair Value of Investments: Each reporting period, the Company calculated the fair values of the debentures (the "Debentures") and the warrants to purchase shares of AVCT common stock (the "AVCT Warrants") that it received as consideration in connection with the Kandy Sale on December 1, 2020. Effective September 8, 2021, the Company received 13,700,421 shares of AVCT common stock upon the conversion of the Debentures and AVCT Warrants. The AVCT common stock was also marked to market each reporting period by the Company until their disposal on August 29, 2022, when they were used as partial consideration in connection with the Company's acquisition of perpetual software licenses from AVCT. The Company recorded adjustments to the fair value of these investments in Other (expense) income, net. The Company excluded the gains and losses from the change in the fair value of these investments because it believes that such gains or losses were not part of its core business or ongoing operations. |
| Gain on Sale of Business: On May 12, 2021, the Company sold its QualiTech business, which it had acquired as part of its acquisition of ECI Telecom Group Ltd., to Hermon Laboratories, Ltd. As consideration, the Company received $2.9 million of cash and recorded a gain on the sale of $2.8 million. The Company excludes this gain because it believes that such gain is not part of its core business or ongoing operations. |
| Preferred Stock and Warrant Liability Mark-to-Market Adjustment: The Company recorded adjustments to the fair value of its Series A Preferred Stock and Warrants to purchase shares of the Company's common stock in Other (expense) income, net. Both of these instruments were issued in March 2023 in connection with the Company's private placement and have been classified as liabilities and marked to market each reporting period until the Series A Preferred Stock was fully redeemed on June 25, 2024. The Warrant liability remains outstanding and will continue to be marked to market each reporting period. The Company excluded these gains and losses from the change in the fair value of these liabilities because it believes that such gains or losses were not part of its core business or ongoing operations. |
| Preferred Stock and Warrant Liability Issuance Costs: The Company incurred $3.5 million of investment banking, advisory and legal fees in its March 2023 private placement of the Series A Preferred Stock and warrants to purchase shares of the Company's common stock, both of which are classified by the Company as liabilities that are marked to market each reporting period. The Company excludes these issuance costs to allow more accurate comparisons of its financial results to its historical operations and the financial results of other companies in its industry, and it allows management and investors to consider the ongoing operations of the business both with and without such expenses. |
| Tax Indemnification Write-Off: In connection with the Company's ECI Acquisition in 2020, a portion of the shares of our common stock that were issued as consideration were held in escrow for potential future tax liabilities. This $6 million tax indemnity asset, consisting of 2 million shares of common stock held in escrow, was written off upon its expiration on December 31, 2024. The Company believes that excluding this tax indemnification write-off facilitates the comparison of the Company's financial results to its historical operating results and to other companies in its industry. |
| Tax Effect of Non-GAAP Adjustments: The Non-GAAP income tax provision is presented based on an estimated tax rate applied against forecasted annual non-GAAP income. The Non-GAAP income tax provision assumes no available net operating losses or valuation allowances for the U.S. because of reporting significant cumulative non-GAAP income over the past several years. The Company is reporting its non-GAAP quarterly income taxes by computing an annual rate for the Company and applying that single rate (rather than multiple rates by jurisdiction) to its consolidated quarterly results. The Company expects that this methodology will provide a consistent rate throughout the year and allow investors to better understand the impact of income taxes on its results. Due to the methodology applied to its estimated annual tax rate, the Company's estimated tax rate on non-GAAP income will differ from its GAAP tax rate and from its actual tax liabilities. |
| Adjusted EBITDA: The Company uses Adjusted EBITDA as a supplemental measure to review and assess its performance. The Company calculates Adjusted EBITDA by excluding from income (loss) from operations: depreciation; stock-based compensation; amortization of acquired intangible assets; certain litigation costs; acquisition-, disposal- and integration-related expense; and restructuring and related expense. In general, the Company excludes the expenses that it considers to be non-cash and/or not a part of its ongoing operations. The Company may exclude other items in the future that have those characteristics. Adjusted EBITDA is a non-GAAP financial measure that is used by the investing community for comparative and valuation purposes. The Company discloses this metric to support and facilitate dialogue with research analysts and investors. Other companies may calculate Adjusted EBITDA differently than the Company does, limiting its usefulness as a comparative measure. |