Ribbon Communications Azioni (NASDAQ: RBBN)

Ribbon Communications (NASDAQ:RBBN) Azioni

Ribbon Comms

Ribbon Communications Inc provides network solutions to service providers and enterprises. The company enables service providers and enterprises to modernize their communications networks and provide secure real-time communications solutions to their customers and employees. The company has two separate lines of business; the Cloud and Edge segment, and the IP Optical Networks segment. The majority of the revenue for the company is generated from its Cloud and Edge segment that provides secure and reliable software and hardware products, solutions, and services for VoIP communications, Voice Over LTE among others to service providers and enterprise customers. The company generates majority of its revenue from United States.

Ribbon Communications Inc. - Common Stock

Ribbon Communications Inc

WIIM

Northrop Grumman shares are trading lower after the company reported worse-than-expected Q1 EPS and revenues. The company also lowered its FY25 EPS guidance.

Guidance
&nbsp;&nbsp;&nbsp; Financial guidance, as well as outlook, trends, expectations and other forward-looking statements provided by the company for 2025 and beyond, reflect the company's judgment based on the information available to the company at the time of this release. The company's financial guidance and outlook for 2025 and beyond reflect what the company currently anticipates will be the impacts on the company from, among other factors, the global macroeconomic, security, and political/budget environments, including the impacts from inflationary pressures and labor and supply chain challenges; changes in the threat environment; changes in government budget, appropriations and procurement priorities and processes; the continuing resolution; changes in the regulatory environment, including trade policy; and changes in support for our programs. We are not assuming, and the company's financial guidance and outlook for 2025 and beyond do not reflect impacts on the company from, any government shutdown, or application of spending limits or other spending cuts. However, the company cannot predict how these factors will evolve or what impacts they will have, and there can be no assurance that the company's current expectations or underlying assumptions are correct. These factors can affect the company's ability to achieve guidance or meet expectations.
For additional factors that may impact the company's ability to achieve guidance or meet expectations, please see the "Forward-Looking Statements" section in this release and our Form 10-Q.
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<td colspan="12">2025 Guidance</td>
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<td colspan="3">($ in millions, except per share amounts)</td>
<td colspan="9">As of 4/22/2025</td>
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<td colspan="3" rowspan="2">Sales</td>
<td colspan="9">$42,000 — $42,500</td>
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<td colspan="9">&nbsp;</td>
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<td colspan="3" rowspan="2">Segment operating income1</td>
<td colspan="9">$4,200 — $4,350</td>
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<td colspan="9">Prior: $4,650 - $4,800</td>
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<td colspan="3" rowspan="2">MTM-adjusted EPS1</td>
<td colspan="9">$24.95 — $25.35</td>
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<td colspan="9">Prior: $27.85 - $28.25</td>
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<td colspan="3" rowspan="2">Free cash flow1</td>
<td colspan="9">$2,850 — $3,250</td>
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<td colspan="9">2025 Segment Guidance</td>
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<td colspan="6">As of 4/22/2025</td>
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<td colspan="3">Sales ($B)</td>
<td colspan="3">OM Rate %</td>
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<td colspan="3" rowspan="2">Aeronautics Systems</td>
<td colspan="3">Low $13</td>
<td colspan="3">Low to Mid 6%</td>
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<td colspan="3">&nbsp;</td>
<td colspan="3">Prior: Mid to High 9%</td>
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<td colspan="3" rowspan="2">Defense Systems</td>
<td colspan="3">Low $8</td>
<td colspan="3">Mid to High 9%</td>
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<td colspan="3" rowspan="2">Mission Systems</td>
<td colspan="3">~$12</td>
<td colspan="3">Mid 14%</td>
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<td colspan="3" rowspan="2">Space Systems</td>
<td colspan="3">~$11</td>
<td colspan="3">High 10%</td>
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<td colspan="3">Intersegment Eliminations</td>
<td colspan="3">~($2.1)</td>
<td colspan="3">High 13%</td>
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News

Guidance

Northrop Grumman Lowers FY25 Adj EPS Guidance From $27.85-$28.25 To $24.95-$25.35 Vs $28.09 Estimate; Affirms Sales Guidance Of $42.00B-$42.50B Vs $42.32B Estimate

Pentair (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PNR#NYSE">PNR</a>) reported quarterly earnings of $1.11 per share which beat the analyst consensus estimate of $1.01 by 9.9 percent. This is a 18.09 percent increase over earnings of $0.94 per share from the same period last year. The company reported quarterly sales of $1.01 billion which beat the analyst consensus estimate of $988.90 million by 2.17 percent. This is a 0.65 percent decrease over sales of $1.02 billion the same period last year.

Earnings

Earnings Beats

Pentair Q1 2025 Adj EPS $1.11 Beats $1.01 Estimate, Sales $1.01B Beat $988.90M Estimate

Equifax shares are trading higher after the company reported better-than-expected Q1 financial results. The company also authorized a $3 billion buyback and raised is dividend.

<ul>
<li>Supports rollout of enterprise-grade deployment of sovereign AI compute</li>
<li>Embodies a fusion of exceptional computational power, energy efficiency, and data sovereignty while balancing stringent data security requirements.</li>
</ul>
COLUMBUS, Ohio, April 22, 2025 /PRNewswire/ --&nbsp;Vertiv (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>), a global provider of critical digital infrastructure, today&nbsp;announced a groundbreaking collaboration with NVIDIA and renowned AI pioneer iGenius to deploy <a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4409813-1&amp;h=2658241171&amp;u=https%3A%2F%2Fyoutu.be%2FyuI-gZT6M6M&amp;a=Colosseum">Colosseum</a>, one of the world's largest NVIDIA DGX AI supercomputers with NVIDIA Grace Blackwell Superchips. Set to deploy in 2025 in Italy, Colosseum will redefine the digital landscape through a first-of-its-kind sovereign AI data center for regulated workloads.

NVDA

Vertiv Collaborates With NVIDIA And iGenius To Deploy Colosseum With NVIDIA Grace Blackwell Superchips

Danaher shares are trading higher after the company reported better-than-expected Q1 EPS and revenue.

Synchrony Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYF#NYSE">SYF</a>) affirms FY2025 sales outlook from $15.20 billion-$15.70 billion to $15.20 billion-$15.70 billion vs $18.73 billion estimate.

Synchrony Financial Affirms FY2025 Net revenue Guidance of $15.20B-$15.70B vs $18.73B Est

Needham analyst Mike Cikos initiates coverage on CoreWeave (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) with a Buy rating and announces Price Target of $55.

Price Target

Initiation

Analyst Ratings

CRWV

Needham Initiates Coverage On CoreWeave with Buy Rating, Announces Price Target of $55

Northrop Grumman (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>) reported quarterly earnings of $6.06 per share which missed the analyst consensus estimate of $6.26 by 3.19 percent. This is a 4.11 percent decrease over earnings of $6.32 per share from the same period last year. The company reported quarterly sales of $9.468 billion which missed the analyst consensus estimate of $9.936 billion by 4.71 percent. This is a 6.56 percent decrease over sales of $10.133 billion the same period last year.

Earnings Misses

Northrop Grumman Q1 2025 Adj. EPS $6.06 Misses $6.26 Estimate, Sales $9.468B Miss $9.936B Estimate

Buybacks

Invesco Inks Agreement With MassMutual To Repurchase $1B Of Its $4B Of Outstanding Series A Preferred Stock

Needham analyst Laura Martin reiterates Trade Desk (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>) with a Buy and maintains $84 price target.

Reiteration

Needham Reiterates Buy on Trade Desk, Maintains $84 Price Target

Halliburton Q1 2025 Adj. EPS $0.60, Inline, Sales $5.417B Beat $5.283B Estimate

Equifax Sees FY25 Revenues Between $5.91B-$6.03B Vs. $5.96B Estimate (Prior View: $5.890B-$6.01B), Sees Adjusted EPS Between $7.25-$7.65 Vs. $7.48 Estimate

As new tariffs restructure U.S. trade dynamics, companies are opting for customs-approved storage solutions to make things easier. The increasing interest around foreign trade zones (FTZs) and bonded warehouses indicates rising concern about expenditures and uncertainty.
What Happened: After tariff hikes implemented by President Trump, <a href="https://www.benzinga.com/news/25/04/44860477/china-now-faces-up-to-245-tariffs-on-certain-imports-says-white-house-heres-what-you-should-know-upd">reaching 145% for Chinese products</a>, U.S. companies are increasingly shifting imported goods into FTZs and bonded warehouses. These zones let firms postpone or lower duty payments until goods enter the U.S. market.
"A year ago, an FTZ was a nonstarter," said Jackson Wood of Descartes Global Trade Intelligence to CNBC. "Now they are crunching the numbers, and for some it makes financial sense."
See Also: <a href="https://www.benzinga.com/25/04/44892226/trump-blasts-non-tariff-cheating-backs-tariffs-and-calls-himself-greatest-friend-of-american-capitalism">Trump Defends Tariffs, Lists &#8216;Non-Tariff Cheating&#8217; Tactics Like Currency Manipulation And IP Theft — Calls Himself The &#8216;Greatest Friend&#8217; Of American Capitalism</a>
Why It Matters: FTZs have become a <a href="https://www.benzinga.com/news/global/25/04/44883166/chinese-firms-are-reportedly-using-shell-entities-to-dodge-trumps-tariffs">strategic workaround</a> to tackle fast-moving tariff shifts, particularly as other relief tools like duty drawback do not apply to the latest increases.
"We're at the point where we have a combination of clients waiting the next 30 days to see what happens," said Maersk's Janet Labuda. Meanwhile, membership in the National Association of Foreign Trade-Zones has reached unprecedented highs. "Any time tariffs are in the news, we see an increase in interest," said association president Jeffrey Tafel.
While costs for the initial setup for FTZs can be steep, companies from retail to aerospace are taking a closer look at their <a href="https://www.benzinga.com/tech/25/04/44836493/rivians-us-centric-supply-chain-could-offer-edge-amid-trumps-auto-tariffs-says-ceo-rj-scaringe">supply chain strategies</a> to safeguard against prolonged trade uncertainty.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/25/04/44890923/mark-cuban-sounds-alarm-over-impact-of-trumps-tariff-war-people-could-die">Coca-Cola Escapes New Tariff Costs With US-Based Production, While PepsiCo&#8217;s Irish Supply Faces 10% Levy</a></li>
</ul>
Photo courtesy: Rawpixel.com / Shutterstock.com

Politics

Global

Trump Tariffs Drive Companies To Stash Imports In Tax-Free Foreign Trade Zones

Health Care

General

Quest Diagnostics Reaffirms 2025 Guidance For Revenue Of $10.70B-$10.85B (Vs. Cons. Of $10.78B), Adjusted EPS Of $9.55-$9.80 (Vs. Cons. Of $9.68)

Needham analyst Scott Berg maintains Global E Online (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GLBE#NASDAQ">GLBE</a>) with a Buy and lowers the price target from $64 to $40.

GLBE

Needham Maintains Buy on Global E Online, Lowers Price Target to $40

Quest Diagnostics (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DGX#NYSE">DGX</a>) reported quarterly earnings of $2.21 per share which beat the analyst consensus estimate of $2.15 by 2.79 percent. This is a 8.33 percent increase over earnings of $2.04 per share from the same period last year. The company reported quarterly sales of $2.65 billion which beat the analyst consensus estimate of $2.63 billion by 0.83 percent. This is a 12.09 percent increase over sales of $2.37 billion the same period last year.

Quest Diagnostics Q1 2025 Adj EPS $2.21 Beats $2.15 Estimate, Sales $2.65B Beat $2.63B Estimate

Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) reported quarterly earnings of $0.44 per share which beat the analyst consensus estimate of $0.38 by 15.79 percent. This is a 33.33 percent increase over earnings of $0.33 per share from the same period last year. The company reported quarterly sales of $1.11 billion which met the analyst consensus estimate. This is a 5.29 percent increase over sales of $1.05 billion the same period last year.

Invesco Q1 Adj $0.44 Beats $0.38 Estimate, Sales $1.11B Inline

Telsey Advisory Group analyst Sarang Vora maintains Coursera (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COUR#NYSE">COUR</a>) with a Outperform and maintains $12 price target.

COUR

Telsey Advisory Group Maintains Outperform on Coursera, Maintains $12 Price Target

Needham analyst Tom Nikic reiterates Skechers USA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SKX#NYSE">SKX</a>) from Hold to Hold.

Needham Reiterates Hold on Skechers USAto Hold

Contracts

Press Releases

Ribbon Completes Major Optical DWDM Deployment for Bharti Airtel

Pioneer Selects Ribbon for Optical Network Expansion

Ribbon Supercharges Diabolocom's AI-Powered Cloud Contact Center Software With High Density, Low Power Data Center Interconnect

Ribbon Communications to Report Fourth Quarter and Full Year 2024 Financial Results on February 12, 2025

Ribbon Communications Inc. Reports Fourth Quarter and Full Year 2024 Financial Results

Ribbon Attending Key Technology Investor Conference

Ribbon Expands Portfolio of Innovative, Cost Efficient Routers

Converge to Leverage Ribbon's AI-Enabled Data Transmission Technology for its Nationwide Network

Ribbon Showcases AI-Enabled Optical Innovation at OFC

Ribbon Communications to Report First Quarter 2025 Financial Results on April 29, 2025

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