InstantWhyThe numbers
Seeking Alpha reports that Ribbon Communications has forecast third-quarter revenue of $215 million to $230 million and full-year revenue of $810 million to $840 million. The company also announced a partnership with Salesforce's Agentforce platform. Ribbon has not issued a separate statement confirming the figures or providing detail on the partnership terms.
Why it matters
The Salesforce tie-up signals Ribbon is positioning its communications software to work with enterprise AI agent platforms, a category Salesforce is building out as it competes with Microsoft and Google in generative AI tooling for customer service and sales workflows. Whether the partnership translates to material revenue depends on how quickly enterprises adopt agentic AI, which remains early.
How this compares
Ribbon sells software for real-time communications networks, including voice-over-IP and session border controllers used by telecom carriers and enterprises. The company has faced uneven demand as carriers have stretched capital budgets and enterprises have delayed refresh cycles. Other enterprise software vendors have recently beaten expectations and raised outlooks: PayPal topped estimates on 28 July and its CEO signalled openness to acquisitions, while Visa raised its full-year forecast the same day after payment volumes came in ahead of Wall Street expectations.
What to watch
Ribbon will report third-quarter results in the coming months, and investors will watch whether revenue lands in the guided range and whether the Salesforce partnership produces bookings. The company has not disclosed when the Agentforce integration will be available or which Ribbon products are involved.
- ✓Detected and written at 2026-07-29 00:14
- ✓First reported by Seeking Alpha
- ✓Written from public facts in our own words — never a copy
- ✓Published as fast as possible; our team holds editorial responsibility
Sources
- Seeking Alpha — Market Currents: https://seekingalpha.com/news/4619960-ribbon-forecasts-215m-230m-q3-revenue-while-outlining-810m-840m-full-year-outlook-amid?utm_source=feed_news_all&utm_medium=referral&feed_item_type=news
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