RNG
RingCentral·NYSE
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RNG fundamentals
RingCentral (RNG) released its earnings on Feb 19, 2026: revenue was 644.03M (YoY +4.80%), beat estimates; EPS was 1.18 (YoY +20.41%), beat estimates.
Revenue / YoY
644.03M
+4.80%
EPS / YoY
1.18
+20.41%
Report date
Feb 19, 2026
RNG Earnings Call Summary for Q4,2025
- AI-Driven Growth: 10% of ARR from AI customers, 100%+ net retention, and $100 million AI ARR. AIR customer count +44% QoQ, ACE adoption +144% YoY.
- Financial Strength: $530 million free cash flow (32% YoY), first dividend $0.075/share. 2026 free cash flow $590 million, targeting 20% GAAP margin in 3-4 years.
- Customer粘性: AI customers have 100%+ net retention, 30%+ call volume growth. CEB and RingCX adoption doubles YoY, capturing $100 million ARR.
- Capital Allocation: $500 million share buyback, $250 million debt reduction. SBC as % of revenue down 340bps YoY to 6%.
- AI Product Momentum: AIR handles 8,300 customers, ACE 4,800+, CEB 1,000+. AI Receptionist ARR triples YoY, 10% of ARR from AI products.
EPS
Actual | 0.19 | 0.24 | 0.26 | 0.29 | 0.27 | 0.32 | 0.36 | 0.39 | 0.39 | 0.45 | 0.55 | 0.6 | 0.76 | 0.83 | 0.78 | 0.86 | 0.87 | 0.91 | 0.95 | 0.98 | 1 | 1.06 | 1.13 | 1.18 | ||||||||||
Forecast | 0.1828 | 0.2022 | 0.2407 | 0.2689 | 0.2483 | 0.2792 | 0.3341 | 0.3698 | 0.342 | 0.4039 | 0.5046 | 0.5908 | 0.694 | 0.7496 | 0.7596 | 0.8238 | 0.798 | 0.8775 | 0.9231 | 0.9671 | 0.9585 | 1.023 | 1.0745 | 1.1399 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +3.94% | +18.69% | +8.02% | +7.85% | +8.74% | +14.61% | +7.75% | +5.46% | +14.04% | +11.41% | +9.00% | +1.56% | +9.51% | +10.73% | +2.69% | +4.39% | +9.02% | +3.70% | +2.91% | +1.33% | +4.33% | +3.62% | +5.17% | +3.52% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 267.51M | 277.99M | 303.62M | 334.54M | 352.36M | 379.27M | 414.63M | 448.50M | 467.66M | 486.90M | 509.03M | 524.75M | 533.69M | 539.30M | 558.16M | 571.27M | 584.21M | 592.91M | 608.76M | 614.51M | 612.06M | 620.40M | 638.65M | 644.03M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 257.07M | 263.80M | 287.30M | 317.56M | 339.93M | 358.89M | 393.42M | 435.79M | 458.37M | 479.18M | 502.67M | 527.26M | 527.98M | 536.19M | 555.46M | 570.44M | 578.14M | 586.39M | 602.11M | 612.36M | 610.57M | 617.78M | 635.58M | 643.61M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +4.06% | +5.38% | +5.68% | +5.34% | +3.65% | +5.68% | +5.39% | +2.92% | +2.03% | +1.61% | +1.27% | -0.48% | +1.08% | +0.58% | +0.49% | +0.15% | +1.05% | +1.11% | +1.11% | +0.35% | +0.24% | +0.42% | +0.48% | +0.07% |
Earnings Call
You can ask Aime
What were the key takeaways from RingCentral's earnings call?What were the key takeaways from RingCentral’s earnings call?What is the market's earnings forecast for RingCentral next quarter?What does RingCentral do and what are its main business segments?Did RingCentral beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for RingCentral year over year?What guidance did RingCentral's management provide for the next earnings period?What is RingCentral's latest dividend and current dividend yield?
