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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
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.190.240.260.290.270.320.360.390.390.450.550.60.760.830.780.860.870.910.950.9811.061.131.18
Forecast
0.18280.20220.24070.26890.24830.27920.33410.36980.3420.40390.50460.59080.6940.74960.75960.82380.7980.87750.92310.96710.95851.0231.07451.1399
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
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------267.51M277.99M303.62M334.54M352.36M379.27M414.63M448.50M467.66M486.90M509.03M524.75M533.69M539.30M558.16M571.27M584.21M592.91M608.76M614.51M612.06M620.40M638.65M644.03M
Forecast
--------------------257.07M263.80M287.30M317.56M339.93M358.89M393.42M435.79M458.37M479.18M502.67M527.26M527.98M536.19M555.46M570.44M578.14M586.39M602.11M612.36M610.57M617.78M635.58M643.61M
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