Earnings summaries and quarterly performance for RingCentral.
Research analysts who have asked questions during RingCentral earnings calls.
Brian Peterson
Raymond James Financial
4 questions for RNG
Kasthuri Rangan
Goldman Sachs
3 questions for RNG
Andrew King
Rosenblatt Securities
2 questions for RNG
Catharine Trebnick
Rosenblatt Securities
2 questions for RNG
Jamie Mansell
Morgan Stanley
2 questions for RNG
Meta Marshall
Morgan Stanley
2 questions for RNG
Michael Funk
Bank of America
2 questions for RNG
Michael Turrin
Wells Fargo
2 questions for RNG
Peter Levine
Evercore ISI
2 questions for RNG
Ryan MacWilliams
Barclays
2 questions for RNG
Samad Samana
Jefferies
2 questions for RNG
Sitikantha Panigrahi
Mizuho
2 questions for RNG
Siti Panigrahi
Mizuho Securities
2 questions for RNG
Billy Fitzsimmons
Jefferies
1 question for RNG
Cyrus
Wells Fargo
1 question for RNG
Jamie Hanfling
Morgan Stanley
1 question for RNG
Kash Rangan
Goldman Sachs
1 question for RNG
Rosenblatt Securities Analyst
Rosenblatt Securities
1 question for RNG
Ryan Koontz
Needham & Company, LLC
1 question for RNG
Recent press releases and 8-K filings for RNG.
- RingCentral reported Q4 2025 total revenue of $644 million, an increase of 4.8% year-over-year, with Non-GAAP EPS of $1.18, up 21% year-over-year, and Free Cash Flow of $126 million, up 13% year-over-year. For the full year 2025, total revenue reached $2.5 billion and Non-GAAP EPS was $4.36.
- The company is experiencing strong early AI traction, with approximately 10% of Annual Recurring Revenue (ARR) from customers using at least one monetized AI product, and new products like AI Receptionist (AIR), RingCX, and AI Conversation Expert (ACE) showing significant customer growth.
- RingCentral announced the initiation of quarterly dividends of $0.075 per share in 2026, implying an annual yield of ~1.0%, alongside a reduction in gross debt to $1.26 billion and an improved Net Debt to Adjusted EBITDA ratio of 1.7x in Q4 2025.
- For Q1 2026, the company projects total revenue between $640 million and $645 million and Non-GAAP EPS between $1.16 and $1.19. Full-year 2026 guidance includes Non-GAAP EPS of $4.76 to $4.97 and Free Cash Flow of $580 million to $600 million.
- RingCentral reported a strong Q4 and full-year 2025, with total revenue reaching $2.52 billion and record free cash flow of $530 million, achieving full-year GAAP profitability with a 4.8% GAAP operating margin.
- The company announced its first-ever quarterly dividend of $0.075 per share and increased its share repurchase authorization by $250 million, bringing the total authorization to $500 million.
- For the full year 2026, RingCentral expects free cash flow of $580 million-$600 million and a GAAP operating margin of 8.6%-9.6%.
- The company is transforming into an agentic voice AI company, with AI ARR revenues almost tripling year-over-year and customers utilizing AI products now approaching 10% of overall ARR.
- RingCentral reported strong financial performance for Q4 2025, with total revenue of $644 million and non-GAAP EPS of $1.18, exceeding guidance. For the full year 2025, total revenue reached $2.52 billion and non-GAAP EPS was $4.36, with record free cash flow of $530 million.
- The company achieved its goal of $100 million ARR from new products in 2025, with pure AI ARR revenues almost tripling year-over-year. ARR from customers utilizing at least one monetized AI product (RCAI-utilizing customers) more than doubled year-over-year, now approaching 10% of overall ARR, and these customers show significantly better ARPU and retention rates.
- RingCentral announced its first-ever quarterly dividend of $0.075 per share and increased its share repurchase plan by $250 million, bringing the total authorization to $500 million.
- For full year 2026, the company expects total revenue growth of 4%-5%, non-GAAP operating margin of 23%-23.5%, and projects free cash flow of $580 million-$600 million. The majority of its over $250 million annual innovation investment is directed towards AI-led products, and it aims to reduce gross debt to $1 billion by the end of 2026.
- RingCentral reported strong financial results for Q4 and full-year 2025, with total revenue reaching $2.52 billion for the full year and record free cash flow of $530 million, alongside achieving full-year GAAP profitability.
- The company is making significant progress in its AI strategy, with ARR from customers utilizing at least one monetized AI product (RCAI-utilizing customers) more than doubling year-over-year and now approaching 10% of overall ARR. RingCentral is investing over $250 million annually in AI-led product innovation.
- RingCentral announced its first-ever quarterly dividend of $0.075 per share and increased its share repurchase authorization to $500 million, while also committing to reduce gross debt to $1 billion by the end of 2026.
- For the full year 2026, the company provided optimistic guidance, expecting free cash flow of $580 million-$600 million (up 11% at the midpoint) and Non-GAAP EPS growth of 11%.
- RingCentral reported Q4 2025 total revenue of $644 million, a 5% year-over-year increase, and GAAP EPS of $0.26. For the full year 2025, total revenue reached $2.5 billion, up 5%, with GAAP EPS of $0.48.
- The company achieved record free cash flow of $530 million for fiscal year 2025, marking a 32% year-over-year increase.
- RingCentral initiated a quarterly cash dividend of $0.075 per share, payable on March 16, 2026, and increased its share repurchase authorization to $500 million.
- For Q1 2026, the company provided guidance of total revenue between $640 million and $645 million and non-GAAP EPS between $1.16 and $1.19. Full-year 2026 guidance projects total revenue growth of 4% to 5% and non-GAAP EPS of $4.76 to $4.97.
- RingCentral announced total revenue of $644 million for Q4 2025, a 5% year-over-year increase, and $2.515 billion for the full fiscal year 2025, also up 5%.
- The company reported GAAP EPS of $0.26 for Q4 2025 and $0.48 for FY 2025. Non-GAAP operating margin was 22.8% for Q4 2025 and 22.5% for FY 2025.
- RingCentral achieved record free cash flow of $530 million for FY 2025, representing a 32% year-over-year increase, and $126 million for Q4 2025.
- The company initiated a quarterly cash dividend of $0.075 per share and increased its share repurchase authorization to $500 million.
- For Full Year 2026, RingCentral provided guidance including total revenue growth of approximately 4% to 5%, Non-GAAP operating margin of 23.0% to 23.5%, and Non-GAAP EPS of $4.76 to $4.97.
- RingCentral announced its integration with OpenAI, leveraging frontier models like GPT-5.2 to advance enterprise-grade voice AI, aiming to enhance business communications and customer service.
- This collaboration powers RingCentral AI Receptionist (AIR) for automated customer interactions and introduces RingCentral AI Virtual Assistant (AVA), a new personal AI assistant for employees, currently available to a limited number of customers.
- As of the end of September 2025, AIR has been adopted by more than 5,000 customers in just two quarters, with one customer reporting a 14% increase in monthly appointments and over $200,000 in increased monthly revenue.
- RingCentral ensures customer conversations are protected under its data governance framework and are not used to train public models.
- RingCentral reported $2.5 billion in revenue and $500 million in annual cash generation, with guided margins at 22.5% and free cash flow having almost 5x'd over the last few years.
- The company is focusing on "RingCentral 3.0" with agentic voice AI, and its new AI products (Air, Ava, Ace) are experiencing triple-digit growth, with Air reaching 5,000 customers and growing over 80% quarter over quarter since its February 2025 launch.
- RingCX is projected to achieve over $100 million in ARR by the end of 2025, and its ARPU with AI attachments is now north of $100, significantly increasing from its base price of $65.
- Capital allocation priorities include investing in the business, reducing debt to $1 billion by the end of 2026, utilizing a $400 million stock buyback authorization, and pursuing tuck-in acquisitions.
- The company expects continued growth in its small business and GSP segments (both double digits), with overall growth in the mid-single digits, and anticipates post-COVID pricing normalization to largely conclude by 2027.
- RingCentral is a profitable global communications provider with $2.5 billion in revenue and approximately $500 million in annual cash flow, having expanded margins from over 10% to a guided 22.5%.
- The company's strategic focus is on RingCentral 3.0, leveraging agentic voice AI across its UCaaS and CCaaS portfolio to drive new product growth. Key AI products like Air and Ace are experiencing rapid adoption, with Air reaching 5,000 customers and growing over 80% quarter over quarter, and Ace growing 250% year over year.
- RingCX, a significant new product, is projected to exit 2025 with over $100 million in ARR and is growing at a triple-digit pace, contributing to ARPU uplift from a base of $65 to north of $100 with AI attachments.
- Capital allocation priorities include investing in innovation, reducing debt to a target of $1 billion gross debt by end of 2026, executing share buybacks with $400 million authorization remaining, and pursuing tuck-in acquisitions. The company anticipates continued mid-single-digit market share growth, fueled by double-digit growth in small business and Global Service Provider (GSP) segments, and over 40% year-over-year MAU growth in enterprise Teams integration.
- RingCentral is a $2.5 billion revenue company, profitable, and generates $500 million in cash annually with expanding margins, which have reached 22.5%.
- The company is focused on "RingCentral 3.0" with agentic voice AI, and its new AI products (Air, Ava, Ace) are experiencing triple-digit growth; Air, launched in February, has nearly 5,000 customers and is growing over 80% quarter over quarter.
- New products, including RingCX, are projected to exit the year with over $100 million in ARR, contributing to a $60 billion total addressable market opportunity in customer engagement and AI.
- Capital allocation priorities include investing in innovation, reducing debt to $1 billion by the end of 2026, and utilizing the remaining $400 million in stock buyback authorization.
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