Sign In
Buy RNG
RingCentral Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $1.17 |
| EPS actual | $1.20 |
| EPS Surprise | 2.56% |
| Revenue estimate | 642.726M |
| Revenue actual | 644.199M |
| Revenue Surprise | 0.229% |
| Release date | Feb 19, 2026 |
| EPS estimate | $1.14 |
| EPS actual | $1.18 |
| EPS Surprise | 3.51% |
| Revenue estimate | 643.614M |
| Revenue actual | 644.033M |
| Revenue Surprise | 0.0652% |
| Release date | Nov 03, 2025 |
| EPS estimate | $1.08 |
| EPS actual | $1.13 |
| EPS Surprise | 4.63% |
| Revenue estimate | 643.541M |
| Revenue actual | 638.655M |
| Revenue Surprise | -0.759% |
| Release date | Aug 05, 2025 |
| EPS estimate | $1.02 |
| EPS actual | $1.06 |
| EPS Surprise | 3.92% |
| Revenue estimate | 635.449M |
| Revenue actual | 620.398M |
| Revenue Surprise | -2.37% |
Last 4 Quarters for RingCentral
Below you can see how RNG performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 05, 2025 |
| Price on release | $23.62 |
| EPS estimate | $1.02 |
| EPS actual | $1.06 |
| EPS surprise | 3.92% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $26.43 |
| Jul 31, 2025 | $25.49 |
| Aug 01, 2025 | $23.63 |
| Aug 04, 2025 | $23.79 |
| Aug 05, 2025 | $23.62 |
| Aug 06, 2025 | $29.99 |
| Aug 07, 2025 | $29.12 |
| Aug 08, 2025 | $28.75 |
| Aug 11, 2025 | $27.09 |
| 4 days before | -10.63% |
| 4 days after | 14.69% |
| On release day | 26.97% |
| Change in period | 2.50% |
| Release date | Nov 03, 2025 |
| Price on release | $29.94 |
| EPS estimate | $1.08 |
| EPS actual | $1.13 |
| EPS surprise | 4.63% |
| Date | Price |
|---|---|
| Oct 28, 2025 | $30.48 |
| Oct 29, 2025 | $29.67 |
| Oct 30, 2025 | $29.48 |
| Oct 31, 2025 | $30.12 |
| Nov 03, 2025 | $29.94 |
| Nov 04, 2025 | $27.47 |
| Nov 05, 2025 | $27.31 |
| Nov 06, 2025 | $26.98 |
| Nov 07, 2025 | $26.93 |
| 4 days before | -1.77% |
| 4 days after | -10.05% |
| On release day | -8.25% |
| Change in period | -11.65% |
| Release date | Feb 19, 2026 |
| Price on release | $29.39 |
| EPS estimate | $1.14 |
| EPS actual | $1.18 |
| EPS surprise | 3.51% |
| Date | Price |
|---|---|
| Feb 12, 2026 | $28.40 |
| Feb 13, 2026 | $30.19 |
| Feb 17, 2026 | $29.00 |
| Feb 18, 2026 | $29.56 |
| Feb 19, 2026 | $29.39 |
| Feb 20, 2026 | $39.50 |
| Feb 23, 2026 | $34.58 |
| Feb 24, 2026 | $35.19 |
| Feb 25, 2026 | $34.48 |
| 4 days before | 3.49% |
| 4 days after | 17.32% |
| On release day | 34.40% |
| Change in period | 21.41% |
| Release date | May 07, 2026 |
| Price on release | $45.39 |
| EPS estimate | $1.17 |
| EPS actual | $1.20 |
| EPS surprise | 2.56% |
| Date | Price |
|---|---|
| May 01, 2026 | $45.08 |
| May 04, 2026 | $47.25 |
| May 05, 2026 | $47.75 |
| May 06, 2026 | $45.72 |
| May 07, 2026 | $45.39 |
| May 08, 2026 | $45.63 |
| May 11, 2026 | $44.62 |
| May 12, 2026 | $41.87 |
| May 13, 2026 | $38.73 |
| 4 days before | 0.688% |
| 4 days after | -14.67% |
| On release day | 0.529% |
| Change in period | -14.09% |
RingCentral Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Strong Q1 performance and raised full-year guidance: Total revenue ~$644M (+5.3% YoY), subscription revenue ~$623M (+5.6% YoY), and Q1 results at the high end of guidance. Fiscal 2026 guidance raised: subscription revenue $2.54B–$2.56B, total revenue $2.62B–$2.64B.
- Profitability and cash flow acceleration: Non-GAAP operating margin ~23%, non-GAAP guide expanded; record GAAP operating margin (7.8% in Q1) and GAAP margin guidance raised to ~8.9%–9.6% for 2026. Free cash flow guidance raised to ~$590M–$605M (~$600M), implying free cash flow per share near $7 and materially improved cash generation.
- Equity comp and balance sheet improvement: Stock-based compensation (SBC) as % of revenue improved to ~9% in Q1 with a full-year expectation of ~9% (down from ~11% in 2025) and medium-term target of 3%–4%. Debt reduction continues (net leverage ~1.6x), refinancing of a $609M convertible, no maturities until 2030, target gross debt ~$1B by end of 2026. Returned capital via buybacks (~$81M in Q1) and the first dividend ($0.075/quarter initiated).
- AI-led monetization and product traction: Customers using at least one Ring AI product doubled YoY and now represent >10% of base; AI-using cohorts show higher ARPU and net retention >100%. Product adoption highlights: AIR (11,800+ paying customers, +40% QoQ), ACE (5,200+ customers, +85% YoY), CEB (5,000+ customers), RingEX (1,700+ formal contact center customers, +70% YoY; >50% using AI). Early AIR Pro/enterprise use cases and partner (GSP) interest noted.
- Strategic positioning: Management emphasizes a hybrid human + agentic voice AI approach as a durable competitive moat — ability to orchestrate AI and humans across voice, text, video at global scale, with proprietary RCAI stack and significant R&D (~$250M+/yr).
- Capital allocation philosophy: Balanced approach — reinvest in R&D and AI, continue delevering, and return capital via buybacks/dividend, with flexibility from strong free cash flow generation.
Overall investor takeaways: a large, recurring-revenue business showing steady growth, accelerating margin expansion and cash generation, clear AI monetization momentum with product traction and partner amplification, disciplined equity and debt management, and explicit medium-term targets (GAAP operating margin ~20% in 3–4 years, SBC 3–4%).
