Group 1 - A significant shift is occurring in the tech sector in 2026, with momentum stocks that previously drove software sector gains since COVID losing substantial value [1] - Investors are starting to re-rate many previously overlooked technology companies, indicating a potential change in market sentiment [1] - Gary Alexander, with extensive experience in both Wall Street and Silicon Valley, is actively contributing insights on the evolving themes in the tech industry [1]

So far in 2026, an incredible shift is occurring in the tech sector. Momentum stocks that drove much of the software sector's gains since COVID have lost a dizzying amount of value. But at the same time, investors are beginning to re-rate many forgottenWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been ...

Core Viewpoint - RingCentral Inc. (NYSE:RNG) has achieved a new 52-week high, driven by its transition to profitability and the announcement of regular quarterly dividends [1][7]. Financial Performance - The company reported a net income of $43.39 million for the last year, a significant turnaround from a net loss of $58.2 million in 2024 [2]. - Total revenues increased by 4 percent to $2.5 billion, up from $2.4 billion [2]. - In the fourth quarter, RingCentral recorded a net income of $22.97 million, reversing a net loss of $7.19 million from the same period last year [3]. - Total revenues for the fourth quarter rose by 4.88 percent to $644 million, compared to $614 million in the previous year [3]. Dividend Announcement - RingCentral announced a dividend of $0.075 per share for shareholders on record as of March 9, payable on March 16 [4]. - The company plans to implement a quarterly cash dividend moving forward, contingent on market conditions and Board of Directors' approval [4].

Shares of RingCentral (NYSE: RNG) surged on Friday after the cloud communications specialist delivered a solid fourth-quarter financial report. By the close of trading, RingCentral's stock price was up more than 34%. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Getty Images. AI-driven gains RingCentral's revenue rose 5% year over year to $644 million in the fourth q ...

Key Takeaways RingCentral reported Q4 non-GAAP EPS of $1.18, up 20.4% Y/Y, on $644M in revenue. RNG subscription revenue rose 5.5% to $622.2M, while ARR grew 7% to $2.67B. RingCentral guided 2026 revenue growth of 4%-5% and operating margin of 23%-23.5%. RingCentral (RNG) reported fourth-quarter 2025 non-GAAP earnings of $1.18 per share, surpassing the Zacks Consensus Estimate by 3.69% and increasing 20.4% year over year.Total revenues of $644 million beat the consensus mark by 0.27% and increased 4.8% year ...

Shares of RingCentral, Inc. (RNG) are climbing about 30 percent during Friday morning trading. The positive stock movement might be influenced by yesterday's fourth-quarter financial results announcement, which saw the company turning to profit of $22.97 million or $0.26 per share, compared to a net loss of $7.19 million or $0.08 per share in the same period last year.The company's stock is currently trading at $38.25, up 30.95 percent or $8.94, over the previous close of $29.35 on the New York Stock Excha ...

Core Insights - RingCentral reported revenue of $644.03 million for Q4 2025, a year-over-year increase of 4.8% and an EPS of $1.18 compared to $0.98 a year ago, exceeding the Zacks Consensus Estimate of $642.29 million by 0.27% [1] - The company delivered an EPS surprise of 3.69%, with the consensus EPS estimate being $1.14 [1] Financial Performance Metrics - Gross Margin - Non-GAAP Other was reported at -10.6%, below the four-analyst average estimate of -9.5% [4] - Gross Margin - Non-GAAP Subscriptions was 80.4%, slightly below the four-analyst average estimate of 80.6% [4] - Subscription revenues reached $622.22 million, surpassing the four-analyst average estimate of $621.84 million, reflecting a year-over-year change of 5.5% [4] - Revenues from Other segments were $21.82 million, exceeding the average estimate of $20.44 million, but showing a year-over-year decline of 12.2% [4] Stock Performance - Shares of RingCentral have returned 14.1% over the past month, contrasting with the Zacks S&P 500 composite's decline of 0.8% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - RingCentral (RNG) reported quarterly earnings of $1.18 per share, exceeding the Zacks Consensus Estimate of $1.14 per share, and up from $0.98 per share a year ago [1] - The company achieved a revenue of $644.03 million for the quarter, surpassing the Zacks Consensus Estimate by 0.27%, compared to $614.51 million in the same quarter last year [3] Earnings Performance - The earnings surprise for the quarter was +3.69%, and the company has surpassed consensus EPS estimates in all four of the last quarters [2] - RingCentral's shares have increased by approximately 2.4% since the beginning of the year, outperforming the S&P 500's gain of 0.5% [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.07 on revenues of $639.58 million, and for the current fiscal year, it is $4.69 on revenues of $2.62 billion [8] - The estimate revisions trend for RingCentral was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [7] Industry Context - The Internet - Software and Services industry, to which RingCentral belongs, is currently ranked in the bottom 43% of over 250 Zacks industries, suggesting potential challenges ahead [9] - Comparatively, Globant (GLOB), another company in the same industry, is expected to report a year-over-year earnings decline of 12% in its upcoming results [10]

RingCentral (NYSE:RNG) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsAndrew King - Senior Research AssociateBrian Peterson - Managing DirectorKira Makagon - President and COOSiti Panigrahi - Managing DirectorSteven Horwitz - VP of Investor RelationsVaibhav Agarwal - CFOVlad Shmunis - Founder, Chairman, and CEOConference Call ParticipantsJamie Mansell - Equity Research AnalystNone - AnalystOperatorGood afternoon, and welcome to the RingCentral Fourth Quarter 2025 Earnings Conference ...

RingCentral (NYSE:RNG) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsAndrew King - Senior Research AssociateBrian Peterson - Managing DirectorKira Makagon - President and COOSiti Panigrahi - Managing DirectorSteven Horwitz - VP of Investor RelationsVaibhav Agarwal - CFOVlad Shmunis - Founder, Chairman, and CEOConference Call ParticipantsJamie Mansell - Equity Research AnalystNone - AnalystOperatorGood afternoon, and welcome to the RingCentral Fourth Quarter 2025 Earnings Conference ...