财务业绩 - 总收入同比增长10%至5.93亿美元[6] - 订阅收入同比增长10%至5.67亿美元[6] - 非GAAP毛利率为77.3%，同比下降0.8个百分点[48] - 非GAAP营业利润率为20.9%，同比上升1.5个百分点[50] - 非GAAP调整后EBITDA为1.458亿美元，同比增长16.6%[51] - 非GAAP自由现金流为1.088亿美元，同比增长49.3%[54] 订阅收入 - 年度经常性订阅收入(ARR)同比增长9%至24.3亿美元[3] - 中小企业和大企业ARR同比增长11%至15.2亿美元[3] - 大企业ARR同比增长12%至10.5亿美元[3] - 预计2024年全年订阅收入增长9%至22.82-22.88亿美元[14] 现金流 - 经营活动产生的净现金流为1.27亿美元,占总收入的21.4%[10] - 自由现金流为1.09亿美元[10] - 公司预计2024财年GAAP经营活动现金流为4.8亿美元至4.85亿美元[57] - 公司预计2024财年非GAAP自由现金流为3.95亿美元至4亿美元[57] 成本费用 - 非GAAP研发费用占总收入的10.0%，同比下降0.6个百分点[48] - 非GAAP销售和营销费用占总收入的39.5%，同比下降1.6个百分点[49] - 非GAAP管理费用占总收入的6.8%，同比下降0.7个百分点[50] 客户拓展 - 获得了惠而浦等大型企业客户，以及两个1万多席位的零售业客户，其中包括公司历史上最大的亚太区交易[12] 财务指标 - 公司报告非GAAP自由现金流和非GAAP自由现金流率作为关键指标，用于评估公司的流动性和可用现金[32][33] - 公司提供了按固定汇率计算的收入信息，以消除汇率波动的影响[34] - 公司的非GAAP财务指标包括非GAAP订阅毛利率、非GAAP其他毛利率、非GAAP营业利润率、非GAAP营业收益(亏损)、非GAAP调整后EBITDA、非GAAP净收益(亏损)、非GAAP每股摊薄收益(亏损)[35] - 公司的非GAAP财务指标有局限性,不应被视为GAAP财务指标的替代[36] - 公司报告了年度退出月度经常性订阅收入、中市场和企业年度退出月度经常性订阅收入、企业年度退出月度经常性订阅收入以及净月度订阅收入保持率等其他指标[38] 未来展望 - 预计2024年全年订阅收入增长9%至22.82-22.88亿美元,总收入增长9%至23.93-23.99亿美元[14] - 公司预计2024财年资本支出为8.5亿美元[57]

The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. Most Powerful Force Impacting Stock Prices As empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. H ...

HERNDON, Va., July 18, 2024 /PRNewswire/ -- Four Inc. has been named a public sector aggregator for RingCentral, Inc. (NYSE: RNG), a leading provider of AI-driven cloud business communications, contact center, video, and hybrid event solutions. Under the agreement, RingCentral's flagship RingEX™ and native contact center RingCX™ solutions will be available to the public sector through Four Inc.'s NASA Solutions for Enterprise-Wide Procurement (SEWPV), Information Technology Enterprise Solutions - Software 2 ...

According to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading. That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to d ...

Teladoc Health (TDOC) Source: Shutterstock RingCentral (NYSE:RNG) provides cloud-based communication and collaboration solutions. The RingEX and RingCX platforms clearly show the company's focus on advancement. The use of AI-driven technologies like RingSense AI boosts productivity and real-time interactions. With that, RingEX aims to improve the employee experience. In the meantime, RingCX provides a feature-rich contact center solution driven by AI that is available globally and includes over 1K functions ...

Lightning Renewables joint venture targets bringing approximately 40 landfill gas-to-renewable natural gas plants online in coming years. Fort Wayne plant is the largest Archaea Modular Design in Indiana, processing up to 6,400 standard cubic feet of landfill gas per minute (scfm), enough energy to heat more than 25,000 homes, according to the EPA Landfill Gas Energy Benefits calculator. Archaea Energy, a BP company.Archaea Energy, a BP company. Lightning Renewables Renewable Natural Gas Plant in Fort Wayne ...

A month has gone by since the last earnings report for RingCentral (RNG) . Shares have added about 1.5% in that time frame, underperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is RingCentral due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. RingCentral Q1 Earnings Top Estimates, Revenues Up ...

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RingCentral (RNG) reported non-GAAP earnings of 87 cents per share in first-quarter 2024, surpassing the Zacks Consensus Estimate by 8.75% and increasing 14.5% year over year.Net revenues of $584 million comfortably beat the consensus mark by 1.11% and increased 9.5% year over year. A robust product portfolio and strong subscription revenues drove the upside.Quarter DetailsSoftware subscription (95.4% of total revenues) revenues increased 9.7% year over year to $557.5 million, beating the Zacks Consensus Es ...

财务数据和关键指标变化 - 第一季度总收入增长9%至5.84亿美元,超出公司指引的上限 [10] - 年度经常性收入(ARR)增长10%至24亿美元,其中企业ARR增长13%连续第四个季度保持两位数增长 [10][47] 各条业务线数据和关键指标变化 - 订阅收入增长10%至5.57亿美元,超出公司指引的上限 [47] - 整体ARPU再次超过30美元,新产品ARPU明显高于整体ARPU [48] - 订阅毛利率保持在82%的水平 [48] 各个市场数据和关键指标变化 - 企业ARR增长13%至10.2亿美元,公司在金融、医疗、零售等垂直行业赢得了多个百万美元TCV的大单 [48][49] 公司战略和发展方向及行业竞争 - 公司专注于可靠性、解决复杂用例、提供集成的UCaaS和CCaaS平台等优势,在金融、医疗、零售等垂直行业占据主导地位,预计这些行业未来还有1亿个座席可转化 [17][18][19][20][21] - 公司在与微软Teams的竞争中取得进展,超过一半的大单客户同时使用Teams和公司解决方案 [15][16] - 公司持续创新,推出了新的旗舰UCaaS产品RingEX,并获得了Enterprise Connect大奖 [26][27][28][29][30] - 公司新产品RingCX、RingSense for Sales和RingCentral Events都取得了良好进展,客户数量快速增长 [31][32][34][35][36][39][40] - 公司的合作伙伴网络包括15,000多家渠道合作伙伴、多家大型OEM合作伙伴以及全球主要电信运营商,是公司持续增长的重要驱动力 [41][42][43][44] 管理层对经营环境和未来前景的评论 - 公司对宏观环境和当前业务趋势保持相对稳定的预期,没有进一步的重大改善或恶化 [59] - 公司提高了全年收入指引,并大幅提升了自由现金流指引,反映了公司业务的强劲表现 [61][62][63] - 公司在产品创新、盈利能力和自由现金流方面取得了显著进步,有望持续创造长期股东价值 [66] 问答环节重要的提问和回答 问题1 **Kash Rangan 提问** 企业ARR增长快于整体公司,是什么驱动了企业业务的强劲表现? [69] **Vlad Shmunis 回答** 公司产品领先,持续创新,特别是在可靠性、解决复杂用例和垂直行业整合方面的优势,加上公司对企业市场的重点关注,是推动企业业务增长的关键因素 [70][71][72][73][74][75][76][77][78][79] 问题2 **Samad Samana 提问** 大单客户的签约过程和公司的定价策略是什么? [87][88][89][90][91][92][93][94] **Vlad Shmunis 和 Sonalee Parekh 回答** 大单客户的签约周期通常为1-2年,公司在可靠性、功能特性和垂直行业解决方案等方面的优势是关键竞争优势 [88][89][90][91][92] 公司没有对大客户提供任何特殊折扣,上游客户转向预付费模式是由于企业客户群体占比提高所致 [93][94] 问题3 **Ryan MacWilliams 提问** 在宏观环境不确定的情况下,公司的销售渠道和新产品管线情况如何? [96][97][98][99][100] **Vlad Shmunis 和 Sonalee Parekh 回答** 公司对企业和中小企业市场都保持谨慎乐观,企业市场销售管线保持良好,中小企业市场有望在未来恢复增长 [97][98][99][100][101][102][103][104][105] 公司在新产品RingCX、RingSense和RingCentral Events方面都取得了良好进展,有望在未来实现100万美元ARR目标 [109][110][111][112][113][114][115][116]