RNG · RingCentral, Inc. Q2 FY2026 earnings call record财报电话会记录

“Free cash flow generation also remains strong, and we now expect to deliver more than $7 per share for the full-year.”

“Given our quarterly performance and our confidence in the longer-term sustainability of our operating model and free cash flow profile, I'm excited to announce that our board has approved an increase to our quarterly dividend to $0.125 per quarter, per share.”

“Our carrier-grade platform serves approximately 600,000 businesses across 45 countries and supports international numbers in nearly 100 countries.”

“We're seeing the demand across every part of our go-to-market engine, direct channel, and GSP, with customers and partners increasingly leaning in to adopt AI across the entire platform.”

“We ended Q2 with more than 16,000 paying AIR or AI Receptionist customers, which is up 400% year-over-year.”

“ACE, our AI Conversation Expert, has more than 6,300 customers, growing more than 70% year-over-year.”

“Given our first half performance, we are raising our full-year free cash flow outlook to $620 million at the midpoint, over 23% of revenue.”

“Raising GAAP operating margin to be from 9%-9.7%, expanding 460 basis points year-on-year.”

“Non-GAAP operating margin of approximately 23.6%-24%, raising free cash flow by approximately $20 million to $615 million-$625 million, up 17% year-over-year.”

“For Q3 2026, we expect subscription revenue of $643 million-$649 million, total revenue of $664 million-$670 million, GAAP operating margin of 7.2%-8.6%, up 310 basis points year-over-year.”

“Non-GAAP operating margin of 23.5%-24%, up 100 basis points year-over-year.”

“For clarification purposes, it is revenue from customers with at least one paying AI product that is now over 10% of the revenue, like we've disclosed, 13%.”