RingCentral (RNG) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and RingCentral published the results on October 22, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. RingCentral reports EPS two ways: GAAP, under the accounting rules every US filer follows, and non-GAAP, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Q3 2026 GAAP net income of $569.7 million includes a non-cash income tax benefit of $544.9 million from releasing part of the valuation allowance on RingCentral's U.S. deferred tax assets. Excluding it, RingCentral puts GAAP diluted EPS at $0.28.
• RingCentral reports in thousands; this page shows millions.

Source: RingCentral Q3 2026 results, October 22, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How RingCentral splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• RingCentral's Subscriptions revenue was $653 million in Q3 2026, up 6% from $616 million in Q3 2025, 97% of total revenue.
• RingCentral's Other revenue was $23.1 million in Q3 2026, up 1% from $22.8 million in Q3 2025, 3% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, RingCentral said:

“Subscriptions revenue of $653 to $659 million.”

“Total revenue of $673 to $680 million.”

“GAAP operating margin of 13.3% to 14.7%.”

“Non-GAAP EPS of $1.32 to $1.37 based on approximately 88.7 million fully diluted shares.”

Source: RingCentral Q3 2026 release, Oct 22, 2026.

This is the company's own guidance as of Oct 22, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the RNG forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Total revenues in millions and GAAP diluted EPS, each as first reported in that quarter's release. Q3 2026 GAAP EPS includes the $544.9 million tax benefit from the valuation allowance release.

We do not hold a confirmed date for RingCentral's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 22, 2026

RingCentral sells cloud business phone, contact center, video and messaging software, mostly as subscriptions. In Q3 2026 subscriptions revenue was $653 million, 97% of the $676 million total and up 6.0% from a year earlier. Other revenue, $23.1 million, comes from selling pre-configured phones and professional services; RingCentral does not make the phones itself. (RingCentral Q3 2026 release, Oct 22, 2026; RingCentral Form 10-K, 2025, Feb 27, 2026)

Subscriptions revenue rose $37.1 million, which RingCentral's 10-Q attributes primarily to new customers and upsell of its products, including new AI-led products. RingCentral said ARR from customers using a native paid AI product is approaching 15%, double the share a year earlier. (RingCentral Form 10-Q, Q3 2026, Oct 23, 2026; RingCentral Q3 2026 release, Oct 22, 2026)

RingCentral's leading indicator for subscriptions is Annualized Exit Monthly Recurring Subscriptions (ARR), which was $2.80 billion at September 30, 2026, against $2.63 billion a year earlier, from Monthly Recurring Subscriptions of $233.2 million. Its Net Monthly Subscription Dollar Retention Rate has been above 99% in each of the last five quarters. (RingCentral Form 10-Q, Q3 2026, Oct 23, 2026)

RingCentral provides communications services in over forty countries and runs operations in places including the U.K., the Philippines, Germany, Bulgaria, Spain and India. At September 30, 2026 about 84% of its long-lived assets were in the U.S. (RingCentral Form 10-Q, Q3 2026, Oct 23, 2026)

RingCentral's GAAP diluted EPS of $6.50 in Q3 2026 is dominated by one non-cash item. It concluded that most of its U.S. deferred tax assets are now realizable and released $544.9 million of the valuation allowance, mainly on federal and state net operating loss carryforwards, tax credit carryforwards and capitalized research and development. Excluding that release, RingCentral puts GAAP diluted EPS at $0.28, up 47.4%. (RingCentral Q3 2026 release, Oct 22, 2026; RingCentral Form 10-Q, Q3 2026, Oct 23, 2026)

RingCentral's non-GAAP EPS of $1.33, against $1.13, excludes share-based compensation, amortization of acquired intangibles, restructuring costs, loss on early extinguishment of debt and the valuation allowance release, and applies a non-GAAP tax rate of about 22.5% in both quarters. Non-GAAP net income was $116.6 million. (RingCentral Q3 2026 release, Oct 22, 2026)

Buybacks have cut RingCentral's share count: diluted weighted-average shares were 87,687 thousand, against 91,964 thousand a year earlier. It repurchased about 0.4 million shares for $18 million in the quarter, has about $309 million of authorization left, and declared a quarterly dividend of $0.125 per share. It also said it reached its target of about $1 billion of gross debt; $916.9 million of principal was outstanding under its Term Loan at quarter end. (RingCentral Q3 2026 release, Oct 22, 2026; RingCentral Form 10-Q, Q3 2026, Oct 23, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

RingCentral gives a numeric outlook in its release. For Q4 2026 it guided subscriptions revenue of $653 to $659 million, total revenue of $673 to $680 million, a GAAP operating margin of 13.3% to 14.7%, a non-GAAP operating margin of 25.0% to 25.5% and non-GAAP EPS of $1.32 to $1.37 on about 88.7 million fully diluted shares. (RingCentral Q3 2026 release, Oct 22, 2026)

RingCentral raised its full-year 2026 outlook to total revenue of $2.650 billion to $2.657 billion, non-GAAP EPS of $5.07 to $5.12 and free cash flow of $620 to $630 million. (RingCentral Q3 2026 release, Oct 22, 2026)

A consensus figure is the average of the models published by the analysts who cover RingCentral, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones RingCentral's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning RNG is on is RNG a buy or a sell?, what analysts expect next is on the RNG forecast, and what the company does is on the RingCentral (RNG) stock page.

Every number on this page can be traced to a document RingCentral published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.