Looking back on video conferencing stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including 8x8 (NASDAQ: EGHT) and its peers.
Work is becoming more distributed, both across geographies and devices. In order for businesses to keep functioning efficiently, they need to be able to communicate as well as they did when the teams were co-located, which drives the demand for integrated communication platforms.
The 4 video conferencing stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1.4% while next quarter’s revenue guidance was in line.
Thankfully, share prices of the companies have been resilient as they are up 6.1% on average since the latest earnings results.
Best Q1: 8x8 (NASDAQ: EGHT)
Named after its founding year (1987) with "8x8" representing binary code for communications, 8x8 (NASDAQ: EGHT) provides cloud-based contact center and unified communications solutions that enable businesses to manage customer interactions and internal communications through a single platform.
8x8 reported revenues of $185.2 million, up 4.6% year on year. This print exceeded analysts’ expectations by 2.3%. Overall, it was a strong quarter for the company with EPS guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EBITDA estimates.
“Fiscal 2026 marked a turning point for 8x8. We delivered four consecutive quarters of revenue growth, achieved our first GAAP-profitable full fiscal year since 2015, strengthened our balance sheet, and continued expanding our platform capabilities for an era of AI-driven customer engagement,” said Samuel Wilson, Chief Executive Officer at 8x8, Inc.
8x8 scored the biggest analyst estimate beat among its peers. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 9.9% since reporting and currently trades at $2.17.
Is now the time to buy 8x8? Access our full analysis of the earnings results here, it’s free.
Five9 (NASDAQ: FIVN)
Taking its name from the "five nines" (99.999%) standard for optimal service reliability in telecommunications, Five9 (NASDAQ: FIVN) provides cloud-based software that enables businesses to run their contact centers with tools for customer service, sales, and marketing across multiple communication channels.
Five9 reported revenues of $305.3 million, up 9.2% year on year, outperforming analysts’ expectations by 1.8%. The business had a strong quarter with a solid beat of analysts’ EBITDA estimates and full-year EPS guidance beating analysts’ expectations.
Five9 pulled off the fastest revenue growth and highest full-year guidance raise of the whole group. The market seems happy with the results as the stock is up 48.1% since reporting. It currently trades at $25.48.
Is now the time to buy Five9? Access our full analysis of the earnings results here, it’s free.
Weakest Q1: RingCentral (NYSE: RNG)
Built on its proprietary Message Video Phone (MVP) platform that unifies multiple communication methods, RingCentral (NYSE: RNG) provides AI-driven cloud communications and collaboration solutions that enable businesses to connect through voice, video, messaging, and contact center services.
RingCentral reported revenues of $644.2 million, up 5.3% year on year, in line with analysts’ expectations. It was a mixed quarter as it posted full-year EPS guidance beating analysts’ expectations but a miss of analysts’ billings estimates.
RingCentral delivered the highest guidance raise but had the weakest performance against analyst estimates in the group. As expected, the stock is down 7.4% since the results and currently trades at $42.05.
Read our full analysis of RingCentral’s results here.
Zoom (NASDAQ: ZM)
Once the verb that defined remote work during the pandemic ("let's Zoom later"), Zoom (NASDAQ: ZM) provides a cloud-based platform for video meetings, phone calls, team chat, and collaboration tools that helps businesses and individuals connect virtually.
Zoom reported revenues of $1.24 billion, up 5.5% year on year. This print topped analysts’ expectations by 1.3%. Aside from that, it was a satisfactory quarter as it also recorded an impressive beat of analysts’ billings estimates but decelerating growth in large customers.
The company added 66 enterprise customers paying more than $100,000 annually to reach a total of 4,534. The stock is down 6.4% since reporting and currently trades at $90.58.
Read our full, actionable report on Zoom here, it’s free.
Market Update
Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.
Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.
By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.
Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
