As the earnings season wraps up, let’s reflect on some notable (and others less impactful) outcomes from Q4, with a focus on video conferencing stocks, particularly Five9 (NASDAQ:FIVN).
The workplace is evolving to be more geographically and technologically distributed. For businesses to operate effectively, they need robust communication capabilities akin to those experienced when teams worked together physically, which fuels the demand for comprehensive communication platforms.
All four video conferencing companies we analyze displayed robust performance in Q4. Collectively, their revenues surpassed analysts’ consensus by 1.2%, while the guidance for the next quarter remained consistent with expectations.
Consequently, the stock prices of these firms have remained stable, averaging a 3.7% increase since the latest earnings reports.
Five9 (NASDAQ:FIVN)
Named after the “five nines” (99.999%) standard for optimal service reliability in telecommunications, Five9 (NASDAQ:FIVN) delivers cloud-based software designed for businesses to manage their contact centers, providing solutions for customer services, sales, and marketing across various communication channels.
Five9 reported revenues of $300.3 million, marking a 7.8% increase year-over-year, exceeding forecasts by 0.7%. The quarter was strong, with notable outperformance in analysts’ EBITDA predictions and next quarter’s EPS guidance surpassing expectations. Despite achieving the highest revenue growth in the group, Five9’s full-year guidance update was seen as disappointing by some investors, leading to a 12.6% drop in its stock price since the report, currently trading at $15.01.
Best Q4: 8×8 (NASDAQ:EGHT)
8×8 (NASDAQ:EGHT), named after its founding year (1987), symbolizes binary code for communications. It offers cloud-based contact center and unified communications solutions to help businesses manage customer interactions and internal communications on a unified platform.
8×8 reported revenues of $185.1 million, up 3.4% year-over-year, outperforming analyst expectations by 2.9%. The quarter showcased impressive growth, with both EBITDA predictions and next quarter revenue guidance beating forecasts. The stock price has risen 4.8% since the results, now valued at $1.74.
Weakest Q4: Zoom (NASDAQ:ZM)
Zoom (NASDAQ:ZM), which became synonymous with remote work during the pandemic, provides a cloud platform facilitating virtual meetings, calls, chats, and collaborative tools. It reported revenues of $1.25 billion, a 5.3% year-over-year increase, and exceeding expectations by 1.1%. However, the company’s full-year EPS guidance fell short of analyst estimates, resulting in a 4.2% decline in stock price since the report, currently trading at $81.81.
RingCentral (NYSE:RNG)
Utilizing its proprietary Message Video Phone (MVP) platform, RingCentral (NYSE:RNG) delivers AI-powered cloud communications and collaboration solutions, enabling businesses to connect via voice, video, messaging, and contact center services. The company posted revenues of $644 million, representing a 4.8% yearly increase, aligning with analyst expectations. The results led to a strong stock performance, up 26.8% since the report, with shares trading at $37.28.
Market Update
In late 2025 and early 2026, concerns regarding artificial intelligence arose, particularly among software firms fearing reduced pricing power due to new tools. Crypto investors shared similar anxieties, questioning the long-term value of crypto infrastructure if AI could operate autonomously. This led to a market shift toward safer investments. However, as spring 2026 approached, the focus shifted to geopolitical risks, particularly the U.S. conflict with Iran, altering investor priorities from growth rates to concerns over oil supply, inflation, and global stability.
If you’re looking to invest in companies with strong fundamentals, consider exploring our Top 5 Growth Stocks, which are well-positioned for growth amidst varying political and economic conditions.
StockStory’s analyst team, composed of seasoned investors, utilizes quantitative analysis and automation to provide timely, market-leading insights.
