Liveperson (LPSN)
NASDAQ:LPSN
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.78Last Year’s EPS
-0.51Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call reflects cautious optimism: clear execution wins (Q4 beat, positive adjusted EBITDA, product launch of Syntrix, accelerating AI adoption, meaningful enterprise renewals, and stronger partnerships especially with Google) balanced against material near-term revenue headwinds (hosted and professional services declines, sub-80% net revenue retention trend, RPO declines) and guidance that implies year-over-year revenue pressure in 2026. Management framed 2026 as a transition year with investments to achieve positive net new ARR in H2; upside depends on scaling Syntrix and marketplace motions.Company Guidance
Beat Guidance on Top and Bottom Lines
Q4 revenue of $59.3M came in above the high end of guidance (driven by higher variable revenue). Adjusted EBITDA was $10.8M, also above the high end of guidance, reflecting benefits from the prior restructuring and disciplined cost execution.
Product Launch — Syntrix Generally Available
Launched Syntrix (simulation and assurance platform) with Conversation Simulator as GA; moved from early access to paying enterprise customers across banking, telecommunications and technology. Syntrix uses conversation-based (consumption) pricing and management stated early opportunities are 'millions, not hundreds of thousands.'
Growing Generative AI Adoption and Platform Modernization
Over 20% of Q4 conversations leveraged LivePerson's generative AI suite. Multiyear platform modernization remains on track for completion in H1 2026 to support higher generative AI traffic and improved resiliency.
Strong Strategic Partnerships and Marketplace Traction
Deepening Google Cloud partnership (standardized on Google Gemini, launched RCS channel) and a multimillion-dollar renewal via Google Cloud Marketplace; expecting a material amount of revenue to flow through marketplace by end of 2026. Partnerships with IT Solutions and Coral Active (LivePerson Sync) expanding market reach and simplifying procurement.
Commercial Traction and Enterprise Renewals
Signed 40 deals in Q4 (4 new logos, 36 expansions). Notable renewals included 7 major financial services institutions, 2 airlines, 3 telecom/ISPs and a major health care provider. Over 40% of renewals included expansion commitments. Average revenue per customer increased to $680K, up 9% year-over-year.
Improved Balance Sheet and Cost Structure
Ended Q4 with $95M cash and reported improved cost structure from prior quarter restructuring that materially improved adjusted EBITDA. Management emphasized disciplined spending and targeted reinvestments to drive future growth.
High Recurring Revenue Mix
Recurring revenue was $52.9M, representing 89% of total revenue (company expects ~92% recurring for full-year 2026), highlighting a durable subscription-like revenue base.
LPSN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LPSN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 12, 2026 | $2.69 | $2.66 | -1.12% |
Nov 10, 2025 | $5.24 | $6.00 | +14.50% |
Aug 11, 2025 | $17.85 | $14.47 | -18.94% |
May 07, 2025 | $11.71 | $12.69 | +8.42% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Liveperson (LPSN) report earnings?
Liveperson (LPSN) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Liveperson (LPSN) earnings time?
Liveperson (LPSN) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LPSN EPS forecast?
LPSN EPS forecast for the fiscal quarter 2026 (Q1) is -0.78.
