Q4 2025 LivePerson Inc Earnings Call Transcript
Key Points
- LivePerson Inc (LPSN) outperformed its Q4 guidance on both the top and bottom lines, with revenue reaching $59.3 million and adjusted EBITDA at $10.8 million.
- The company launched Syntrix, a new platform designed to provide assurance for AI deployments, which is gaining traction with enterprise customers.
- LivePerson Inc (LPSN) secured significant renewals with major financial services, airlines, telecom, and healthcare providers, demonstrating strong customer confidence.
- The partnership with Google Cloud is yielding positive results, including a multimillion-dollar renewal and expansion through the Google Cloud Marketplace.
- The company is seeing increased adoption of its generative AI suite, with over 20% of conversations leveraging this technology in Q4.
- LivePerson Inc (LPSN) expects a year-over-year decline in revenue for 2026, with guidance ranging from $195 million to $207 million.
- Net revenue retention was 78% in Q4, down from 80% in the previous quarter, indicating challenges in maintaining customer revenue.
- The company anticipates adjusted EBITDA to range from a loss of $4 million to a gain of $7 million for the full year of 2026, reflecting ongoing financial challenges.
- Revenue from hosted services decreased by 15% year over year, and professional services revenue declined by 36% year over year.
- Despite positive developments, the company acknowledges that there is still work to be done to further improve its capital structure and achieve long-term growth.
Good afternoon, ladies and gentlemen. Thank you for standing by. Welcome to LivePerson's fourth-quarter 2025 earnings conference call.
My name is [Joe]. I will be your conference operator today.
(Operator Instructions) As a reminder, this conference is being recorded.
I would now like to turn the conference over to Mr. Jon Perachio, Vice President of Investor Relations. Please go ahead.
Thank you, Joe.
Joining me on today's call is John Sabino, CEO; and John Collins, CFO and COO.
Please note that, during today's call, we'll make forward-looking statements, which are predictions, projections, and other statements about future results. These statements are based on our current expectations and assumptions, as of today, March 12, 2026; and are subject to risks and uncertainties.
Actual results may differ materially due to various factors, including those described in today's earnings press release and the comments made during this
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