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what it is
LivePerson sells software that routes customer chats across 4 digital channels and voice.
how it gets paid
Last year Liveperson made $244M in revenue.
why growth slowed
Revenue fell 22.0% last year. Revenue was $184M, and that is the only number here that looks alive.
what just happened
Revenue hit $184M, but EPS was still -$7.16.
At a glance
C balance sheet — red flag territory — real financial stress
45/100 earnings predictability — expect surprises
-$18.89 fy2024 eps est
$313M fy2024 rev est
32.3% operating margin
xvary composite: 27/100 — weak
What they do
LivePerson sells software that routes customer chats across 4 digital channels and voice.
Your customer support already lives in 4 places: apps, web, SMS, and social. LivePerson sits in the middle of that mess, so leaving means moving conversations, not just software. 928 employees is a small crew for a platform sold to top brands, which is why each integration sticks.
How they make money
$244M
annual revenue · revenue declined -22.0% last year
total revenue
$244M
22.0%
The products that matter
customer-service messaging platform
Conversational Cloud
$244M annual revenue
This product generated the company's $244M in annual revenue in the snapshot data. If it stabilizes, the debate changes. If it keeps shrinking, nothing else on this page matters much.
core business
event-driven orchestration add-on
LivePerson Sync
launched 5 days ago
The company launched Sync 5 days ago. Here's the catch: that is far too fresh to model. You should treat it as optional upside, not evidence that the turnaround is already working.
headline, not proof
Key numbers
$382M
debt load
You have $382M of debt against a $32M market cap. That is a capital structure with the joke already written.
$244M
annual revenue
Revenue is down to $244M. That is the size of the whole business, not a strong base.
32.3%
op margin
Operating margin is -32.3%. Every dollar of sales still leaves a third of a dollar missing.
928
employees
928 employees is a lot for a $32M equity value. The market is paying little for a big payroll.
Financial health
C
strength
- balance sheet grade C — very weak — significant financial distress
- risk rank 5 — safer than 5% of stocks
- price stability 5 / 100
- long-term debt $382M (92% of capital)
C — balance sheet grade and long-term debt are flagged. this stock carries more risk than average.
Total return vs. market
Return history isn't available for LPSN right now.
source: institutional data · return history unavailable
What just happened
missed estimates
Revenue hit $184M, but EPS was still -$7.16.
Revenue was up 207% vs. prior year. EPS worsened 159% vs. prior year, so the loss line still ran ahead of the recovery.
$61M
revenue
-$7.16
eps
+207.0%
revenue Vs. last year
the number that mattered
Revenue was $184M, and that is the only number here that looks alive. The stock still had a -$7.16 EPS loss behind it.
source: company earnings report, 2026
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What could go wrong
the number one risk is simple: the core business keeps shrinking faster than management can cut costs. with LPSN, you do not need a complicated bear case when the guide already points lower.
med
revenue keeps sliding
Revenue fell 22% to $244M in 2025, and management guided 2026 to $195M–$207M. At the midpoint, that is another sharp drop for a software company that needs stability more than headlines.
If the top line keeps falling, cost cuts only buy time. You do not get a durable turnaround until customers stop leaving or spend more again.
med
the debt stack narrows your margin for error
LivePerson carries $382M in long-term debt, equal to 92% of capital, against a market cap of roughly $32M. That is a debt pile nearly 12 times the value the market assigns to the equity.
If the turnaround slips, equity holders do not control the conversation. Creditors and financing options start to matter more than product talking points.
med
better losses can hide worse demand
Q4 was better than feared, and the 2026 EBITDA guide points toward roughly breakeven at the high end. The catch is that margins can improve while revenue still falls.
If management hits profitability targets only by cutting harder into a shrinking business, the stock may look better for a quarter without becoming a healthier company.
med
new products stay too small to matter
LivePerson Sync launched 5 days ago. That gives you no operating history, no adoption curve, and no proof it can offset declines in the main platform.
If new launches stay incremental, you are left with the old story: a shrinking software business trying to outrun its own balance sheet.
Guidance points to $195M–$207M in 2026 revenue versus $244M last year, while $382M of long-term debt still sits on the balance sheet. You do not need heroic math to see why the setup is tight.
source: institutional data · regulatory filings · risk analysis
Pay attention to
calendar
q1 2026 earnings report
Expected around May 5–6, 2026. The number that matters is whether management keeps the $195M–$207M full-year revenue guide intact or has to walk it lower again.
metric
the pace of revenue decline
A 22% drop last year followed by another guided decline is the whole story. You want that contraction rate to slow meaningfully, not just adjusted losses to look prettier.
risk
any comment on liquidity or debt flexibility
With $382M in long-term debt and a weak balance-sheet grade, financing language matters more here than it would for most software names. Listen for refinancing, covenant, or runway commentary in plain English.
trend
does Sync show up in customer and pipeline commentary
The product is brand new. What matters next is not the launch cycle but whether management starts tying it to bookings, retention, or customer wins you can actually track.
Analyst rankings
earnings predictability
45 / 100
in human-speak, analysts do not see this as a smooth, easy-to-model software story. The variance is part of the risk.
risk rank
5
Safer than 5% of stocks means riskier than roughly 95% of them. You are not buying calm here.
price stability
5 / 100
The stock does not trade like a steady compounder. It trades like a stressed turnaround where sentiment can overpower fundamentals for stretches.
source: institutional data
Institutional activity
institutional ownership data for LPSN is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$4
current price
n/a
target midpoint · n/a from current
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