Vonage (VG) Tops Q4 EPS by 6c; Offers Guidance

Vonage (NYSE: VG) reported Q4 EPS of $0.41, $0.06 better than the analyst estimate of $0.35. Revenue for the quarter came in at $4.45 billion, versus $4.45 billion reported last year.

Guidance for 2026 is as follows:

Consolidated Adjusted EBITDA guidance for the full year 2026 is $5.20 billion - $5.80 billion, including $1.15 billion - $1.25 billion in Q1 2026, reflecting impacts from Winter Storm Fern and margin compression in the first quarter.

As noted in previous quarters, changes in natural gas prices, both domestic and international, could impact Consolidated Adjusted EBITDA guidance. The spread between domestic and international prices for gas and LNG was compressed in January and February 2026 but has now stabilized at higher levels. Consequently, we assume a fixed liquefaction fee range of $5.00/MMBtu - $6.00/MMBtu for our remaining unsold cargos in 2026 in support of our guidance, reflecting market forward prices and recently executed cargo sales.
+/- $1.00/MMBtu change in fixed liquefaction fees will impact our full year 2026 Consolidated Adjusted EBITDA by $575 million - $625 million.

We expect to export 145 - 156 cargos from the Calcasieu Project and 341 - 371 cargos from the Plaquemines Project in 2026.
We continue to anticipate Plaquemines Project Phase I COD in Q4 2026 following the conclusion of commissioning and assurance testing and any required remediation or rectification work.

For earnings history and earnings-related data on Vonage (VG) click here.

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