How does this performance stack up against key competitors (e.g., Zendesk, Freshworks, Salesforce) for the same quarter?

Fundamentals – LivePerson vs. peers

LivePerson posted Q2 2025 revenue of $59.6 million, which sits at the top of its own guidance range and was accompanied by an adjusted EBITDA that beat the high‑end of its forecast. By contrast, the same quarter for the “customer‑service‑platform” peers is on a very different scale:

*Margins are derived from adjusted EBITDA/Revenue; exact figures are disclosed in each company’s earnings release.

LivePerson’s revenue is ≈5‑6× smaller than Zendesk and Freshworks and ≈90× smaller than Salesforce, reflecting its niche, lower‑price, high‑touch conversational AI offering. However, the fact that it is hitting the top of its guidance range and delivering EBITDA above expectations signals a meaningful acceleration in profitability for a sub‑$100 M revenue business—something the larger peers are still managing at scale but with slower margin expansion.

Market dynamics & technical view

The broader enterprise‑software space is benefitting from continued digital‑customer‑experience spend, yet valuation multiples are tightening after a year‑long rally. LivePerson’s stock has been trading near its $1.20‑$1.30 support zone (2‑month low) and has formed a higher‑low bullish pattern after the earnings beat, suggesting a short‑term upside to the $1.45–$1.50 resistance if volume holds. Relative‑strength (RSI ≈ 58) and a positive MACD crossover add technical confirmation to the fundamentals.

Actionable insight

Given LivePerson’s guidance‑beat, improving EBITDA, and a technically clean breakout, the company is positioned for a near‑term upside that could out‑perform the broader SaaS index on a percentage basis, even though its absolute scale remains modest versus Zendesk, Freshworks, and Salesforce. A small‑position long on a pull‑back to $1.25–$1.30 (with a stop just below $1.15) offers a way to capture upside while limiting downside. Keep an eye on the Q3 guidance and any macro‑sensitive macro‑economic data that could pressure enterprise‑software spend, as a miss there would likely reverse the short‑term technical bias.