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Jamie Mansell

Research Analyst at Morgan Stanley

Jamie Mansell's questions to RingCentral (RNG) leadership

Question · Q4 2025

Jamie Mansell asked about the uptake of RingCentral's AI products across different go-to-market channels, specifically mentioning the Global Service Provider (GSP) space and various verticals like enterprise versus SMB.

Answer

President and COO Kira Makagon noted good AI uptake across direct and channel segments. She highlighted AIR's strong adoption with smaller customers due to ease of setup and resource efficiency, AVA's appeal to mid-sized customers, and ACE's broad applicability. She also mentioned GSP partners like AT&T and TELUS are taking AI products to market, and identified healthcare, financial services, and SLED as key verticals for AI adoption.

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Question · Q4 2025

Jamie Mansell asked about the adoption trends of RingCentral's AI products across various go-to-market channels, including Global Service Providers (GSPs), specific industry verticals, and different customer segments like enterprise versus SMB.

Answer

Kira Makagon (President and COO) reported strong AI uptake across direct and channel segments. She noted that AIR (AI Receptionist) is particularly popular with smaller customers due to ease of setup, while AVA (AI Virtual Assistant) performs well with mid-sized customers, and ACE (AI Conversation Expert) sees broad adoption. She highlighted GSPs like AT&T and TELUS deploying RingCentral's AI products and provided examples of customers leveraging AI to enhance revenue, expand operations, monitor quality, and achieve strategic objectives.

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