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    Rosenblatt Securities Analyst

    Senior Research Analyst at Rosenblatt Securities

    Mike Genovese is a Senior Research Analyst at Rosenblatt Securities, specializing in Communications and Cloud Infrastructure with deep expertise developed over a twenty-year career covering communications equipment. He joined Rosenblatt in 2022 and is known for accurate channel checks and high-conviction stock calls, having previously held research and investment roles at MKM Partners, Citigroup, and Alliance Bernstein. Genovese began his career as a market intelligence analyst at Ciena and holds an M.A. from The Fletcher School at Tufts University as well as a B.A. with High Honors from Swarthmore College. He is widely respected in the industry for his analytical rigor and breadth of sector knowledge.

    Rosenblatt Securities Analyst's questions to RingCentral (RNG) leadership

    Rosenblatt Securities Analyst's questions to RingCentral (RNG) leadership • Q3 2024

    Question

    An analyst from Rosenblatt Securities, whose name was inaudible, asked for an update on the progress of the relationship with Amazon Web Services (AWS) and whether it was generating additional revenue.

    Answer

    Founder, Chairman and CEO Vlad Shmunis described the AWS relationship as 'live and healthy,' noting that RingCentral is a significant customer and also sees deal flow from the partnership. He explained that it is difficult to quantify the exact revenue impact, as deals often have multiple referral sources. Shmunis affirmed that the partnership is helpful and that teams are actively working to enhance the appeal of RingCentral's solutions to the AWS customer base.

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