Earnings summaries and quarterly performance for RingCentral.
Research analysts who have asked questions during RingCentral earnings calls.
KR
Kasthuri Rangan
Goldman Sachs
3 questions for RNG
Also covers: ADBE, BASE, CFLT +21 more
BP
Brian Peterson
Raymond James Financial
2 questions for RNG
Also covers: BIGC, BLKB, BOX +18 more
Catharine Trebnick
Rosenblatt Securities
2 questions for RNG
Also covers: CXM, EGHT, FIVN +4 more
Meta Marshall
Morgan Stanley
2 questions for RNG
Also covers: ANET, AXON, BAND +30 more
MF
Michael Funk
Bank of America
2 questions for RNG
Also covers: ADSK, AMT, ASAN +22 more
MT
Michael Turrin
Wells Fargo
2 questions for RNG
Also covers: ADBE, ADSK, CFLT +29 more
Peter Levine
Evercore ISI
2 questions for RNG
Also covers: CANF, CGNT, CRWD +7 more
RM
Ryan MacWilliams
Barclays
2 questions for RNG
Also covers: AUDC, BAND, BRZE +16 more
SS
Samad Samana
Jefferies
2 questions for RNG
Also covers: ADP, ALRM, AUDC +19 more
SP
Sitikantha Panigrahi
Mizuho
2 questions for RNG
Also covers: ADSK, BSY, CDNS +13 more
BF
Billy Fitzsimmons
Jefferies
1 question for RNG
Also covers: ALRM, AUDC, FIVN +4 more
JH
Jamie Hanfling
Morgan Stanley
1 question for RNG
Kash Rangan
Goldman Sachs
1 question for RNG
Also covers: ADBE, CRM, CRWV +18 more
RS
Rosenblatt Securities Analyst
Rosenblatt Securities
1 question for RNG
Ryan Koontz
Needham & Company, LLC
1 question for RNG
Also covers: AAOI, ADTN, ANET +27 more
Recent press releases and 8-K filings for RNG.
RingCentral Discusses 2025 Business Trends, AI Growth, and Capital Allocation at Barclays Conference
RNG
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- RingCentral reported $2.5 billion in revenue and $500 million in annual cash generation, with guided margins at 22.5% and free cash flow having almost 5x'd over the last few years.
- The company is focusing on "RingCentral 3.0" with agentic voice AI, and its new AI products (Air, Ava, Ace) are experiencing triple-digit growth, with Air reaching 5,000 customers and growing over 80% quarter over quarter since its February 2025 launch.
- RingCX is projected to achieve over $100 million in ARR by the end of 2025, and its ARPU with AI attachments is now north of $100, significantly increasing from its base price of $65.
- Capital allocation priorities include investing in the business, reducing debt to $1 billion by the end of 2026, utilizing a $400 million stock buyback authorization, and pursuing tuck-in acquisitions.
- The company expects continued growth in its small business and GSP segments (both double digits), with overall growth in the mid-single digits, and anticipates post-COVID pricing normalization to largely conclude by 2027.
Dec 10, 2025, 10:30 PM
RingCentral Highlights Profitability, AI-Driven Growth, and Capital Allocation Strategy
RNG
Revenue Acceleration/Inflection
New Projects/Investments
Share Buyback
- RingCentral is a profitable global communications provider with $2.5 billion in revenue and approximately $500 million in annual cash flow, having expanded margins from over 10% to a guided 22.5%.
- The company's strategic focus is on RingCentral 3.0, leveraging agentic voice AI across its UCaaS and CCaaS portfolio to drive new product growth. Key AI products like Air and Ace are experiencing rapid adoption, with Air reaching 5,000 customers and growing over 80% quarter over quarter, and Ace growing 250% year over year.
- RingCX, a significant new product, is projected to exit 2025 with over $100 million in ARR and is growing at a triple-digit pace, contributing to ARPU uplift from a base of $65 to north of $100 with AI attachments.
- Capital allocation priorities include investing in innovation, reducing debt to a target of $1 billion gross debt by end of 2026, executing share buybacks with $400 million authorization remaining, and pursuing tuck-in acquisitions. The company anticipates continued mid-single-digit market share growth, fueled by double-digit growth in small business and Global Service Provider (GSP) segments, and over 40% year-over-year MAU growth in enterprise Teams integration.
Dec 10, 2025, 10:30 PM
RingCentral Discusses 2025 Business Trends, AI Strategy, and Financial Outlook
RNG
New Projects/Investments
Guidance Update
Share Buyback
- RingCentral is a $2.5 billion revenue company, profitable, and generates $500 million in cash annually with expanding margins, which have reached 22.5%.
- The company is focused on "RingCentral 3.0" with agentic voice AI, and its new AI products (Air, Ava, Ace) are experiencing triple-digit growth; Air, launched in February, has nearly 5,000 customers and is growing over 80% quarter over quarter.
- New products, including RingCX, are projected to exit the year with over $100 million in ARR, contributing to a $60 billion total addressable market opportunity in customer engagement and AI.
- Capital allocation priorities include investing in innovation, reducing debt to $1 billion by the end of 2026, and utilizing the remaining $400 million in stock buyback authorization.
Dec 10, 2025, 10:30 PM
RingCentral Outlines AI-Driven Growth Strategy and Financial Performance
RNG
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- RingCentral is undergoing a "3.0" transformation focused on embedding AI into its products, with new offerings like AIR, AVA, and ACE. The company expects 2026 to be a breakout year for these emerging products, which are currently growing in triple digits sequentially.
- The company aims to achieve $100 million in Annual Recurring Revenue (ARR) from emerging products by the end of 2025, growing from zero in 2023 and $50 million in 2024. These products are projected to represent approximately 10% of total revenues by 2027.
- RingCentral has significantly improved its free cash flow, reaching over $525 million in the last three years, and has a free cash flow per share of $5.70. Over half of its $250 million annual R&D budget is allocated to new AI products.
- The company's capital allocation strategy prioritizes investing in growth, reducing gross debt to $1 billion by 2026, and executing share buybacks, with $385 million remaining under authorization.
Dec 1, 2025, 8:35 PM
RingCentral Discusses Strategic Evolution, AI Product Growth, and Financial Strategy at UBS Conference
RNG
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- RingCentral is undergoing a significant transformation, evolving from unified communications to a multi-product platform, with a current focus on RingCentral 3.0, which embeds AI into human interactions through new products like AIR, AVA, and ACE.
- The company's new AI products are showing strong traction, with AIR having over 5,000 accounts and growing sequentially in triple digits. RingCentral has set a goal to achieve $100 million in Annual Recurring Revenue (ARR) from these emerging products by the end of 2025, up from $50 million in 2024.
- RingCentral has demonstrated significant financial improvement, with free cash flow increasing from $100 million to over $525 million over the last three years. The capital allocation strategy prioritizes investing over half of its $250 million R&D budget into new products, reducing gross debt to $1 billion by 2026, and executing share buybacks, with $385 million remaining from board authorization.
- While the SMB business is experiencing double-digit growth, the enterprise segment faces challenges from lapping COVID-era contracts and past partnership issues, which are anticipated to normalize by the end of 2026.
Dec 1, 2025, 8:35 PM
RingCentral Discusses AI Transformation, Financial Goals, and Capital Allocation at UBS Conference
RNG
New Projects/Investments
Guidance Update
Share Buyback
- RingCentral is undergoing a significant transformation, referred to as RingCentral 3.0, by embedding AI into human interactions through new products like AIR, AVA, and ACE, which are growing in triple digits sequentially.
- The company aims to achieve over $100 million in Annual Recurring Revenue (ARR) from these emerging products by the end of 2025, with AIR already having over 5,000 accounts.
- RingCentral has demonstrated substantial free cash flow expansion, growing from $100 million to over $525 million over the last three years, and is focused on capital allocation through business investment, debt reduction, and share buybacks, having repurchased $200 million in shares.
- While the SMB segment is growing in double digits, the enterprise segment faces challenges from lapping COVID contracts and the NICE inContact partnership, with normalization expected by the end of 2026.
Dec 1, 2025, 8:35 PM
RingCentral Discusses Strong Q3 2025 Performance and AI Product Expansion
RNG
Guidance Update
Product Launch
Share Buyback
- RingCentral reported a strong Q3 2025, achieving the top end of revenue guidance, record operating margins, and Free Cash Flow (FCF) expansion, with FCF per share growing at 35% to $5.70 per share.
- The company raised its Free Cash Flow guidance to over $525 million for the year and is committed to reducing gross debt to $1 billion by the end of 2026, aiming for leverage under 1.5x.
- RingCentral is expanding its AI product portfolio (Air, Ava, Ace), which is on track to exceed $100 million in new products within two years. These products are driving demand from both existing and new customers, with over 6,000 customers on Air and 4,300 on Ace.
- Capital allocation priorities include investing in R&D (over $250 million, with over half for AI), opportunistic M&A, debt paydown, and stock buybacks, having repurchased $200 million of stock this year with $385 million remaining on authorization.
- RingCentral maintains its position as the UCaaS market leader with a 20% market share and is leveraging its extensive GSP ecosystem, with over half of its partners now enabled to sell new AI products.
Nov 18, 2025, 10:15 PM
RingCentral Highlights Strong 2025 Performance and AI Product Growth
RNG
Guidance Update
Product Launch
Share Buyback
- RingCentral reported strong Q3 2025 earnings, achieving revenue at the top end of guidance, record operating margins, and expanded free cash flow, leading to a raised free cash flow guidance to over $525 million.
- The company is advancing its agentic voice AI product portfolio (Air, Ava, Ace), which is on track to exceed $100 million in new product revenue within two years and is driving new customer acquisition and increased average revenue per user (RPU).
- RingCentral maintains its market leadership in UCaaS with a 20% market share and utilizes a robust go-to-market strategy, including over 15,000 channel partners and 15 global carriers, to expand the reach of its offerings.
- The company has significantly reduced its leverage to under 2x and committed to further reducing gross debt to $1 billion by the end of 2026, while also executing $200 million in stock buybacks this year.
Nov 18, 2025, 10:15 PM
RingCentral Highlights Strong 2025 Performance and AI Product Growth at Wells Fargo Conference
RNG
Guidance Update
Share Buyback
New Projects/Investments
- RingCentral reported strong financial performance in 2025, with Q3 revenue at the top end of guidance, record operating margins, and free cash flow guidance raised to over $525 million. Free cash flow per share is growing at 35%, reaching $5.70 per share.
- The company has made significant progress in capital allocation, reducing debt leverage to under 2x and committing to further reduce gross debt to $1 billion by the end of 2026. RingCentral also bought back $200 million of stock in 2025, with $385 million remaining on authorization.
- RingCentral is successfully launching and monetizing new AI-powered products (Air, Ava, Ace), on track to exceed $100 million in new products within two years. These products are seeing strong demand, with over 6,000 customers on Air and 4,300 on Ace within months, and are driving significant ROI for customers.
- The company maintains its market leadership in UCaaS with a 20% market share and is expanding its contact center solutions, having added over 1,000 customers to RingCX. More than half of its Global Service Provider (GSP) partners, including AT&T, are now enabled to sell these new products.
Nov 18, 2025, 10:15 PM
RingCentral Unveils AI-First Customer Engagement Strategy and New Products
RNG
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- RingCentral is heavily investing in an AI-first strategy for customer engagement, launching its Agentic Voice AI suite (comprising AIR, AVA, ACE, and RingWEM) and a new Customer Engagement Bundle.
- The company's new product portfolio, including RingCX and AIR, is demonstrating rapid growth, with RingCX now serving over 1,300 customers and AIR having 5,800 customers.
- RingCentral allocates approximately $250 million annually to product and technology, with the majority directed towards its AI-first initiatives.
- Management projects that these new products, currently under 5% of the company's $2.5 billion revenue, will contribute at least 10% of total revenues within a couple of years.
- The company is expanding its total addressable market (TAM) into the emerging $65 billion AI for customer experience and engagement market.
Nov 5, 2025, 2:00 PM
Quarterly earnings call transcripts for RingCentral.
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