Ringcentral, Inc. · NYSE:RNG

Ringcentral — Q1 2026 Earnings Presentation

81 slides from Ringcentral's earnings presentation, May 7, 2026

  1. Slide 1: Welcome to the Future of Voice Agentic AI

    Voice of Your Business Welcome to the Future of Voice Agentic AI 1 ©2025 RingCentral

  2. Slide 2: Steven Horwitz

    Steven Horwitz VP, Investor Relations 2 ©2025 RingCentral

  3. Slide 3: Confidentiality, Disclaimer, Safe Harbor

    Confidentiality This presentation and its contents are proprietary information of RingCentral, Inc. and may not be reproduced, published, disseminated, or otherwise disclosed without RingCentral’s prior written consent. The information contained in this presentation is subject to change at any time.

  4. Slide 4: Agenda

    1 Introduction & Welcome Remarks (Vlad Shmunis) 2 AI Innovation Strategy (Kira Makagon) 3 Product Showcase (John Finch) Break (10 minutes) Go To Market (Akshay Srivastava) Agenda 4 5 Customer Panel moderated by Denise Lund, IDC 6 Channel Partner Panel moderated by Zeus Kerravala, ZK Research 7 GSP P

  5. Slide 5: Vlad Shmunis

    Vlad Shmunis Founder, Chairman, CEO

  6. Slide 6: Phone remains the most preferred channel across generations

    Phone remains the most preferred channel across generations 6 Gartner, Predicts 2025: Voice-Based Cust omer Service Isn’t Going Anywhere, Dec. 6, 2024 ©2025 RingCentral

  7. Slide 7: Why RingCentral

    Why RingCentral 1. Voice is mission critical for B2C customer engagement 2. We have a complete suite of products for customer engagement 3. We are well positioned to win in Agentic Voice AI 4. We have a unique and differentiated go to market 5. We have the right team to win

  8. Slide 8: RingCentral is a UCaaS Pioneer and Leader

    RingCentral is a UCaaS Pioneer and Leader RingCentral Zoom Microsoft Cisco 8x8 Source: Synergy Research Group UC Market Tracker, Q2 2025 ©2025 RingCentral

  9. Slide 9: Voice mission critical in B2C verticals

    Voice Heavyispenetration mission critical in B2C into b2c verticals verticals See slide 141 Others Healthcare Construction & Real Estate High Tech Financial Services Manufacturing Personal & Consumer services Transportation, Retail & Travel, Consumer Products & Leisure 9 ©2025 RingCentral

  10. Slide 10: RingCentral 1.0

    RingCentral 1.0 Global | Reliable | Secure | Compliant | Scalable | Multi-Modal | Open

  11. Slide 11: RingCentral 1.0

    RingCentral 1.0 RingEX Business Phone Global | Reliable | Secure | Compliant | Scalable | Multi-Modal | Open

  12. Slide 12: RingCentral 1.0

    RingCentral 1.0 RingEX Business Phone 35B+ min/yr 1B+ calls/mo 250M+ SMS/mo Global | Reliable | Secure | Compliant | Scalable | Multi-Modal | Open

  13. Slide 13: RingCentral 2.0

    RingCentral 2.0 RingCollab RingCX Video, Events, Chat Contact Center RingEX Business Phone 35B+ min/yr 1B+ calls/mo 250M+ SMS/mo Global | Reliable | Secure | Compliant | Scalable | Multi-Modal | Open

  14. Slide 14: Employee engagement and customer engagement

    Employee engagement and customer engagement Employee Engagement (EE) Solutions Customer Engagement (CE) Solutions RingEX RingCX 14 Source: IDC, 2025 ©2025 RingCentral

  15. Slide 15: 50%+ of companies consider lightweight contact center important

    50%+ of companies consider it important for their UC solution to have lightweight contact center capabilities embedded 15 ©2025 RingCentral IDC, Market Analysis Perspective: Worldwide Unified Communications and Collaboration, 2025, Sept. 2025 Doc # US52584824

  16. Slide 16: Employee engagement and customer engagement

    Employee engagement and customer engagement Employee Engagement (EE) Solutions Customer Engagement (CE) Solutions RingEX RingCX 16 Source: IDC, 2025 ©2025 RingCentral

  17. Slide 17: Employee engagement and customer engagement

    Employee engagement and customer engagement Employee Engagement (EE) Solutions Customer Engagement (CE) Solutions Customer RingEX RingCX Engagement Bundle 17 ©2025 RingCentral

  18. Slide 18: RingEX as a lightweight contact center

    RingEX as a lightweight contact center 36% Over 1.2 million users 31% on call queues 2023 3Q25* Annualized RingEX Call-Queues Inbound Calls RingEX Non Call-Queues Inbound Calls Percen tage shows ratio of inbound calls through queues over total inbound calls .

  19. Slide 19: RingCX – Right time, right place

    RingCX – Right time, right place (and the price is right) 1,350 154%YoY accounts growth of accounts

  20. Slide 20: RingCentral 2.0

    RingCentral 2.0 RingCollab RingCX Video, Events, Chat Contact Center RingEX Business Phone 35B+ min/yr 1B+ calls/mo 250M+ SMS/mo Global | Reliable | Secure | Compliant | Scalable | Multi-Modal | Open

  21. Slide 21: RingCentral 3.0

    RingCentral 3.0 AVA ACE AIR AI Virtual Assistant AI Conversation Expert AI Receptionist RingCollab RingCX Video, Events, Chat Contact Center RingEX Business Phone RingWEM Workforce 35B+ min/yr Engagement 1B+ calls/mo 250M+ SMS/mo Global | Reliable | Secure | Compliant | Scalable | Multi-Modal | Open

  22. Slide 22: RingCentral sits the most upstream

    RingCentral sits the most upstream AIR AI Receptionist RingEX RingCX Business Phone Contact Center Other Business Applications

  23. Slide 23: AI for Every Stage of the Conversation

    AI for Every Stage of the Conversation Leading with agentic voice AI Before During After AI Receptionist AI Virtual Assistant AI Conversation Expert (AIR) (AVA) (ACE) 24/7 voice AI agent Real-time AI assistance Conversation intelligence 23 ©2025 RingCentral

  24. Slide 24: AI that informs and adapts continuously

    AI that informs and adapts continuously AIR As usage increases, our system of agentic voice AI becomes: ✓ Smarter and learns at each stage ✓ Takes action and has more insights AI that learns and enhances every ✓ Becomes more proactive stage ACE AVA 24 ©2025 RingCentral

  25. Slide 25: On track to achieve $100M+ ARR

    On track to achieve $100M+ ARR from New Product Innovation by end of 2025 $100M+ 5,800+ Customers 3,000+ ~$50M Customers ARR 2023 2024 2025E

  26. Slide 26: Fueling rapid AI-first product innovation

    Fueling rapid AI-first product innovation 50%+ of R&D is New Products towards new product innovation Core FY24 FY25 Innovation (R&D) spend split

  27. Slide 27: Powerful Routes to Market

    Powerful Routes to Market Direct Sales VAR Channel 16,000+ Global Service Providers 27 ©2025 RingCentral

  28. Slide 28: Our leadership team

    Our leadership team Vlad Shmunis Kira Makagon Vaibhav Agarwal John Marlow Vlad Vendrow Founder, Chairman, & CEO President & COO Chief Financial Officer Chief Administrative Officer Co-Founder & CTO Since 1999 Since 2012 Since 2016 Since 2004 Since 1999 Akshay Srivastava Homayoun Razavi Carson Hostet

  29. Slide 29: 2028 Market Opportunity

    $80B $65B 2028 Market Opportunity The Market UCaaS Opportunity $40B Revenue is Large at $29B Intelligence AI for Customer Experience & ~$150B $21B $22B CCaaS Conversation Intelligence $0B $6B Video $5B Events 0% 30% 60% 2023 - 2028 CAGR* Sources: For Market size & growth shown in bubbles: UCaaS, Vid

  30. Slide 30: Kira Makagon

    Kira Makagon President & COO

  31. Slide 31: Our Vision

    Our Vision One agentic voice AI platform. Every conversation. Unlimited outcomes.

  32. Slide 32: Agentic Voice AI

    Agentic Voice AI Faster problem Strategic solving decisions Stronger customer Improved team relationships collaboration 32 ©2025 RingCentral

  33. Slide 33: Our Priorities

    Our Priorities 1 Build upon our leadership in business voice with agentic voice AI 2 Expand TAM through our multi-product portfolio 3 Harness AI across our organization to work smarter and do more with less

  34. Slide 34: Leading the future of business communications with Agentic Voice AI

    Leading the future of business communications with Agentic Voice AI 3.0 Agentic AI 2.0 plus: AI Receptionist (AIR) AI Virtual Assistant (AVA) 2.0 Multi-modal UC+CC AI Conversation Expert (ACE) Workforce Engagement Management (RingWEM) 1.0 plus: 1.0 Video Meetings & Events Messaging & Collaboration C

  35. Slide 35: New Product Announcements

    AI Receptionist (AIR) AI Virtual Assistant (AVA) Agentic Voice AI & Customer Engagement New Product AI Conversation Expert (ACE) Announcements RingWEM Customer Engagement Bundle 35 ©2025 RingCentral

  36. Slide 36: Leading the Industry with Agentic Voice AI: AI Receptionist (AIR)

    Leading the Industry with Q3 ‘25 Agentic Voice AI: AI 5,800 Receptionist (AIR) New! Q2 ‘25 Revenue Lead Capture 3,000 Enhanced Appointment Booking Contextual Handover to Agent Q1 ’25 AIR Everywhere 200 Appointment Setting Expanded Languages Feb 20, ‘25 Call Analytics Multi-location HIPAA compliance

  37. Slide 37: Driving RingCX Innovation with AI

    Q3 ‘25 Driving RingCX Innovation 1,350 with AI New! Q2 ‘25 RingWEM Workforce 1,200 Engagement Suite Q3 ‘24 AI CSAT 500 Customer Journey Analytics Screen Recording Q1 ‘24 200 AI Agent Assist Q4 ‘23 AI Supervisor Assist AI QM Coaching Insights AI Quality Management RingCX Launch 37 ©2025 RingCentral

  38. Slide 38: Driving Agentic Voice AI Innovation: AI Conversation Expert (ACE)

    Driving Agentic Voice AI Innovation: AI Conversation Expert (ACE) Q3 ‘25 4,300 New! Q2 ‘25 ACE Launch Insights Dashboard 3,600 AI-Assisted Calibration Customized Call Summaries Q1 ‘24 Advanced Call Filtering 600 New Scorecard Filtering New Call Sharing Q1 ‘23 AI Coaching MS Teams Integration Extende

  39. Slide 39: Fortune 500 insurance company adopts AI to transform customer experiences

    Fortune 500 insurance company $6.8M ARR FY’25 $4.3M Added AI-first RingCX ARR FY’25 Expanded RingEX $2.5M ARR Adopts AI to transform FY’23 Purchased RingEX customer experiences ©2025 RingCentral

  40. Slide 40: National casual restaurant chain drives towards 250%+ ROI

    National casual restaurant chain $450k ARR FY’25 $45k Added AI-first RingCX, ACE QM, ARR expanded RingEX $32k FY’24 ARR Expanded RingEX Drives towards FY’23 250%+ ROI with CX Purchased RingEX & AI ©2025 RingCentral

  41. Slide 41: Regional tire & auto service retailer increases revenue

    Regional tire & auto service retailer $520k ARR FY’25 Added AI-first RingCX, ACE $180k ARR Increases revenue FY’23 by 50% with CX & Purchased RingEX AI ©2025 RingCentral

  42. Slide 42: Industrial equipment small business provider increasing wallet share

    Industrial equipment small business provider $10k ARR FY’25 Added AIR $5k ARR FY’24 Increasing wallet Purchased RingEX share with AIR ©2025 RingCentral

  43. Slide 43: RingCentral on RingCentral

    RingCentral on RingCentral: Using our own products to drive operational efficiency Sales Support Sales & Support AI Conversation Expert (ACE) RingCX + AVA + AIR RingWEM 100% 15%+ 2000+ reps coached with AI reduced average handle contact center agents transitioned times for AVA Agent and to RingCX an

  44. Slide 44: Agentic Voice AI Business Communications Platform

    Agentic Voice AI Business Communications Platform New AVA AI Virtual Assistant New RingCX RingWEM New Contact Center Workforce Engagement New AIR ACE AI AI Conversation Receptionist Expert RingEX RingCollab Business Meetings, Phone, SMS Connectors 500+ Events, Chat APIs Integrations AI | Global | Re

  45. Slide 45: John Finch

    John Finch VP, Global Product Marketing

  46. Slide 46: AI outcomes at every phase of the conversation

    AI outcomes at every phase of the conversation Before During After Never miss a call Gain productivity Tighten business operations Book appointments Improve service levels Drive strategic decisions Capture leads Drive quality interactions Staff efficiently Offer self-service 24/7 Manage teams effect

  47. Slide 47: AI for Every Stage of the Conversation

    AI for Every Stage of the Conversation Leading with agentic voice AI Before During After AI Receptionist (AIR) AI Virtual Assistant (AVA) AI Conversation Expert (ACE) Fit-to-purpose 24/7 agents AI for personal productivity Business intelligence Schedules appointments AI Workforce Engagement Manageme

  48. Slide 48: ©2025 RingCentral

    48 ©2025 RingCentral

  49. Slide 49: AI Receptionist (AIR)

    RingEX Before AI Receptionist (AIR) An AI phone agent that works with any phone to handle calls, capture leads, book appointments and route complex inquiries. Key Capabilities New ✓ Multiple calendar appointment scheduling New ✓ Lead capture New ✓ Contextual handoff ✓ Dynamic RCV video meeting link

  50. Slide 50: ©2025 RingCentral

    50 ©2025 RingCentral

  51. Slide 51: Caller experience

    Caller experience +1 (315) 280-9103 FaceTime

  52. Slide 52: The impact of AIR

    The impact of AIR Axis Integrated Mental Health Televero Health West Virginia 211 AIR increased patient intake by AIR directly contributed to 97% 100+ location-based routing 60%, leading to an additional CSAT score made simple by AIR $1.7M revenue Axis Integrated Mental Health uses AIR Televero Heal

  53. Slide 53: Confidential ©2025 RingCentral

    Confidential ©2025 RingCentral

  54. Slide 54: Meet AVA, your new AI Virtual Assistant

    RingEX During New Meet AVA, your new AI Virtual Assistant Key Capabilities ✓ Notes and summaries from meetings, chats & calls ✓ Delivers real-time insights with dynamic in-app prompts ✓ Guides complex processes & onboards new users ✓ Automates the setup of administrative tasks 54 ©2025 RingCentral

  55. Slide 55: Slide 55

  56. Slide 56: Unlock your voice data with AI Conversation Expert (ACE)

    RingEX After New Unlock your voice data with AI Conversation Expert (ACE) Key Capabilities New ✓ Surface key business Insights New ✓ Spot churn risks New ✓ Track cancellations & friction ✓ AI powered coaching ✓ Keep CRMs up to date ✓ Analyze customer sentiment ✓ 56 ©2025 RingCentral 56Improve team p

  57. Slide 57: ACE Insights dashboard

    Insights Interaction @ Deals Coaching Trackers 8 Insights a Library ray Notifications Customerintents ) Issues Retentionrisk Competitive thraats Promotion effectiveness Appointments, Defautt ) Duration v Date v Teams ¥ —Calllypa ¥ + Filter Customer intents Seew nt ts are trying to do when they reach

  58. Slide 58: The impact of AI Conversation Expert

    The impact of AI Conversation Expert Endeavor Capital REE Medical Brookstone Windows & Doors Automation and call scoring 300x increase in monthly 99% faster call review times while improved sales performance call audits to improve analyzing 100% of inbound and by 40%. performance. outbound calls. En

  59. Slide 59: AI business communications

    RingEX AI business communications Key Capabilities ✓ AI phone, messaging, SMS, meetings ✓ AI Receptionist (AIR) ✓ Notes & summaries ✓ AI Writer ✓ 500+ Integrations 59 ©2025 RingCentral

  60. Slide 60: Introducing Customer Engagement Bundle

    RingEX New Introducing Customer Engagement Bundle Key Capabilities ✓ Customer service call queues ✓ Wait time and position in queue ✓ SMS Compliance Management ✓ Shared SMS inbox ✓ Real-time monitoring and reporting 60 ©2025 RingCentral

  61. Slide 61: ©2025 RingCentral

    ©2025 RingCentral

  62. Slide 62: AI for effortless customer engagement

    RingCX AI for effortless customer engagement Key Capabilities ✓ Native, AI powered contact center solution ✓ All-in-one app, single-pane of glass ✓ Voice + 20 digital channels ✓ Simple & less complex ✓ 500+ Integrations 62 ©2025 RingCentral

  63. Slide 63: AI for Every Stage of the Conversation

    AI for Every Stage of the Conversation Leading with agentic voice AI Before During After AI Receptionist (AIR) AI Virtual Assistant (AVA) AI Conversation Expert (ACE) Fit-to-purpose 24/7 agents AI for personal productivity Business intelligence Schedules appointments AI Workforce Engagement Manageme

  64. Slide 64: Improve service quality with AVA Agent Assist

    RingCX During Improve service quality with AVA Agent Assist Real-time Boost Reduce agent coaching resolution rates handle time 64

  65. Slide 65: React in real-time with AVA Supervisor Assist

    RingCX During React in real-time with AVA Supervisor Assist Instant alerts for Live insights Empower better key moments at scale coaching 65 ©2025 RingCentral

  66. Slide 66: Optimize employees: Workforce Engagement Management (RingWEM)

    RingCX After New Optimize employees Workforce Engagement Management (RingWEM) Key Capabilities ✓ AI Quality Management ✓ AI Interaction Analytics ✓ AI Workforce Management 66 ©2025 RingCentral

  67. Slide 67: RingCX Agent screen

    7s = _RingCx | Agent a Ps Good afternoon, Kayla & Completedtasks — Talk to listen ratio Ss © s0cats 79 62: 31 o @ 21sMs sia 8 Average customer sentiment Total time on calls today ® Positive 2otyour cals wereratedpostve 4hr44min

  68. Slide 68: The impact of RingCX

    The impact of RingCX REMCO The San Diego Symphony Novatech RingCX AI and analytics saved RingCX delivered a 95% RingCX generated a 20% supervisors 10 hours per week. reduction in average customer increase in daily calls handled hold times. per agent. REMCO increased visibility into agent The San Die

  69. Slide 69: Key Takeaways

    Key Leadership Takeaways Agentic Voice AI Agentic Voice AI Announcements AI Receptionist (AIR) AI Virtual Assistant (AVA) AI Conversation Expert (ACE) Customer Engagement Announcements CE Bundle RingWEM 69 ©2025 RingCentral

  70. Slide 70: Break

    Break ©2025 RingCentral

  71. Slide 71: Akshay Srivastava

    Akshay Srivastava Executive Vice President & General Manager, Go-to-Market

  72. Slide 72: Akshay Srivastava

    Akshay Srivastava Executive Vice President & General Manager, Go-to-Market

  73. Slide 73: Customer Panel

    Customer Panel Denise Lund Andrew Benson Liesl Leary-Perez Paul Rapier Research Director, Chief Innovation Officer, Co-founder & Chief Growth VP of IT, Telecom & UC, IDC Envision Radiology Officer, Axis Integrated Detroit Pistons Mental Health Moderator Panelists

  74. Slide 74: Integrated Employee and Customer Engagement Solutions Define The Future of UC&C

    Integrated Employee and Customer Engagement Solutions Define The Future of UC&C IDC #US53416025, Integrated UC–CE Solutions Present Meaningful Growth Opportunities, June 2025 © 2025 IDC Distribution is forbidden without written consent of IDC. All rights reserved. 74

  75. Slide 75: UC-CE Solution Outlook: Market Needs Align for Impressive Growth

    UC-CE Solution Outlook: Market Needs Align for Impressive Growth 40.8% CAGR IDC #US52147225, Worldwide Unified Communications and Collaboration Forecast, 2025 – 2029, June 2025 © 2025 IDC Distribution is forbidden without written consent of IDC. All rights reserved. 75

  76. Slide 76: Customer Panel

    Customer Panel Denise Lund Andrew Benson Liesl Leary-Perez Paul Rapier Research Director, Chief Innovation Officer, Co-founder & Chief Growth VP of IT, Telecom & UC, IDC Envision Radiology Officer, Axis Integrated Detroit Pistons Mental Health Moderator Panelists

  77. Slide 77: Channel Partner Panel

    Channel Partner Panel Zeus Kerravala Michael Shonholz Joe Rittenhouse Principal Analyst, ZK Research CEO, ARG CEO, Converged Technology Professionals Moderator Panelists

  78. Slide 78: Cox video

    Cox video ©2025 RingCentral

  79. Slide 79: GSP Partner Spotlight

    GSP Partner Spotlight Homayoun Razavi Jeremy Bye Executive Vice President & General Manager, Senior Vice President, Global Service Providers, RingCentral Customer Experience, Products & Operations, Cox Communications Moderator Panelist

  80. Slide 80: Executive Q&A

    Executive Q&A ©2025 RingCentral

  81. Slide 81: Voice of Your Business

    Voice of Your Business 81 ©2025 RingCentral

RingCentral — Q1 2026 Earnings Presentation on 6ix