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RingCentral Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Business trends and strategic focus
Achieved $2.5 billion in revenue with 500,000 customers, maintaining profitability and expanding margins.
Evolved from cloud PBX (1.0) to integrated UCaaS/CCaaS (2.0), now advancing to agentic voice AI (3.0).
Voice remains mission critical, with accelerated growth in call minutes and SMS usage.
Differentiation driven by reliability, security, rapid innovation, and strong global partnerships.
Large channel and service provider network enhances reach and product innovation.
AI product innovation and adoption
Launched three AI products: Air (AI receptionist), Ava (conversation copilot), and Ace (analytics/quality management).
Air launched in February, now has 5,000 customers and is growing over 80% quarter over quarter.
Ace has over a year in market, growing 250% year over year, with strong monetization.
AI products drive clear ROI, with customer examples showing significant productivity and revenue gains.
50% of new product adoption comes from existing customers, supporting ARPU growth.
Market dynamics and growth opportunities
UCaaS/CCaaS market remains competitive but with significant migration potential from on-prem systems.
Customers increasingly seek transformation systems, not just communication tools.
RingCX and NICE partnership coexist, serving different use cases and supporting a large installed base.
New products and AI innovation are key growth vectors, with RingCX expected to exceed $100 million ARR.
Market pricing is normalizing post-COVID, with new AI products introducing robust, usage-based pricing.
ARPU uplift from AI product adoption
Quantify AI's impact on R&D efficiency
How does AI impact human agent seat count?
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Next RingCentral earnings date
Q4 202520 Feb, 2026
Next RingCentral earnings date
Q4 202520 Feb, 2026
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Frequently asked questions
RingCentral, Inc. provides software-as-a-service solutions that enable businesses to communicate, collaborate, and connect via a cloud platform. Its products include RingCentral Office, a multi-faceted business communications and collaboration solution that allows users to communicate through voice, text and video; RingCentral Professional, an inbound call routing service with local or toll free number; and RingCentral Fax that offers Internet fax capabilities. The company also provides RingCentral Meetings, a video conferencing service to host online meetings with HD voice capabilities and screen sharing feature through its WebRTC platform; and RingCentral Contact Center solution to engage with customers using social media tools like Facebook Messenger, SMS or MMS.
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