RingCentral (RNG) Morgan Stanley Technology, Media & Telecom Conference 2026 summary

Strategic vision and AI leadership

• Aims to be recognized as a leader in agentic voice AI, leveraging its position as a gatekeeper for business communications and investing $250 million annually in R&D, primarily focused on AI.

• Over 10% of revenue now comes from customers using at least one paid AI product, with this share doubling year-over-year and expected to continue rising.

• AI is fully integrated across the product suite, driving transformation from a communications provider to an AI-first company.

Product innovation and customer journey

• Partnership with OpenAI and model-agnostic approach enables high-performance, low-latency, and cost-effective AI voice solutions.

• The AIR (AI Receptionist), AVA (AI Virtual Assistant), and ACE (AI Conversation Expert) products work together to deliver seamless customer experiences and measurable business outcomes.

• RingCX targets mid-market and below, complementing high-end partnerships, and now accounts for over half of large ($1M TCV) deals, with adoption split evenly between existing and new customers.

Go-to-market and channel strategy

• Channel and GSP ecosystem now represents over 10% of ARR, growing faster than the company overall, with $100 million in ARR from direct channels.

• GSP-led sales are highly profitable, with double-digit growth and payback periods under 18 months.

• AI product adoption is expanding across carrier partners, with plans to disclose more detailed channel metrics as the business matures.