RingCentral Gestione
Criteri Gestione verificati 2/4
RingCentral Il CEO è Vlad Shmunis, nominato in Jan1999, e ha un mandato di 27.5 anni. la retribuzione annua totale è $ 14.57M, composta da 3.4% di stipendio e 96.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 6.72% delle azioni della società, per un valore di $ 300.15M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.4 anni e 5.7 anni.
Informazioni chiave
Vlad Shmunis
Amministratore delegato
US$14.6m
Compenso totale
| Percentuale dello stipendio del CEO | 3.43% |
| Mandato del CEO | 27.5yrs |
| Proprietà del CEO | 6.7% |
| Durata media del management | 1.4yrs |
| Durata media del Consiglio di amministrazione | 5.7yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Jul 24
RNG: Partnership Reliance And Neutral Stance Will Likely Cap AI Upside
Analysts have lifted RingCentral's implied fair value estimate from $31.49 to $38.00. This reflects a series of higher price targets clustered around $40 to $43 after what they describe as a solid, slightly better than expected quarter and updates to key partnerships and guidance.Seeking Alpha • Jul 24
RingCentral: FCF Growth Amid AI Sales Pivot Is Impossible To Ignore
Summary RingCentral offers a compelling AI-driven growth story, with shares up ~40% YTD and a recent Q2 beat-and-raise. RNG’s AI contact center products are driving >100% net retention and higher average revenue per customer. Valuation remains attractive: RNG trades at modest multiples with a $4.32 billion enterprise value and robust mid-20s EBITDA/FCF margins. I reiterate a "Buy" rating, citing deep market opportunity, diversified partnerships, and rising free cash flow supporting further gains. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 06
RNG: AI Adoption And Margin Expansion Will Support Future Upside
RingCentral's analyst price target has moved from $45.78 to $55.00 as analysts point to updated assumptions around revenue growth, profit margins, discount rates and future P/E multiples, which are reflected in recent target hikes from several firms. Analyst Commentary Recent research commentary on RingCentral points to a cluster of higher price targets, with several bullish analysts revisiting their models to reflect updated views on the company’s revenue trajectory, profitability path and valuation multiples.Aggiornamento narrativa • Jun 22
RNG: Higher Rate Sensitivity Will Likely Restrain AI Margin Upside
The analyst price target for RingCentral has been revised from $29.00 to about $31.49, with analysts citing updated assumptions around profit margins and future P/E expectations as key drivers of the change. Analyst Commentary Recent Street research on RingCentral points to a more tempered view of the stock, even as price targets have been recalibrated.
Aggiornamento narrativa • Jun 04
RNG: AI Execution And Cash Discipline May Balance P E And Competitive Risks
RingCentral’s analyst price target has been updated in line with recent $7 to $11 price target revisions from multiple firms, with analysts pointing to their latest assessments of growth, profitability and future P/E assumptions as key drivers. Analyst Commentary Recent price target revisions between $7 and $11 are tied to fresh views on RingCentral’s growth profile, profitability path and where its P/E could reasonably sit based on execution against current expectations.Aggiornamento narrativa • May 21
RNG: AI Adoption And Free Cash Flow May Offset Future Pricing Pressure
RingCentral's analyst price target has shifted higher from about $37.47 to $45.40. Analysts point to updated assumptions around revenue growth, profit margins, future P/E and recent research highlighting solid Q4 results, growing AI adoption and free cash flow trends as key supports for the change.Aggiornamento narrativa • May 03
RNG: Future Enterprise Pricing Pressure Will Outweigh AI And Cash Flow Benefits
RingCentral's analyst price targets have moved higher into a roughly $32 to $38 range, as analysts point to solid Q4 results, steady revenue trends, and improving free cash flow, while also highlighting future pricing pressure in Enterprise. Analyst Commentary Recent Street research on RingCentral clusters around a more constructive view of the company’s execution, tempered by concerns about future pricing and the quality of growth.Aggiornamento narrativa • Apr 19
RNG: AI Traction And Free Cash Flow Will Offset Future Pricing Risk
Narrative update on RingCentral Analysts have nudged the blended price target for RingCentral higher by about $1.77 to roughly $37.47. This reflects updated models after what they describe as solid Q4 results, improving free cash flow and growing traction in AI enabled products, even as some flag future Enterprise pricing pressure.Aggiornamento narrativa • Apr 04
RNG: 2026 Enterprise Pricing Pressure Will Likely Restrain AI Optimism
Analysts have nudged RingCentral's average price target higher by about $5 to the mid $30s, citing solid Q4 results, improving free cash flow and growing adoption of its AI enabled multi product platform as key supports for the updated view. Analyst Commentary Recent research updates point to a mixed backdrop for RingCentral, with several firms lifting price targets after what they describe as solid Q4 results and steady progress on free cash flow and AI driven products.Aggiornamento narrativa • Mar 21
RNG: Enterprise Pricing Pressure In 2026 Will Likely Cap Upside Potential
The analyst price target for RingCentral has been raised by $2 to $29, reflecting models that now assume slightly higher revenue growth and a lower future P/E. This is supported by recent Q4 reports that analysts describe as solid, with improving free cash flow and growing traction in AI driven products.Aggiornamento narrativa • Mar 09
RNG: Future Pricing Pressure And AI Execution Risk Will Limit Upside
Analysts have nudged their average price target for RingCentral higher to about $35.70 from roughly $33.24. They point to recent Q4 results, improving free cash flow, and an updated earnings profile with higher profit margin assumptions and a lower future P/E as key supports for the shift.Aggiornamento narrativa • Mar 05
RNG: AI Platform And Free Cash Flow Will Support Future Upside
Narrative Update Our updated narrative reflects a higher analyst price target for RingCentral, rising by $3.46, as analysts point to solid Q4 results, improving free cash flow, and growing traction in multi-product and AI-powered offerings, while still flagging future pricing pressure and revenue growth that remains in the mid-single digits. Analyst Commentary Recent Street research around RingCentral centers on a cluster of higher price targets following Q4 results, with most firms maintaining Neutral or positive ratings while highlighting both execution on cash generation and ongoing questions about pricing and growth beyond the near term.Aggiornamento narrativa • Feb 19
RNG: AI Voice Partnership Will Support Future Profitability Despite Minor Model Revisions
Analysts have trimmed their average $ fair value estimate for RingCentral by about $0, keeping it close to $42 while modestly adjusting assumptions around the discount rate, revenue growth, profit margin and future P/E to reflect the latest research, including a $1 price target cut cited in recent Street commentary. Analyst Commentary Bullish analysts are treating the recent $1 trim to the headline price target as a fine tuning of models rather than a shift in their broader view, keeping fair value expectations clustered around the current US$42 estimate.Aggiornamento narrativa • Feb 05
RNG: AI Communications Partnership And Buybacks Will Support Future Profitability
The latest analyst update trims the RingCentral price target by about US$1, as modest changes in the modeled discount rate, revenue growth, profit margin, and future P/E assumptions lead analysts to fine-tune their fair value estimates. Analyst Commentary Recent commentary points to a relatively measured adjustment, with the US$1 trim in the price target framed more as a technical tweak rather than a major shift in conviction on the stock.Aggiornamento narrativa • Jan 22
RNG: AI Customer Engagement Suite And Buybacks Will Support Future Profitability
Analysts now see RingCentral's fair value edging to about $42.32 per share from roughly $41.94, reflecting updated views on revenue growth, margins, discount rates and future P/E after recent research that included a $1 price target reduction at Morgan Stanley. Analyst Commentary Recent commentary circles around how RingCentral can justify its current fair value estimate near $42.32 per share, especially after the modest $1 trim to a major firm’s price target.Aggiornamento narrativa • Jan 08
RNG: AI Customer Engagement Expansion Will Support Future Profitability Momentum
Analysts have adjusted their price targets on RingCentral, citing updated assumptions around revenue growth, profit margin, discount rate and a higher future P/E multiple. These changes collectively translate into a refreshed valuation view expressed in US$ terms, even though the core fair value estimate remains at US$41.94.Aggiornamento narrativa • Dec 15
RNG PBX Migration Tailwind Will Support AI And Profitability Momentum
Analysts have trimmed their price target on RingCentral to approximately $42 from about $47. This reflects more conservative assumptions for revenue growth and valuation multiples, even as they acknowledge a stabilizing competitive backdrop and improving profitability.Articolo di analisi • Jul 30
There's No Escaping RingCentral, Inc.'s (NYSE:RNG) Muted Revenues
RingCentral, Inc.'s ( NYSE:RNG ) price-to-sales (or "P/S") ratio of 1x might make it look like a strong buy right now...
Nuova narrativa • Apr 30
AI-Powered RingCX And Market Expansion Will Create Future Opportunities
RingCentral's AI-powered solutions and market expansion are driving significant revenue growth and capturing market share.Seeking Alpha • Mar 20
RingCentral Benefits As AI Technologies Get Less Expensive
Summary RingCentral's positive GAAP operating earnings and pre-tax earnings in 4Q 2024 mark a significant milestone, driven by cost optimization and AI tool development. The company is expanding its AI-enabled product suite, enhancing features like call transcriptions, IVA, and CRM integration, benefiting from decreasing AI technology costs. Management expects ARR from new services to double by end-2025, with international expansion and strong UCaaS market position driving future growth. We rate RingCentral stock as a BUY at $68 per share, based on a 2025 EBITDA outlook and a target EV/EBITDA multiple of 22x. Read the full article on Seeking AlphaSeeking Alpha • Jan 20
RNG: Expect Good Returns With Downside Protection
Summary RingCentral faces strong competition from Microsoft Teams but is able to differentiate through their more complete call center capabilities. Comparing RingCentral to 8x8, the former shows better operational metrics. The market is assigning a negative growth rate for RingCentral's future. I predict positive growth that will expand RingCentral's multiples and produce strong returns. Read the full article on Seeking AlphaSeeking Alpha • Jan 07
RingCentral: Stock Poised To Outperform In 2025
Summary RingCentral's recent 17% stock correction to $35 presents a buying opportunity, given its undervaluation and strong expected revenue/earnings growth. The company offers comprehensive cloud communication solutions, including AI-powered contact centers and video meeting services, enhancing business communication and customer engagement. RingCentral's improved gross margin and reduced expenses indicate a likely path to profitability in 2025. RingCentral's strong growth, new profitability, and bargain valuation could drive the stock to outperform in 2025. Read the full article on Seeking AlphaSeeking Alpha • Nov 19
RingCentral: Under The Radar Pick -- Reiterating Buy
Summary We're putting RingCentral, Inc. on investors' radar for next year. We think RingCentral’s UCaaS platform with AI integration enhances its positioning to boost its total ARR growth in FY25. We also think management is executing strategically to boost its profitability and support further Free Cash Flow expansion. Our positive outlook on RingCentral for next year is based on our belief that its customer base (mid-market and enterprise) will see more comfortable spend as the economy recovers. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$110m |
| Mar 31 2026 | n/a | n/a | US$84m |
| Dec 31 2025 | US$15m | US$500k | US$43m |
| Sep 30 2025 | n/a | n/a | US$13m |
| Jun 30 2025 | n/a | n/a | -US$12m |
| Mar 31 2025 | n/a | n/a | -US$40m |
| Dec 31 2024 | US$15m | US$376k | -US$58m |
| Sep 30 2024 | n/a | n/a | -US$98m |
| Jun 30 2024 | n/a | n/a | -US$133m |
| Mar 31 2024 | n/a | n/a | -US$139m |
| Dec 31 2023 | US$21m | US$5k | -US$165m |
| Sep 30 2023 | n/a | n/a | -US$402m |
| Jun 30 2023 | n/a | n/a | -US$645m |
| Mar 31 2023 | n/a | n/a | -US$783m |
| Dec 31 2022 | US$20m | US$5k | -US$879m |
| Sep 30 2022 | n/a | n/a | -US$713m |
| Jun 30 2022 | n/a | n/a | -US$576m |
| Mar 31 2022 | n/a | n/a | -US$527m |
| Dec 31 2021 | US$19m | US$5k | -US$376m |
| Sep 30 2021 | n/a | n/a | -US$260m |
| Jun 30 2021 | n/a | n/a | -US$134m |
| Mar 31 2021 | n/a | n/a | -US$22m |
| Dec 31 2020 | US$19m | US$5k | -US$83m |
| Sep 30 2020 | n/a | n/a | -US$106m |
| Jun 30 2020 | n/a | n/a | -US$98m |
| Mar 31 2020 | n/a | n/a | -US$108m |
| Dec 31 2019 | US$10m | US$141k | -US$54m |
Compensazione vs Mercato: La retribuzione totale di Vlad ($USD 14.57M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 6.98M ).
Compensazione vs guadagni: La retribuzione di Vlad è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Vlad Shmunis (65 yo)
27.5yrs
Mandato
US$14,566,326
Compensazione
Mr. Vladimir G. Shmunis, also known as Vlad, is Advisor of FTD Solutions, INC. Mr. Shmunis serves as Chief Executive Officer and Chairman at RingCentral, Inc. since December 8, 2023. He co-founded Ringcent...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 27.5yrs | US$14.57m | 6.72% $ 300.1m | |
| President & COO | 1.4yrs | US$12.39m | 0.36% $ 16.2m | |
| Chief Financial Officer | less than a year | US$5.86m | 0.20% $ 9.1m | |
| Chief Administrative Officer | 17.3yrs | US$4.34m | 0.67% $ 29.8m | |
| Co-Founder & CTO | 35.5yrs | Nessun dato | 3.63% $ 162.0m | |
| Chief Accounting Officer | 1.4yrs | Nessun dato | 0.10% $ 4.6m | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Executive VP and GM of CX & AI | 1.4yrs | Nessun dato | Nessun dato | |
| Executive VP & GM of Global Service Providers | 1.4yrs | Nessun dato | Nessun dato | |
| Executive VP and General Manager of Direct & Channel | 1.4yrs | Nessun dato | Nessun dato | |
| MD of India & Head of Engineering | 3.1yrs | Nessun dato | Nessun dato | |
| Executive VP of Systems & Technology | 2.5yrs | Nessun dato | Nessun dato |
1.4yrs
Durata media
57yo
Età media
Gestione esperta: Il team dirigenziale di RNG non è considerato esperto (durata media 1.4 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 27.5yrs | US$14.57m | 6.72% $ 300.1m | |
| Independent Director | 9.1yrs | US$236.72k | 0.045% $ 2.0m | |
| Independent Director | 14.9yrs | US$236.72k | 0.031% $ 1.4m | |
| Lead Independent Director | 2.3yrs | US$613.68k | 0.028% $ 1.2m | |
| Independent Director | 1.6yrs | US$800.45k | 0.012% $ 548.4k | |
| Director | less than a year | US$137.00 | 0% $ 0 |
5.7yrs
Durata media
63yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di RNG sono considerati esperti (durata media dell'incarico 5.7 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/31 18:13 |
| Prezzo dell'azione a fine giornata | 2026/07/31 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
RingCentral, Inc. è coperta da 33 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| William Power | Baird |
| Michael Funk | BofA Global Research |
| Matthew VanVliet | BTIG |