RingCentral, Inc.

NYSE:RNG 株式レポート

時価総額:US$3.5b

RingCentral マネジメント

マネジメント 基準チェック /24

RingCentralの CEO はVlad Shmunisで、 Jan1999年に任命され、 の在任期間は 27.33年です。 の年間総報酬は$ 14.57Mで、 3.4%給与と96.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の6.69%を直接所有しており、その価値は$ 236.95M 。経営陣と取締役会の平均在任期間はそれぞれ1.3年と5.5年です。

主要情報

Vlad Shmunis

最高経営責任者

US$14.6m

報酬総額

CEO給与比率3.43%
CEO在任期間27.3yrs
CEOの所有権6.7%
経営陣の平均在職期間1.3yrs
取締役会の平均在任期間5.5yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
Seeking Alpha May 11

RingCentral: Applied AI Products Are Taking Off

Summary RingCentral is capitalizing on AI-driven contact center solutions, shifting its narrative from legacy provider to applied AI leader. RNG’s new AI products are driving strong attach rates and accelerating growth, with Q1 revenue up 5.2% y/y and margin expansion. Recent partnerships with Cox Business and Spectrum Business, plus robust R&D, are expanding RNG’s TAM to $150 billion and fueling product innovation. At <10x FY26 FCF, RNG remains a bargain despite competitive risks; I reiterate a buy rating and see further upside as AI tailwinds strengthen. Read the full article on Seeking Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
User avatar
新しいナラティブ 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
分析記事 Nov 08

RingCentral, Inc. (NYSE:RNG) Surges 30% Yet Its Low P/S Is No Reason For Excitement

RingCentral, Inc. ( NYSE:RNG ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...
Seeking Alpha Sep 02

RingCentral: Expect Continued Margin Expansion, Steady Debt Reduction

Summary Shares have remained range bound over the past year despite solid growth and substantial margin improvements in the business. Expected FCF generation from the business should support continued deleveraging of the company's balance sheet. The recent launched AI-based products should drive support further revenue growth and margin improvements. At an EV/FCF multiple of 10.7, the valuation does not appear compelling. Read the full article on Seeking Alpha
分析記事 Aug 04

There's No Escaping RingCentral, Inc.'s (NYSE:RNG) Muted Revenues Despite A 26% Share Price Rise

RingCentral, Inc. ( NYSE:RNG ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...

CEO報酬分析

RingCentral の収益と比較して、Vlad Shmunis の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$84m

Dec 31 2025US$15mUS$500k

US$43m

Sep 30 2025n/an/a

US$13m

Jun 30 2025n/an/a

-US$12m

Mar 31 2025n/an/a

-US$40m

Dec 31 2024US$15mUS$376k

-US$58m

Sep 30 2024n/an/a

-US$98m

Jun 30 2024n/an/a

-US$133m

Mar 31 2024n/an/a

-US$139m

Dec 31 2023US$21mUS$5k

-US$165m

Sep 30 2023n/an/a

-US$402m

Jun 30 2023n/an/a

-US$645m

Mar 31 2023n/an/a

-US$783m

Dec 31 2022US$20mUS$5k

-US$879m

Sep 30 2022n/an/a

-US$713m

Jun 30 2022n/an/a

-US$576m

Mar 31 2022n/an/a

-US$527m

Dec 31 2021US$19mUS$5k

-US$376m

Sep 30 2021n/an/a

-US$260m

Jun 30 2021n/an/a

-US$134m

Mar 31 2021n/an/a

-US$22m

Dec 31 2020US$19mUS$5k

-US$83m

Sep 30 2020n/an/a

-US$106m

Jun 30 2020n/an/a

-US$98m

Mar 31 2020n/an/a

-US$108m

Dec 31 2019US$10mUS$141k

-US$54m

報酬と市場: Vladの 総報酬 ($USD 14.57M ) は、 US市場 ($USD 7.05M ) の同規模の企業の平均を上回っています。

報酬と収益: Vladの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Vlad Shmunis (64 yo)

27.3yrs
在職期間
US$14,566,326
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Vladimir Shmunis
Co-Founder27.3yrsUS$14.57m6.69%
$ 237.0m
Kira Makagon
President & COO1.3yrsUS$12.39m0.28%
$ 10.0m
Vaibhav Agarwal
Chief Financial Officerless than a yearUS$5.86m0.0028%
$ 98.4k
John Marlow
Chief Administrative Officer17.1yrsUS$4.34m0.60%
$ 21.2m
Vlad Vendrow
Co-Founder & CTO35.3yrsデータなし3.61%
$ 127.9m
Tarun Arora
Chief Accounting Officer1.3yrsデータなし0.089%
$ 3.1m
Steven Horwitz
Vice President of Investor Relationsno dataデータなしデータなし
Carson Hostetter
Executive VP and GM of CX & AI1.3yrsデータなしデータなし
Homayoun Razavi
Executive VP & GM of Global Service Providers1.3yrsデータなしデータなし
Akshay Srivastava
Executive VP and General Manager of Direct & Channel1.3yrsデータなしデータなし
Sathesh Murthy
MD of India & Head of Engineering2.9yrsデータなしデータなし
Alex Shteyngolts
Executive VP of Systems & Technology2.3yrsデータなしデータなし
1.3yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: RNGの経営陣は 経験豊富 とはみなされません ( 1.3年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Vladimir Shmunis
Co-Founder27.3yrsUS$14.57m6.69%
$ 237.0m
Kenneth A. Goldman
Independent Director8.9yrsUS$236.72k0.037%
$ 1.3m
Robert Theis
Independent Director14.8yrsUS$236.72k0.031%
$ 1.1m
Pratik Bhatt
Lead Independent Director2.2yrsUS$613.68k0.028%
$ 982.5k
Amy Shenkan
Independent Director1.4yrsUS$800.45k0.011%
$ 379.5k
Mahmoud ElAssir
Directorless than a yearUS$137.000%
$ 0
5.5yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: RNGの 取締役会経験豊富 であると考えられます ( 5.5年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/22 22:56
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

RingCentral, Inc. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34

アナリスト機関
William PowerBaird
Michael FunkBofA Global Research
Matthew VanVlietBTIG