RingCentral, Inc.

NYSE:RNG 주식 리포트

시가총액: US$3.7b

RingCentral 경영진

경영진 기준 점검 2/4

RingCentral CEO는 Vlad Shmunis, Jan1999 에 임명되었습니다 의 임기는 27.33 년입니다. 총 연간 보상은 $14.57M, 3.4% 급여 및 96.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $249.78M 가치에 해당하는 회사 주식의 6.68% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.3 년과 5.5 년입니다.

핵심 정보

Vlad Shmunis

최고경영자

US$14.6m

총 보수

CEO 급여 비율3.43%
CEO 재임 기간27.3yrs
CEO 지분 보유율6.7%
경영진 평균 재임 기간1.3yrs
이사회 평균 재임 기간5.5yrs

최근 경영진 업데이트

Recent updates

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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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
새 내러티브 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
분석 기사 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
분석 기사 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 보수 분석

Vlad Shmunis의 보수는 RingCentral의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Vlad의 총 보수(USD14.57M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.10M)보다 높습니다.

보상과 수익: Vlad의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Vlad Shmunis (64 yo)

27.3yrs
재임 기간
US$14,566,326
보수

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...


리더십 팀

이름직위재임 기간보수지분
Vladimir Shmunis
Co-Founder27.3yrsUS$14.57m6.68%
$ 249.8m
Vaibhav Agarwal
Chief Financial Officerless than a yearUS$5.86m0.0028%
$ 104.0k
John Marlow
Chief Administrative Officer17.1yrsUS$5.03m0.60%
$ 22.4m
Kira Makagon
President & COO1.3yrsUS$12.39m0.28%
$ 10.5m
Vlad Vendrow
Co-Founder & CTO35.3yrs데이터 없음3.6%
$ 134.8m
Tarun Arora
Chief Accounting Officer1.3yrs데이터 없음0.089%
$ 3.3m
Steven Horwitz
Vice President of Investor Relationsno data데이터 없음데이터 없음
Carson Hostetter
Executive VP and GM of CX & AI1.3yrs데이터 없음데이터 없음
Homayoun Razavi
Executive VP & GM of Global Service Providers1.3yrs데이터 없음데이터 없음
Akshay Srivastava
Executive VP and General Manager of Direct & Channel1.3yrs데이터 없음데이터 없음
Sathesh Murthy
MD of India & Head of Engineering2.9yrs데이터 없음데이터 없음
Alex Shteyngolts
Executive VP of Systems & Technology2.3yrs데이터 없음데이터 없음
1.3yrs
평균 재임 기간
56yo
평균 나이

경험이 풍부한 관리: RNG의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.3 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Vladimir Shmunis
Co-Founder27.3yrsUS$14.57m6.68%
$ 249.8m
Kenneth A. Goldman
Independent Director8.9yrsUS$277.52k0.037%
$ 1.4m
Robert Theis
Independent Director14.8yrsUS$307.55k0.031%
$ 1.1m
Pratik Bhatt
Lead Independent Director2.2yrsUS$410.13k0.028%
$ 1.0m
Amy Shenkan
Independent Director1.4yrsUS$148.000.011%
$ 400.0k
Mahmoud ElAssir
Directorless than a yearUS$137.000%
$ 0
5.5yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 이사회: RNG의 이사회경험이 있음으로 간주됩니다(평균 재임 5.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/12 14:25
종가2026/05/12 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

RingCentral, Inc.는 34명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
William PowerBaird
Michael FunkBofA Global Research
Matthew VanVlietBTIG