)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
RingCentral (RNG) investor relations material
RingCentral UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary1 Dec, 2025
Strategic transformation and product innovation
Transitioned from single-product SaaS to a multi-product platform, now entering a new phase focused on embedding AI across communications workflows.
Launched three AI-driven products—AIR (AI Receptionist), AVA (AI Virtual Assistant), and ACE (AI Conversation Expert)—covering all stages of customer interaction.
AIR has seen rapid adoption, surpassing 5,000 accounts and growing by hundreds weekly, with strong interest from global service providers and large partners.
AI products are experiencing triple-digit sequential growth, with expectations for breakout years in 2026 and beyond.
Product-led growth is emphasized, with 50% of AIR deployments initiated by existing customers through self-service trials.
Financial performance and growth outlook
Emerging products are projected to exceed $100 million in ARR by year-end, up from $50 million in 2024, representing under 5% of total ARR but targeted to reach 10% by 2027.
Core business (RingEX) remains a $2 billion segment, with ongoing migration from on-premise to cloud and new bundled offerings targeting informal contact centers.
SMB segment is growing at double digits, while enterprise faces tougher comps due to post-COVID contract normalization and channel transitions.
Renewed partnerships and maturing in-house CX solutions are expected to drive future enterprise growth and ARPU stabilization.
Over $250 million annual R&D budget, with more than half allocated to new product development, especially AI.
Competitive positioning and operational efficiency
Differentiation comes from scale, traffic, and unique AI offerings; no direct scaled competitor for AIR identified.
AI is used internally across R&D, customer support, sales, and marketing, driving a step-change in innovation and efficiency.
Free cash flow has grown from $100 million to over $525 million in three years, with strong operating leverage and disciplined cost management.
Focus on optimizing free cash flow per share through investment, debt reduction, and share buybacks; leverage reduced from over 4x to under 2x in three years.
Commitment to reduce gross debt to $1 billion by 2026 and continue buybacks, with share count now at 2020 levels.
AI product monetization beyond initial adoption
Enterprise growth strategy post-COVID contracts
Strategy to achieve investment grade debt
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next RingCentral earnings date
Barclays 23rd Annual Global Technology Conference10 Dec, 2025
Next RingCentral earnings date
Barclays 23rd Annual Global Technology Conference10 Dec, 2025
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage