RingCentral (RNG) Goldman Sachs Communacopia + Technology Conference 2026 summary

Strategic priorities and AI integration

• Embedding AI across all products and internal operations is the central focus for the next chapter, aiming to become an AI-native company and drive efficiency and market relevance.

• AI adoption is growing, with 13% of ARR from customers using paid AI products, doubling year over year, and a goal to reach at least 50% adoption.

• AI products are primarily adopted by SMBs, especially B2B2C businesses, leveraging vast communication data for AI-driven insights and automation.

• Expansion among AI product users is driven by increased usage and product stickiness, with larger enterprises offering significant future potential.

Financial performance and growth drivers

• AI-led products are growing rapidly but currently represent a small portion of the $2.8B ARR; broader adoption is expected to drive incremental growth.

• Customers adopting AI products show higher ARPU and net retention, indicating quality growth and monetization potential.

• The core recurring revenue base remains strong, with double-digit growth in non-enterprise segments and a Rule of 40+ profile.

• Partnerships with NICE and Avaya are positioned to strengthen enterprise market presence, with NICE enabling a combined UCaaS and CCaaS solution.

Product innovation and operational efficiency

• The Customer Engagement Bundle, a lightweight AI-infused contact center solution, is the fastest-growing product, targeting SMBs without dedicated agents.

• Significant investment in R&D ($250M+ annually) is balanced with expanding margins, using strict ROI criteria for investment decisions.

• AI is being deployed internally, with all product and technology staff completing AI-native projects, leading to major operational efficiencies.

• Model optimization and pricing strategies focus on value-based monetization, leveraging open source and cost-effective models to maintain attractive unit economics.