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RingCentral, Inc. (RNG) Goldman Sachs Communicopia + Technology Conference 2025 Transcript

by SA Transcripts
September 9, 2025
in Business
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Convention Name Contributors

Kasthuri Rangan – Goldman Sachs Group, Inc., Analysis Division
Unknown Attendee

Query-and-Reply Session

Kasthuri Rangan
Goldman Sachs Group, Inc., Analysis Division

So Vlad, you at all times get the identical query from me initially of this convention. I believe we have been doing this for 4 years in a row, 2022, 2023, ’24. 5 years — 4 years, sorry. 10 years, sure. However I do not ask you a similar query on a regular basis. However this time, fourth yr in a row, what does RingCentral appear like 4 to five years from now?

Vladimir Shmunis
Co-Founder, CEO & Govt Chairman

Identical reply. We’re nonetheless round.

Kasthuri Rangan
Goldman Sachs Group, Inc., Analysis Division

Sure. Okay.

Vladimir Shmunis
Co-Founder, CEO & Govt Chairman

We’re nonetheless within the lead on enterprise voice. No one will get to ask anymore if AI goes to kill us, AI goes to make us, remake us. And we’re a big, wholesome, rising, worthwhile firm.

Kasthuri Rangan
Goldman Sachs Group, Inc., Analysis Division

Develop, in the event you do not thoughts, on the AI piece. That’s the debate proper now, and the place I stand on the talk. However I would love to grasp, as a founder, CEO of the corporate, why are you so deeply convicted that AI isn’t just not going to kill you, however it may — I might paraphrase, it may rejuvenate the corporate. Why are we so assured that will probably be the case?



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