RingCentral Inc at Oppenheimer Technology, Internet & Communications Conference (Virtual) Transcript

Aug 12, 2026 / 04:25PM GMT
Release Date Price: MXN690
Timothy Horan;Vaibhav Agarwal
Oppenheimer & Co Inc - Analyst;RingCentral Inc - Chief Transformation Officer, Deputy

Hello, everybody. Tim Horan here. I am the communications and digital infrastructure analyst here at Oppenheimer. Good afternoon, everybody, by the way. My pleasure to be hosting RingCentral once again.

RingCentral has been our top pick luckily for the last few months. Hopefully, many of you have read our research. We think for a few reasons, it's a fairly amazing turnaround story that was incredibly undervalued, but we still think it's very, very undervalued.

Luckily, we have a CFO who I admire and respect quite a bit. Vaibhav has been talking to me for years and years. And when we were a little bit concerned with some of the trends, he was a gracious gentleman. Now that we've gotten substantially more positive, he's still a very gracious gentleman and has answered all my questions and been incredibly professional and very knowledgeable.

And Vaibhav, how long have you been at RingCentral now? I know it's been a long time.

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