RingCentral (RNG) is âwell positioned,â while Zoom Communications (ZM) is improving its stance as the next wave of artificial intelligence begins to focus on voice, Oppenheimer said. âWe continue to see several industries that will always rely on voice as Newsletters for Every…
vestor Get daily, sector-specific newsletters packed with expert insights, fresh ideas, and new opportunities. Subscribe to Newsletters To ensure this doesnât happen in the future, please enable Javascript and cookies in your browser
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. Entering text into the input field will update the search result below Entering text into the input field will update the search result below Quick Insights RingCentral is considered well positioned due to its focus on industries that rely on voice, pioneering AI features, and regulatory/technical barriers deterring new entrants.
RingCentral’s ongoing cost structure optimization is expected to significantly expand margins, with stock-based compensation declining and potential upside to free cash flow per share estimates. Zoom embeds AI across its suite of UCaaS and CCaaS solutions through its AI Companion layer, enabling reasoning and automated actions that enhance and compound the platform’s effectiveness as usage grows