net2phone.

Market Brief

2026-09-22
Top story

RingCentral's chief financial officer, speaking at a Piper Sandler investor event, said AI is capturing a growing share of corporate IT budgets and is now driving upsell, revenue growth, and stronger customer retention across the company's base.

Competitor moves

RingCentral Sees AI Driving Upsell, Growth and Stronger Customer Retention

CFO Vaibhav Agarwal, speaking at a Piper Sandler event, said AI now takes a growing share of both existing and incremental technology budgets as customers move from experimentation to measurable returns.

Yahoo! Finance · Read the original

Carlyle Group's Syniverse Taps Jefferies for Debt Overhaul

Syniverse, the Carlyle-backed mobile services and roaming infrastructure provider, is working with Jefferies to adjust terms and extend maturities on its first-lien term loan.

Bloomberg Business · Read the original

Competitor products

Five9 vs. RingCentral: Comparing two contact center platforms

A side-by-side look at how the two platforms compare on features, reliability, security, scale, and cost. You’ve narrowed your contact center search to two platforms, and now the real work starts. Five9 and RingCentral both demo well, and both check the boxes on the feature list.

RingCentral Blog · Read the original

AI & Automation

AI will make contact center efficiency table stakes

No Jitter argues that as AI gives all contact center platforms similar agent-performance features, the competitive gap will shift to outcomes customers can feel rather than raw efficiency gains.

No Jitter · Read the original

Salesforce wants to charge for AI outcomes, but first it needs to figure out how

The report notes Salesforce's AIforce push came days after a Dreamforce outage lasting more than seven hours during the conference's second day.

TheRegister.com · Read the original

From Prebuilt Agents to Vibe Coding: Salesforce's New CX Playbook

At Dreamforce 2026, Salesforce framed agentic CX around fast deployment and deep customization of AI agents across whatever interface enterprises already use.

CX Today · Read the original

Telstra deploys Salesforce's Agentforce for AI-powered customer service boost

Telstra's use cases include customer help with service restoration and monitoring user access, system configurations and permissions.

UCaaS

UCaaS mobility's best-kept secret is in the SIM

Teams, Webex, Crexendo and Zoom can move an enterprise number onto a handset's SIM, letting calls run through the phone's native dialer instead of an app.

Light Reading · Read the original

CCaaS

Anticipar, actuar y cumplir: La fórmula de KIO IT Services para blindar a las empresas

Aunque la inteligencia artificial es un tema recurrente en las agendas corporativas, la mayoría de las organizaciones continúan atrapadas en pruebas de concepto o iniciativas aisladas.

El Economista · Read the original

Telecom & Regulatory

Digital platform group Dig.IA asks Anatel to limit scope of proposed mediation center to telecom carriers

Dig.IA argues value-added service providers are telecom users, not telecom carriers, and should fall outside Anatel's planned digital-sector mediation center (Cemesc).

Telesíntese · Read the original

Comp watch

UCaaSRingCentral $77.30 (+7.57%), 8x8 $1.87 (+5.65%), Zoom $90.90 (+2.40%)
CCaaSFive9 $37.01 (+13.98%), NICE $114.54 (+9.12%)
PlatformTwilio $266.06 (+9.11%), Cisco $111.46 (+1.78%), Microsoft $501.61 (+1.59%)
IDTIDT $68.84 (-1.43%)
IndexNasdaq 27,122.09 (+2.26%)
MoversBroad rally among comps: Five9 +14.0% and NICE +9.1% led gains, with Twilio +9.1% and RingCentral +7.6% also sharply higher; IDT was a rare decliner, down -1.43%.

Other issues