Market Brief
Google released two new Gemini models, Gemini 3.8 Live and Gemini 3.8 Live Extended Thinking, purpose-built for real-time, task-completing voice AI agents, extending its push into the conversational voice technology increasingly used across customer service and communications platforms.
The customer-service AI vendor now runs Brazil as a standalone unit within its Ibero-America structure, with dedicated local leadership and team.
Twilio reported 22% year-on-year Q2 revenue growth and raised its full-year 2026 organic growth outlook, citing demand across messaging, voice and AI-driven software add-ons.
Gemini 3.8 Live and Gemini 3.8 Live Extended Thinking are built specifically for responsive, task-capable voice-based AI agents.
The Guava Voice Index scores Daytona against three other leading voice systems on how closely they compare to a human handling the same call.
Call center workers report increasingly being unsure whether the caller on the line is a person or an AI agent placed on their behalf.
Liberty Global signed a three-year deal to roll out Sierra's conversational AI platform across its operating companies.
Executives at theCUBE Research's summit said containment rate is being abandoned as the industry's primary AI success metric.
The RCS feature set delivers 3-7x higher click-through rates versus standard SMS, per the company.
The BCM One company's new tool combines carrier-network visibility with session-level performance intelligence for enterprise voice calls crossing carriers, SBCs, cloud platforms and endpoints.
The two launches include Brand Visibility, for monitoring how brands are cited by generative AI platforms, and CX Enterprise Coworker, which uses AI agents to run CX workflows.
AudioCodes' VP of Interaction Recordings discusses the gap between convenient recording and compliance-grade recording for regulated organizations, including policy-based capture and long-term retention.
The financing comprises a $400 million term loan and a $50 million revolving credit facility, with Capital One among other backers, to return cash to investors and employees.
The company's judicial administration projects free cash will run out and is pushing for a quick sale of Oi Soluções to sustain essential services.
John Constantino, Verizon's new VP of indirect and partner sales, outlined priorities on channel consolidation, partner feedback and profitability in his first interview.
The FCC released a step-by-step consumer guide for avoiding illegal robocalls.
ASEP data shows an average of 54,590 monthly portings between January and August 2026, while a bid for a third mobile operator drew no proposals.
| UCaaS | RingCentral (RNG) $79.23; 8x8 $2.29; Zoom $91.90 |
| CCaaS | Five9 (FIVN) $37.68; NICE $117.79 |
| Platform | Twilio (TWLO) $290.70; Cisco $106.43 (▼0.01%); Microsoft $500.59 (▲0.52%) |
| IDT | IDT Corporation $67.87 |
| Index | Nasdaq 26,936.04 |
| Movers | Twilio remains up sharply following its Q2 report, which showed 22% revenue growth and a raised 2026 organic growth outlook driven by AI-related messaging, voice and software demand. |