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Market Brief

2026-09-28
Top story

McDonald's has begun rolling out an AI-powered voice ordering system, nicknamed Archy, across its US drive-thru lanes that takes orders in both English and Spanish, as the fast-food chain leans on automation to offset weaker consumer spending.

Competitor moves

Why Twilio (TWLO) Shares Are Getting Obliterated Today

Shares of customer engagement platform Twilio (NYSE:TWLO) fell 7.6% in the afternoon session after HSBC downgraded the stock from Hold to Reduce.

Yahoo! Finance · Read the original

Competitor products

What's new in RingCX: Building the agentic customer experience | July 2026 recap

The update details AI features in RingCentral's RingCX aimed at cutting long wrap-up times, inconsistent answers and missed coaching moments.

RingCentral Blog · Read the original

AI & Automation

Twenty minutes with the CEO of ElevenLabs, now reportedly valued at $22 billion

ElevenLabs' voice AI powers first-line phone support for Klarna's 35 million US customers, plus Deutsche Telekom, Cisco and Adobe.

TechCrunch · Read the original

Gemini 3.8 text-to-speech refines voice AI capabilities

Google introduced Gemini 3.8 TTS and Gemini 3.8 Flash-Lite TTS on Sept. 23 as its most capable audio models to date.

AI Business · Read the original

UCaaS

Eventide Communications Launches ImpactCX Recording and Intelligence Platform

Platform delivers 100% interaction capture, automated workflows and access to operational insights in UCaaS and CCaaS environments Eventide Communications announced the launch of ImpactCX, its unified communications intelligence platform for contact centers and employee…

MarTech Series · Read the original

CCaaS

How Dr. Martens Kicked Its CX Strategy Into Gear

At a Dreamforce 2026 media roundtable, Dr. Martens' Chief Technology and AI Officer Graham Calder described rebuilding the brand's customer care operations from the ground up.

CX Today · Read the original

Channel & MSP

Yeastar Releases AI-Native Communications Platform

Yeastar today announced the official launch of NovoOne, an AI-native, carrier-grade communications platform for MSPs, ITSPs, telecom resellers and carriers managing large and growing user bases.

ChannelVision · Read the original

Telecom & Regulatory

Content Policy to Automatically Enforce WhatsApp Communication Rules

Jatheon introduced Content Policy, an archive feature that detects and removes WhatsApp messages violating an organization’s communication rules. Content Policy is designed for compliance, legal, IT, and records and information governance teams in regulated organizations.

MarTech Series · Read the original

Comp watch

UCaaSRingCentral $76.16 (-4.59%), 8x8 $2.30 (+0.88%), Zoom $89.71 (-0.71%)
CCaaSFive9 $35.77 (-2.43%), NICE $112.81 (-0.72%)
PlatformTwilio $275.80 (-7.96%), Cisco $106.70 (-0.25%), Microsoft $516.17 (+3.66%)
IDTIDT Corporation $67.46 (-0.43%)
IndexNasdaq 27,068.72 (+0.48%)
MoversFigures unchanged from Friday's close carried into Monday's pre-market. Twilio remains down roughly 8% following Friday's HSBC downgrade over Meta's Muse AI agent; RingCentral off 4.6%; Microsoft up 3.7% on Copilot expansion.

Other issues