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Market Brief

2026-10-25
Top story

Zoom introduced a new Unified Context Layer at its Zoomtopia customer conference, alongside a suite of AI capabilities spanning Zoom Workplace, customer experience and developer tools, designed to link meeting conversations with documents and data for both people and AI agents.

Competitor moves

Twilio CMO: We shrank 2 weeks of work down to one day with AI. Then the unsexy work began | Fortune

Our marketing team used to spend more than two weeks on account research and personalized content creation for a single campaign. Now it takes under a day, and we run as many as 15 account-based campaigns a quarter, a significant jump up from our previously standard three.

Fortune · Read the original

Competitor products

Zoom Launches Unified Context Layer at Zoomtopia

New AI capabilities span Zoom Workplace, customer experience, developer tools and events, linking conversation history with documents and data for people and AI agents.

CRM Magazine · Read the original

AI & Automation

Block's New Voice Model, Dessa, Sounds Eerily Human

Dessa is a full-duplex voice model trained on human speech that runs locally on a single Nvidia GPU and can talk and listen at the same time.

TechCrunch · Read the original

I Cloned My Voice With Free AI Tools — And Tested a Scam Call on My Family

Author demonstrated that a usable voice clone can be produced from public social-media audio samples smaller than commonly assumed, raising voice-fraud risk for phone-based channels.

UCaaS

IT Leaders Rethink Managed Services As Collaboration Tech Gets More Complex

Piece cites growing AV and unified-communications complexity pushing IT leaders toward proactive managed-services models to reduce disruptions and access specialized expertise.

CCaaS

Autopass Shifts Away From WhatsApp As A Customer-Service Channel

Brazilian transit-ticketing operator is reducing WhatsApp use and prioritizing its own app and webchat after Meta began charging per response under its new messaging pricing policy.

Mobile Time · Read the original

M&A & Funding

Dayforce to Acquire Ribbon AI Inc. to Advance Agentic Recruiting

Ribbon's conversational voice and video AI will be used to screen job candidates faster and reduce recruiting costs; deal terms were not disclosed.

Financial Post · Read the original

Channel & MSP

Exclusive: Cisco To Raise Prices On Software, Select Hardware In Portfolio 'Rebalancing'

List price increases take effect Nov. 7 on software and a limited set of hardware products, per a partner notice from channel chief Tim Coogan.

Zoom Announces Partner Program Updates

Changes include a simplified incentive structure, new partner specializations, expanded self-service tools and additional AI services for partners.

ChannelVision · Read the original

Telecom & Regulatory

Peru's Osiptel Sets Rules For Compensation When Phone Or Internet Service Is Interrupted

Urban mobile and internet users may receive an additional payment when outages are attributable to operators; Osiptel defines how the amount is calculated and operators' maximum payment deadline.

infobae · Read the original

Comp watch

UCaaSFri close: RingCentral $83.39 (+5.00%); 8x8 $2.13 (+2.90%); Zoom $95.77 (-0.45%)
CCaaSFri close: Five9 $37.61 (+7.15%); NICE $121.18 (+3.44%)
PlatformFri close: Twilio $261.79 (+3.22%); Cisco $106.50 (+1.53%); Microsoft $524.51 (+0.66%)
IDTFri close: IDT $82.47 (-1.46%)
IndexFri close: Nasdaq 25,955.34 (-0.21%)
MoversUS markets are closed for the weekend; figures reflect Friday's close. Notable movers: Five9 +7.2%, RingCentral +5.0%, NICE +3.4%, Twilio +3.2%.

Other issues