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Market Brief

2026-10-26
Top story

RingCentral posted third-quarter 2026 results showing subscriptions revenue growth of 6.0%, above the top end of its own guidance range, and raised its full-year outlook for revenue, non-GAAP margins and free cash flow.

Competitor moves

RingCentral Announces Third Quarter 2026 Financial Results

Subscriptions revenue rose 6.0% y/y, ARR from customers using RingCentral's native paid AI product approached 15% of total ARR (doubling y/y), gross debt was cut to roughly $1 billion, and full-year guidance for revenue, margins and free cash flow was raised.

RingCentral IR · Read the original

Five9 Research Finds AI Driving 'Empathy Fatigue' Among Human Agents

Five9 data cited in the piece shows AI now absorbing routine tasks like password resets and order tracking, leaving human agents to handle a higher concentration of emotionally difficult escalations.

Forbes · Read the original

Competitor products

Golden State Warriors Name RingCentral Official Agentic AI Powered Voice Platform for Fan Engagement

// // Decade-long partnership expands to Agentic AI Powered Voice Platform for the fan experience SAN FRANCISCO & BELMONT, Calif.--(BUSINESS WIRE)-- RingCentral, Inc.

RingCentral IR · Read the original

AI & Automation

CMSWire and SuccessKPI Benchmark Reveals AI Governance Gaps in Contact Centers

Survey-based benchmark finds contact center leaders are deploying AI agents without infrastructure to define task authority, boundaries or escalation rules, raising questions from CFOs and risk officers.

CMS Wire · Read the original

Voice AI Is Scaling Faster Than Anyone Can Govern It, Report Finds

Market.us projects the global voice AI agents market will reach $47.5B by 2034; Forrester reports voice AI's share of inbound contact-center volume surged from 6% in 2024; Gartner forecasts conversational AI will cut contact-center labor costs by $80B in 2026.

CustomerThink · Read the original

Orange Business Powers Voice AI Inference for Enterprises on Distributed Infrastructure with NVIDIA

Partnership targets real-time conversational AI agent deployments with lower latency and greater enterprise control over where AI inference workloads run.

CustomerThink · Read the original

UCaaS

Industry Viewpoint: Juniper Research Forecasts Global CPaaS Market Growth as Voice and AI Adoption Expands

Juniper Research forecasts the global CPaaS market will grow sharply, with cloud and AI adoption creating new opportunities for service providers to deliver connected, intelligent customer experiences via voice.

Telecom Ramblings · Read the original

CCaaS

Ânima transforma projeto de IA parado há meses em solução desenvolvida em duas semanas

Um projeto de inteligência artificial que não avançava após meses de tentativas com fornecedores de tecnologia encontrou uma solução dentro da própria Ânima Educação.

TI Inside · Read the original

Channel & MSP

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

Cisco has informed solution providers that it is increasing list prices on software and a limited set of hardware products effective Nov. 7, a move channel chief Tim Coogan described as a portfolio "rebalancing.

Telecom & Regulatory

Usuarios pueden recibir un pago adicional si se interrumpe su servicio de telefonía o internet

El Osiptel establece las condiciones para acceder a este beneficio, cómo se calcula el monto y el plazo máximo que tienen las operadoras para abonarlo, además de los casos en los que no corresponde Los usuarios de telefonía móvil e internet móvil en zonas urbanas pueden acceder…

infobae · Read the original

Comp watch

UCaaSRingCentral $83.39 (+5.00%); 8x8 $2.13 (+2.90%); Zoom $95.77 (-0.45%)
CCaaSFive9 $37.61 (+7.15%); NICE $121.18 (+3.44%)
PlatformTwilio $261.79 (+3.22%); Cisco $106.50 (+1.53%); Microsoft $524.51 (+0.66%)
IDTIDT Corporation $82.47 (-1.46%)
IndexNasdaq 25,955.34 (-0.21%)
MoversRingCentral +5.0%, Five9 +7.2%, NICE +3.4%, Twilio +3.2% — RingCentral and Five9 leading gains following reported results and demand signals

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