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Market Brief

2026-11-02
Top story

The FCC has proposed new rules that would bar telecom providers on its national-security Covered List from directly accessing US phone numbers to make VoIP calls, a move Chinese authorities have criticized as unreasonable suppression of Chinese companies.

Competitor moves

Cisco 360 Partner Program Gets Incentive Boost to Drive AI and Cross-Architecture Sales

Nine months into Cisco 360, the program adds incentives tied to Cisco IQ adoption and cross-architecture selling.

Vivo Would Gain Major South/Southeast Broadband Base With Reported Vero Acquisition

A Radar da Telecom analysis says the deal would lift Vivo's fixed broadband base to 9.84 million accesses and give it the lead in 59 cities.

TELETIME News · Read the original

AppLovin, 8x8, Elastic, Shopify, and F5 Shares Fall Amid AI Spending Anxiety

The afternoon declines followed underwhelming Amazon and Intel earnings that stoked investor concern about AI infrastructure spending.

Yahoo! Finance · Read the original

Competitor products

AI Answering Service for Appointment-Based Businesses

Discover how AI answering services book appointments to reduce no-shows with SMS confirmations and recover missed-call revenue for small businesses. The post AI Answering Service for Appointment-Based Businesses appeared first on Nextiva Blog.

Nextiva Blog · Read the original

AI & Automation

Enhancing the VOC Process – Part 2

Piece cites research finding that every dollar invested in a well-designed Voice of the Customer program returns 10–20x the ROI of equivalent direct customer-service spend.

Contact Center Pipeline · Read the original

UCaaS

China critica la nueva propuesta estadounidense contra los operadores

La Comisión Federal de Comunicaciones de Estados Unidos (FCC) ha propuesto nuevas normas para impedir que los proveedores de telecomunicaciones incluidos en una lista de entidades consideradas una amenaza para la seguridad nacional accedan directamente a números de teléfono…

Mobile World Live · Read the original

CCaaS

Trust Is the Product: Why CX Leaders Must Own AI Governance

Article argues clear AI disclosure, easy access to a human, and real opt-outs are the signals that make AI transparency feel real to customers.

CMSWire · Read the original

M&A & Funding

KPN Inks Deal for Enterprise Software Player Xelion

Terms undisclosed; Xelion is a Dutch business communications software developer, and the deal bolsters KPN's SME offering.

Mobile World Live · Read the original

Channel & MSP

NinjaOne Revamps MSP Partner Program, Launches Peer Groups

The refreshed program adds peer groups intended to help MSPs strengthen operations and share best practices.

Telecom & Regulatory

FCC Proposes Rules to Block Entity-List Telecom Providers From Direct US VoIP Number Access

The proposal targets providers on the FCC's national-security Covered List; Chinese authorities called the move unreasonable suppression of Chinese firms.

Mobile World Live · Read the original

Anatel Proposes Broader Digital Accessibility and Inclusion Regulation

The proposal spans five areas including low-cost accessible terminals, adapted public phones, and modernization of the Communication Intermediation Center (CIC).

TeleTime · Read the original

FCC Moves to Preempt California Rules Blocking Copper Network Retirement

FCC Chairman Brendan Carr is circulating a proposal to override California requirements that conflict with federal rules accelerating legacy copper retirement.

Light Reading · Read the original

Osiptel Orders Measures to Prevent Phone Line Suspensions in 11 Peruvian Regions Hit by El Niño

Measures include free text messages, temporary service-mode changes, and payment facilities for affected customers.

infobae · Read the original

Anatel Names Alexandre Freire as Interim President

Freire, a sitting Anatel board member, takes over November 5 following Carlos Baigorri's departure, pending a permanent presidential nominee.

Mobile Time · Read the original

Comp watch

UCaaSRingCentral $81.42 (-2.72%); 8x8 $2.09 (-7.93%); Zoom $95.50 (-2.21%)
CCaaSFive9 $36.34 (-2.86%); NICE $113.76 (-1.07%)
PlatformTwilio $205.03 (-15.24%); Cisco $104.51 (-3.76%); Microsoft $521.91 (-1.55%)
IDTIDT Corporation $82.02 (+0.34%)
IndexNasdaq 25,437.00 (-2.86%)
Movers8x8 down 7.9%, Twilio down 15.2%, Cisco down 3.8% amid broad AI-spending jitters

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