Live Voice AI Picks Winners

AI is finally making a dent on the bottom line—Five9’s latest earnings show AI revenue rocketing 68% year over year, now making up 13% of subscription revenue. The shift is clear: companies are taking dollars they used to spend on human agents and spending them on software instead. But there’s a catch. Five9’s leadership calls AI revenue “lumpy,” warning that deployments and backlog conversion still swing quarter to quarter. Investors want proof that this isn’t just hype, and Five9’s guidance is solid—yet stops short of providing long-term visibility.

Microsoft just threw down the gauntlet, making real-time Voice AI generally available for its contact center platform. The promise: natural, low-latency voice bots that can handle interruptions and pass conversations to humans with full context. That’s a game-changer—but for now, it launches only in North America, leaving multinationals waiting and raising thorny questions about data privacy and language support, especially in Europe where privacy laws are tight and demand for multilingual solutions is surging.

Featuring insights and post-earnings market reaction from SiliconANGLE, plus hard numbers from Five9’s Q1 report and Microsoft’s in-the-wild demo data.

Powered by Apisod.com