AI Product MonetizationAdoption of Custom AI Companion by major enterprise customers creates new monetization pathways through premium tiers, workflow automation, and vertical solutions.
Capital Allocation And BuybacksSubstantial cash reserves and a renewed buyback authorization enable disciplined tuck-in acquisitions and share repurchases that can support valuation and shareholder returns.
Contact Center ExpansionStrong demand for Contact Center and Voice AI features positions the company to win larger enterprise deals and broaden revenue beyond core video services.