Скачать или смотреть Why Wall Street is Suddenly Nervous About Your Contact Center Vendor

Wall Street’s starting to sweat about the contact center industry — and it’s not because of the demos. 😅📉

On the expo floor at AWS re:Invent 2025, I sat down with Zeus Kerravala (ZK Research) to talk about the real disruption nobody wants to say out loud: pricing is about to break. 💥

While everyone’s hyped about agentic AI, Zeus is looking at the business model underneath it… and he thinks the old “$100-per-agent seat” playbook is headed for a brutal reality check.

This video is the financial side of the AI shift — and why investors are nervous. 👇

In this interview, we unpack:
🔴 Why legacy vendors are stuck in a per-seat pricing trap 🪤
🔴 The “Frankenstein stack” problem: years of acquisitions now weighing vendors down 🧟‍♂️🔧
🔴 How Amazon Connect’s clean-sheet build lets AWS disrupt pricing from day one 🧼📦
🔴 Why it’s weird to “pay salaries to software” in an AI agent world 🤖💸
🔴 What AI consumption pricing looks like (pay for usage, not seats) 📊⚖️
🔴 Why that model is fair for customers… and terrifying for Wall Street 😬
🔴 The investor dilemma: vendors must pivot to survive, but shareholders hate volatility 📈➡️📉
🔴 Why Zeus calls this the biggest disruption the contact center market has ever seen 🚨

Bottom line:
AI agents don’t fit the old SaaS seat-license economy. The shift to consumption-based pricing is inevitable — but it’s gonna be messy, and the market knows it. 🌀

Watch the full convo to hear Zeus’ take on what happens next — and who’s most at risk. 👀

Catch more re:Invent coverage, interviews, and analysis in our News Hub. 🗞️⚡️

#AWSreInvent #ContactCenter #AmazonConnect #AgenticAI #CustomerExperience #CX #SaaS #WallStreet #AIeconomics #ZeusKerravala #CloudPricing