The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Peter Marc Levine - Evercore ISI Institutional Equities, Research Division - Analyst
: Maybe just to kind of piggyback off of the last one was, how was the current labor market impacting, I think, contact center operations right? Are
customers leveraging the AI automation suite more to reduce headcount? Or is it viewed as a tool to kind of better help and assist these agents
going forward or just to provide a better experience?
Question: Peter Marc Levine - Evercore ISI Institutional Equities, Research Division - Analyst
: Okay. Perfect. And then just one quick follow-up for Barry. The investments you're making near term around public cloud infrastructure, can you
quantify what the margin impact will be in calendar '22?
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: Dan or Rowan, I don't know who is better suited to answer. I want to see you guys up for some just competitive commentary. I think 2 years ago,
I think back of like how we were positioned in this market, it was kind of a 2-horse race, you versus inContact. Now I think the investment community
is hearing more from Genesis are seeing what's happening with TOPdesk. Can you just talk about evolution from a competitive standpoint? I think
investors are trying to figure out like who wins, what deals and why are some firms better positioned further up, further down. Just walk us through
kind of your assessment of beyond inContact, who else is relevant?
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NOVEMBER 18, 2021 / 4:30PM, FIVN.OQ - Five9 Inc Virtual Financial Analyst Day
Question: David E. Hynes - Canaccord Genuity Corp., Research Division - Analyst
: Yes, yes. That makes sense. And I guess like foundational to it all is like it's a huge market that's fairly in the cloud, right? It's like 15% still kind of the
right metric to be think about?
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