rewrite this title An AI Customer Service Stock Ready to Fly – Nanalyze

While everyone talks about how AI will benefit literally everything, few are looking at what industries stand to be disrupted by AI in a negative way. For example, the auto insurance industry could be decimated by autonomy, something we’re looking at in a coming video. And our intern Krog recently told us that AI is going to disrupt the $350 billion customer service industry in “profound ways.”

Our own research unveiled two key arguments from so-called “AI experts.” Either AI will replace the customer service industry entirely, or it will enhance human customer service workflows. If you’re an entry-level call center employee, one of these predictions is quite scary, and the other, a dream come true. Unfortunately, big corporations don’t care about the well-being of their employees nearly as much as they care about the well-being of their shareholders. Therefore, the theory that will come to fruition is the one that most positively impacts the bottom line.

They Took Our Jobs!

That first theory seems to have a lot of merit. AI now handles 80-90% of initial customer contacts, up from just 15% in 2024, so it sure looks like AI is set to replace customer service as we know it. Once AI speech is indiscernible from human speech, it’s all over. If that’s the case, which companies would be hurt the most? Krog’s first answer was a French outsourcing firm called Teleperformance (TEP.PA). If that name sounds familiar, it’s because we covered them in a YouTube video roughly a year ago.

In the video, we talked about how Teleperformance stock was sinking due to fears over AI making them obsolete. We shared a quote from their CEO who insisted that AI cannot replace human staff. We’re not so sure about that claim. Teleperformance is now expecting revenue growth o