For more than two decades, Verint Systems has been a steady fixture in the contact centre stack. Its latest earnings suggest that it is about to change.<\/p>\n
In Q2 FY2026, Verint reported<\/a> that its AI Annual Recurring Revenue had reached $372 million, growing 21.2% year-over-year. On the surface, a strong number. But set it alongside the corresponding figure for non-AI ARR \u2013 $356 million, down 5.6% over the same period \u2013 and a different story emerges. For the first time in the company\u2019s history, AI revenue has overtaken its legacy product base.<\/p>\n AI ARR Surpasses Legacy Revenue: A Turning Point for Verint<\/p>\n Verint\u2019s total subscription ARR<\/a> stands at $728 million, up a respectable 6.4% year over year. But that headline figure masks a structural divergence happening beneath it. AI and legacy revenues are now moving in opposite directions at roughly equal and opposite speed \u2013 one growing north of 20%, the other contracting toward 6%. For the first time, Verint\u2019s future is larger than its past.<\/p>\n That kind of divergence doesn\u2019t happen by accident. These figures signpost which direction investment in flowing and where their product roadmap may be heading.<\/p>\n Verint\u2019s Shift from Workforce Engagement to CX Automation<\/p>\n The financial shift has a strategic parallel. Verint has been quietly but systematically repositioning itself not as a workforce engagement management vendor, but as a CX Automation platform<\/a> \u2013 a move that broadens its competitive surface area and, notably, changes the conversation it\u2019s trying to have with buyers.<\/p>\n Verint\u2019s expanding library of AI-powered bots signals a shift from tools to outcomes \u2013 embedding automation directly into core CX workflows.<\/p>\n Its messaging has also moved firmly away from workforce optimisation and toward end-to-end, AI-driven customer experience orchestration. Their latest corporate tagline \u2013 \u2018Stronger, Faster, Measurable AI Outcomes\u2019<\/a> \u2013 is pitched squarely at enterprise buyers who\u2019ve grown sceptical of marketing fluff AI announcements that don\u2019t translate into meaningful results.<\/p>\n \u201cBehind our strong AI momentum are two key differentiators. First, our ability to transform the latest AI technology into [\u2026] strong business outcomes [\u2026]. Second, our ability to deploy AI in a hybrid cloud model.\u201d<\/p>\n \u2013 Dan Bodner, Former CEO and Chairman, Verint Systems<\/a><\/p>\n Architecturally, Verint is positioning its open platform as modular and integrated \u2013 a deliberate contrast to the closed, suite-based approaches of rivals like NICE CXone and Genesys Cloud.<\/p>\n What Thoma Bravo\u2019s Verint Acquisition Means for Verint\u2019s AI Roadmap<\/p>\n None of this is happening in a vacuum. Private equity firm Thoma Bravo recently acquired Verint<\/a> in a transaction valued at approximately $2 billion, taking the company off public markets after years as a NASDAQ-listed entity.<\/p>\n Simultaneously, Verint merged with Calabrio, the workforce engagement management specialist, with the combined entity continuing to operate under the Verint brand. Dave Rhodes was appointed CEO<\/a> of the merged organisation in February 2026, with Bodner moving to an advisory role.<\/p>\n \u201cVerint\u2019s market leading CX Automation platform, enterprise customer base and talented employees position it well to shape the future of customer experience with AI.\u201d<\/p>\n