📰 BloombergBloombergCodex · 实盘不做把握 3/10
北京时间·🕒 发布 17:30:26时区推断·⟳ 抓取 17:35:03·⚡ 决策 07-28 17:36:32 +1m29s·91.2 天前
Bloomberg报道AI自动化正在替代客服岗位并压缩呼叫中心外包需求
这是一篇行业趋势综述,核心是AI客服自动化长期压缩低端呼叫中心岗位和外包需求,并非单家公司新披露的离散订单、业绩指引或监管事件。
📄 原文Bloomberg↗ 原文
AI’s decimation of call center jobs has begun. Companies ranging from the Commonwealth Bank of Australia and Microsoft…
不做 Concentrix(CNXC.US)
行业趋势负面但非新增公司级利空,缺少合同流失、业绩下修或可借券核验,不做。
不做 TTEC Holdings(TTEC.US)
AI替代客服是长期压力而非离散新催化,文章未披露新的重大经营损害,不做。
不做 Teleperformance(TEP.FR)
外包商承压逻辑已是行业共识,本文无新增可量化公司级事件,不做。
不做 微软(MSFT.US)
超大市值主标的仅为AI降本案例和既有叙事确认,未披露市值级新增收入或利润增量,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 high ↗
关键理由
- 这是一篇行业趋势综述,核心是AI客服自动化长期压缩低端呼叫中心岗位和外包需求,并非单家公司新披露的离散订单、业绩指引或监管事件。
- 文中提到的微软、Uber、Hyatt、澳洲联邦银行等更多是AI降本案例,对超大市值主标的没有可量化短线增量;对外包商的负面逻辑也属于已被市场持续交易的长期主题。
- 文章虽点名Teleperformance、Concentrix、TTEC等外包商承压,但没有新增合同流失、正式下修指引或具体客户终止,不能形成可回测的强空催化。
主要风险
- 若后续某外包商正式披露因AI导致大客户合同缩减、收入指引下修或利润率坍塌,需作为新的公司级利空单独研判。
原文全文
展开原文 · 6,911 字
AI’s decimation of call center jobs has begun.
Companies ranging from the Commonwealth Bank of Australia and Microsoft Corp. to Uber Technologies Inc. and Hyatt Hotels Corp. are using automated chat and phone systems to handle work that previously required humans. In some cases, they’ve already wiped out sizable chunks of their customer service operations, together representing thousands of workers.
The specter of automation has long loomed over the call center industry, which employs millions worldwide from the US to India to the Philippines. But until recently, generative artificial intelligence wasn’t good enough to move the needle.
Now, AI advancements — and pressure on executives to show they’re embracing the new technology — have prompted corporations to deploy the tools more widely.
Customer service employment in the US is declining and will likely continue to do so as more tasks are automated, Forrester analyst Kate Leggett wrote in a reportearlier this year. While it’s impossible to determine the future job losses, she estimated that almost half of customer service roles will be impacted by 2030. Globally, the steepest job cuts are expected to hit countries like the Philippines, where many Western companies have outsourced their most easily automated work.
Salespeople at multiple tech companies told Bloomberg that they routinely pitch call center AI tools as a way of lowering labor costs, undercutting a common industry claim that AI is primarily a way to help workers become more productive rather than kill their jobs. (Many of those who spoke for this story were granted anonymity to candidly discuss a sensitive topic.)
Commonwealth Bank of Australia, the nation’s largest lender, has shed hundreds of workers from its chat support line as it woveAI into the system, according to people familiar with the work. This amounted to tens of millions of dollars in savings per year, one of the people said.
Many of those who lost their jobs were contractors who worked at a call center outside Johannesburg operated by the South African company Nutun. Multiple current or former workers described anxiety in the ranks as AI began to handle an increasing share of their work and the outsourcing company saw its contract with the bank reduced. A Commonwealth Bank spokesperson said the lender has added more than 140 roles at Australia-based call centers over the past six months. Nutun didn’t respond to requests for comment.
Microsoft is both one of the largest vendors and adopters of customer service automation tools. This has helped the software giant trim its customer service workforce — a mix of contractors and full-time staff — from about 50,000 to 40,000 in recent years, according to a person familiar with the operations.
“If something happened with little Johnny’s Xbox in the middle of the night, we can now solve that with AI,” Judson Althoff, who runs Microsoft’s sales and service operations, said in an interview. Althoff said in April that AI is saving the company about $750 million per year in customer service costs. More complex problems still require human support, but the company is constantly expanding what can be fixed automatically, he said in the interview.
Bloomberg reportedlast week that Uber cut 10% of jobs in its customer service operations as part of a broader effort to “embrace artificial intelligence.” Today, Uber pushes users to submit support requests through their apps, where they’re met with an AI chatbot.
At most large companies, armies of call center workers spend their days answering routine customer requests either verbally or via chat. What is my account balance? Can I change my flight time? How late are you open tonight? Jobs focused on this simplest aspect of customer support — often called tier one — are on the chopping block, while companies are expected to retain workers trained to handle more complex interactions with important customers.
Automating some simple customer requests such as reservation modifications or receipt requests is helping Hyatt reduce its spending on customer service, said Pat Nestor, who runs the company’s AI and data analytics operation. Cutting costs “is clearly a driver of an initiative like this,” Nestor said. Like many companies, the hotel chain is leaning on a third-party vendor for its AI, in this case a startup called Sierra, which was co-founded in 2023 by Bret Taylor, who is chairman of OpenAI.
Last year, the hotel chain fired 30% of its in-house customer support staff for the Americas, citing the “evolving nature of guest inquiries and shifting business needs,” according to Hotel Dive. A spokesperson said this was unrelated to the deployment of AI.
In some cases, companies say they have avoided mass firings of customer service workers replaced by artificial intelligence. After using AI to reduce call volume by about two-thirds, Brinks Home security trimmed its call center workforce from about 800 to 400, according to Chief Information Officer Philip Kolterman. Some workers were moved to other divisions, he said, while natural attrition took care of most of the other staff reductions.
Tier-one support is often provided by outsourcing companies, which have begun to sound the alarm about how AI may cut into their business. Teleperformance SE handles some of Brink’s customer support out of a site in Jamaica. That firm, as well as outsourcing peers like Concentrix Corp. and TTEC Holdings Inc., have seen their shares steeply drop.
“Some lower complexity services currently performed by our game-changers have been, and may continue to be, replaced by tools deployed by clients,” Concentrix said in its most recent annual report. “If we do not execute our technology strategy effectively, this could result in loss of revenue and reduced margins.”
Many customer service contract workers are based in countries with high English proficiency but low salaries, particularly India and the Philippines. The latter has continued to report job growth from call centers, but is rushing to adapt to the AI era.
“I wouldn’t want to be an investor in India or the Philippines right now, because that’s where we are seeing the biggest cost savings from AI,” said Ryan Teeples, chief strategy officer at 1-800Accountant, a tax service aimed at small businesses that’s planning to use fewer overseas call center workers.
The company employs about 500 year-round staff and typically adds a few hundred contractors during tax season to handle increased customer service and data entry needs. But next year, Teeples expects to spend 50% less on outsourced staff. With the help of tools like Salesforce’s Agentforce, 1-800Accountant has automated simple tasks like checking the status of a return.
Teeples said the company will use the cost savings to hire more accountants, largely in the US. That’s no consolation to call center workers around the world.
Companies ranging from the Commonwealth Bank of Australia and Microsoft Corp. to Uber Technologies Inc. and Hyatt Hotels Corp. are using automated chat and phone systems to handle work that previously required humans. In some cases, they’ve already wiped out sizable chunks of their customer service operations, together representing thousands of workers.
The specter of automation has long loomed over the call center industry, which employs millions worldwide from the US to India to the Philippines. But until recently, generative artificial intelligence wasn’t good enough to move the needle.
Now, AI advancements — and pressure on executives to show they’re embracing the new technology — have prompted corporations to deploy the tools more widely.
Customer service employment in the US is declining and will likely continue to do so as more tasks are automated, Forrester analyst Kate Leggett wrote in a reportearlier this year. While it’s impossible to determine the future job losses, she estimated that almost half of customer service roles will be impacted by 2030. Globally, the steepest job cuts are expected to hit countries like the Philippines, where many Western companies have outsourced their most easily automated work.
Salespeople at multiple tech companies told Bloomberg that they routinely pitch call center AI tools as a way of lowering labor costs, undercutting a common industry claim that AI is primarily a way to help workers become more productive rather than kill their jobs. (Many of those who spoke for this story were granted anonymity to candidly discuss a sensitive topic.)
Commonwealth Bank of Australia, the nation’s largest lender, has shed hundreds of workers from its chat support line as it woveAI into the system, according to people familiar with the work. This amounted to tens of millions of dollars in savings per year, one of the people said.
Many of those who lost their jobs were contractors who worked at a call center outside Johannesburg operated by the South African company Nutun. Multiple current or former workers described anxiety in the ranks as AI began to handle an increasing share of their work and the outsourcing company saw its contract with the bank reduced. A Commonwealth Bank spokesperson said the lender has added more than 140 roles at Australia-based call centers over the past six months. Nutun didn’t respond to requests for comment.
Microsoft is both one of the largest vendors and adopters of customer service automation tools. This has helped the software giant trim its customer service workforce — a mix of contractors and full-time staff — from about 50,000 to 40,000 in recent years, according to a person familiar with the operations.
“If something happened with little Johnny’s Xbox in the middle of the night, we can now solve that with AI,” Judson Althoff, who runs Microsoft’s sales and service operations, said in an interview. Althoff said in April that AI is saving the company about $750 million per year in customer service costs. More complex problems still require human support, but the company is constantly expanding what can be fixed automatically, he said in the interview.
Bloomberg reportedlast week that Uber cut 10% of jobs in its customer service operations as part of a broader effort to “embrace artificial intelligence.” Today, Uber pushes users to submit support requests through their apps, where they’re met with an AI chatbot.
At most large companies, armies of call center workers spend their days answering routine customer requests either verbally or via chat. What is my account balance? Can I change my flight time? How late are you open tonight? Jobs focused on this simplest aspect of customer support — often called tier one — are on the chopping block, while companies are expected to retain workers trained to handle more complex interactions with important customers.
Automating some simple customer requests such as reservation modifications or receipt requests is helping Hyatt reduce its spending on customer service, said Pat Nestor, who runs the company’s AI and data analytics operation. Cutting costs “is clearly a driver of an initiative like this,” Nestor said. Like many companies, the hotel chain is leaning on a third-party vendor for its AI, in this case a startup called Sierra, which was co-founded in 2023 by Bret Taylor, who is chairman of OpenAI.
Last year, the hotel chain fired 30% of its in-house customer support staff for the Americas, citing the “evolving nature of guest inquiries and shifting business needs,” according to Hotel Dive. A spokesperson said this was unrelated to the deployment of AI.
In some cases, companies say they have avoided mass firings of customer service workers replaced by artificial intelligence. After using AI to reduce call volume by about two-thirds, Brinks Home security trimmed its call center workforce from about 800 to 400, according to Chief Information Officer Philip Kolterman. Some workers were moved to other divisions, he said, while natural attrition took care of most of the other staff reductions.
Tier-one support is often provided by outsourcing companies, which have begun to sound the alarm about how AI may cut into their business. Teleperformance SE handles some of Brink’s customer support out of a site in Jamaica. That firm, as well as outsourcing peers like Concentrix Corp. and TTEC Holdings Inc., have seen their shares steeply drop.
“Some lower complexity services currently performed by our game-changers have been, and may continue to be, replaced by tools deployed by clients,” Concentrix said in its most recent annual report. “If we do not execute our technology strategy effectively, this could result in loss of revenue and reduced margins.”
Many customer service contract workers are based in countries with high English proficiency but low salaries, particularly India and the Philippines. The latter has continued to report job growth from call centers, but is rushing to adapt to the AI era.
“I wouldn’t want to be an investor in India or the Philippines right now, because that’s where we are seeing the biggest cost savings from AI,” said Ryan Teeples, chief strategy officer at 1-800Accountant, a tax service aimed at small businesses that’s planning to use fewer overseas call center workers.
The company employs about 500 year-round staff and typically adds a few hundred contractors during tax season to handle increased customer service and data entry needs. But next year, Teeples expects to spend 50% less on outsourced staff. With the help of tools like Salesforce’s Agentforce, 1-800Accountant has automated simple tasks like checking the status of a return.
Teeples said the company will use the cost savings to hire more accountants, largely in the US. That’s no consolation to call center workers around the world.
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