Gupshup Pivots to AI Customer Engagement

Gupshup is shifting from messaging infrastructure to AI-powered customer engagement, with AI offerings now contributing 25 to 30 percent of global revenue. The company, roughly a $350 million business for FY26, launched voice AI and Super Agent. It faces a potential IPO window in 12 to 24 months and a Fidelity valuation markdown to $278 million.