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Companies That Had Their IPO in 2019: Bull Market and Tech Dominance
Discussing the stock and IPO market in 2019, and the factors that led to the overall bullish performance of stocks during the year.
Zoom (ZM) investor relations material
Zoom Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary17 Sep, 2025
Vision and strategic priorities
Pursuing an AI-first platform to enhance collaboration, customer, and employee experiences, expanding beyond meetings into workplace tools and customer experience.
Focusing on broadening customer experience, expanding into adjacent markets, and leveraging AI to drive value and innovation.
Emphasizing customer-centricity, cost savings, and democratized AI features at no extra cost in paid SKUs.
Highlighting platform value by integrating workplace, phone, and customer experience, reducing silos, and enabling AI-driven revenue growth.
Financial performance and growth drivers
Revenue growth is accelerating, with FY26 mid-point guidance at $4,830M, up from $4,665M in FY25 and $4,527M in FY24.
Online business stabilized from -8% decline to flat, with churn reduced to 2.9% and 75% of customers retained over 16 months.
Enterprise now 60% of business, with customers over $100,000 in revenue increasing to 4,274 and reduced churn.
Phone product ARR growing in mid-teens, surpassing 10 million seats; Contact Center and Workvivo showing strong double- and triple-digit ARR growth.
Product diversification and AI monetization
Product set diversification includes growth in Workplace, Phone, Contact Center, Virtual Agent, and Workvivo, with millions of AI monthly active users (4x YoY growth).
AI monetization strategy includes indirect (AI features in paid SKUs at no extra cost) and direct (Custom AI Companion at $12/user/month, vertical solutions, Contact Center Elite, Virtual Agent, Revenue Accelerator) approaches.
Customer case studies show significant uplift from platform adoption and AI integration, with mid-market and large tech clients expanding usage and value.
Detail direct AI monetization strategies
Growth outlook for ZCX and Workvivo?
Explain FY26 FCF pressure from cash yields
What drives Zoom's return to growth?
Custom AI Companion's revenue contribution?
How does AI as new UI change Zoom?
Partial view of Summaries dataset, powered by Quartr API
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Q3 202624 Nov, 2025
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Frequently asked questions
Synonymous with video conferences
Zoom is a video conferencing and collaboration platform that allows users to hold meetings, webinars, and virtual events. Zoom was founded in 2011 by Eric Yuan, who was previously vice president at Cisco WebEx, which is one of Zoom’s toughest competitors along with Microsoft through Microsoft Teams.
Recipe for success
Zoom's business model is based on a subscription-based SaaS model. It offers free and paid plans, with the paid plans offering additional features such as longer meeting times and more participants. Zoom also generates revenue through partnerships and integrations with other software providers. The company is mostly known for its easy-to-use interface and reliability, which has made it a popular tool especially among small and medium-sized businesses.
Significantly boosted by the pandemic
Zoom has experienced explosive growth in recent years, especially since the COVID-19 pandemic forced many people to work from home. In its Q4 2021 earnings report, Zoom reported a revenue of $882.5 million, a 369% increase from the previous year. Its net income for the quarter was $260.4 million, a significant increase from the $15.3 million reported in the same quarter in the previous year.
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