AI IntegrationThe introduction of AI Companion 3.0 marks a significant upgrade, enhancing Zoom's platform with proactive contextual assistance, which could boost user engagement and satisfaction.
Enterprise GrowthZoom's aspiration to return to double-digit revenue growth is supported by share gains in Zoom Phone and monetization from AI.
Product TractionSurpassed 10 million paid phone seats, with Phone ARR growing in mid-teens% and continues to gain share.