Zoom Sees AI Momentum as Enterprise Revenue Grows
Zoom (NASDAQ: ZM) hosted its fourth-quarter and full fiscal-year 2025 earnings call on February 24, 2025. CEO Eric Yuan described fiscal year 2025 as "an incredible year, marked by a major advancement in AI, the evolution of Zoom into an AI-first work platform, spanning Phone, Teams Chat, Events, Docs and more, and a strong momentum in Contact Center and Workvivo."Monthly active users of Zoom AI Companion grew 68% quarter over quarter, which management cited as "demonstrating the real value AI is providing customers."AI Companion has emerged as a driving force behind our transformation into an AI-first company, enabling our customers to discover enhanced productivity opportunities. ... In April, we're launching the custom AI Companion add-on to automate workplace [hubs] through custom agents. This will personalize AI to feed the customer needs connected with our existing data and work seamlessly with their third-party tools.Continue reading
Zoom (NASDAQ: ZM) hosted its fourth-quarter and full fiscal-year 2025 earnings call on February 24, 2025. CEO Eric Yuan described fiscal year 2025 as "an incredible year, marked by a major advancement in AI, the evolution of Zoom into an AI-first work platform, spanning Phone, Teams Chat, Events, Docs and more, and a strong momentum in Contact Center and Workvivo."
Monthly active users of Zoom AI Companion grew 68% quarter over quarter, which management cited as "demonstrating the real value AI is providing customers."
AI Companion has emerged as a driving force behind our transformation into an AI-first company, enabling our customers to discover enhanced productivity opportunities. ... In April, we're launching the custom AI Companion add-on to automate workplace [hubs] through custom agents. This will personalize AI to feed the customer needs connected with our existing data and work seamlessly with their third-party tools.
