Zoom Communications, Inc. (ZM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Core Insights - The company experienced a growth in enterprise revenue of 7% in Q4, which now constitutes over 60% of its overall business [1] - Overall growth improved from 3% to 4.4%, marking an inflection of 130 basis points [1] Group 1: Growth Drivers - Product diversification has shifted the company from being solely a media company to a more comprehensive portfolio [2] - AI monetization is significantly contributing to the growth rates, indicating a positive impact on overall performance [2]