Systems of Action
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Zoom Communications, Inc. Q4 2026 Earnings Call Summary
Yahoo Finance· 2026-02-26 13:30
Management attributes the 130 basis point acceleration in annual revenue growth to a structural market shift from static systems of record to AI-driven 'systems of action'. The Contact Center (ZCC) business is seeing high double-digit ARR growth, fueled by competitive displacements of legacy CCaaS vendors who lack integrated AI capabilities. Zoom Phone continues to grow in the mid-teens, increasingly serving as a wedge for larger platform deals where customers consolidate UCaaS and CCaaS onto a single ...