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Company Research3 May 2024
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 UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025
Macro environment and business positioning
Macro pressures like deal elongation have fully abated, with broad demand returning.
No unique company-specific factors cited for improved macro, but strong positioning on total cost of ownership and business value.
Online and enterprise segment performance
Online business, about 40% of revenue, has returned to growth after a period of decline, aided by price increases and platform investments, especially in AI.
Methodical improvements in user discovery, marketing, and buy flow contributed to online growth.
Enterprise segment, 60% of revenue, saw 9% YoY growth, driven by AI integration, contact center, and phone products.
AI strategy and monetization
AI features are included at no extra cost in paid SKUs, differentiating from competitors.
Indirect AI monetization comes from increased usage, reduced churn, and pricing power.
Direct AI monetization focuses on customer experience/contact center, horizontal solutions (e.g., custom scenarios at $12/user/month), and vertical solutions like Revenue Accelerator.
Contact center AI is driving high double-digit growth; new AI products and acquisitions like BrightHire are expanding vertical offerings.
How does Zoom's TCO story aid macro abatement
Explain Q4 FCF trim after strong Q3
OpEx allocation for growth inflection
Partial view of Summaries dataset, powered by Quartr API
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
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Amina0781App Store
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@theshortbearx.com
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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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