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Interested in Zoom Communications, Inc.? Here are five stocks we like better.
Zoom is repositioning meetings as AI-powered business workflows, using conversational context to trigger actions in tools such as Jira and Salesforce. The company believes converting conversations into measurable business outcomes will drive customer value and revenue.
Zoom's enterprise strategy focuses on expanding beyond meetings through Zoom Phone, AI-enabled customer-experience products, ZoomMate and sales technology, while its online segment—about 38% of the business—works toward stabilization.
AI monetization will be selective: routine features such as meeting summaries will generally be bundled into paid plans, while higher-ROI offerings—including ZoomMate, sales AI and contact-center tools—will carry greater monetization potential. Zoom is also targeting an 80% long-term gross margin and a 40.7% fiscal 2027 operating margin.
