AI MonetizationAnalyst notes Custom AI Companion adoption among major enterprise customers and Voice AI features create a clearer path to monetize intelligence from meetings and workflows, which could increase recurring revenue and reduce churn.
Capital Allocation And Balance Sheet StrengthAnalyst points to significant cash reserves and ongoing share repurchase authorization that provide flexibility for tuck-in acquisitions and capital returns to enhance shareholder value.
Contact Center And Phone GrowthAnalyst highlights Zoom Contact Center and Zoom Phone as emerging growth engines, with channel expansion and larger deals supporting revenue acceleration and positioning the company to win customers replacing legacy phone systems.