Zoom's Q2 2026: Unpacking Contradictions in AI Adoption, Pricing Strategies, and Revenue Growth
Generated by AI AgentAinvest Earnings Call Digest
Thursday, Aug 21, 2025 9:37 pm ET1min read
ZM--
Aime Summary
Aime SummaryAI Companion adoption and pricing strategyMSTR--, impact of AI on competitive dynamics, pricing strategy and churn, AI customization and customer impact, and enterprise revenue growth drivers are the key contradictions discussed in Zoom's latest 2026Q2 earnings call.
Revenue and Growth:
- Zoom CommunicationsZM-- reported revenue growth of 4.7% year-over-year for Q2 FY 2026, reaching $1.217 billion.
- The growth was driven by a strong 11-quarter high in revenue increase, fueled by delivering world-class AI, rapid innovation in ZoomZM-- Workplace, and scaling high-growth departmental solutions.
AI adoption and Integration:
- Zoom achieved over 4x growth in AI Companion monthly active users year-over-year.
- This growth is attributed to increased adoption of AI in enhancing business value, particularly in post-meeting task management, call summaries, and AI-first meeting integration.
Enterprise and International Growth:
- Enterprise business revenue grew by 7% year-over-year, representing 60% of total revenue.
- The strong performance in the Americas, EMEA, and APAC regions was driven by growing demand for modern collaboration solutions and successful customer retention strategies.
Contact Center Expansion:
- Zoom's Contact Center Elite business experienced high double-digit growth, contributing to an increase in large customer accounts by 94% year-over-year.
- The success in displacing leading cloud contact center providers was driven by the company's innovative suite of AI-powered features, superior product integration, and better overall product experience.
Revenue and Growth:
- Zoom CommunicationsZM-- reported revenue growth of 4.7% year-over-year for Q2 FY 2026, reaching $1.217 billion.
- The growth was driven by a strong 11-quarter high in revenue increase, fueled by delivering world-class AI, rapid innovation in ZoomZM-- Workplace, and scaling high-growth departmental solutions.
AI adoption and Integration:
- Zoom achieved over 4x growth in AI Companion monthly active users year-over-year.
- This growth is attributed to increased adoption of AI in enhancing business value, particularly in post-meeting task management, call summaries, and AI-first meeting integration.
Enterprise and International Growth:
- Enterprise business revenue grew by 7% year-over-year, representing 60% of total revenue.
- The strong performance in the Americas, EMEA, and APAC regions was driven by growing demand for modern collaboration solutions and successful customer retention strategies.
Contact Center Expansion:
- Zoom's Contact Center Elite business experienced high double-digit growth, contributing to an increase in large customer accounts by 94% year-over-year.
- The success in displacing leading cloud contact center providers was driven by the company's innovative suite of AI-powered features, superior product integration, and better overall product experience.
Discover what executives don't want to reveal in conference calls
Latest Articles
Stay ahead of the market.
Get curated U.S. market news, insights and key dates delivered to your inbox.
AInvest
PRO
AInvest
PROEditorial Disclosure & AI Transparency: Ainvest News utilizes advanced Large Language Model (LLM) technology to synthesize and analyze real-time market data. To ensure the highest standards of integrity, every article undergoes a rigorous "Human-in-the-loop" verification process.
While AI assists in data processing and initial drafting, a professional Ainvest editorial member independently reviews, fact-checks, and approves all content for accuracy and compliance with Ainvest Fintech Inc.’s editorial standards. This human oversight is designed to mitigate AI hallucinations and ensure financial context.
Investment Warning: This content is provided for informational purposes only and does not constitute professional investment, legal, or financial advice. Markets involve inherent risks. Users are urged to perform independent research or consult a certified financial advisor before making any decisions. Ainvest Fintech Inc. disclaims all liability for actions taken based on this information. Found an error?Report an Issue
Comments
No comments yet