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Zoom Video Communications Is Building Vertical AI Solutions—Could This Be the Game-Changer for Contact Centers & Beyond?

Zoom’s third-quarter financial performance for the fiscal year 2026 showcased several notable achievements and challenges. On the positive side, Zoom saw an increase in total revenue, growing by 4.4% year over year to $1.23 billion, surpassing its guidance expectations. The company continues to benefit from its Enterprise segment, which grew 6.1%, representing 60% of its total revenue, up one percentage point from the previous year. Zoom’s efforts in product diversification seem to be paying off, with significant milestones like Zoom Phone surpassing 10 million paid seats and showing consistent ARR growth in the mid-teens. Investments in AI are visibly taking shape, as AI Companion adoption rose more than fourfold year over year, indicating Zoom’s strategic pivot to an AI-first platform is gaining traction. Key enterprise partnerships, such as those with Oracle and Salesforce, further highlight Zoom’s successful push into AI integration, enhancing customer experiences through AI-driven insights and automation.