Descriptions:
Zoom reported earnings that beat sales forecasts, and in a Bloomberg Technology interview, a Zoom executive laid out the AI-specific numbers driving investor enthusiasm. Paid AI Companion users grew 184% year over year in the most recent fiscal quarter, a figure the company described as evidence that AI is no longer just a feature add-on but a genuine revenue driver reshaping how Zoom is perceived by enterprise customers.
A standout data point from the interview: Zoom’s My Notes feature — a personal AI note-taker introduced just four months prior — already reached 1.5 million users. The executive used this as an illustration of the company’s broader strategic pivot toward what she described as a “system of action” — an AI-connected workspace platform that manages the full lifecycle of work, from scheduling and in-meeting summarization to post-meeting follow-through and customer experience automation.
The interview also addressed competitive positioning. Rather than defending Zoom against larger platform incumbents like Microsoft Teams or Google Meet on videoconferencing quality alone, the executive argued that Zoom’s differentiation now lies in contextual AI that stitches together what happens inside and outside an organization. With the company maintaining strong profitability and cash flow alongside the growth numbers, the Zoom story heading into mid-2026 is increasingly about whether an independent collaboration platform can build durable AI monetization at scale.
📺 Source: Bloomberg Technology · Published May 22, 2026
🏷️ Format: Interview
