Strong Revenue Growth: Zoom reported Q2 FY '26 total revenue of $1.217 billion, growing 4.7% year-over-year (YOY) and exceeding guidance by $17 million. The Enterprise segment continued to perform well with a 7% revenue growth YOY, contributing 60% to total revenue.

AI Adoption and Innovations: The launch of AI Companion 2.0 resulted in a significant growth in adoption, with monthly active users increasing over 4x YOY. Major customers are implementing customized AI solutions, which are expected to enhance productivity and business outcomes across various departments.

Stability in Online Business: The Online segment has shown signs of stabilizing. Average monthly churn remained low at 2.9% YOY. However, the guidance expects flat revenue from the Online segment for the full year, indicating challenges in this segment.