Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N
ZM.OQ - Zoom Communications Inc
Zoom Communications Inc at Morgan Stanley Technology, Media & Telecom Conference
Mar 02, 2026 / 08:20PM GMT
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Presentation
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All right, let's get started.
Before we get started, some disclosures, important disclosures, please see the Morgan Stanley Research Disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. My name is Josh Bear, software analyst at Morgan Stanley, and we are thrilled to have Michelle Chang, CFO of Zoom, here today.
Thank you so much for joining us. My total pleasure. Awesome. Maybe, Michelle, to set the stage.
Zoom closed out the year, growing enterprise revenue 7% in Q4 now represents over 60% of the business.
When you look at that improved growth trajectory
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