12:10
2026-07-17
saastr.com
artificial-intelligence
5 Interesting Learnings from Zoom at ~$5 Billion in ARR: Modestly Re-Accelerating Growth, Real AI Monetization, a $27B Market Cap, and a 25x Anthropic Windfall
Zoom reported Q1 FY2027 revenue of $1.239B, up 5.5% YoY, with AI Companion paid users growing 184% and enterprise revenue reaching $755.7M, now 61% of total. The company's market cap stands at ~$27B, …