Zoom Communications, Inc. (ZM) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.15K Followers Follow Zoom Communications, Inc. ( ZM ) Goldman Sachs Communacopia + Technology Conference 2026 September 9, 2026 7:25 PM EDT Company Participants Michelle Chang - Chief Financial Officer Presentation Unknown Analyst All right. I think we're good to get started than ever. Delighted to have Michelle from Zoom, Zoom CFO, here with us today. Thank you so much for coming. Michelle Chang Chief Financial Officer My pleasure. Question-and-Answer Session Unknown Analyst We'll get right into it. As Zoom combines its conversational context with data from customers' other applications, how does the platform evolve into a more strategic orchestration layer? Michelle Chang Chief Financial Officer Yes. This is an important step for Zoom. And look, I think everyone is kind of reinventing themselves in an AI era, and it's certainly true for Zoom, not only in terms of just how we even reinvent our core in our meetings business, but we've broadened so much out of our meetings business, which I know we'll talk about today, and it's about reinventing that. So what Zoom talks about is there's going to be systems of engagement and systems of record. We're obviously coming at it from an engagement perspective. But really what matters to the customer is getting them to action because when we know there's action, then there's business value. And the good news is when we can deliver business value to our customers, it drives revenue. So what we're really focused on within that is we sit at the context of so many conversations. The differential for Zoom in terms of an AI era and why we win is the shift to platform that you were mentioning is because there's so much that happens in human-to-human conversations that just gets lost. It never sits in a system of record. It never sits -- and even today, it is sort