Zoom Communications, Inc. (ZM) 46th Annual William Blair Growth Stock Conference June 2, 2026 9:40 AM EDT
Company Participants
Michelle Chang – Chief Financial Officer
Conference Call Participants
Arjun Bhatia – William Blair & Company L.L.C., Research Division
Presentation
Arjun Bhatia
William Blair & Company L.L.C., Research Division
All right. We’ll go ahead and get started. Thank you, everyone, for joining us. Thank you, Michelle, for being here. Michelle’s CFO of Zoom. Before we get started, some disclosures. My name is Arjun Bhatia. I am the research analyst here at William Blair, who covers Zoom. For a full list of disclosures and conflicts go to our website at williamblair.com.
Question-and-Answer Session
Arjun Bhatia
William Blair & Company L.L.C., Research Division
All right. Let’s get started. So Zoom, I think you’ve been on quite a journey as a company. I think maybe a lot of investors here that still think Zoom is just a meetings company. There’s a kind of maybe an updated version of what you do. But just talk about how the company has changed since the initial sort of hockey stick in 2020? What’s different about the platform and how it’s sort of broadened out from just meetings to everything that you do today? Yes.
Michelle Chang
Chief Financial Officer
All right. Awesome. Is this on? Yes. Okay. So it’s such a good question and such a good way to kind of start the day because, look, it’s a blessing and I guess, a little bit of a curse when you have such a strong brand that everybody associates with the meetings. And so really, if you think about it, Zoom went through just enormous growth in the pandemic and then went through years of what I would call reinvention and differentiation, really diversifying our product set, taking a moment to say where are natural adjacencies that we can go. And