AISaaStrabout 11 hours ago
Zoom Re-Accelerates Growth at $5B ARR
9 min read
Zoom reported $1.239B in Q1 FY2027 revenue, up 5.5% year-over-year, with AI Companion paid users growing 184%. Enterprise revenue hit $755.7M, now 61% of total revenue. The company holds a $1.27B Anthropic stake from a $51M investment, a roughly 25x return. Free cash flow reached $500M with a 40.4% margin.
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