Zoom Video Communications announced a strategic shift at the Goldman Sachs Communacopia + Technology Conference on September 9, 2026. The company is transitioning from a meetings-centric model to a broad, AI-first enterprise communications platform.
CFO Michelle Chang detailed plans to transform conversational data into a system of action. This platform integrates directly with existing enterprise software such as Salesforce.
Three primary drivers fuel this growth: AI integration in core products, expanded customer experience offerings, and new monetization opportunities. Zoom will bundle standard AI features while selling premium, high-ROI tools separately.
Management reaffirmed a commitment to profitability during this transition. The company prioritizes a return to double-digit revenue growth before pursuing further margin expansion.