Artificial intelligence (AI) is changing the software landscape, giving investors a reason to reconsider which companies can capture the next wave of enterprise spending. Zoom Communications (ZM) occupies an appealing intersection, pairing an established communications platform with an expanding AI strategy.
Zoom once depended heavily on video conferencing. Its enterprise business now grows faster than overall revenue, while AI products play a larger role across its broader platform. Meanwhile, the company’s Anthropic investment has evolved into a strategic asset, giving investors a solid reason to examine Zoom’s multifaceted stock story.
