Zoom Communications (ZM) once meant video calls, virtual meetings, and the occasional “Can everyone see my screen?” moment. Since then, the company has spent the years building a much broader business around the way modern teams communicate and work. Zoom now presents itself as an artificial intelligence (AI)-first work platform, and investors are noticing the change.
The excitement really showed up after Zoom delivered its Q1 FY2027 results, wherein the biggest eyebrow-raiser came from Zoom's AI adoption story. Paid AI Companion users surged 184% year-over-year (YOY) during the quarter, while My Notes reached 1.5 million licensed users within just four months of launch.
