Enterprise Software
Zoom
A video communications company transitioning toward an AI-first 'system of action' strategy through its agentic AI Companion assistant, aiming to monetize AI-driven productivity features beyond its core conferencing product. Zoom reported full fiscal-year 2026 revenue of $4.87 billion (up 4.4% year-over-year), with AI Companion adoption surging more than fourfold year-over-year following the rollout of AI Companion 3.0; paid users of its embedded AI Companion product grew 184% year-over-year in Q1 fiscal 2027.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 83% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Zoom Communications, Inc. FY2026 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Zoom investor relations / FY2026 Q4 earnings release — Zoom FY2026 revenue reaches $4.87B as AI Companion adoption surges 4x, guides to $5B+ for FY202780% source confidence
- UC Today — Zoom's paid AI Companion users grow 184% year-over-year in Q1 FY202774% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Zoom depends on below, and who depends on Zoom above — click any node to make it the new center, 3 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.