Zoom has reported a robust quarter for Q3 2026, underscoring the company’s accelerating growth in both AI-driven tools and platform adoption.
A standout highlight was Workvivo, whose customer base surged nearly 70 percent year‑over‑year to 1,225, spanning mid-market companies all the way up to the Fortune 10 – a clear signal of the platform’s increasing resonance with organisations seeking employee engagement solutions.
Zoom CEO Eric S. Yuan highlighted the central role of artificial intelligence in the company’s strategy, framing it not only as a driver of productivity but also as a key avenue for monetisation.
“We see AI as a foundation for both productivity and monetisation across our product portfolio.”
He elaborated on Zoom’s AI suite, from virtual agents to customer-specific AI companions, noting that the technology is designed to integrate across both SMB and enterprise use cases, helping companies automate workflows, improve employee experience, and streamline customer interactions.
AI And Virtual Agents Take Centre Stage
One of the most talked-about integrations during the call was with Salesforce, where Zoom’s AI features will work in tandem with Salesforce’s agent framework.
Yuan described the partnership as a “no-brainer” given the productivity benefits it offers joint customers – allowing for AI-assisted workflows and real-time assistance in customer interactions.
“Essentially, we drive productivity,” he said. This marks an example of Zoom’s broader approach to embedding AI across core enterprise platforms, ensuring that its solutions remain central to daily business operations.
Finance Chief Michelle Chang added depth to the AI narrative, emphasizing Zoom’s focus on monetisation across its diverse suite of offerings.
From Zoom Contact Center to Zoom Workplace solutions for educators and clinicians, the company’s AI capabilities are being systematically leveraged to create both direct and indirect revenue streams.
Chang also addressed deferred revenue trends, noting that while quarterly fluctuations exist, the company maintains a consistent outlook with a stable and sustainable trajectory for enterprise contracts.
Yuan underscored the practical benefits of AI for executives, mentioning his own use of a virtual avatar during the earnings call to save time and maintain engagement.
He framed this as a microcosm of the broader value proposition Zoom’s AI offerings provide to organisations – enhancing efficiency while maintaining a human touch.
Middle-Market Momentum
Zoom’s growth is not solely technology-driven; strategic focus on the middle market has emerged as a crucial lever.
Yuan highlighted that mid-market customers tend to adopt new technologies faster than larger enterprises and place significant emphasis on employee experience and operational efficiency.
These characteristics, coupled with AI integration, have bolstered adoption of Zoom’s platform and deepened customer satisfaction metrics across segments.
Channel partnerships have also become an increasingly important component of Zoom’s go-to-market strategy.
Over 50 percent of Zoom Phone’s large deals and nine out of ten of the top Contact Center contracts were channel-driven in the quarter, reflecting the company’s ongoing investment in partner ecosystems.
This strategy extends internationally, with Zoom actively expanding its channel reach beyond the United States, recognising the critical role of partners in both deployment and revenue generation.
Additionally, the company is embracing product-led growth, enabling developers to deploy virtual agents through APIs, particularly for SMB customers who may not have dedicated IT resources.
Platform Expansion And Vertical Strategy
Zoom continues to expand its product footprint through strategic acquisitions, exemplified by BrightHire.
Yuan described BrightHire as tightly aligned with Zoom’s core strengths in AI and collaboration technology, targeting high-value HR workflows such as remote hiring and onboarding.
By focusing on vertical-specific use cases, Zoom is able to create tailored solutions that meet the unique demands of each department, whether it be HR, sales, marketing, or IT support.
In addition to BrightHire, enterprise adoption of Zoom’s AI companions is growing rapidly, especially among larger organisations with complex integration needs and custom data frameworks.
The company noted that simpler SKUs aimed at small and medium-sized businesses are in development, extending the potential reach of AI tools and reinforcing Zoom’s commitment to accessible, scalable solutions.
“We want to empower SMBs as well,” Yuan said, highlighting the company’s strategy to democratise AI adoption across business sizes.
Looking Ahead
Zoom’s executives signalled continued optimism for the remainder of 2025 and into 2026, even amid macroeconomic uncertainty.
The company’s focus remains on driving sustainable growth through AI adoption, middle-market penetration, and an increasingly global partner ecosystem.
Virtual agent capabilities and customer AI companions are expected to remain central pillars, enhancing engagement, productivity, and monetisation opportunities across the board.
Workvivo’s continued expansion serves as a tangible measure of this strategy’s success.
By reaching 1,225 customers and spanning a range of industries, the platform is proving its ability to scale effectively while delivering real value.
Combined with AI-driven innovations and targeted acquisitions, Zoom is positioning itself to capture a larger share of enterprise workflows, from collaboration to HR, sales, and customer support.
As Yuan and Chang reiterated, Zoom’s growth strategy is multi-pronged–blending technology innovation, strategic partnerships, and targeted vertical expansion.
The company is leveraging AI not just to optimise internal operations, but to deliver measurable value to its clients, creating a virtuous cycle of adoption, satisfaction, and revenue growth.
This approach is positioning Zoom beyond its video conferencing roots into a central platform for enterprise productivity and engagement.
