Zoom: The Transition To Large Enterprise

Zoom is transitioning its business model from Online Customers to Large Enterprises, projected to become the largest revenue segment by 2028. Zoom's upselling strategy and robust feature development support sustained ARPC and customer growth in Large Enterprise, despite high pricing pressures. While Zoom's market share is expected to decline due to competition and pricing, its focus on R&D ensures leadership in non-AI and AI features.