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Zoom shifts focus to large enterprises, aiming to lead revenue by 2028 despite market pressures.

Analyst Insights
05 May 2026
Seeking Alpha
Bullish
pluang ai news

Zoom Communications is transitioning its business model from serving online customers to targeting large enterprises, which it expects to become its largest revenue segment by 2028. The company is leveraging upselling strategies and continuous feature development to maintain average revenue per customer and growth in this segment, even amid strong pricing pressures. Although Zoom's overall market share may decline due to competition and pricing challenges, its investment in research and development ensures it remains a leader in both AI and non-AI features. This strategic shift highlights Zoom's adaptation to evolving market demands and its focus on long-term growth in enterprise software solutions.

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