Zoom at Goldman Sachs Conference: AI-Driven Transformation

On Tuesday, 09 September 2025, Zoom Video Communications Inc (NASDAQ:ZM) presented at the Goldman Sachs Communacopia + Technology Conference. CEO Eric Yuan outlined a strategic vision focused on artificial intelligence (AI) as a disruptive force for transforming Zoom’s product offerings and user experiences. While Zoom’s AI investments promise innovation and growth, they also present challenges in rapidly evolving markets.

Key Takeaways

• Zoom is heavily investing in AI to transform its products and improve user experiences.
• The company is shifting from a video conferencing platform to a "system of action" by integrating AI into workflows.
• SMBs are emerging as a key market due to their focus on cost efficiency and trust in AI.
• Zoom’s federated AI architecture allows it to leverage multiple AI models for superior results.
• The contact center business is a growth area, with AI innovations helping Zoom win against incumbents.

Strategic Direction and AI Integration

• AI Focus: Zoom views AI as a crucial element for future growth, investing in AI-powered features like AI Companions and digital twins.
• AI-First Approach: The company is adopting an AI-first strategy, aiming to disrupt its own products and those of competitors.
• Federated AI Architecture: Zoom’s use of a federated AI architecture enables it to choose the best AI model for each task, setting it apart from competitors relying on single models.
• Contact Center Expansion: AI-powered virtual agents and revenue accelerators are enhancing Zoom’s contact center solutions.

Product Investments and Innovations

• Three Investment Areas: Zoom is focusing on AI, new services like contact centers, and AI-first services to disrupt existing product experiences.
• AI Avatar and Zoom Clips: The company has introduced Zoom Clips, allowing users to create 30-second AI avatars.
• "System of Actions": Zoom aims to integrate AI into pre- and post-meeting workflows, transitioning from a video conference-centric product.

Market Trends and Opportunities

• SMB Sweet Spot: Small and medium-sized businesses (SMBs) are increasingly important for Zoom due to their focus on total cost of ownership and AI trust.
• Enterprise Adoption: While enterprise AI adoption is slower than consumer adoption, it is expected to accelerate.
• Contact Center Growth: Zoom’s innovative products and seamless AI integration are driving growth in the contact center market.
• Voice-Based AI: The company anticipates a shift towards voice interactions in the enterprise over the next two to three years.

Competitive Advantages

• Product Innovation: Zoom’s rapid innovation and superior product experience are helping it win business against established competitors.
• Seamless Integration: The company’s contact center solutions offer seamless integration due to its comprehensive infrastructure.
• Complete Infrastructure: Zoom provides a complete infrastructure for contact centers, including phone systems and video conferencing.

Management and Future Outlook

• New Management Team: Zoom’s management is focused on mastering AI and increasing innovation speed.
• AI and Speed Priorities: The top priorities are learning AI and accelerating the pace of innovation.

In conclusion, Zoom is positioning itself at the forefront of AI-driven transformation. For a deeper understanding, refer to the full transcript below.

Full transcript - Goldman Sachs Communacopia + Technology Conference:

Unidentified speaker, Interviewer, Goldman Sachs: Eric, it’s a delight to welcome you back. Hello. Eric, it’s a delight to welcome you back.

Eric Yuan, CEO, Zoom: Thank you.

Unidentified speaker, Interviewer, Goldman Sachs: You’ve been with us for the past four years. We relaunched this conference in 2022. This is the fourth edition of the conference, and we rebranded it. We converged two different conferences together, and it’s been a roaring success. That’s not possible unless we have great presenters, great content, and great CEOs like you. Thank you for your support. I want to just, at a high level, in addition to thanking you for the support of the conference, ask you, how do you see the road ahead? Certainly we’ve gone through a time of tumultuous change. We had the pandemic, the company grew rapidly, the industry grew rapidly, not just Zoom. We had this gut-wrenching downturn. We had rage, we had an inflation surge, and things kind of settled down. We had this AI thing. How are you coping with the CEOs that I happen to speak with?

This is a lot of change that you’ve had to deal with, right?

Eric Yuan, CEO, Zoom: Yeah.

Unidentified speaker, Interviewer, Goldman Sachs: How are you dealing with that change, and how do you see the future in the next four to five years for Zoom?

Eric Yuan, CEO, Zoom: Yeah, first of all, thank you for the invitation. It’s a great honor to be here again. If it’s not because of AI, very likely I’m going to follow your path to retire. Every time I see my friend in cash, seriously, today, the first time I realized he’s two years older than me. I thought he’s 50 years old. I thought I’m five years older than him. He’s very young. He’s going to retire. Kidding aside, I think AI is changing everything. If not because of AI, I feel like, what’s the future look like of Zoom, right? What should we do, right? It’s just to add more services and more products and more customers. On the one hand, it is something exciting. On the other hand, it’s a little bit boring. Meaning I’m the founder since 2011. Every day works so hard. More customers, more products.

What’s the big difference? Now I think the AI is, I would say not only does the AI change everything, but also changes the way we run a business, changes the way we serve our customers, changes the way we build a product. Essentially today, look at almost every product. If you have an AI mindset, you can disrupt any others. For sure, we can disrupt ourselves. That’s the reason why the more I’m thinking about the opportunity, the more I feel like back to 2011. I’m a bit more excited. I give a few examples, right? You take it every day. When I look at what I manage my work, sometimes I check email, chat message, Zoom meetings, scheduled meetings, phone calls. It’s very busy. Like our board meeting, we have a marketing team that created a slide deck.

In the AI world, I just tell the AI Companion, I need a Q2 slide deck. I’m done. I do not need to count on any marketing team to create anything for me. No, AI will automatically create a slide deck for me. That’s AI-first experience. If you can build a product like that, I’m pretty sure everyone is going to embrace that, right? Also look at it, the evening for the meeting experience. Over the past earnings call, our former CFO, Kelly Steckelberg, here as a great friend, I really miss her. By the way, if I do not know any answer on the questions, unanswered, she can help. We worked together for so many earnings calls for many years. I can tell that I experienced a lot of flexibility. Either you need to record the audio or you need to read the audio.

I hated that for many years. Over the past two quarters, I truly enjoy our earnings call experience.

Unidentified speaker, Interviewer, Goldman Sachs: How do you use AI for your earnings calls?

Eric Yuan, CEO, Zoom: I just joined the live Q&A portion. We use our product, which is Zoom Clips, to automatically create an AI avatar. During the earnings call, we just play my AI avatar. I’m sitting there listening to myself. Oh, that’s very cool.

Unidentified speaker, Interviewer, Goldman Sachs: Wait, wait, wait! How does this work? Tell me.

Eric Yuan, CEO, Zoom: It’s very straightforward. We have a product called Zoom Clips. The way it works is I just created a 30-second AI avatar. Thirty seconds. I’m done. I give this AI avatar to our marketing team. They put a long script, change the background to whatever they want. One click, generate a video. I just play around with the video. A lot of products like that are very cool, right? That’s the reason why a huge opportunity, as long as we want to disrupt ourselves, we want to double down on AI technology. I think the future is bright because today, look at all of our products. Today, you look at it from any user perspective. What does AI bring you to the end user? The user interface. It’s not about the backend technology. No one cares about which model you are using, what kind of technology.

We only care about the front-end user experience. AI does create a brand new opportunity if you want to create a brand new user interface. That’s why I think we are very, very excited to be part of that.

Unidentified speaker, Interviewer, Goldman Sachs: We think of Zoom as the medium by which we communicate, the video medium. How do you take the magic of AI and infuse it into the Zoom experience? In what ways are we going to see, I have as it is, an intelligence button that pops up? There is a chat window, etc. You talked about this avatar thing. Is that the future where we have an avatar version of ourselves on a Zoom screen so we don’t have to use a fake Golden Gate Bridge background, right? How do you see the interface of Zoom, to your point, changing to accommodate what’s happening with AI?

Eric Yuan, CEO, Zoom: That’s a great question. For every product we build, for sure there’s some AI angle. Back to the meeting experience, I think that you really look at it today, the number of meetings you participate in. I would say you put those meetings into two categories. One is internal meeting, another one is external meeting. You’re talking with the customers or partners. For internal meetings, very likely down the road, you really do not need to join by yourself anymore. Very likely, you send your digital twin to join. I send my digital twin, you send your digital twin. If you want, you can join by yourself. That’s okay too. It’s more of a hybrid for internal meetings. For external meetings, it’s a little bit different because I do not think that’s very appropriate, right? Very appropriate for your first-time customer prospect. You send your digital twin.

Very likely you’re still going to join. Meaning you are going to spend more and more time with customers and partners, especially for the first-time meeting. Down the road, a lot of internal meetings, I think very likely use the AI avatar.

Unidentified speaker, Interviewer, Goldman Sachs: For an internal meeting, when you have an avatar, what is the Q&A like? Will it answer questions on your behalf or what?

Eric Yuan, CEO, Zoom: Absolutely, because that’s more like a, today is not technology not ready. Today is more like a...

Unidentified speaker, Interviewer, Goldman Sachs: If I say I work for Eric and I want a raise and your avatar says done, okay?

Eric Yuan, CEO, Zoom: Absolutely, because today the step one is more like a digital assistant. It assists you to get a lot of work done, right? Down the road, as you know, we are making more progress on AI technology, and also plus AI digital assistant can access all of your personal information and plus somehow figure out a way, you know, so it’s hard to understand how the brain works. Essentially, it can make an even better decision. When that happens, you can send the digital twin anywhere. Even let’s say you and I are working together for negotiating a contract, right? My digital avatar, my digital twin, and your digital twin can work together, right, and come up with a preliminary contract. You and I just need to sign the contract. It’s very likely that’ll be the case.

Unidentified speaker, Interviewer, Goldman Sachs: Got it. Let’s talk about your product investments. Where is the bulk of investments going in, and what are the new things that your development team is working on that will have an impact on the business maybe one to two years out?

Eric Yuan, CEO, Zoom: I think of three areas, you know, we invest a lot. One area for sure is the AI. You know, we hire lots of engineers in Seattle, right, which is our AI center, you know, and also infrastructure investment as well. AI is always number one since two years ago. Number two, read about our new services, you know, like a contact center, like a Zoom Virtual Agent, essentially powered by our AI technology, you know, like a virtual agent, right? That’s kind of the new technology, new services, more like an extension to our existing product, you know, like a Zoom Revenue Accelerator.

Unidentified speaker, Interviewer, Goldman Sachs: Contact center. You still have a contact center.

Eric Yuan, CEO, Zoom: Yeah, contact center, right? We do have a traditional contact center. Now we have a Zoom Virtual Agent. We have the Zoom Revenue Accelerator, you know, for the sales use case, right? It’s more like how to leverage AI to expand our existing portfolio. That’s the second one. The third one is just brand new services. Brand new services meaning it’s not on our product portfolio yet. As I mentioned earlier, how to leverage AI to build the brand new AI-first product experience to disrupt the existing product or experience, you know, and yeah, we have quite a few things in the pipeline. Yeah.

Unidentified speaker, Interviewer, Goldman Sachs: What are the things that you view to be inefficient or done poorly that you could have a realistic chance of disrupting in the market? If it’s not a product or something, what is the activity that you could add more value? You do that with Zoom, which was a killer use case. You’re doing that with contact center. What do you see as the white space that you’re doing?

Eric Yuan, CEO, Zoom: I think today you look at all the knowledge workers, right? Every morning, you know, what do we do? You know, check an email, right? Send a chat message, make a phone call, schedule a meeting, sometimes, you know, create a task, right? And a whiteboard session, you know, with your peers. For every one of those products, I think with AI you can disrupt. The reason why, again, I really like, you know, the slide deck, you know, the analogy. You look at all those functionalities built over the past 30 years, a lot of menus, right, features built into the PowerPoint, right? In the future, the young generation, they do not need to learn those interfaces. The new interface is the AI interface. You just tell the AI with a prompt, what do you want? That’s it. You are done. Right? You think about that.

Today, when we interact with all those business applications, all those user interfaces will be replaced by AI, by new interfaces, which are AI-era interfaces. Just either chat or just a, you know, voice prompt. Then you can disrupt almost every product.

Unidentified speaker, Interviewer, Goldman Sachs: What does the Zoom interface look like, and how do you take this idea and make Zoom a more engaged, frequently engaged platform? The way we talk to Zoom today is somebody sets up a meeting, right? Unless somebody sets up a meeting and you’re not in the meeting, you don’t use Zoom today. How do you see Zoom being into the non-meeting fabric of this?

Eric Yuan, CEO, Zoom: It’s a great question. By the way, Zoom is way beyond video conferencing, right? We have a full workplace platform, right? Essentially, we would like to transform our, you know, the product experience from being a video conference-centric product to be a system of record. It used to be, you know, just to focus on interaction. Now, you know, a pre-meeting setup, e-meeting, conversation, transcription, summary, you know, action items. Afterwards, post-meeting, I have an action item you can follow or automatically create a task, right? Make it a part of a business workflow. Now that’s a kind of end-to-end experience. I call that a system of actions. Rather than just for interaction. That’s the reason why, you know, you look at it even pre-meeting, right? How to prepare an agenda. You know, like for this conversation, right?

I will say after the AI Companion, hey, please summarize what I discussed with Kesh over the past three years. You know, give me a great, you know, a setup for this call as well, right? You can leverage AI, you know, to really, you know, improve the end-to-end working experience.

Unidentified speaker, Interviewer, Goldman Sachs: Got it. I wanted to ask you, when you look at consumer experience with AI, it’s very proactive. It says, would you like for me to run a cost-benefit analysis? Would you like me to send an email to this person, etc.? The consumer implementation of AI has been maturing very, very quickly. In the enterprise, that level of proactivity is not there. It feels like it’s not yet a nice extension of what we do with AI in the enterprise. How do you change that? You’re one of the most widely deployed applications on the planet, right? How do you engage the user into prompting that workflow? Would you like me to send an email based on, would you like me to follow up?

Eric Yuan, CEO, Zoom: Yeah, I think that’s a great observation and you’re so right, you know, you look at it over the past 30 or 40 years, every time whenever there’s a technology paradigm shift, first we were for the internet revolution and the mobile revolution, now the AI revolution, every time exactly the same pattern. Consumer implementation is always two or three years ahead of the enterprise customer. Remember back to 2007, 2008, I loved my BlackBerry. At the same time, I carried my iPhone for two years, literally. Afterwards, I dropped my BlackBerry. Because at that time, you look at all the enterprise, all those not-at-workers, you know, because enterprise, they’re normally very conservative. They are not going to embrace new technology. To every end user, they already consume those new technologies. After one, two, or three years, they are going to put pressure on enterprise. Take ChatGPT, for example.

We all use ChatGPT. Now everyone talks with their CEO, CIO, hey, can we use the enterprise version of ChatGPT or can we use our own version of ChatGPT? They all love that interface. It’s always two years or three years, the gap. Right? I think now, since ChatGPT was born in early 2023, now only two years, I do see a lot of enterprise customers are very, very rapid, embracing of the AI technology. Look at our engineers. Two years ago, I do not think we used any AI tools to write code. Today, our engineers love cursor. The rest of our organization, even our finance team, marketing team, they all use all kinds of AI tools. Some tools are built by ourselves. Some are off-the-shelf, the commercial AI tools. I think that’s very natural.

Unidentified speaker, Interviewer, Goldman Sachs: Got it. Another contact center product has been a big success for you guys. Can you talk a little bit more? You did talk about agents and avatars. What is on the product roadmap and what does the market opportunity for the next generation AI-enabled contact center look like for Zoom?

Eric Yuan, CEO, Zoom: I think you look at the content space, you know, first of all, you look at the overall, you know, a lot of questions about the number of agents. Right? Are we going to grow in that market? Also, the number of agents will be down every year. I think you look at the total number of agents, for sure it’s going to grow. More like a hybrid, you know, human agent and the AI agent. This is the, you know, hybrid world. That’s the reason why for the Windows, you build your traditional contact center solutions. At the same time, you build the AI, you know, the voice agent or chat agent. If you build everything, you know, by yourself, not like to acquire other companies, use other technology, you can build a very consistent experience. You look at it from any other perspective.

You call, let’s say, you call a company, the support hotline. No matter the human agent behind this or AI agent behind it, you want to experience very consistent. Right? However, if you have a built solution from, you know, when you build your own solution from a traditional contact center or maybe acquire other companies or use other solutions, the experience may not be seamless. In our case, we build everything from the ground up. The experience is very seamless. We own the entire full stack from a traditional contact center all the way to the AI, you know, driven the new agent. That’s one advantage. Another advantage is look at the entire, you know, infrastructure. For any customer to deploy a contact center solution, no matter traditional contact center or AI-driven, you also need an infrastructure layer, right? Like a, you know, a phone system, right?

We also offer that as well. From a contact center, let’s say you talk with a human agent. You say, I really want to, you know, the agent says that maybe the issue is too complicated. They still want to, you know, fall back to the video conferencing. We also have that technology as well. It’s kind of given us, I would say, a very flexible solution. It’s kind of either leverage the AI agent or can fall back to the human video conferencing agent. That’s the reason why we’re in a much better position.

Unidentified speaker, Interviewer, Goldman Sachs: customers and really differentiate Zoom from competitors.

Eric Yuan, CEO, Zoom: By the way, one more thing is, speaking of AI, if you use the off-the-shelf, like a, you know, the large language model from other vendors, you look at a voice agent. It’s not that straightforward. You need to tune the latency. Sometimes mix with the voice, very natural, right? Sometimes you also need to reduce the accent as well, right? You need to build a lot of technology to make it work.

Unidentified speaker, Interviewer, Goldman Sachs: What are you doing with the AI in the voice domain? I was listening to a podcast by Professor Andrew Ng, and he said that AI has done a good job with text-based models, and word models are still a bit of a distance away. In the meantime, he said nobody’s, at least from his perspective, he didn’t think there was enough investment going on in AI applied to voice. We also had the CEO of Twilio yesterday. He said that we’re working with 1,500 startup customers that are doing work in AI voice. What does that mean? Educate us on what AI applied to voice looks like.

Eric Yuan, CEO, Zoom: Text is step one. I think a lot of companies are working on supporting not only voice, but video as well.

Unidentified speaker, Interviewer, Goldman Sachs: Yes.

Eric Yuan, CEO, Zoom: Right? Voice is probably step two. Video would be step three. Today, you look at it, our voice agent. I think we invested a lot of resources, as I mentioned, latency, make sure that voice is natural and also rich, and the TTX solution is much better scalable, not only for the English basic customers, but also multi-language support. I think you need to have a core technology. Today we are using the ChatGPT. More and more, I do not text, send a text message to ChatGPT. I’m talking to ChatGPT. This is happening already. Very soon, a similar experience will happen in the enterprise world as well. I’m pretty sure in the next two to three years, a lot of new solutions will be built upon the voice technology.

Unidentified speaker, Interviewer, Goldman Sachs: We have had, you talked about foundation models, and you have an AI Companion that Zoom has been selling in the market for quite some time. How do you view the race between these different foundation models? Does that mean that there’s more innovation that you’re getting tapped into as a result of the core work being done there? Do you see that you’ll be able to build ultimately native AI applications around these foundation models? There will be a Zoom branded wrapper. Wrapper is a very derogatory term, so something, a very high-value Zoom layer built on top of these foundations.

Eric Yuan, CEO, Zoom: First of all, the more foundation models available in the market, the better for us. The reason why from day one, our backend AI architecture is a federated AI architecture. We have our own large language model. We use multiple other models and combine them together. That’s the reason why quite often customers say, I tested Zoom and the summary. I did not realize your summary is even better than your biggest competitors. I do not want to mention their name. You can guess who they are. We know for sure our technology is better. The reason why is we use multiple models together. A competitor uses only one model. They’re better on one model. You put a few models together, the result for sure is better. Luckily, on day one, we embraced that federated AI approach. That’s why if there are more large language models, the better for us.

Because in some cases, we use one model. In some cases, we use other models. We build an intelligent layer to know when to use which model, right? I think that architecture works so well. I think more and more competitors are going to learn from what we are doing to adopt this solution.

Unidentified speaker, Interviewer, Goldman Sachs: Of the businesses that you’re running today, Eric, is the contact center the business at scale that could lead to better revenue growth opportunities in the U.S.?

Eric Yuan, CEO, Zoom: Yes.

Unidentified speaker, Interviewer, Goldman Sachs: How are you winning business against incumbents? What is the value proposition there? Also, what is the go-to-market model, direct versus channel in contact?

Eric Yuan, CEO, Zoom: Yeah, during our last earnings call, you look at our top 10 deals, nine out of 10 is coming from other cloud vendors through our solution because of a much better product experience, rapid innovation, and plus some AI technology. Ultimately, I think if we can innovate faster, given the AI, faster than our competitors, I think we can gain more market share. You look at our contact center, it’s doing very well. Every time a customer evaluates our solution, they always say, wow, I cannot believe that you have all the features and the product works so well. Not to mention, they also use our other products, the much better integration. I think that’s the reason why we have high confidence we are going to be one of the top leaders in this space.

Unidentified speaker, Interviewer, Goldman Sachs: Can you talk to one case study where you have the widest scale deployment of Zoom Contact Center, and what business results, ROI, the customer achieved?

Eric Yuan, CEO, Zoom: Yeah, we have thousands of agent customers, hundreds of agent customers, like during our last earning call. A private security company called SecureOne deployed a Zoom Contact Center. They’re already a phone customer, deployed our Zoom voice agent. Not only do they serve for the after-hours, but also can really help their sales team with enhanced prospecting. It’s got all the features already there. This is just one example. Some customers deploy Zoom Contact Center for internal help desk and also for the support as well. More and more customers realized they can use a contact center for a lot of use cases, not only for customers, for internal support as well. Not to mention with the virtual agent. Essentially, for almost every topic for every product line, not all customers, they do not need to hire so many human agents. It’s just to deploy multiple Zoom Virtual Agent solutions.

They can truly help customers. Zoom is in a much better position. Today, I can tell you, I think the one very, very big prospect in the process of evaluating our contact center. They like it. We have a traditional contact center solution. We also have an AI chat agent and a voice agent.

Unidentified speaker, Interviewer, Goldman Sachs: Got it. I just wanted to ask you about enterprise versus, you called it direct, as what could be called SMB work. What are the business trends you’re noticing in the two segments of the market, particularly because we’ve had payrolls reports that suggested a weakening economy? There’s talk about rate cuts ahead. We have tariffs. Certainly, we have, as it is, technology volatility and rate of change is so much. We have the macro stuff as well. What are you seeing in these two cuts of your business ahead?

Eric Yuan, CEO, Zoom: It turned out, actually, we are doing very well in SMB. It’s become our sweet spot. The sweet spot. The reason why, you know, SMB customers, they look at the total cost of ownership, supporting cost. Also, are there any hidden features? Right? You know, it’s sort of for free, it’s not for free, right? When customers look at our entire product portfolio, either Zoom Workplace, you know, the product or the Zoom Contact Center or our Workvivo, they look at the cost of ownership. It’s much better. That’s the reason why, last quarter, you know, we mentioned, you know, F5, right? They switch to others and they come back because the end users really like our solution because support costs will be much, much higher in the suite of other solutions. Therefore, SMB and the trust is very important because there are so many AI solutions out there, right?

If you trust us, you say, yeah, Zoom, I trust, you know, AI company, they want to become a long-term partner. That’s the reason why we build more and more AI-driven solutions. You know, they want to adopt it as well. Even two years ago, I did not think that’s the case. Today, the more and more, the more I’m thinking about the AI opportunity, SMB is becoming a sweet spot. Enterprise is a little bit different because they tend to be conservative. Like after we introduced the AI Companion, we started, we published the AI Companion guidance for the CISO. It started to be okay. It turned out that that’s not the case. We also published the AI Companion guideline for the legal team as well. When you have two wide people working together with customers, CISO and also legal team, and then to deploy AI Companion.

Enterprise, for any new technology, it’s always relatively slow.

Unidentified speaker, Interviewer, Goldman Sachs: Got it. Anybody wants to jump in as a question as we wrap up the conversation here? Maybe I’ll ask you one final question. There has been a lot of changes at the C-level. You have a new CFO, and you had your analyst day, you had new people in go-to-market. How is the new management team around Eric gelling together? What is the mandate that you have off your management team in the years ahead?

Eric Yuan, CEO, Zoom: First of all, learn AI. Okay, seriously. That’s kind of the topic every Monday while we start meeting: AI, AI, and AI. The second is to read about the speed. We got to move faster, that’s it. Those two things, AI and the speed of innovation.

Unidentified speaker, Interviewer, Goldman Sachs: That’s great. That’s all I had. Thank you so much.

Eric Yuan, CEO, Zoom: My pleasure. Thank you.

Unidentified speaker, Interviewer, Goldman Sachs: Thank you for your continued support of Goldman Sachs. I hope you have a productive rest of the conference. I wish you well in your journey ahead, whether it’s two years, three years, four years, five years, or 20, 30 years. Wishing you all the best in your journey.

Eric Yuan, CEO, Zoom: Thank you. Thank you. Hopefully, you can continue joining us next year, even after you retire.

Unidentified speaker, Interviewer, Goldman Sachs: I’ll be the audience.

Eric Yuan, CEO, Zoom: We should have moved this conference somewhere to the beach, right?

Unidentified speaker, Interviewer, Goldman Sachs: I’m not a beach guy. I’m an AI guy.

Eric Yuan, CEO, Zoom: Wherever you want to retire. We should move there. Appreciate it. Maybe any questions from the audience? No questions? Okay.

Unidentified speaker, Interviewer, Goldman Sachs: Yeah, I.

Eric Yuan, CEO, Zoom: If anyone has any questions, it’s fine. Otherwise, you know, give some time back. Thank you.

Unidentified speaker, Interviewer, Goldman Sachs: Thanks so much.

Eric Yuan, CEO, Zoom: Appreciate it. Thank you all.

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