It’s a whole new world of hybrid work. Can ZM pull off another earnings beat come Nov. 22?
While the cloud-based video platform’s active client domains or domains with regular engagement continue to decelerate from 2020s highs, they’re more stable on a 2-year basis. But there’s more to consider…
- The number of active enterprise accounts has remained in gradual descent since summer’s start.
- However, overall usage from this group is stable, suggesting core industries are adding paid users.
On the other hand, industries with fringe and temporary use cases (e.g. restaurant interviews) may be starting to dwindle, which could impact the top line.