{"id":304513,"date":"2024-11-27T07:10:59","date_gmt":"2024-11-27T15:10:59","guid":{"rendered":"https:\/\/www.saastr.com\/?p=304513"},"modified":"2024-11-26T14:13:37","modified_gmt":"2024-11-26T22:13:37","slug":"5-interesting-learnings-from-zoom-at-4-7-billion-in-arr","status":"publish","type":"post","link":"https:\/\/www.saastr.com\/5-interesting-learnings-from-zoom-at-4-7-billion-in-arr\/","title":{"rendered":"5 Interesting Learnings from Zoom at $4.7 Billion in ARR"},"content":{"rendered":"<p><img data-recalc-dims=\"1\" decoding=\"async\" class=\"aligncenter size-full wp-image-304515 lazyload\" data-src=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/zoom.webp?resize=1000%2C562&#038;quality=65&#038;ssl=1\" alt=\"\" width=\"1000\" height=\"562\" data-srcset=\"https:\/\/www.saastr.com\/wp-content\/uploads\/2024\/11\/zoom.webp 1000w, https:\/\/www.saastr.com\/wp-content\/uploads\/2024\/11\/zoom-980x551.webp 980w, https:\/\/www.saastr.com\/wp-content\/uploads\/2024\/11\/zoom-480x270.webp 480w\" data-sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1000px, 100vw\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"--smush-placeholder-width: 1000px; --smush-placeholder-aspect-ratio: 1000\/562;\" \/><noscript><img data-recalc-dims=\"1\" decoding=\"async\" class=\"aligncenter size-full wp-image-304515\" src=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/zoom.webp?resize=1000%2C562&#038;quality=65&#038;ssl=1\" alt=\"\" width=\"1000\" height=\"562\" srcset=\"https:\/\/www.saastr.com\/wp-content\/uploads\/2024\/11\/zoom.webp 1000w, https:\/\/www.saastr.com\/wp-content\/uploads\/2024\/11\/zoom-980x551.webp 980w, https:\/\/www.saastr.com\/wp-content\/uploads\/2024\/11\/zoom-480x270.webp 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1000px, 100vw\" \/><\/noscript><\/p>\n<p>So Zoom has entered its mature stage, but it&#8217;s also now rebooting itself.\u00a0 It&#8217;s dropped &#8220;Video&#8221; from its name as it has gone communications and AI-first:<\/p>\n<ul>\n<li>$4.7B ARR<\/li>\n<li>3.6% Growth Overall<\/li>\n<li>Very, very profitable &#8212; generating almost $2B in free cash flow a year<\/li>\n<\/ul>\n<p>Growth is up just 3.6%, but Zoom has raised guidance &#8212; and the stock is up a strong 20% this year.\u00a0 And it still trades at 5x ARR.<\/p>\n<p><img data-recalc-dims=\"1\" decoding=\"async\" class=\"aligncenter wp-image-304518 lazyload\" data-src=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.55.28%E2%80%AFPM.png?resize=699%2C511&#038;quality=70&#038;ssl=1\" alt=\"\" width=\"699\" height=\"511\" data-srcset=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.55.28%E2%80%AFPM.png?w=1000&amp;quality=70&amp;ssl=1 1000w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.55.28%E2%80%AFPM.png?resize=600%2C439&amp;quality=70&amp;ssl=1 600w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.55.28%E2%80%AFPM.png?resize=768%2C562&amp;quality=70&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.55.28%E2%80%AFPM.png?resize=1080%2C790&amp;quality=70&amp;ssl=1 1080w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.55.28%E2%80%AFPM.png?resize=1280%2C936&amp;quality=70&amp;ssl=1 1280w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.55.28%E2%80%AFPM.png?resize=980%2C717&amp;quality=70&amp;ssl=1 980w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.55.28%E2%80%AFPM.png?resize=480%2C351&amp;quality=70&amp;ssl=1 480w\" data-sizes=\"(max-width: 699px) 100vw, 699px\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"--smush-placeholder-width: 699px; --smush-placeholder-aspect-ratio: 699\/511;\" \/><noscript><img data-recalc-dims=\"1\" decoding=\"async\" class=\"aligncenter wp-image-304518\" src=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.55.28%E2%80%AFPM.png?resize=699%2C511&#038;quality=70&#038;ssl=1\" alt=\"\" width=\"699\" height=\"511\" srcset=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.55.28%E2%80%AFPM.png?w=1000&amp;quality=70&amp;ssl=1 1000w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.55.28%E2%80%AFPM.png?resize=600%2C439&amp;quality=70&amp;ssl=1 600w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.55.28%E2%80%AFPM.png?resize=768%2C562&amp;quality=70&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.55.28%E2%80%AFPM.png?resize=1080%2C790&amp;quality=70&amp;ssl=1 1080w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.55.28%E2%80%AFPM.png?resize=1280%2C936&amp;quality=70&amp;ssl=1 1280w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.55.28%E2%80%AFPM.png?resize=980%2C717&amp;quality=70&amp;ssl=1 980w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.55.28%E2%80%AFPM.png?resize=480%2C351&amp;quality=70&amp;ssl=1 480w\" sizes=\"(max-width: 699px) 100vw, 699px\" \/><\/noscript><\/p>\n<h3><strong>#1.\u00a0 Average Monthly Self-Serve (&#8220;Online&#8221;) Churn Hit New Low of 2.7% a Month<\/strong><\/h3>\n<p>Churn especially SMB churn remains Zoom&#8217;s biggest challenge at its mature state, but it&#8217;s been pushing customers to annual and longer contracts and more.\u00a0 It&#8217;s seen churn fall to 2.7% a month, down from 3%.<\/p>\n<p><a href=\"https:\/\/investors.zoom.us\/static-files\/6cc51f1a-cb05-469e-9e34-7edc087b2cf5\"><img data-recalc-dims=\"1\" decoding=\"async\" class=\"aligncenter size-full wp-image-304514 lazyload\" data-src=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.48.25%E2%80%AFPM.png?resize=554%2C438&#038;quality=70&#038;ssl=1\" alt=\"\" width=\"554\" height=\"438\" data-srcset=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.48.25%E2%80%AFPM.png?w=554&amp;quality=70&amp;ssl=1 554w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.48.25%E2%80%AFPM.png?resize=480%2C379&amp;quality=70&amp;ssl=1 480w\" data-sizes=\"(max-width: 554px) 100vw, 554px\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"--smush-placeholder-width: 554px; --smush-placeholder-aspect-ratio: 554\/438;\" \/><noscript><img data-recalc-dims=\"1\" decoding=\"async\" class=\"aligncenter size-full wp-image-304514\" src=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.48.25%E2%80%AFPM.png?resize=554%2C438&#038;quality=70&#038;ssl=1\" alt=\"\" width=\"554\" height=\"438\" srcset=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.48.25%E2%80%AFPM.png?w=554&amp;quality=70&amp;ssl=1 554w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.48.25%E2%80%AFPM.png?resize=480%2C379&amp;quality=70&amp;ssl=1 480w\" sizes=\"(max-width: 554px) 100vw, 554px\" \/><\/noscript><\/a><\/p>\n<h3><strong>#2.\u00a0 98% NRR from Enterprise Customers, Down from 101% a Year Ago and 115% in 2023.\u00a0\u00a0<\/strong><\/h3>\n<p>Less than 100%, but still close.<\/p>\n<p><a href=\"https:\/\/investors.zoom.us\/static-files\/6cc51f1a-cb05-469e-9e34-7edc087b2cf5\"><img data-recalc-dims=\"1\" decoding=\"async\" class=\"aligncenter size-full wp-image-304523 lazyload\" data-src=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?resize=1000%2C508&#038;quality=70&#038;ssl=1\" alt=\"\" width=\"1000\" height=\"508\" data-srcset=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?w=1000&amp;quality=70&amp;ssl=1 1000w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?resize=600%2C305&amp;quality=70&amp;ssl=1 600w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?resize=768%2C390&amp;quality=70&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?resize=1536%2C780&amp;quality=70&amp;ssl=1 1536w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?resize=1080%2C548&amp;quality=70&amp;ssl=1 1080w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?resize=1280%2C650&amp;quality=70&amp;ssl=1 1280w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?resize=980%2C498&amp;quality=70&amp;ssl=1 980w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?resize=480%2C244&amp;quality=70&amp;ssl=1 480w\" data-sizes=\"(max-width: 1000px) 100vw, 1000px\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"--smush-placeholder-width: 1000px; --smush-placeholder-aspect-ratio: 1000\/508;\" \/><noscript><img data-recalc-dims=\"1\" decoding=\"async\" class=\"aligncenter size-full wp-image-304523\" src=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?resize=1000%2C508&#038;quality=70&#038;ssl=1\" alt=\"\" width=\"1000\" height=\"508\" srcset=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?w=1000&amp;quality=70&amp;ssl=1 1000w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?resize=600%2C305&amp;quality=70&amp;ssl=1 600w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?resize=768%2C390&amp;quality=70&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?resize=1536%2C780&amp;quality=70&amp;ssl=1 1536w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?resize=1080%2C548&amp;quality=70&amp;ssl=1 1080w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?resize=1280%2C650&amp;quality=70&amp;ssl=1 1280w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?resize=980%2C498&amp;quality=70&amp;ssl=1 980w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.07.37%E2%80%AFPM.png?resize=480%2C244&amp;quality=70&amp;ssl=1 480w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/noscript><\/a><\/p>\n<h3><strong>#3.\u00a0 $100k+ Customers Only Segment Growing, Are 31% of Revenue.\u00a0 Enterprise Overall Now 59% of Revenue<\/strong><\/h3>\n<p>Overall enterprise customer count is flat, but $100k+ customers are up 7%,\u00a0 Like many growing more slowly today, their focus is in the enterprise.<\/p>\n<p><a href=\"https:\/\/investors.zoom.us\/static-files\/6cc51f1a-cb05-469e-9e34-7edc087b2cf5\"><img data-recalc-dims=\"1\" decoding=\"async\" class=\"aligncenter size-full wp-image-304520 lazyload\" data-src=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.58.32%E2%80%AFPM.png?resize=654%2C802&#038;quality=70&#038;ssl=1\" alt=\"\" width=\"654\" height=\"802\" data-srcset=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.58.32%E2%80%AFPM.png?w=654&amp;quality=70&amp;ssl=1 654w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.58.32%E2%80%AFPM.png?resize=489%2C600&amp;quality=70&amp;ssl=1 489w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.58.32%E2%80%AFPM.png?resize=480%2C589&amp;quality=70&amp;ssl=1 480w\" data-sizes=\"(max-width: 654px) 100vw, 654px\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"--smush-placeholder-width: 654px; --smush-placeholder-aspect-ratio: 654\/802;\" \/><noscript><img data-recalc-dims=\"1\" decoding=\"async\" class=\"aligncenter size-full wp-image-304520\" src=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.58.32%E2%80%AFPM.png?resize=654%2C802&#038;quality=70&#038;ssl=1\" alt=\"\" width=\"654\" height=\"802\" srcset=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.58.32%E2%80%AFPM.png?w=654&amp;quality=70&amp;ssl=1 654w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.58.32%E2%80%AFPM.png?resize=489%2C600&amp;quality=70&amp;ssl=1 489w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-1.58.32%E2%80%AFPM.png?resize=480%2C589&amp;quality=70&amp;ssl=1 480w\" sizes=\"(max-width: 654px) 100vw, 654px\" \/><\/noscript><\/a><\/p>\n<h3><strong>#4.\u00a0 Insanely Profitable<\/strong><\/h3>\n<p>Zoom&#8217;s growth may have slowed, but not its cash flow.\u00a0 It&#8217;s generating almost $2 Billion in cash a year.\u00a0 That&#8217;s over 40% free-cash flow margins.<\/p>\n<p><a href=\"https:\/\/investors.zoom.us\/static-files\/6cc51f1a-cb05-469e-9e34-7edc087b2cf5\"><img data-recalc-dims=\"1\" decoding=\"async\" class=\"aligncenter size-full wp-image-304522 lazyload\" data-src=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?resize=1000%2C552&#038;quality=70&#038;ssl=1\" alt=\"\" width=\"1000\" height=\"552\" data-srcset=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?w=1000&amp;quality=70&amp;ssl=1 1000w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?resize=600%2C331&amp;quality=70&amp;ssl=1 600w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?resize=768%2C424&amp;quality=70&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?resize=1536%2C848&amp;quality=70&amp;ssl=1 1536w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?resize=1080%2C596&amp;quality=70&amp;ssl=1 1080w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?resize=1280%2C707&amp;quality=70&amp;ssl=1 1280w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?resize=980%2C541&amp;quality=70&amp;ssl=1 980w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?resize=480%2C265&amp;quality=70&amp;ssl=1 480w\" data-sizes=\"(max-width: 1000px) 100vw, 1000px\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"--smush-placeholder-width: 1000px; --smush-placeholder-aspect-ratio: 1000\/552;\" \/><noscript><img data-recalc-dims=\"1\" decoding=\"async\" class=\"aligncenter size-full wp-image-304522\" src=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?resize=1000%2C552&#038;quality=70&#038;ssl=1\" alt=\"\" width=\"1000\" height=\"552\" srcset=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?w=1000&amp;quality=70&amp;ssl=1 1000w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?resize=600%2C331&amp;quality=70&amp;ssl=1 600w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?resize=768%2C424&amp;quality=70&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?resize=1536%2C848&amp;quality=70&amp;ssl=1 1536w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?resize=1080%2C596&amp;quality=70&amp;ssl=1 1080w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?resize=1280%2C707&amp;quality=70&amp;ssl=1 1280w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?resize=980%2C541&amp;quality=70&amp;ssl=1 980w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.02.26%E2%80%AFPM.png?resize=480%2C265&amp;quality=70&amp;ssl=1 480w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/noscript><\/a><\/p>\n<h3><strong>#5.\u00a0 Contact Center and Workvio (Employee Engagement) Products Are Growth Levers Today<\/strong><\/h3>\n<p>CEO Eric Yuan is the GM of the Contact Center business himself, and their Workivo acquisition of 2 years ago has worked well.\u00a0 This is their big multi-product push.\u00a0 It&#8217;s working, but still with NRR now under 100% from enterprise customers, it&#8217;s arguably later than it should have been.<\/p>\n<p><a href=\"https:\/\/investors.zoom.us\/static-files\/6cc51f1a-cb05-469e-9e34-7edc087b2cf5\"><img data-recalc-dims=\"1\" decoding=\"async\" class=\"aligncenter size-large wp-image-304525 lazyload\" data-src=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=1080%2C608&#038;quality=70&#038;ssl=1\" alt=\"\" width=\"1080\" height=\"608\" data-srcset=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=1920%2C1080&amp;quality=70&amp;ssl=1 1920w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=600%2C338&amp;quality=70&amp;ssl=1 600w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=768%2C432&amp;quality=70&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=1536%2C864&amp;quality=70&amp;ssl=1 1536w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=1080%2C608&amp;quality=70&amp;ssl=1 1080w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=1280%2C720&amp;quality=70&amp;ssl=1 1280w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=980%2C552&amp;quality=70&amp;ssl=1 980w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=480%2C270&amp;quality=70&amp;ssl=1 480w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?w=1000&amp;quality=70&amp;ssl=1 1000w\" data-sizes=\"(max-width: 1080px) 100vw, 1080px\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"--smush-placeholder-width: 1080px; --smush-placeholder-aspect-ratio: 1080\/608;\" \/><noscript><img data-recalc-dims=\"1\" decoding=\"async\" class=\"aligncenter size-large wp-image-304525\" src=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=1080%2C608&#038;quality=70&#038;ssl=1\" alt=\"\" width=\"1080\" height=\"608\" srcset=\"https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=1920%2C1080&amp;quality=70&amp;ssl=1 1920w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=600%2C338&amp;quality=70&amp;ssl=1 600w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=768%2C432&amp;quality=70&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=1536%2C864&amp;quality=70&amp;ssl=1 1536w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=1080%2C608&amp;quality=70&amp;ssl=1 1080w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=1280%2C720&amp;quality=70&amp;ssl=1 1280w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=980%2C552&amp;quality=70&amp;ssl=1 980w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?resize=480%2C270&amp;quality=70&amp;ssl=1 480w, https:\/\/i0.wp.com\/www.saastr.com\/wp-content\/uploads\/2024\/11\/Screenshot-2024-11-26-at-2.09.51%E2%80%AFPM.png?w=1000&amp;quality=70&amp;ssl=1 1000w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><\/noscript><\/a><\/p>\n<p>It&#8217;s been quite a journey from Zoom.\u00a0 From self-serve rocketship to $100m ARR, to the app that kept us from going crazy during lockdown, to an enterprise-focused leader in collaboration today.\u00a0 A lot of change.\u00a0 As it always is, really.<\/p>\n<p><iframe title=\"Get to $100m ARR While Burning Almost Nothing: 6 Learnings in 6 Years\" width=\"1080\" height=\"608\" data-src=\"https:\/\/www.youtube.com\/embed\/IVfT9hY6J3Q?feature=oembed&#038;enablejsapi=1&#038;origin=https:\/\/www.saastr.com\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>So Zoom has entered its mature stage, but it&#8217;s also now rebooting itself.\u00a0 It&#8217;s dropped &#8220;Video&#8221; from its name as it has gone communications and AI-first: $4.7B ARR 3.6% Growth Overall Very, very profitable &#8212; generating almost $2B in free cash flow a year Growth is up just 3.6%, but Zoom has raised guidance &#8212;&#8230; <br \/><a class=\"more-link fade\" href=\"https:\/\/www.saastr.com\/5-interesting-learnings-from-zoom-at-4-7-billion-in-arr\/\">Continue Reading<\/a><\/p>\n","protected":false},"author":19,"featured_media":-1,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","om_disable_all_campaigns":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpscp_schedule_draft_date":"","_wpscp_schedule_republish_date":"","_wpscppro_advance_schedule":false,"_wpscppro_advance_schedule_date":"","_wpscppro_custom_social_share_image":0,"_facebook_share_type":"","_twitter_share_type":"","_linkedin_share_type":"","_pinterest_share_type":"","_linkedin_share_type_page":"","_instagram_share_type":"","_medium_share_type":"","_threads_share_type":"","_selected_social_profile":[]},"categories":[23926,31,28],"tags":[],"class_list":["post-304513","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-5-interesting-things","category-blog-posts","category-scale"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/www.saastr.com\/wp-content\/uploads\/2024\/11\/zoom.webp","jetpack_shortlink":"https:\/\/wp.me\/p5oib2-1hdv","jetpack_sharing_enabled":true,"fifu_image_url":"https:\/\/www.saastr.com\/wp-content\/uploads\/2024\/11\/zoom.webp","_links":{"self":[{"href":"https:\/\/www.saastr.com\/wp-json\/wp\/v2\/posts\/304513","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.saastr.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.saastr.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.saastr.com\/wp-json\/wp\/v2\/users\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/www.saastr.com\/wp-json\/wp\/v2\/comments?post=304513"}],"version-history":[{"count":5,"href":"https:\/\/www.saastr.com\/wp-json\/wp\/v2\/posts\/304513\/revisions"}],"predecessor-version":[{"id":304526,"href":"https:\/\/www.saastr.com\/wp-json\/wp\/v2\/posts\/304513\/revisions\/304526"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.saastr.com\/wp-json\/"}],"wp:attachment":[{"href":"https:\/\/www.saastr.com\/wp-json\/wp\/v2\/media?parent=304513"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.saastr.com\/wp-json\/wp\/v2\/categories?post=304513"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.saastr.com\/wp-json\/wp\/v2\/tags?post=304513"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}