“`html
Zoom Communications has reported significant growth in its employee experience platform, Workvivo, with customers generating over $100,000 in Annual Recurring Revenue increasing by 142% year-over-year, reaching 168 in Q2 of fiscal 2026. This growth is bolstered by large implementations like Marubeni Corp.’s deployment of over 10,000 licenses, indicating a trend where enterprises prioritize integrated employee platforms for hybrid work and retention strategies.
For Q3 of fiscal 2026, enterprise revenue estimates stand at $730.97 million, a 4.6% increase from the same period last year, with enterprise revenue constituting 60% of total revenues. The adoption of Workvivo is seen as crucial in maintaining momentum within Zoom’s large-account base.
In contrast, Zoom faces competition from Microsoft’s Viva suite and Google Workspace, both of which leverage their existing ecosystems to drive adoption and innovation. Currently, Zoom shares have gained 2.3% year-to-date, underperforming relative to industry benchmarks.
“`
