Zoom Q2 Revenue Hits $1.28B With AI Companion Paid MAUs Still Growing, Q3 Guide Undershoots Street

Zoom reported Q2 revenue up 4.9% YoY to $1.28B (vs $1.27B est.), with enterprise revenue up 7.8% to $787.5M as it leaned on AI Companion adoption. Management guided Q3 adjusted EPS below estimates and revenue to $1.21-1.215B — implying growth slowing to ~3%. Shares slipped in extended trading despite AI Companion paid users continuing to expand.