Zoom Video Communications, Inc.
Q3 2022 Earnings Call Transcript

Published:

  • Disclaimer*:
    This transcript is designed to be used alongside the freely available audio recording on this page. Timestamps within the transcript are designed to help you navigate the audio should the corresponding text be unclear. The machine-assisted output provided is partly edited and is designed as a guide.
  • Operator:
    00
  • Tom McCallum:
    00
  • Eric Yuan:
    01
  • Kelly Steckelberg:
    08
  • Operator:
    18
  • Sterling Auty:
    18
  • Eric Yuan:
    Yeah. Sterling. That's a great questions. As you see right in Q3 and a greater customer is like a carrier. And they expanded to deploy Zoom Phone and it’s not a hundred and thousand, tens of a thousand deployment, right? So you look at the phone industry, right? I mean, the PBX industry, I think it's growing very well to replace legacy on-prem systems. Also, those existing CloudX from providers, most of them develop a technologies stack many years ago. However, will those especially for large enterprise customers, when they migrate from on prem to cloud, they do not want to deploy another solution, because the video and voice those two are converted into one service. In particular for those customers who already deployed Zoom Video platforms essentially technically Zoom Cloud’s PBX system already there, we just need to enable and configure that. Otherwise, they are two fabulous solutions. That's why we have a high confidence that every time customers, they look at all those cloud-based phone solutions, Zoom always is the best choice. That's why I think the huge growth opportunity for our unified communication platform, video and voice together and to capture the wave of this cloud migration from on-prem to cloud.
  • Sterling Auty:
    20
  • Eric Yuan:
    20
  • Operator:
    20
  • Parker Lane:
    20
  • Eric Yuan:
    21
  • Parker Lane:
    22
  • Eric Yuan:
    22
  • Operator:
    22
  • Taz Koujalgi:
    22
  • Eric Yuan:
    22
  • Taz Koujalgi:
    22
  • Kelly Steckelberg:
    23
  • Taz Koujalgi:
    23
  • Kelly Steckelberg:
    23
  • Taz Koujalgi:
    23
  • Operator:
    23
  • Meta Marshall:
    23
  • Kelly Steckelberg:
    24
  • Meta Marshall:
    25
  • Operator:
    25
  • Alex Zukin:
    25
  • Kelly Steckelberg:
    26
  • Tom McCallum:
    27
  • Operator:
    28
  • Kelly Steckelberg:
    28
  • Matt Stotler:
    28
  • Kelly Steckelberg:
    28
  • Eric Yuan:
    28
  • Matt Stotler:
    30
  • Eric Yuan:
    30
  • Kelly Steckelberg:
    30
  • Operator:
    30
  • Siti Panigrahi:
    30
  • Kelly Steckelberg:
    30
  • Siti Panigrahi:
    31
  • Kelly Steckelberg:
    31
  • Operator:
    31
  • Ryan Mcwilliams:
    31
  • Kelly Steckelberg:
    31
  • Eric Yuan:
    32
  • Ryan Mcwilliams:
    33
  • Kelly Steckelberg:
    33
  • Operator:
    33
  • Tyler Radke:
    33
  • Kelly Steckelberg:
    33
  • Tyler Radke:
    35
  • Operator:
    35
  • James Fish:
    35
  • Eric Yuan:
    35
  • James Fish:
    37
  • Eric Yuan:
    37
  • Operator:
    37
  • Rishi Jaluria:
    37
  • Eric Yuan:
    37
  • Rishi Jaluria:
    39
  • Eric Yuan:
    39
  • Operator:
    39
  • Karl Keirstead:
    39
  • Kelly Steckelberg:
    40
  • Karl Keirstead:
    41
  • Kelly Steckelberg:
    41
  • Karl Keirstead:
    41
  • Kelly Steckelberg:
    41
  • Karl Keirstead:
    42
  • Kelly Steckelberg:
    42
  • Operator:
    42
  • Shebly Seyrafi:
    42
  • Eric Yuan:
    42
  • Shebly Seyrafi:
    44
  • Eric Yuan:
    44
  • Operator:
    44
  • Matthew VanVliet:
    44
  • Eric Yuan:
    44
  • Kelly Steckelberg:
    44
  • Matthew VanVliet:
    45
  • Operator:
    45
  • Matthew Niknam:
    45
  • Eric Yuan:
    46
  • Matthew Niknam:
    47
  • Eric Yuan:
    47
  • Operator:
    47
  • Will Power:
    47
  • Eric Yuan:
    47
  • Will Power:
    49
  • Eric Yuan:
    49
  • Operator:
    49
  • Patrick Walravens:
    49
  • Eric Yuan:
    49
  • Patrick Walravens:
    51
  • Eric Yuan:
    51
  • Operator:
    51
  • Steve Enders:
    51
  • Eric Yuan:
    52
  • Steve Enders:
    53
  • Eric Yuan:
    53
  • Operator:
    53
  • Ittai Kidron:
    53
  • Eric Yuan:
    54
  • Kelly Steckelberg:
    54
  • Eric Yuan:
    55
  • Ittai Kidron:
    56
  • Eric Yuan:
    56
  • Operator:
    56
  • Ryan Koontz:
    56
  • Eric Yuan:
    56
  • Ryan Koontz:
    57
  • Eric Yuan:
    57
  • Operator:
    57
  • Kelly Steckelberg:
    57
  • Chaim Siegel:
    57
  • Kelly Steckelberg:
    58
  • Chaim Siegel:
    59
  • Operator:
    59
  • Michael Turrin:
    59
  • Kelly Steckelberg:
    60
  • Michael Turrin:
    61
  • Operator:
    61
  • Matthew Harrigan:
    61
  • Eric Yuan:
    62
  • Michael Turrin:
    63
  • Eric Yuan:
    63
  • Tom McCallum:
    63
  • Eric Yuan:
    63
  • A - Kelly Steckelberg:
    64
  • A - Eric Yuan:
    64

Other Zoom Video Communications, Inc. earnings call transcripts: