Side-by-side comparison of AI visibility scores, market position, and capabilities
San Jose unified communications (NASDAQ: ZM) at $4.665B FY2025 revenue; AI Companion included in paid plans serving 192,600 businesses and 70% Fortune 100 competing with Microsoft Teams for enterprise video and AI collaboration.
Zoom Video Communications is a San Jose, California-based unified communications and AI collaboration platform — publicly traded on the NASDAQ (NASDAQ: ZM) at approximately $20 billion market capitalization — providing businesses and individuals with video conferencing, phone, chat, contact center, and AI collaboration tools through the Zoom Workplace platform serving 192,600 business customers including 70% of the Fortune 100. In fiscal year 2025 (ended January 31, 2025), Zoom reported $4.665 billion in revenue (3% year-over-year growth), demonstrating stable performance after the post-pandemic normalization from the explosive 2020-2021 growth period. Zoom's AI Companion (integrated across Meetings, Phone, Chat, and Whiteboard) provides meeting summaries, real-time coaching, and workflow automation at no additional charge for paid subscribers. Founded in 2011 by Eric Yuan (former Cisco WebEx VP of Engineering), Zoom employs 8,484 people globally.
Google/Alphabet (NASDAQ: GOOGL) cloud productivity suite with 9M+ paying businesses and Gemini AI; Gmail, Docs, Meet, and Drive competing with Microsoft 365 and Copilot for enterprise productivity platform.
Google Workspace is Alphabet's (NASDAQ: GOOGL) cloud productivity suite providing Gmail, Google Drive, Docs, Sheets, Slides, Meet, Chat, Calendar, and admin management tools for businesses, schools, and organizations — competing with Microsoft 365 for enterprise productivity platform dominance. Google Workspace serves 9+ million paying businesses and 3 billion users of Gmail globally across subscription tiers from Business Starter ($6/user/month) to Enterprise, generating an estimated $12+ billion in annual recurring revenue as one of Google Cloud's most significant recurring revenue streams.
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