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.
Microsoft 365 enterprise collaboration hub with 280M monthly active users for messaging, video, and files; integrating Copilot AI competing with Slack and Zoom for enterprise communication.
Microsoft Teams is Microsoft's enterprise collaboration hub within Microsoft 365 — integrating workplace messaging (chat channels and direct messages), video conferencing, file storage (SharePoint and OneDrive integration), and application extensions into a single platform that has become the primary communication tool for over 280 million monthly active users globally. Launched in 2017 as a replacement for Skype for Business, Teams became one of the most significant technology adoption stories in corporate history during COVID-19, growing from 44 million daily active users in March 2020 to 270 million monthly active users by 2023.
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