Zoom vs Shopify
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.
About
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.
NYSE: SHOP e-commerce platform at $8.88B FY2024 revenue with $292.28B GMV across 4.82M stores; Black Friday $11.5B processing competing with WooCommerce and BigCommerce for small-to-enterprise direct-to-consumer commerce.
About
Shopify Inc. is an Ottawa, Canada-based e-commerce platform — listed on NYSE (NYSE: SHOP) — providing 4.82+ million active merchant stores of all sizes (from solo entrepreneurs to enterprise brands) with tools for online store creation, multi-channel selling (web, mobile, social, in-person), payment processing (Shopify Payments, Shop Pay), inventory management, fulfillment, and marketing analytics, generating $8.88 billion in revenue in fiscal year 2024 (+26% year-over-year) with $292.28 billion in gross merchandise volume (GMV, +24%) and 875+ million customers who have purchased from Shopify merchant stores. Founded in 2006 by Tobias Lütke, Daniel Weinand, and Scott Lake (started as a snowboard equipment store, pivoted to become the platform), Shopify has become the operating system for independent commerce — the default e-commerce infrastructure for the direct-to-consumer brand economy.
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