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Patrick Wahl Ravens

Research Analyst at Citizens Financial Group, Inc.

Patrick Wahl Ravens is an Equity Research Analyst at Citizens Financial Group, Inc., specializing in covering software and cloud technology companies. He has been a frequent participant in high-profile earnings calls for firms such as Zoom Video Communications and is recognized for insightful questioning on product strategy and enterprise technology adoption. Ravens began his career in financial analysis after completing formal business education, with an increasing focus on the technology sector since joining Citizens, and is noted for establishing relationships with Fortune 500 technology companies. He holds required securities licenses and FINRA registration, underscoring his credentials as a financial markets professional, though specific performance metrics or national analyst rankings are not publicly documented.

Patrick Wahl Ravens's questions to Zoom Communications (ZM) leadership

Question · Q3 2026

Patrick Wahl Ravens requested details on the Salesforce win, specifically how Zoom pitched its Custom AI Companion to Salesforce and how it enhances the experience for their employees.

Answer

CEO Eric Yuan explained that Salesforce, with its Agentforce framework, recognized the potential to integrate Zoom's Custom AI Companion to drive productivity. He noted that the partnership leverages Zoom's AI capabilities to turn everyday conversations into actionable insights, aligning with Salesforce's focus on AI and enterprise technology.

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Fintool

Fintool can predict Zoom Communications logo ZM's earnings beat/miss a week before the call

Question · Q3 2026

Patrick Wahl Ravens asked for details on the Salesforce win, specifically how the partnership works and how it changes the experience for Salesforce employees.

Answer

Eric Yuan, Founder and CEO, explained that Salesforce integrated Zoom's Custom AI Companion with their Agentforce framework to enhance productivity. He noted that this integration leverages Zoom's AI capabilities to turn everyday conversations into actionable insights, and mentioned the upcoming GA of Zoom AI Companion Sugarload.

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Fintool

Fintool can write a report on Zoom Communications logo ZM's next earnings in your company's style and formatting