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    Yanni Samoilis

    Research Analyst at Robert W. Baird & Co.

    Yanni Samoilis is an Equity Research Analyst at Robert W. Baird & Co., specializing in cloud software research with a focus on cloud data, artificial intelligence, and unified communications. He notably covers companies such as Zoom Communications, and according to third-party platforms like TipRanks, he currently maintains a 1.74-star analyst rating based on his published recommendations. Samoilis began his career at Baird as a Summer Analyst in 2022, transitioned into a full-time analyst role in February 2023, and previously served as a Shift Manager in operations outside of finance before completing his finance degree at Indiana University's Kelley School of Business in 2022. He holds a Bachelor of Science in Finance and Business Analytics, but as of now, there is no public record of FINRA registration or securities licenses, nor any major industry awards or rankings attributed specifically to him.

    Yanni Samoilis's questions to Zoom Communications (ZM) leadership

    Yanni Samoilis's questions to Zoom Communications (ZM) leadership • Q2 2026

    Question

    Yanni Samoilis, on behalf of William Power at Baird, questioned the impact of the recent price increase for the monthly Pro SKU, asking if revenue expectations have changed and what customer feedback or behavioral changes, like churn, have been observed.

    Answer

    CFO Michelle Chang confirmed that the initial forecast of a $10 to $15 million incremental revenue impact remains on track. She noted that online business churn remains at continued lows of 2.9% and that there was minimal customer pushback, attributing this to the strong value proposition, which includes added AI features and increased storage limits.

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