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.