Zoom Video Communications (ZM) reports earnings today after the bell.

Here's what we think you should know:

LikeFolio Metrics

Web traffic is down 15% YoY, but this is an improvement from the 25% YoY decrease seen at the end of March.

Zoom happiness levels sit at 62%, lower than competitors like Microsoft (MSFT) which offers it's Teams platform and Salesforce (CRM) which owns Slack.

Company Updates

Zoom has added AI capabilities to its platform for free to compete with Microsoft’s Teams and its AI technologies.

Some such capabilities include creating meeting summaries, recordings, agendas, and emails. Zoom recently announced Zoom Docs, a generative AI tool that turns information in meetings into documents and reports.

These AI capabilities provide greater productivity that appeals to enterprise customers who account for 30% of revenue. Zoom has grown its base of enterprise customers paying over $100,000 up to 3,883, an 8.5% increase over the past year.

Zoom also unveiled a 1 million attendee capacity for webinars on its platform.

Here's how we are playing earnings...

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