Summary Bullets:

• New Zoom Workplace features are emblematic of the advent of agentic AI and the rise of Zoom as a competitor.
• A rapid accumulation of Workplace features provides Zoom with the challenge of drafting clear messaging regarding security and market positioning.

Earlier this month Zoom continued its steady drumbeat of enhancements to the Zoom Workplace platform with the latest round of new features. As with previous rounds, the new capabilities enable users to be more productive by saving time during their workday. However, the real headline is that the features are emblematic of the advent of agentic AI and the rise of Zoom as a competitor.

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