Zoom Video Communications, Inc. (ZM) Presents at Barclays Global Technology Conference (Transcript)


Zoom Video Communications, Inc. (NASDAQ:ZM) Barclays Global Technology Conference December 6, 2023 1:25 PM ET

Company Participants

Kelly Steckelberg – CFO

Conference Call Participants

Pete Newton – Barclays

Pete Newton

Awesome. Good morning, everybody. And thank you for coming to the Barclays TMT Global Tech Conference. Happy to be here today. My name is Pete Newton. Obviously, I’m not Ryan MacWilliams. Ryan just gave birth or his wife just gave birth or their first job. So, if you see him, congrats. If you see him on Bloomberg or something, just hang up, let him know if you have so.

So, with that, we’re here with Zoom Video Communications and their CFO, Kelly Steckelberg. Before we begin and dive into questions, there’s a lot considering recent news. I do have to say the first time we got Kelly in person was about months ago at the Zoomtopia event. And how check-in to these conferences goes. You walk around. You get your badge, your name tag. People carry around foods, drinks, and things like that. I saw a plate of bacon. I was like, wow. That’s really good.

So, I walked over there, a piece of bacon. Look up. Kelly’s holding the pot. So, the first time I met Kelly, I didn’t bring bacon today.

Kelly Steckelberg

I’m sorry. Or I should that your bacon.

Pete Newton

No. I need to return this favor. So, with that, I’m glad you have presented your thoughts.

Kelly Steckelberg

Thanks for having us.

Question-and-Answer Session

Q – Pete Newton

Let me just start with –we saw the news headlines, but we’d love to hear your thoughts regarding the space and market speculation around recent M&A.

Kelly Steckelberg

Yes. So, lots of news the last few days. Somebody asked me, this morning, why aren’t we refueling our [indiscernible] 59. And I’m here to say



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