Is Zoom the Next Stealth AI Winner?

Why AI-Driven Innovation Could Mark a New Growth Inflection Point

Join Ed Moya, Senior Macro Analyst at AlphaSense, for a timely conversation with Doug Garber, Host of Pitch the PM, and CIO at Westport Alpha Group (formerly of Citadel and Millennium). Together, they'll unpack why Zoom (ZM) may be entering a new phase of growth—powered by AI.

While growth has slowed post-COVID, Zoom is now trading at an attractive valuation. But under the radar, the company has been quietly transforming—investing heavily in product expansion, evolving beyond its best-in-class video conferencing to become a full-fledged Unified Communication as a Service (UCaaS) platform.

In this session, we’ll break down:

• Why Zoom's transition to UCaaS and focus on AI could drive re-acceleration in growth
• How new offerings like Zoom Phone, Contact Centers, Workvivo, and embedded AI are fueling customer expansion
• Why these changes could lead to positive earnings revisions and a potential valuation re-rating in the near term

This is a must-attend discussion for investors exploring how AI innovation is reshaping tech names—and uncovering overlooked winners.