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SEC filings, financial facts, source resources, and Goglides workspace context for Enact Holdings, Inc..
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Zoom reported FY2026 revenue of $4.9 billion and Q3 FY2026 revenue of $1.2 billion. The thesis depends on enterprise retention, Zoom Phone, contact center, AI features, margin durability and cash conversion.
OpenEnact is profitable, overcapitalized against PMIERs, and returning cash through dividends and buybacks, but the public-company thesis still runs through mortgage credit, GSE rules, housing affordability, reinsurance markets, and Genworth's 81% control.
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