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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.
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Becton Dickinson reported FY2025 revenue of $21.84 billion and Q2 FY2026 revenue of $4.71 billion, with the official record tying the thesis to medtech scale, portfolio reshaping, hospital demand, margin recovery, debt and cash conversion.
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