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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.
OpenMongoDB reported FY2026 revenue of $2.46 billion and positive operating cash flow, but GAAP operating and net losses keep the thesis tied to durable subscription growth, Atlas execution and cash conversion.
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