Your biggest customer stopped opening Zoom.
October 2026, days after Zoomtopia. Zoom just opened its meetings to every big AI assistant. Your biggest customer's COO asked for a call. Her camera is off.
The Bank COO: Darling, my analysts haven't joined a Zoom since August. Their agents attend, take notes and agree to things.
The Bank COO: So I'm renewing for 40% fewer licenses. Do tell me what the other 60% are for.
OMNI: Your video quality is superb. I attend in plain text.
- A. We'll sell ZoomMate on every license. $20 a seat. Ride the add-on.
- B. Then every agent meets on Zoom. Free. Licenses shrink. Agents multiply.
- C. Then ZoomMate attends for her. Priced per meeting. The license meter dies.
- D. Then I'll buy the agent her analysts send. $700M for 50 people and a notetaker.