Zoom Communications, Inc.

This meeting is being recorded. For fiscal year 2022 earnings release. As a reminder, today's earnings webinar is being recorded. And now I will hand things over to Tom McCallum, head of investor relations. Please go ahead, Tom.

Thank you, Kelsey. Hello, everyone, and welcome to Zoom's earnings video webinar for the fourth quarter and full year of FY22. I'm joined today by Zoom's founder and CEO, Eric Yuan, and Zoom's CFO, Kelly Steckelberg. Our earnings press release was issued today after the market closed and may be downloaded from the investor relations page at investors.zoom.com. Also on this page, you'll be able to find a copy of today's prepared remarks and a slide deck with financial highlights that, along with our earnings release, include a reconciliation of GAAP to non-GAAP financial results. During this call, we will make forward-looking statements, including statements regarding our financial outlook for the first quarter and full year 2023, our expectations regarding financial and business trends, our market position opportunities, growth strategy, and business aspirations, product initiatives, and the expected benefits of such initiatives, and our stock repurchase program. These statements are only predictions that are based on what we believe today, and actual results may differ materially. These forward-looking statements are subject to the risks and other factors that can affect our performance and financial results, which we discuss in detail in our filings with the SEC, including our annual report on Form 10-K and quarterly reports on Form 10-Q. Zoom assumes no obligation to update any forward-looking statements that we make on today's webinar. And with that, let me turn the discussion over to Eric.

Thank you, Tom. Before I begin, I wanted to welcome Bill McDonald, CEO of ServiceNow, who will join our board of directors tomorrow. I look forward to working together with Bill, a visionary in the technology space and a successful software executive. I'd also like to thank Bart Svensson, who is stepping down from our board of directors tomorrow for his years of service on our board. And I wish him the best. in his future endeavors. Let me also thank our global Zoom team, customers, partners, and investors for their support as we celebrate the 10-year anniversary of our inception and a three-year anniversary of our IPO. Now, I'd like to share with you three key pillars of the Zoom strategy, which we are building out to drive our future goals. The first pillar It's really about being a full, unified communications platform. We made enormous strides over the past several years, evolving from a meetings company into a multi-product platform, including video conferencing, events, chat, or phone, and more. The missing piece was the contact center. That was until our announcement last week. More on that in a moment. The second pillar is hybrid work. Because we believe hybrid work is going to become more flexible and less about location. So no matter where you are, office, traveling, or home, Zoom wants to make sure you have a consistent experience. Whether it is Zoom rooms or on Zoom connected device, we want to make sure you are part of the conversation and able to collaborate anywhere and everywhere. The third pillar is business workflows. and how we leverage our API marketplace, our Zoom apps, and our SDK. Many technology companies tell me that they want to integrate Zoom into their platform to improve the communication and collaboration experience for their customers. For instance, we recently announced a Zoom DocuSign integration. This will allow customers to review a document during a Zoom meeting and approve it as part of a simple bi-directional business workflow. We are in the early innings of this transformation of work and communication. We believe there's a massive opportunity and we plan to address it with the same level of innovation, scalability, and simplicity that has made Zoom the trusted platform for hundreds of thousands of businesses around the world. As a key part of our UC staff, I'm super excited about an announcement we made last week we announced the general availability of Zoom Contact Center, an omni-channel customer engagement solution that is optimized for video and integrated right into the Zoom client. It brings unified communications together with modern contact center capabilities, helps customers connect over video, and also support channels like voice, SMS, and web chat. Zoom Contact Center is simple for admins to configure and deploy. They can easily create the menus, greetings, and prompts right in the Zoom admin portal. The product can also integrate chat and video into an existing digital presence, like a website, helping organizations have conversations with the customers in the right place and at the right time. This is just the beginning of our plan to modernize the content center and enrich the experience for our customer and our customers' customer. Speaking of customers, we ended the year with a lot of great wins. First, I want to thank Meditronic, a global leader in healthcare technology, for expanding their partnership with Zoom. In 2020, Meditronic chose Zoom meetings, Zoom rooms, and Zoom webinars to enable its global employees to communicate and collaborate better. In Q4 of fiscal 2022, after a careful vendor selection process, they decided to add 60,000 Zoom phone licenses to a new multi-year agreement. Thank you Meditronic for trusting Zoom to deliver a modern integrated UCAS solution to support your global communication needs. Thank you Intuit, the global technology platform that makes TurboTax, QuickBooks, Mint, Credit Karma and Mailchimp for entrusting Zoom with their video communications over the past several years and recently adding Zoom Phone to create a unified communications platform across their organization. Thank you, Arizona State University, which was recently recognized by US News and World Report as the country's most innovative school and has been a strong supporter of Zoom products over the years. As a leading research university, a highly effective communication platform is very important to drive collaboration between the staff, students, staff, and the community. ASU chose Zoom to be a complete communication platform with 50,000 Zoom meetings, 700 Zoom rooms, and 15,000 Zoom phone licenses, as well as Zoom webinars. I also wanted to recognize Lixio Group Corporation a Japanese manufacturer and a pioneer of building materials and housing equipment. As a Zoom meetings and Zoom rooms customer, Lixio has embraced hybrid work for communication and collaboration while leveraging the ease of use of the Zoom's platform to enhance their customer experience with video tours of their showrooms. In Q4, Lixio added 10,000 Zoom phone licenses, committing to a unified communications platform. Thank you, Meditronic, Intuit, Arizona State, and Lixio. I'm very grateful to have such a great group of customers. I love you all. Thank you. The world wants a full communications platform, one that's integrated with other workflows, supports hybrid work, and is secure and easy to use. Zoom is hard at work, ensuring our customers exceed the soaring expectations of how businesses collaborate internally. and communicate excellently. To sustain and enhance our leadership position in this new era of digital transformation, we plan in FY23 to build out our platform to further enrich the customer experience and expand our go-to-market motions, which will enable us to drive future growth for Zoom. I want to thank our Zoomies for their hard work over the past 10 years, we have grown to nearly 6,800 strong and are more focused than ever on delivering happiness every day to our hundreds of thousands of customers around the world. And with that, let me pass it over to Kelly. Thank you.